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 10, 2019
Q1 2019
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-2Closed |
$574K - $628K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Smead Capital Management, Inc.
Phoenix, AZ |
SELL
|
- |
-200Closed |
$57.4M - $62.8M
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2Closed |
$574K - $628K
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 100.0% |
$287K - $314K
|
2
$1.51M
|
|
|
May 06, 2019
Q1 2019
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
1New |
$287K - $314K
|
1
$755K
|
|
|
May 01, 2019
Q1 2019
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-2- 66.67% |
$574K - $628K
|
1
$755K
|
|
|
Apr 19, 2019
Q1 2019
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-1- 7.69% |
$287K - $314K
|
12
$9.07M
|
|
|
Apr 16, 2019
Q1 2019
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-6Closed |
$1.72M - $1.88M
|
0
$0
|
|
|
Apr 02, 2019
Q1 2019
|
Bath Savings Trust CO
|
BUY
|
- |
2New |
$574K - $628K
|
2
$1.51M
|
|
|
Apr 02, 2019
Q1 2019
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-1Closed |
$287K - $314K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 20, 2025
Q4 2018
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
1+ 100.0% |
$283K - $336K
|
2
$1.51M
|
|
|
May 09, 2019
Q4 2018
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-1Closed |
$283K - $336K
|
0
$0
|
|
|
Feb 21, 2019
Q4 2018
|
Lake Point Wealth Management
|
BUY
|
- |
1New |
$283K - $336K
|
1
$755K
|
|
|
Feb 14, 2019
Q4 2018
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
565K+ 14.07% |
$160B - $189B
|
4.58M
$3.46T
|
|
|
Feb 14, 2019
Q4 2018
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1New |
$283K - $336K
|
1
$755K
|
|
|
Feb 13, 2019
Q4 2018
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
12New |
$3.39M - $4.03M
|
12
$9.07M
|
|
|
Feb 11, 2019
Q4 2018
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1New |
$283K - $336K
|
1
$755K
|
|
|
Feb 11, 2019
Q4 2018
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
15KNew |
$4.24B - $5.04B
|
15K
$11.3B
|
|
|
Feb 08, 2019
Q4 2018
|
Gam Holding Ag
|
SELL
|
- |
-4Closed |
$1.13M - $1.34M
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
B. Riley Financial, Inc.
Los Angeles, CA |
SELL
|
- |
-1Closed |
$283K - $336K
|
0
$0
|
|
|
Jan 31, 2019
Q4 2018
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1- 25.0% |
$283K - $336K
|
3
$2.27M
|
|
|
Jan 15, 2019
Q4 2018
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-1Closed |
$283K - $336K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 15, 2018
Q3 2018
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-800Closed |
$226M - $267M
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-3Closed |
$846K - $1M
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
37New |
$10.4M - $12.3M
|
37
$28M
|
|
|
Nov 14, 2018
Q3 2018
|
Sadoff Investment Management LLC
|
SELL
|
- |
-700Closed |
$197M - $233M
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
1New |
$282K - $333K
|
1
$755K
|
|
|
Nov 09, 2018
Q3 2018
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-100- 99.01% |
$28.2M - $33.3M
|
1
$755K
|
|
|
Nov 09, 2018
Q3 2018
|
Red Cedar Capital, LLC
|
BUY
|
- |
8+ 266.67% |
$2.26M - $2.67M
|
11
$8.31M
|
|
|
Nov 09, 2018
Q3 2018
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-10Closed |
$2.82M - $3.33M
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-7Closed |
$1.97M - $2.33M
|
0
$0
|
|
|
Oct 29, 2018
Q3 2018
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-1Closed |
$282K - $333K
|
0
$0
|
|
|
Oct 29, 2018
Q3 2018
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-100Closed |
$28.2M - $33.3M
|
0
$0
|
|
|
Oct 25, 2018
Q3 2018
|
Professional Advisory Services Inc
|
BUY
|
- |
100New |
$28.2M - $33.3M
|
100
$75.5M
|
|
|
Oct 16, 2018
Q3 2018
|
First Hawaiian Bank
|
BUY
|
- |
1New |
$282K - $333K
|
1
$755K
|
|
|
Oct 15, 2018
Q3 2018
|
Estate Counselors, LLC
|
SELL
|
- |
-2Closed |
$564K - $667K
|
0
$0
|
|
|
Oct 05, 2018
Q3 2018
|
Lynch & Associates
|
SELL
|
- |
-1Closed |
$282K - $333K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 30, 2024
Q2 2018
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1+ 33.33% |
$282K - $302K
|
4
$3.02M
|
|
|
Aug 14, 2018
Q2 2018
|
Covington Capital Management
|
SELL
|
- |
-1Closed |
$282K - $302K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Terra Nova Asset Management LLC
|
BUY
|
- |
1New |
$282K - $302K
|
1
$755K
|
|
|
Aug 13, 2018
Q2 2018
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-14Closed |
$3.94M - $4.22M
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Ars Investment Partners, LLC
|
SELL
|
- |
-10Closed |
$2.82M - $3.02M
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1New |
$282K - $302K
|
1
$755K
|
|
|
Aug 13, 2018
Q2 2018
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2New |
$563K - $604K
|
2
$1.51M
|
|
|
Aug 10, 2018
Q2 2018
|
Silchester International Investors LLP
|
SELL
|
- |
-10.5KClosed |
$2.95B - $3.16B
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-22.9KClosed |
$6.44B - $6.9B
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Truvvo Partners LLC
New York, NY |
SELL
|
- |
-13Closed |
$3.66M - $3.92M
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-2Closed |
$563K - $604K
|
0
$0
|
|
|
Aug 09, 2018
Q2 2018
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-1- 50.0% |
$282K - $302K
|
1
$755K
|
|
|
Aug 03, 2018
Q2 2018
|
Meridian Management CO
|
SELL
|
- |
-200Closed |
$56.3M - $60.4M
|
0
$0
|
|