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 |
---|---|---|---|---|---|---|---|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2- 2.41% |
$1.09M - $1.27M
|
81
$54.5M
|
|
May 29, 2024
Q1 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
1.7KNew |
$927M - $1.08B
|
1.7K
$1.14B
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1New |
$545K - $634K
|
1
$673K
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
BUY
|
- |
1New |
$545K - $634K
|
1
$673K
|
|
May 16, 2024
Q1 2024
|
Elkhorn Partners Limited Partnership
Omaha, NE |
BUY
|
- |
1+ 2.04% |
$545K - $634K
|
50
$33.7M
|
|
May 15, 2024
Q1 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
1New |
$545K - $634K
|
1
$673K
|
|
May 15, 2024
Q1 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-4- 50.0% |
$2.18M - $2.54M
|
4
$2.69M
|
|
May 15, 2024
Q1 2024
|
Vontobel Asset Management Inc
New York, NY |
SELL
|
- |
-109- 40.22% |
$59.4M - $69.2M
|
162
$109M
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-1- 25.0% |
$545K - $634K
|
3
$2.02M
|
|
May 15, 2024
Q1 2024
|
Nia Impact Advisors, LLC
|
BUY
|
- |
1New |
$545K - $634K
|
1
$673K
|
|
May 15, 2024
Q1 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-18- 22.22% |
$9.81M - $11.4M
|
63
$42.4M
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1New |
$545K - $634K
|
1
$673K
|
|
May 15, 2024
Q1 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
1New |
$545K - $634K
|
1
$673K
|
|
May 15, 2024
Q1 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
4New |
$2.18M - $2.54M
|
4
$2.69M
|
|
May 15, 2024
Q1 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
36New |
$19.6M - $22.8M
|
36
$24.2M
|
|
May 15, 2024
Q1 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
6+ 85.71% |
$3.27M - $3.81M
|
13
$8.75M
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1New |
$545K - $634K
|
1
$673K
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-1- 50.0% |
$545K - $634K
|
1
$673K
|
|
May 14, 2024
Q1 2024
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-9- 6.47% |
$4.91M - $5.71M
|
130
$87.5M
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
SELL
|
- |
-1- 50.0% |
$545K - $634K
|
1
$673K
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1New |
$545K - $634K
|
1
$673K
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
14+ 18.18% |
$7.63M - $8.88M
|
91
$61.3M
|
|
May 14, 2024
Q1 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-12- 25.53% |
$6.54M - $7.61M
|
35
$23.6M
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
2+ 50.0% |
$1.09M - $1.27M
|
6
$4.04M
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
1+ 10.0% |
$545K - $634K
|
11
$7.41M
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
6New |
$3.27M - $3.81M
|
6
$4.04M
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1+ 11.11% |
$545K - $634K
|
10
$6.73M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1+ 9.09% |
$545K - $634K
|
12
$8.08M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4+ 80.0% |
$2.18M - $2.54M
|
9
$6.06M
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-5- 83.33% |
$2.73M - $3.17M
|
1
$673K
|
|
May 13, 2024
Q1 2024
|
Soditic Asset Management LLP
London, X0 |
SELL
|
- |
-22- 50.0% |
$12M - $14M
|
22
$14.8M
|
|
May 13, 2024
Q1 2024
|
Puzo Michael J
|
SELL
|
- |
-1- 7.69% |
$545K - $634K
|
12
$8.08M
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-4- 33.33% |
$2.18M - $2.54M
|
8
$5.39M
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1New |
$545K - $634K
|
1
$673K
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1- 33.33% |
$545K - $634K
|
2
$1.35M
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-2- 50.0% |
$1.09M - $1.27M
|
2
$1.35M
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-1- 5.26% |
$545K - $634K
|
18
$12.1M
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-4- 8.51% |
$2.18M - $2.54M
|
43
$29M
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-4- 28.57% |
$2.18M - $2.54M
|
10
$6.73M
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
1New |
$545K - $634K
|
1
$673K
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
1New |
$545K - $634K
|
1
$673K
|
|
May 09, 2024
Q1 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1+ 100.0% |
$545K - $634K
|
2
$1.35M
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
3New |
$1.64M - $1.9M
|
3
$2.02M
|
|
May 09, 2024
Q1 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
4New |
$2.18M - $2.54M
|
4
$2.69M
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1- 7.14% |
$545K - $634K
|
13
$8.75M
|
|
May 09, 2024
Q1 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
1New |
$545K - $634K
|
1
$673K
|
|
May 08, 2024
Q1 2024
|
Main Street Investment Advisors LLC
|
BUY
|
- |
2New |
$1.09M - $1.27M
|
2
$1.35M
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
1+ 33.33% |
$545K - $634K
|
4
$2.69M
|
|
May 07, 2024
Q1 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
4New |
$2.18M - $2.54M
|
4
$2.69M
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-1- 25.0% |
$545K - $634K
|
3
$2.02M
|