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 25, 2021
Q1 2021
|
Regency Capital Management Inc.\De
|
BUY
|
- |
1New |
$342K - $399K
|
1
$755K
|
|
|
May 18, 2021
Q1 2021
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1New |
$342K - $399K
|
1
$755K
|
|
|
May 18, 2021
Q1 2021
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1New |
$342K - $399K
|
1
$755K
|
|
|
May 17, 2021
Q1 2021
|
Dalton Investments LLC
|
SELL
|
- |
-6Closed |
$2.05M - $2.39M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
1New |
$342K - $399K
|
1
$755K
|
|
|
May 17, 2021
Q1 2021
|
7 G Capital Management, LLC
New York, NY |
SELL
|
- |
-30- 50.0% |
$10.3M - $12M
|
30
$22.7M
|
|
|
May 14, 2021
Q1 2021
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1Closed |
$342K - $399K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-11- 68.75% |
$3.76M - $4.39M
|
5
$3.78M
|
|
|
May 14, 2021
Q1 2021
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-1- 16.67% |
$342K - $399K
|
5
$3.78M
|
|
|
May 14, 2021
Q1 2021
|
Sirios Capital Management L P
Boston, MA |
SELL
|
- |
-35Closed |
$12M - $14M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
1New |
$342K - $399K
|
1
$755K
|
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
3New |
$1.03M - $1.2M
|
3
$2.27M
|
|
|
May 13, 2021
Q1 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1New |
$342K - $399K
|
1
$755K
|
|
|
May 13, 2021
Q1 2021
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1Closed |
$342K - $399K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-1Closed |
$342K - $399K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-2Closed |
$684K - $798K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Weitz Investment Management, Inc.
Omaha, NE |
SELL
|
- |
-558Closed |
$191M - $223M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1New |
$342K - $399K
|
1
$755K
|
|
|
May 10, 2021
Q1 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-1Closed |
$342K - $399K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Outfitter Financial LLC
|
SELL
|
- |
-1Closed |
$342K - $399K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-1Closed |
$342K - $399K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-4Closed |
$1.37M - $1.6M
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Sycale Advisors (Ny) LLC
New York, NY |
SELL
|
- |
-38.5KClosed |
$13.2B - $15.4B
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-1- 16.67% |
$342K - $399K
|
5
$3.78M
|
|
|
Apr 30, 2021
Q1 2021
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-1Closed |
$342K - $399K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-1Closed |
$342K - $399K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Orca Investment Management, LLC
|
SELL
|
- |
-1Closed |
$342K - $399K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-2Closed |
$684K - $798K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Parker Investment Management, LLC
|
BUY
|
- |
2New |
$684K - $798K
|
2
$1.51M
|
|
|
Apr 15, 2021
Q1 2021
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-1Closed |
$342K - $399K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Guardian Investment Management
|
SELL
|
- |
-12.1KClosed |
$4.14B - $4.83B
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
First National Bank Sioux Falls
|
SELL
|
- |
-1Closed |
$342K - $399K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-1Closed |
$342K - $399K
|
0
$0
|
|
|
Apr 08, 2021
Q1 2021
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
3New |
$1.03M - $1.2M
|
3
$2.27M
|
|
|
Apr 05, 2021
Q1 2021
|
Means Investment Co., Inc.
|
SELL
|
- |
-1- 50.0% |
$342K - $399K
|
1
$755K
|
|
|
Apr 01, 2021
Q1 2021
|
M&R Capital Management Inc
|
BUY
|
- |
2+ 100.0% |
$684K - $798K
|
4
$3.02M
|
|
| Q4 2020 | |||||||
|
Nov 12, 2021
Q4 2020
|
Kercheville Advisors, LLC
|
BUY
|
- |
1New |
$302K - $351K
|
1
$755K
|
|
|
Apr 20, 2021
Q4 2020
|
Facet Wealth, Inc.
|
BUY
|
- |
1New |
$302K - $351K
|
1
$755K
|
|
|
Mar 26, 2021
Q4 2020
|
Bard Financial Services, Inc.
|
BUY
|
- |
15New |
$4.53M - $5.27M
|
15
$11.3M
|
|
|
Mar 05, 2021
Q4 2020
|
44 Wealth Management LLC
|
BUY
|
- |
2New |
$603K - $702K
|
2
$1.51M
|
|
|
Feb 18, 2021
Q4 2020
|
United Bank
Vienna, VA |
BUY
|
- |
1New |
$302K - $351K
|
1
$755K
|
|
|
Feb 16, 2021
Q4 2020
|
Heron Bay Capital Management
|
BUY
|
- |
1New |
$302K - $351K
|
1
$755K
|
|
|
Feb 16, 2021
Q4 2020
|
Manitou Investment Management Ltd.
Toronto, A6 |
SELL
|
- |
-6- 60.0% |
$1.81M - $2.11M
|
4
$3.02M
|
|
|
Feb 16, 2021
Q4 2020
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-1Closed |
$302K - $351K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
1New |
$302K - $351K
|
1
$755K
|
|
|
Feb 16, 2021
Q4 2020
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1- 50.0% |
$302K - $351K
|
1
$755K
|
|
|
Feb 16, 2021
Q4 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1New |
$302K - $351K
|
1
$755K
|
|
|
Feb 12, 2021
Q4 2020
|
Oak Family Advisors, LLC
|
BUY
|
- |
1New |
$302K - $351K
|
1
$755K
|
|
|
Feb 12, 2021
Q4 2020
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-8Closed |
$2.41M - $2.81M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-4Closed |
$1.21M - $1.4M
|
0
$0
|
|