Latest Institutional Sells of Berkshire Hathaway Inc (BRK-A)
This list provides information on the latest institutional transactions involving Berkshire Hathaway Inc (BRK-A) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 13, 2024
Q4 2023
|
360 Financial, Inc.
|
SELL
|
- |
-1- 50.0% |
$503K - $556K
|
1
$627K
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-1- 11.11% |
$503K - $556K
|
8
$5.02M
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-1- 0.75% |
$503K - $556K
|
133
$83.4M
|
|
Feb 09, 2024
Q4 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-1- 50.0% |
$503K - $556K
|
1
$627K
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1- 25.0% |
$503K - $556K
|
3
$1.88M
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-1- 12.5% |
$503K - $556K
|
7
$4.39M
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-1- 14.29% |
$503K - $556K
|
6
$3.76M
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1- 0.62% |
$503K - $556K
|
160
$100M
|
|
Feb 05, 2024
Q4 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-1- 12.5% |
$503K - $556K
|
7
$4.39M
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1- 50.0% |
$503K - $556K
|
1
$627K
|
|
Feb 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-1- 33.33% |
$503K - $556K
|
2
$1.25M
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1- 50.0% |
$503K - $556K
|
1
$627K
|
|
Feb 01, 2024
Q4 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-1- 33.33% |
$503K - $556K
|
2
$1.25M
|
|
Feb 01, 2024
Q4 2023
|
Private Management Group Inc
|
SELL
|
- |
-1- 3.85% |
$503K - $556K
|
25
$15.7M
|
|
Jan 31, 2024
Q4 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1- 6.67% |
$503K - $556K
|
14
$8.78M
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-1- 0.95% |
$503K - $556K
|
104
$65.2M
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1- 25.0% |
$503K - $556K
|
3
$1.88M
|
|
Jan 24, 2024
Q4 2023
|
Harvey Investment CO LLC
|
SELL
|
- |
-1- 3.23% |
$503K - $556K
|
30
$18.8M
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1- 50.0% |
$503K - $556K
|
1
$627K
|
|
Jan 19, 2024
Q4 2023
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-1- 33.33% |
$503K - $556K
|
2
$1.25M
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-1- 20.0% |
$503K - $556K
|
4
$2.51M
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1- 25.0% |
$503K - $556K
|
3
$1.88M
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1- 2.44% |
$503K - $556K
|
40
$25.1M
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1- 20.0% |
$503K - $556K
|
4
$2.51M
|
|
Jan 08, 2024
Q4 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-1- 33.33% |
$503K - $556K
|
2
$1.25M
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
SELL
|
- |
-1- 4.76% |
$503K - $556K
|
20
$12.5M
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-531K- 100.0% |
$275B - $299B
|
1
$627K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-114- 95.8% |
$59M - $64.2M
|
5
$3.14M
|
|
Nov 06, 2023
Q3 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-100- 14.29% |
$51.7M - $56.3M
|
600
$376M
|
|
Oct 23, 2023
Q3 2023
|
Wellcome Trust LTD (The) As Trustee Of The Wellcome Trust
|
SELL
|
- |
-40- 5.0% |
$20.7M - $22.5M
|
760
$477M
|
|
Oct 31, 2023
Q3 2023
|
University Of Maryland Foundation, Inc.
|
SELL
|
- |
-21- 84.0% |
$10.9M - $11.8M
|
4
$2.51M
|
|
Oct 27, 2023
Q3 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-20- 10.87% |
$10.3M - $11.3M
|
164
$103M
|
|
Nov 01, 2023
Q3 2023
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-19- 57.58% |
$9.83M - $10.7M
|
14
$8.78M
|
|
Oct 30, 2023
Q3 2023
|
Northwestern University
|
SELL
|
- |
-19- 12.75% |
$9.83M - $10.7M
|
130
$81.6M
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-14- 93.33% |
$7.24M - $7.88M
|
1
$627K
|
|
Nov 14, 2023
Q3 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-13- 23.64% |
$6.72M - $7.32M
|
42
$26.4M
|
|
Nov 13, 2023
Q3 2023
|
Winton Group LTD
London, X0 |
SELL
|
- |
-13- 5.65% |
$6.72M - $7.32M
|
217
$136M
|
|
Oct 19, 2023
Q3 2023
|
Fenimore Asset Management Inc
|
SELL
|
- |
-12- 10.0% |
$6.21M - $6.76M
|
108
$67.8M
|
|
Oct 10, 2023
Q3 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-11- 68.75% |
$5.69M - $6.19M
|
5
$3.14M
|
|
Nov 14, 2023
Q3 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-10- 90.91% |
$5.17M - $5.63M
|
1
$627K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-10- 16.13% |
$5.17M - $5.63M
|
52
$32.6M
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-9- 60.0% |
$4.65M - $5.07M
|
6
$3.76M
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-7- 58.33% |
$3.62M - $3.94M
|
5
$3.14M
|
|
Nov 03, 2023
Q3 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-7- 87.5% |
$3.62M - $3.94M
|
1
$627K
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-3- 75.0% |
$1.55M - $1.69M
|
1
$627K
|
|
Nov 06, 2023
Q3 2023
|
Lgt Group Foundation
|
SELL
|
- |
-3- 75.0% |
$1.55M - $1.69M
|
1
$627K
|
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-2- 50.0% |
$1.03M - $1.13M
|
2
$1.25M
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2- 50.0% |
$1.03M - $1.13M
|
2
$1.25M
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-2- 50.0% |
$1.03M - $1.13M
|
2
$1.25M
|
|
Nov 03, 2023
Q3 2023
|
Saybrook Capital
|
SELL
|
- |
-2- 5.71% |
$1.03M - $1.13M
|
33
$20.7M
|