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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.49K- 99.6% |
$699M - $774M
|
6
$4.09M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-99- 99.0% |
$46.3M - $51.3M
|
1
$681K
|
|
|
Aug 09, 2023
Q2 2023
|
Pine Ridge Advisers LLC
New York, NY |
SELL
|
- |
-49- 90.74% |
$22.9M - $25.4M
|
5
$3.41M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-47- 15.46% |
$22M - $24.3M
|
257
$175M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-32- 31.07% |
$15M - $16.6M
|
71
$48.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-26- 32.91% |
$12.2M - $13.5M
|
53
$36.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Fiduciary Counselling Inc
|
SELL
|
- |
-21- 58.33% |
$9.82M - $10.9M
|
15
$10.2M
|
|
|
Jul 14, 2023
Q2 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-20- 74.07% |
$9.35M - $10.4M
|
7
$4.77M
|
|
|
Aug 07, 2023
Q2 2023
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-6- 66.67% |
$2.81M - $3.11M
|
3
$2.04M
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-4- 40.0% |
$1.87M - $2.07M
|
6
$4.09M
|
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
SELL
|
- |
-3- 37.5% |
$1.4M - $1.55M
|
5
$3.41M
|
|
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-2- 22.22% |
$935K - $1.04M
|
7
$4.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-2- 3.7% |
$935K - $1.04M
|
52
$35.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-2- 28.57% |
$935K - $1.04M
|
5
$3.41M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2- 4.08% |
$935K - $1.04M
|
47
$32M
|
|
|
Aug 08, 2023
Q2 2023
|
Biechele Royce Advisors
|
SELL
|
- |
-2- 66.67% |
$935K - $1.04M
|
1
$681K
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
SELL
|
- |
-2- 66.67% |
$935K - $1.04M
|
1
$681K
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-2- 66.67% |
$935K - $1.04M
|
1
$681K
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2- 66.67% |
$935K - $1.04M
|
1
$681K
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
SELL
|
- |
-2- 11.76% |
$935K - $1.04M
|
15
$10.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-2- 66.67% |
$935K - $1.04M
|
1
$681K
|
|
|
Jul 13, 2023
Q2 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-2- 66.67% |
$935K - $1.04M
|
1
$681K
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1- 50.0% |
$468K - $518K
|
1
$681K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1- 50.0% |
$468K - $518K
|
1
$681K
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1- 50.0% |
$468K - $518K
|
1
$681K
|
|
|
Aug 14, 2023
Q2 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-1- 5.26% |
$468K - $518K
|
18
$12.3M
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1- 5.56% |
$468K - $518K
|
17
$11.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-1- 25.0% |
$468K - $518K
|
3
$2.04M
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-1- 50.0% |
$468K - $518K
|
1
$681K
|
|
|
Jul 24, 2023
Q2 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-1- 16.67% |
$468K - $518K
|
5
$3.41M
|
|
|
Jul 19, 2023
Q2 2023
|
Rothschild & CO Wealth Management Uk LTD
|
SELL
|
- |
-1- 33.33% |
$468K - $518K
|
2
$1.36M
|
|
|
Jul 12, 2023
Q2 2023
|
Hoese & CO LLP
|
SELL
|
- |
-1- 25.0% |
$468K - $518K
|
3
$2.04M
|
|
|
Jul 03, 2023
Q2 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1- 33.33% |
$468K - $518K
|
2
$1.36M
|
|
| Q1 2023 | |||||||
|
May 02, 2023
Q1 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-99- 99.0% |
$43.8M - $48M
|
1
$681K
|
|
|
May 12, 2023
Q1 2023
|
Aviva PLC
|
SELL
|
- |
-33- 70.21% |
$14.6M - $16M
|
14
$9.54M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-13- 92.86% |
$5.76M - $6.3M
|
1
$681K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-12- 92.31% |
$5.31M - $5.81M
|
1
$681K
|
|
|
May 15, 2023
Q1 2023
|
Brandywine Trust CO
Hockessin, DE |
SELL
|
- |
-5- 18.52% |
$2.21M - $2.42M
|
22
$15M
|
|
|
May 09, 2023
Q1 2023
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-5- 55.56% |
$2.21M - $2.42M
|
4
$2.73M
|
|
|
May 15, 2023
Q1 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-4- 50.0% |
$1.77M - $1.94M
|
4
$2.73M
|
|
|
Apr 20, 2023
Q1 2023
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-4- 66.67% |
$1.77M - $1.94M
|
2
$1.36M
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-2- 11.11% |
$886K - $969K
|
16
$10.9M
|
|
|
May 12, 2023
Q1 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-2- 40.0% |
$886K - $969K
|
3
$2.04M
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-2- 16.67% |
$886K - $969K
|
10
$6.81M
|
|
|
Apr 11, 2023
Q1 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-2- 66.67% |
$886K - $969K
|
1
$681K
|
|
|
Apr 11, 2023
Q1 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-2- 20.0% |
$886K - $969K
|
8
$5.45M
|
|
|
Sep 27, 2024
Q1 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-1- 50.0% |
$443K - $485K
|
1
$681K
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1- 12.5% |
$443K - $485K
|
7
$4.77M
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1- 50.0% |
$443K - $485K
|
1
$681K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1- 11.11% |
$443K - $485K
|
8
$5.45M
|
|