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 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-1- 11.11% |
$503K - $556K
|
8
$5.45M
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-1- 12.5% |
$503K - $556K
|
7
$4.77M
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1- 25.0% |
$503K - $556K
|
3
$2.04M
|
|
Feb 09, 2024
Q4 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-1- 50.0% |
$503K - $556K
|
1
$681K
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-1- 14.29% |
$503K - $556K
|
6
$4.09M
|
|
Feb 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-1- 33.33% |
$503K - $556K
|
2
$1.36M
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1- 50.0% |
$503K - $556K
|
1
$681K
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1- 50.0% |
$503K - $556K
|
1
$681K
|
|
Feb 01, 2024
Q4 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-1- 33.33% |
$503K - $556K
|
2
$1.36M
|
|
Feb 01, 2024
Q4 2023
|
Private Management Group Inc
|
SELL
|
- |
-1- 3.85% |
$503K - $556K
|
25
$17M
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1- 25.0% |
$503K - $556K
|
3
$2.04M
|
|
Jan 24, 2024
Q4 2023
|
Harvey Investment CO LLC
|
SELL
|
- |
-1- 3.23% |
$503K - $556K
|
30
$20.4M
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1- 50.0% |
$503K - $556K
|
1
$681K
|
|
Jan 19, 2024
Q4 2023
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-1- 33.33% |
$503K - $556K
|
2
$1.36M
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-1- 20.0% |
$503K - $556K
|
4
$2.73M
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1- 2.44% |
$503K - $556K
|
40
$27.3M
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1- 20.0% |
$503K - $556K
|
4
$2.73M
|
|
Jan 08, 2024
Q4 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-1- 33.33% |
$503K - $556K
|
2
$1.36M
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
SELL
|
- |
-1- 4.76% |
$503K - $556K
|
20
$13.6M
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-531K- 100.0% |
$275B - $299B
|
1
$681K
|
|
Oct 31, 2023
Q3 2023
|
University Of Maryland Foundation, Inc.
|
SELL
|
- |
-21- 84.0% |
$10.9M - $11.8M
|
4
$2.73M
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-14- 93.33% |
$7.24M - $7.88M
|
1
$681K
|
|
Nov 14, 2023
Q3 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-13- 23.64% |
$6.72M - $7.32M
|
42
$28.6M
|
|
Nov 13, 2023
Q3 2023
|
Winton Group LTD
London, X0 |
SELL
|
- |
-13- 5.65% |
$6.72M - $7.32M
|
217
$148M
|
|
Oct 10, 2023
Q3 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-11- 68.75% |
$5.69M - $6.19M
|
5
$3.41M
|
|
Nov 14, 2023
Q3 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-10- 90.91% |
$5.17M - $5.63M
|
1
$681K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-10- 16.13% |
$5.17M - $5.63M
|
52
$35.4M
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-7- 58.33% |
$3.62M - $3.94M
|
5
$3.41M
|
|
Nov 03, 2023
Q3 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-7- 87.5% |
$3.62M - $3.94M
|
1
$681K
|
|
Dec 13, 2024
Q3 2023
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-3Closed |
$1.55M - $1.69M
|
0
$0
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-3- 75.0% |
$1.55M - $1.69M
|
1
$681K
|
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-2- 50.0% |
$1.03M - $1.13M
|
2
$1.36M
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-2- 50.0% |
$1.03M - $1.13M
|
2
$1.36M
|
|
Oct 19, 2023
Q3 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-2- 13.33% |
$1.03M - $1.13M
|
13
$8.86M
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
SELL
|
- |
-2- 66.67% |
$1.03M - $1.13M
|
1
$681K
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1- 50.0% |
$517K - $563K
|
1
$681K
|
|
Nov 14, 2023
Q3 2023
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-1- 14.29% |
$517K - $563K
|
6
$4.09M
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1- 0.25% |
$517K - $563K
|
406
$277M
|
|
Nov 14, 2023
Q3 2023
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-1- 14.29% |
$517K - $563K
|
6
$4.09M
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1- 50.0% |
$517K - $563K
|
1
$681K
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-1- 2.17% |
$517K - $563K
|
45
$30.7M
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-1- 20.0% |
$517K - $563K
|
4
$2.73M
|
|
Nov 13, 2023
Q3 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-1- 7.14% |
$517K - $563K
|
13
$8.86M
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1- 11.11% |
$517K - $563K
|
8
$5.45M
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1- 50.0% |
$517K - $563K
|
1
$681K
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1- 50.0% |
$517K - $563K
|
1
$681K
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
SELL
|
- |
-1- 33.33% |
$517K - $563K
|
2
$1.36M
|
|
Oct 20, 2023
Q3 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1- 50.0% |
$517K - $563K
|
1
$681K
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1- 50.0% |
$517K - $563K
|
1
$681K
|
|
Q2 2023 | |||||||
Aug 21, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-86.6K- 99.99% |
$40.5B - $44.8B
|
6
$4.09M
|