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 02, 2023
Q4 2022
|
X Square Capital, LLC
|
BUY
|
- |
99+ 9900.0% |
$39.9M - $47.4M
|
100
$72.6M
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1+ 33.33% |
$403K - $479K
|
4
$2.9M
|
|
Jan 31, 2023
Q4 2022
|
F
|
BUY
|
- |
2New |
$806K - $958K
|
2
$1.45M
|
|
Jan 26, 2023
Q4 2022
|
Financial Advantage, Inc.
|
BUY
|
- |
1New |
$403K - $479K
|
1
$726K
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1New |
$403K - $479K
|
1
$726K
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1New |
$403K - $479K
|
1
$726K
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1- 50.0% |
$403K - $479K
|
1
$726K
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3New |
$1.21M - $1.44M
|
3
$2.18M
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-1- 33.33% |
$403K - $479K
|
2
$1.45M
|
|
Jan 25, 2023
Q4 2022
|
Riverview Trust CO
|
BUY
|
- |
1New |
$403K - $479K
|
1
$726K
|
|
Jan 24, 2023
Q4 2022
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
4New |
$1.61M - $1.92M
|
4
$2.9M
|
|
Jan 23, 2023
Q4 2022
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-1- 11.11% |
$403K - $479K
|
8
$5.81M
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1+ 11.11% |
$403K - $479K
|
10
$7.26M
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-1- 4.0% |
$403K - $479K
|
24
$17.4M
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
2New |
$806K - $958K
|
2
$1.45M
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1New |
$403K - $479K
|
1
$726K
|
|
Jan 18, 2023
Q4 2022
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
1+ 50.0% |
$403K - $479K
|
3
$2.18M
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1New |
$403K - $479K
|
1
$726K
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
1+ 50.0% |
$403K - $479K
|
3
$2.18M
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
12New |
$4.83M - $5.75M
|
12
$8.71M
|
|
Jan 17, 2023
Q4 2022
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-2- 10.0% |
$806K - $958K
|
18
$13.1M
|
|
Jan 12, 2023
Q4 2022
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
2New |
$806K - $958K
|
2
$1.45M
|
|
Jan 05, 2023
Q4 2022
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
33New |
$13.3M - $15.8M
|
33
$24M
|
|
Q3 2022 | |||||||
May 31, 2023
Q3 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
1+ 100.0% |
$399K - $461K
|
2
$1.45M
|
|
Jan 04, 2023
Q3 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
6New |
$2.39M - $2.77M
|
6
$4.36M
|
|
Nov 16, 2022
Q3 2022
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-405- 99.75% |
$162M - $187M
|
1
$726K
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
3New |
$1.2M - $1.38M
|
3
$2.18M
|
|
Nov 15, 2022
Q3 2022
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-21- 84.0% |
$8.38M - $9.69M
|
4
$2.9M
|
|
Nov 14, 2022
Q3 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
2New |
$798K - $923K
|
2
$1.45M
|
|
Nov 14, 2022
Q3 2022
|
Davis Asset Management, L.P.
Sausalito, CA |
BUY
|
- |
120New |
$47.9M - $55.4M
|
120
$87.1M
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1New |
$399K - $461K
|
1
$726K
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-1- 11.11% |
$399K - $461K
|
8
$5.81M
|
|
Nov 14, 2022
Q3 2022
|
Iron Financial, LLC
|
BUY
|
- |
2New |
$798K - $923K
|
2
$1.45M
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-47- 92.16% |
$18.8M - $21.7M
|
4
$2.9M
|
|
Nov 14, 2022
Q3 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-3- 33.33% |
$1.2M - $1.38M
|
6
$4.36M
|
|
Nov 14, 2022
Q3 2022
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
35.7KNew |
$14.2B - $16.5B
|
35.7K
$25.9B
|
|
Nov 14, 2022
Q3 2022
|
Graham Holdings CO Master Retirement Trust
Arlington, VA |
BUY
|
- |
243+ 41.47% |
$97M - $112M
|
829
$602M
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
200New |
$79.8M - $92.3M
|
200
$145M
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
4+ 400.0% |
$1.6M - $1.85M
|
5
$3.63M
|
|
Nov 10, 2022
Q3 2022
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-1- 20.0% |
$399K - $461K
|
4
$2.9M
|
|
Nov 10, 2022
Q3 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
2New |
$798K - $923K
|
2
$1.45M
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1+ 10.0% |
$399K - $461K
|
11
$7.98M
|
|
Nov 09, 2022
Q3 2022
|
Employees Retirement System Of Texas
|
BUY
|
- |
3New |
$1.2M - $1.38M
|
3
$2.18M
|
|
Nov 09, 2022
Q3 2022
|
Hikari Tsushin, Inc.
Tokyo, M0 |
BUY
|
- |
1+ 0.09% |
$399K - $461K
|
1.13K
$818M
|
|
Nov 09, 2022
Q3 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1New |
$399K - $461K
|
1
$726K
|
|
Nov 08, 2022
Q3 2022
|
Aquamarine Zurich Ag
Zurich, V8 |
BUY
|
- |
30New |
$12M - $13.8M
|
30
$21.8M
|
|
Nov 08, 2022
Q3 2022
|
Riverwater Partners LLC
|
BUY
|
- |
1New |
$399K - $461K
|
1
$726K
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
SELL
|
- |
-1- 0.81% |
$399K - $461K
|
123
$89.3M
|
|
Nov 07, 2022
Q3 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
1+ 33.33% |
$399K - $461K
|
4
$2.9M
|
|
Nov 04, 2022
Q3 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-1- 16.67% |
$399K - $461K
|
5
$3.63M
|