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 |
---|---|---|---|---|---|---|---|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1+ 100.0% |
$403K - $479K
|
2
$1.45M
|
|
Nov 30, 2023
Q4 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-2Closed |
$806K - $958K
|
0
$0
|
|
Nov 14, 2023
Q4 2022
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
3New |
$1.21M - $1.44M
|
3
$2.18M
|
|
Sep 05, 2023
Q4 2022
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
1New |
$403K - $479K
|
1
$726K
|
|
Jun 21, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
2New |
$806K - $958K
|
2
$1.45M
|
|
Jun 14, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
2New |
$806K - $958K
|
2
$1.45M
|
|
Jun 09, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1New |
$403K - $479K
|
1
$726K
|
|
May 17, 2023
Q4 2022
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
4New |
$1.61M - $1.92M
|
4
$2.9M
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-35.4K- 100.0% |
$14.3B - $17B
|
1
$726K
|
|
Apr 10, 2023
Q4 2022
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
1New |
$403K - $479K
|
1
$726K
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
2New |
$806K - $958K
|
2
$1.45M
|
|
Mar 10, 2023
Q4 2022
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
2New |
$806K - $958K
|
2
$1.45M
|
|
Feb 24, 2023
Q4 2022
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
1New |
$403K - $479K
|
1
$726K
|
|
Feb 15, 2023
Q4 2022
|
Rmr Wealth Builders
|
BUY
|
- |
1New |
$403K - $479K
|
1
$726K
|
|
Feb 14, 2023
Q4 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
17New |
$6.85M - $8.14M
|
17
$12.3M
|
|
Feb 14, 2023
Q4 2022
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-1- 10.0% |
$403K - $479K
|
9
$6.53M
|
|
Feb 14, 2023
Q4 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
1New |
$403K - $479K
|
1
$726K
|
|
Feb 14, 2023
Q4 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
2New |
$806K - $958K
|
2
$1.45M
|
|
Feb 14, 2023
Q4 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-1- 50.0% |
$403K - $479K
|
1
$726K
|
|
Feb 14, 2023
Q4 2022
|
Biglari Capital Corp.
San Antonio, TX |
BUY
|
- |
2New |
$806K - $958K
|
2
$1.45M
|
|
Feb 14, 2023
Q4 2022
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
1New |
$403K - $479K
|
1
$726K
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
1New |
$403K - $479K
|
1
$726K
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-8Closed |
$3.22M - $3.83M
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1New |
$403K - $479K
|
1
$726K
|
|
Feb 14, 2023
Q4 2022
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-7Closed |
$2.82M - $3.35M
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1New |
$403K - $479K
|
1
$726K
|
|
Feb 14, 2023
Q4 2022
|
Epacria Capital Partners, LLC
Boulder, CO |
BUY
|
- |
6New |
$2.42M - $2.87M
|
6
$4.36M
|
|
Feb 14, 2023
Q4 2022
|
Trustees Of Columbia University In The City Of New York
New York, NY |
SELL
|
- |
-2- 2.56% |
$806K - $958K
|
76
$55.2M
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1New |
$403K - $479K
|
1
$726K
|
|
Feb 13, 2023
Q4 2022
|
Aldebaran Capital, LLC
Indianapolis, IN |
BUY
|
- |
2New |
$806K - $958K
|
2
$1.45M
|
|
Feb 13, 2023
Q4 2022
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-11.1K- 99.99% |
$4.48B - $5.32B
|
1
$726K
|
|
Feb 13, 2023
Q4 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-3- 33.33% |
$1.21M - $1.44M
|
6
$4.36M
|
|
Feb 13, 2023
Q4 2022
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
1New |
$403K - $479K
|
1
$726K
|
|
Feb 13, 2023
Q4 2022
|
Gqg Partners LLC
Ft. Lauderdale, FL |
SELL
|
- |
-1- 0.13% |
$403K - $479K
|
793
$576M
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
2New |
$806K - $958K
|
2
$1.45M
|
|
Feb 13, 2023
Q4 2022
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
42New |
$16.9M - $20.1M
|
42
$30.5M
|
|
Feb 10, 2023
Q4 2022
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
1New |
$403K - $479K
|
1
$726K
|
|
Feb 10, 2023
Q4 2022
|
Easterly Investment Partners LLC
|
BUY
|
- |
1New |
$403K - $479K
|
1
$726K
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1New |
$403K - $479K
|
1
$726K
|
|
Feb 10, 2023
Q4 2022
|
Hall Kathryn A.
San Francisco, CA |
SELL
|
- |
-7- 87.5% |
$2.82M - $3.35M
|
1
$726K
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
BUY
|
- |
1New |
$403K - $479K
|
1
$726K
|
|
Feb 08, 2023
Q4 2022
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
1New |
$403K - $479K
|
1
$726K
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1New |
$403K - $479K
|
1
$726K
|
|
Feb 06, 2023
Q4 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-1- 33.33% |
$403K - $479K
|
2
$1.45M
|
|
Feb 06, 2023
Q4 2022
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1New |
$403K - $479K
|
1
$726K
|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
2New |
$806K - $958K
|
2
$1.45M
|
|
Feb 06, 2023
Q4 2022
|
Ledyard National Bank
|
BUY
|
- |
1New |
$403K - $479K
|
1
$726K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-3- 75.0% |
$1.21M - $1.44M
|
1
$726K
|
|
Feb 06, 2023
Q4 2022
|
Td Asset Management Inc
|
BUY
|
- |
25New |
$10.1M - $12M
|
25
$18.1M
|
|
Feb 03, 2023
Q4 2022
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
5New |
$2.01M - $2.4M
|
5
$3.63M
|