Latest Institutional Transactions on Berkshire Hathaway Inc (BRK-A)
This table provides information on the latest institutional transactions involving Berkshire Hathaway Inc (BRK-A) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
4+ 6.45% |
$2.39M - $2.54M
|
66
$44.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
2+ 100.0% |
$1.2M - $1.27M
|
4
$2.69M
|
|
|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1- 25.0% |
$598K - $634K
|
3
$2.02M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
1+ 100.0% |
$598K - $634K
|
2
$1.35M
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2New |
$1.2M - $1.27M
|
2
$1.35M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2+ 25.0% |
$1.2M - $1.27M
|
10
$6.73M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
3New |
$1.79M - $1.9M
|
3
$2.02M
|
|
|
Jul 30, 2024
Q2 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-3- 0.53% |
$1.79M - $1.9M
|
558
$376M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2New |
$1.2M - $1.27M
|
2
$1.35M
|
|
|
Jul 29, 2024
Q2 2024
|
Washington Trust Bank
|
SELL
|
- |
-2- 20.0% |
$1.2M - $1.27M
|
8
$5.39M
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
BUY
|
- |
4New |
$2.39M - $2.54M
|
4
$2.69M
|
|
|
Jul 26, 2024
Q2 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
2New |
$1.2M - $1.27M
|
2
$1.35M
|
|
|
Jul 26, 2024
Q2 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-9- 56.25% |
$5.38M - $5.71M
|
7
$4.71M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-190- 74.51% |
$114M - $120M
|
65
$43.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-6- 6.32% |
$3.59M - $3.8M
|
89
$59.9M
|
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
BUY
|
- |
2+ 200.0% |
$1.2M - $1.27M
|
3
$2.02M
|
|
|
Jul 25, 2024
Q2 2024
|
Shelter Ins Retirement Plan
|
BUY
|
- |
34New |
$20.3M - $21.6M
|
34
$22.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1- 2.56% |
$598K - $634K
|
38
$25.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1- 3.03% |
$598K - $634K
|
32
$21.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Compass Capital Management, Inc
|
BUY
|
- |
3+ 33.33% |
$1.79M - $1.9M
|
12
$8.08M
|
|
|
Jul 25, 2024
Q2 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
1New |
$598K - $634K
|
1
$673K
|
|
|
Jul 25, 2024
Q2 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-1- 50.0% |
$598K - $634K
|
1
$673K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1+ 50.0% |
$598K - $634K
|
3
$2.02M
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-15- 83.33% |
$8.97M - $9.51M
|
3
$2.02M
|
|
|
Jul 22, 2024
Q2 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-3- 1.05% |
$1.79M - $1.9M
|
282
$190M
|
|
|
Jul 22, 2024
Q2 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-9- 21.95% |
$5.38M - $5.71M
|
32
$21.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
164New |
$98.1M - $104M
|
164
$110M
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
1+ 50.0% |
$598K - $634K
|
3
$2.02M
|
|
|
Jul 22, 2024
Q2 2024
|
Security National Bank
|
SELL
|
- |
-1- 1.96% |
$598K - $634K
|
50
$33.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2+ 28.57% |
$1.2M - $1.27M
|
9
$6.06M
|
|
|
Jul 22, 2024
Q2 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-2- 66.67% |
$1.2M - $1.27M
|
1
$673K
|
|
|
Jul 18, 2024
Q2 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
2New |
$1.2M - $1.27M
|
2
$1.35M
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1New |
$598K - $634K
|
1
$673K
|
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1- 25.0% |
$598K - $634K
|
3
$2.02M
|
|
|
Jul 17, 2024
Q2 2024
|
Human Investing LLC
|
BUY
|
- |
2New |
$1.2M - $1.27M
|
2
$1.35M
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
2New |
$1.2M - $1.27M
|
2
$1.35M
|
|
|
Jul 16, 2024
Q2 2024
|
Bremer Bank National Association
|
SELL
|
- |
-7- 70.0% |
$4.19M - $4.44M
|
3
$2.02M
|
|
|
Jul 15, 2024
Q2 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
2New |
$1.2M - $1.27M
|
2
$1.35M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1New |
$598K - $634K
|
1
$673K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3- 37.5% |
$1.79M - $1.9M
|
5
$3.37M
|
|
|
Jul 11, 2024
Q2 2024
|
New Capital Management LP
|
SELL
|
- |
-1- 50.0% |
$598K - $634K
|
1
$673K
|
|
|
Jul 10, 2024
Q2 2024
|
Wellcome Trust LTD (The) As Trustee Of The Wellcome Trust
|
SELL
|
- |
-60- 7.89% |
$35.9M - $38M
|
700
$471M
|
|
|
Jul 09, 2024
Q2 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-3- 42.86% |
$1.79M - $1.9M
|
4
$2.69M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2+ 66.67% |
$1.2M - $1.27M
|
5
$3.37M
|
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-2- 66.67% |
$1.2M - $1.27M
|
1
$673K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2New |
$1.2M - $1.27M
|
2
$1.35M
|
|
|
Jul 01, 2024
Q2 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-10- 83.33% |
$5.98M - $6.34M
|
2
$1.35M
|
|
| Q1 2024 | |||||||
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1- 10.0% |
$545K - $634K
|
9
$6.06M
|
|
|
Aug 12, 2024
Q1 2024
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
300+ 2727.27% |
$164M - $190M
|
311
$209M
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 33.33% |
$545K - $634K
|
2
$1.35M
|
|