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 |
---|---|---|---|---|---|---|---|
Nov 03, 2022
Q3 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1New |
$399K - $461K
|
1
$725K
|
|
Nov 03, 2022
Q3 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1- 50.0% |
$399K - $461K
|
1
$725K
|
|
Nov 02, 2022
Q3 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
2New |
$798K - $923K
|
2
$1.45M
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11+ 20.0% |
$4.39M - $5.07M
|
66
$47.9M
|
|
Nov 02, 2022
Q3 2022
|
Cannell & Co.
New York, NY |
SELL
|
- |
-7- 13.73% |
$2.79M - $3.23M
|
44
$31.9M
|
|
Nov 01, 2022
Q3 2022
|
Kingfisher Capital LLC
|
SELL
|
- |
-1- 50.0% |
$399K - $461K
|
1
$725K
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5New |
$2M - $2.31M
|
5
$3.63M
|
|
Nov 01, 2022
Q3 2022
|
Oak Grove Capital LLC
North Hampton, NH |
BUY
|
- |
3+ 150.0% |
$1.2M - $1.38M
|
5
$3.63M
|
|
Oct 31, 2022
Q3 2022
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
2New |
$798K - $923K
|
2
$1.45M
|
|
Oct 27, 2022
Q3 2022
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-1- 50.0% |
$399K - $461K
|
1
$725K
|
|
Oct 26, 2022
Q3 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
5.74K+ 2868.0% |
$2.29B - $2.65B
|
5.94K
$4.3B
|
|
Oct 25, 2022
Q3 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-17- 94.44% |
$6.79M - $7.84M
|
1
$725K
|
|
Oct 21, 2022
Q3 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1- 50.0% |
$399K - $461K
|
1
$725K
|
|
Oct 21, 2022
Q3 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
2New |
$798K - $923K
|
2
$1.45M
|
|
Oct 20, 2022
Q3 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1New |
$399K - $461K
|
1
$725K
|
|
Oct 18, 2022
Q3 2022
|
Eagle Ridge Investment Management
|
SELL
|
- |
-3- 75.0% |
$1.2M - $1.38M
|
1
$725K
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
10+ 33.33% |
$3.99M - $4.61M
|
40
$29M
|
|
Oct 13, 2022
Q3 2022
|
Foundation Resource Management Inc
|
BUY
|
- |
4+ 400.0% |
$1.6M - $1.85M
|
5
$3.63M
|
|
Oct 03, 2022
Q3 2022
|
Somerset Trust CO
|
SELL
|
- |
-1- 50.0% |
$399K - $461K
|
1
$725K
|
|
Q2 2022 | |||||||
Nov 26, 2024
Q2 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
3New |
$1.21M - $1.59M
|
3
$2.18M
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
20New |
$8.05M - $10.6M
|
20
$14.5M
|
|
Sep 23, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-80K- 100.0% |
$32.2B - $42.3B
|
1
$725K
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-7Closed |
$2.82M - $3.7M
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 30.0% |
$1.21M - $1.59M
|
13
$9.43M
|
|
Aug 16, 2022
Q2 2022
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-1Closed |
$402K - $529K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1New |
$402K - $529K
|
1
$725K
|
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
8New |
$3.22M - $4.23M
|
8
$5.8M
|
|
Aug 15, 2022
Q2 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-1Closed |
$402K - $529K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-2Closed |
$805K - $1.06M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-1- 11.11% |
$402K - $529K
|
8
$5.8M
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-62- 98.41% |
$24.9M - $32.8M
|
1
$725K
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
3+ 0.46% |
$1.21M - $1.59M
|
661
$479M
|
|
Aug 12, 2022
Q2 2022
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
6New |
$2.41M - $3.17M
|
6
$4.35M
|
|
Aug 12, 2022
Q2 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-1Closed |
$402K - $529K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
1+ 25.0% |
$402K - $529K
|
5
$3.63M
|
|
Aug 12, 2022
Q2 2022
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-4- 33.33% |
$1.61M - $2.12M
|
8
$5.8M
|
|
Aug 12, 2022
Q2 2022
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-5Closed |
$2.01M - $2.65M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-1Closed |
$402K - $529K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-11Closed |
$4.43M - $5.82M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-6- 85.71% |
$2.41M - $3.17M
|
1
$725K
|
|
Aug 11, 2022
Q2 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-1- 50.0% |
$402K - $529K
|
1
$725K
|
|
Aug 11, 2022
Q2 2022
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
SELL
|
- |
-87- 59.18% |
$35M - $46M
|
60
$43.5M
|
|
Aug 11, 2022
Q2 2022
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
1.22KNew |
$491M - $646M
|
1.22K
$885M
|
|
Aug 11, 2022
Q2 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-15- 88.24% |
$6.03M - $7.94M
|
2
$1.45M
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Fosun International LTD
|
SELL
|
- |
-6Closed |
$2.41M - $3.17M
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1- 20.0% |
$402K - $529K
|
4
$2.9M
|
|
Aug 10, 2022
Q2 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-2Closed |
$805K - $1.06M
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Swisspartners Ltd.
Vaduz, N2 |
BUY
|
- |
5+ 100.0% |
$2.01M - $2.65M
|
10
$7.25M
|
|
Aug 09, 2022
Q2 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
4New |
$1.61M - $2.12M
|
4
$2.9M
|