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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2020
Q4 2019
|
Hendershot Investments Inc.
|
BUY
|
- |
1+ 33.33% |
$305K - $340K
|
4
$3.02M
|
|
|
Jan 31, 2020
Q4 2019
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-1Closed |
$305K - $340K
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-3- 60.0% |
$915K - $1.02M
|
2
$1.51M
|
|
|
Jan 30, 2020
Q4 2019
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-2Closed |
$610K - $681K
|
0
$0
|
|
|
Jan 23, 2020
Q4 2019
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
CALL |
100New |
$30.5M - $34M
|
100
$75.5M
|
|
|
Jan 21, 2020
Q4 2019
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-100Closed |
$30.5M - $34M
|
0
$0
|
|
|
Jan 17, 2020
Q4 2019
|
Good Life Advisors, LLC
|
SELL
|
- |
-1Closed |
$305K - $340K
|
0
$0
|
|
|
Jan 16, 2020
Q4 2019
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2New |
$610K - $681K
|
2
$1.51M
|
|
|
Jan 15, 2020
Q4 2019
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-500Closed |
$153M - $170M
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Portland Investment Counsel Inc.
Burlington, A6 |
SELL
|
- |
-1Closed |
$295K - $323K
|
0
$0
|
|
|
Nov 07, 2019
Q3 2019
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1Closed |
$295K - $323K
|
0
$0
|
|
|
Nov 07, 2019
Q3 2019
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
3New |
$885K - $969K
|
3
$2.27M
|
|
|
Nov 07, 2019
Q3 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-3Closed |
$885K - $969K
|
0
$0
|
|
|
Nov 01, 2019
Q3 2019
|
Schulhoff & CO Inc
|
SELL
|
- |
-2- 15.38% |
$590K - $646K
|
11
$8.31M
|
|
|
Oct 31, 2019
Q3 2019
|
Nkcfo LLC
|
SELL
|
- |
-7Closed |
$2.07M - $2.26M
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
SELL
|
- |
-3Closed |
$885K - $969K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
4New |
$1.18M - $1.29M
|
4
$3.02M
|
|
|
Oct 29, 2019
Q3 2019
|
Saratoga Research & Investment Management
|
SELL
|
- |
-1Closed |
$295K - $323K
|
0
$0
|
|
|
Oct 25, 2019
Q3 2019
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-2Closed |
$590K - $646K
|
0
$0
|
|
|
Oct 23, 2019
Q3 2019
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-95Closed |
$28M - $30.7M
|
0
$0
|
|
|
Oct 21, 2019
Q3 2019
|
Windsor Group LTD
|
SELL
|
- |
-4- 80.0% |
$1.18M - $1.29M
|
1
$755K
|
|
|
Oct 08, 2019
Q3 2019
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-1Closed |
$295K - $323K
|
0
$0
|
|
|
Oct 02, 2019
Q3 2019
|
Thomasville National Bank
|
SELL
|
- |
-1- 33.33% |
$295K - $323K
|
2
$1.51M
|
|
|
Oct 02, 2019
Q3 2019
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-10.3K- 99.99% |
$3.05B - $3.34B
|
1
$755K
|
|
| Q2 2019 | |||||||
|
Oct 07, 2022
Q2 2019
|
Bizma Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-2M- 100.0% |
$594B - $656B
|
10
$7.55M
|
|
|
Aug 14, 2019
Q2 2019
|
Night Owl Capital Management, LLC
Greenwich, CT |
SELL
|
- |
-2- 66.67% |
$594K - $656K
|
1
$755K
|
|
|
Aug 14, 2019
Q2 2019
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-2Closed |
$594K - $656K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
First Trust Capital Management L.P.
Chicago, IL |
SELL
|
- |
-10Closed |
$2.97M - $3.28M
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
53New |
$15.7M - $17.4M
|
53
$40M
|
|
|
Aug 12, 2019
Q2 2019
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-1- 50.0% |
$297K - $328K
|
1
$755K
|
|
|
Aug 12, 2019
Q2 2019
|
Carret Asset Management, LLC
|
SELL
|
- |
-1- 6.25% |
$297K - $328K
|
15
$11.3M
|
|
|
Jul 30, 2019
Q2 2019
|
Dfpg Investments, LLC
|
SELL
|
- |
-3Closed |
$891K - $983K
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Seneca House Advisors
|
SELL
|
- |
-1- 33.33% |
$297K - $328K
|
2
$1.51M
|
|
|
Jul 11, 2019
Q2 2019
|
Chicago Capital, LLC
|
BUY
|
- |
2+ 200.0% |
$594K - $656K
|
3
$2.27M
|
|
|
Jul 10, 2019
Q2 2019
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-1Closed |
$297K - $328K
|
0
$0
|
|
| Q1 2019 | |||||||
|
Jun 17, 2024
Q1 2019
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
8.83K+ 63071.43% |
$2.53B - $2.77B
|
8.84K
$6.68B
|
|
|
May 15, 2019
Q1 2019
|
Black Diamond Capital Management, L.L.C.
Stamford, CT |
BUY
|
- |
4New |
$1.15M - $1.26M
|
4
$3.02M
|
|
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-128Closed |
$36.7M - $40.2M
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
1New |
$287K - $314K
|
1
$755K
|
|
|
May 15, 2019
Q1 2019
|
Davide Leone & Partners Investment CO Ltd.
London, X0 |
BUY
|
- |
1New |
$287K - $314K
|
1
$755K
|
|
|
May 15, 2019
Q1 2019
|
Mountain Lake Investment Management LLC
Mill Valley, CA |
SELL
|
- |
-1Closed |
$287K - $314K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-4Closed |
$1.15M - $1.26M
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Gfs Advisors, LLC
|
SELL
|
- |
-1Closed |
$287K - $314K
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1New |
$287K - $314K
|
1
$755K
|
|
|
May 13, 2019
Q1 2019
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1Closed |
$287K - $314K
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Davidson Investment Advisors
|
SELL
|
- |
-6Closed |
$1.72M - $1.88M
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Meitav Dash Investments LTD
|
BUY
|
- |
2New |
$574K - $628K
|
2
$1.51M
|
|
|
May 10, 2019
Q1 2019
|
Fusion Family Wealth LLC
|
SELL
|
- |
-14Closed |
$4.02M - $4.39M
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1Closed |
$287K - $314K
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Staley Capital Advisers Inc
|
SELL
|
- |
-6Closed |
$1.72M - $1.88M
|
0
$0
|
|