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 |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-4- 50.0% |
$2.18M - $2.54M
|
4
$2.73M
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-4- 33.33% |
$2.18M - $2.54M
|
8
$5.45M
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-4- 8.51% |
$2.18M - $2.54M
|
43
$29.3M
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-4- 28.57% |
$2.18M - $2.54M
|
10
$6.81M
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3- 60.0% |
$1.64M - $1.9M
|
2
$1.36M
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2- 2.41% |
$1.09M - $1.27M
|
81
$55.2M
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-2- 50.0% |
$1.09M - $1.27M
|
2
$1.36M
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-2- 6.25% |
$1.09M - $1.27M
|
30
$20.4M
|
|
Apr 11, 2024
Q1 2024
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-2- 50.0% |
$1.09M - $1.27M
|
2
$1.36M
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1- 10.0% |
$545K - $634K
|
9
$6.13M
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 33.33% |
$545K - $634K
|
2
$1.36M
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-1- 25.0% |
$545K - $634K
|
3
$2.04M
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
SELL
|
- |
-1- 50.0% |
$545K - $634K
|
1
$681K
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-1- 50.0% |
$545K - $634K
|
1
$681K
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1- 33.33% |
$545K - $634K
|
2
$1.36M
|
|
May 13, 2024
Q1 2024
|
Puzo Michael J
|
SELL
|
- |
-1- 7.69% |
$545K - $634K
|
12
$8.18M
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-1- 5.26% |
$545K - $634K
|
18
$12.3M
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1- 7.14% |
$545K - $634K
|
13
$8.86M
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-1- 25.0% |
$545K - $634K
|
3
$2.04M
|
|
May 06, 2024
Q1 2024
|
Flossbach Von Storch Ag
Cologne, 2M |
SELL
|
- |
-1- 25.0% |
$545K - $634K
|
3
$2.04M
|
|
May 02, 2024
Q1 2024
|
Am Investment Strategies LLC
|
SELL
|
- |
-1- 16.67% |
$545K - $634K
|
5
$3.41M
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-1- 50.0% |
$545K - $634K
|
1
$681K
|
|
Apr 29, 2024
Q1 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-1- 10.0% |
$545K - $634K
|
9
$6.13M
|
|
Apr 26, 2024
Q1 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-1- 50.0% |
$545K - $634K
|
1
$681K
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-1- 11.11% |
$545K - $634K
|
8
$5.45M
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1- 3.85% |
$545K - $634K
|
25
$17M
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1- 50.0% |
$545K - $634K
|
1
$681K
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-958- 82.37% |
$482M - $532M
|
205
$140M
|
|
Feb 08, 2024
Q4 2023
|
Wafra Inc.
New York, NY |
SELL
|
- |
-87- 88.78% |
$43.8M - $48.4M
|
11
$7.5M
|
|
Feb 12, 2024
Q4 2023
|
Blacksheep Fund Management LTD
Co. Dublin, L2 |
SELL
|
- |
-34- 41.98% |
$17.1M - $18.9M
|
47
$32M
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-19- 51.35% |
$9.56M - $10.6M
|
18
$12.3M
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-8- 50.0% |
$4.03M - $4.45M
|
8
$5.45M
|
|
Feb 13, 2024
Q4 2023
|
Auto Owners Insurance CO
Lansing, MI |
SELL
|
- |
-6- 3.7% |
$3.02M - $3.33M
|
156
$106M
|
|
Jan 31, 2024
Q4 2023
|
Shelter Mutual Insurance CO
|
SELL
|
- |
-4- 10.53% |
$2.01M - $2.22M
|
34
$23.2M
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3- 75.0% |
$1.51M - $1.67M
|
1
$681K
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-2- 66.67% |
$1.01M - $1.11M
|
1
$681K
|
|
Feb 14, 2024
Q4 2023
|
Allen Holding Inc
|
SELL
|
- |
-2- 0.53% |
$1.01M - $1.11M
|
373
$254M
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2- 33.33% |
$1.01M - $1.11M
|
4
$2.73M
|
|
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-2- 11.76% |
$1.01M - $1.11M
|
15
$10.2M
|
|
Feb 14, 2024
Q4 2023
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-2- 11.76% |
$1.01M - $1.11M
|
15
$10.2M
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2- 40.0% |
$1.01M - $1.11M
|
3
$2.04M
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2- 16.67% |
$1.01M - $1.11M
|
10
$6.81M
|
|
Feb 09, 2024
Q4 2023
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-2- 5.41% |
$1.01M - $1.11M
|
35
$23.9M
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2- 8.33% |
$1.01M - $1.11M
|
22
$15M
|
|
Jan 29, 2024
Q4 2023
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-2- 8.0% |
$1.01M - $1.11M
|
23
$15.7M
|
|
Jan 17, 2024
Q4 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-2- 40.0% |
$1.01M - $1.11M
|
3
$2.04M
|
|
Feb 15, 2024
Q4 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-1- 50.0% |
$503K - $556K
|
1
$681K
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1- 9.09% |
$503K - $556K
|
10
$6.81M
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-1- 50.0% |
$503K - $556K
|
1
$681K
|
|
Feb 13, 2024
Q4 2023
|
360 Financial, Inc.
|
SELL
|
- |
-1- 50.0% |
$503K - $556K
|
1
$681K
|