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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2022
Q2 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1- 50.0% |
$402K - $529K
|
1
$725K
|
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3- 42.86% |
$1.21M - $1.59M
|
4
$2.9M
|
|
|
Aug 08, 2022
Q2 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1+ 50.0% |
$402K - $529K
|
3
$2.18M
|
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1Closed |
$402K - $529K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Pictet North America Advisors Sa
|
SELL
|
- |
-1- 20.0% |
$402K - $529K
|
4
$2.9M
|
|
|
Aug 05, 2022
Q2 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2New |
$805K - $1.06M
|
2
$1.45M
|
|
|
Aug 04, 2022
Q2 2022
|
Aaf Wealth Management, LLC
|
BUY
|
- |
1New |
$402K - $529K
|
1
$725K
|
|
|
Aug 04, 2022
Q2 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
1+ 12.5% |
$402K - $529K
|
9
$6.53M
|
|
|
Aug 04, 2022
Q2 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1- 10.0% |
$402K - $529K
|
9
$6.53M
|
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-1Closed |
$402K - $529K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
1New |
$402K - $529K
|
1
$725K
|
|
|
Aug 03, 2022
Q2 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
59+ 2950.0% |
$23.7M - $31.2M
|
61
$44.2M
|
|
|
Aug 02, 2022
Q2 2022
|
Colony Family Offices, LLC
|
BUY
|
- |
1+ 50.0% |
$402K - $529K
|
3
$2.18M
|
|
|
Aug 02, 2022
Q2 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-5Closed |
$2.01M - $2.65M
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-72Closed |
$29M - $38.1M
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
1New |
$402K - $529K
|
1
$725K
|
|
|
Jul 29, 2022
Q2 2022
|
Kearns & Associates LLC
|
SELL
|
- |
-100Closed |
$40.2M - $52.9M
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Wedgewood Investors Inc
|
SELL
|
- |
-1Closed |
$402K - $529K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
1New |
$402K - $529K
|
1
$725K
|
|
|
Jul 28, 2022
Q2 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-1.9KClosed |
$764M - $1.01B
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
1New |
$402K - $529K
|
1
$725K
|
|
|
Jul 26, 2022
Q2 2022
|
First Premier Bank
|
SELL
|
- |
-1- 25.0% |
$402K - $529K
|
3
$2.18M
|
|
|
Jul 25, 2022
Q2 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-1- 25.0% |
$402K - $529K
|
3
$2.18M
|
|
|
Jul 25, 2022
Q2 2022
|
Old National Bancorp
|
BUY
|
- |
6+ 600.0% |
$2.41M - $3.17M
|
7
$5.08M
|
|
|
Jul 22, 2022
Q2 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-1- 20.0% |
$402K - $529K
|
4
$2.9M
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-3Closed |
$1.21M - $1.59M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-7Closed |
$2.82M - $3.7M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
SELL
|
- |
-1Closed |
$402K - $529K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-3Closed |
$1.21M - $1.59M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-2Closed |
$805K - $1.06M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
First American Trust, Fsb
|
SELL
|
- |
-1Closed |
$402K - $529K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1New |
$402K - $529K
|
1
$725K
|
|
|
Jul 19, 2022
Q2 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1- 50.0% |
$402K - $529K
|
1
$725K
|
|
|
Jul 18, 2022
Q2 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1- 20.0% |
$402K - $529K
|
4
$2.9M
|
|
|
Jul 15, 2022
Q2 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
1+ 100.0% |
$402K - $529K
|
2
$1.45M
|
|
|
Jul 15, 2022
Q2 2022
|
Unconventional Investor, LLC
|
BUY
|
- |
792+ 9900.0% |
$319M - $419M
|
800
$580M
|
|
|
Jul 13, 2022
Q2 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
1New |
$402K - $529K
|
1
$725K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-700- 99.86% |
$282M - $370M
|
1
$725K
|
|
|
Jul 12, 2022
Q2 2022
|
Diversified Trust CO
|
BUY
|
- |
1+ 100.0% |
$402K - $529K
|
2
$1.45M
|
|
|
Jul 11, 2022
Q2 2022
|
Avondale Wealth Management
|
BUY
|
- |
1+ 20.0% |
$402K - $529K
|
6
$4.35M
|
|
|
Jul 11, 2022
Q2 2022
|
Mjp Associates Inc
|
BUY
|
- |
1+ 11.11% |
$402K - $529K
|
10
$7.25M
|
|
|
Jul 08, 2022
Q2 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-1- 2.7% |
$402K - $529K
|
36
$26.1M
|
|
|
Jul 08, 2022
Q2 2022
|
Appleton Partners Inc
|
BUY
|
- |
1New |
$402K - $529K
|
1
$725K
|
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1New |
$402K - $529K
|
1
$725K
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
5New |
$2.01M - $2.65M
|
5
$3.63M
|
|
|
Jul 05, 2022
Q2 2022
|
Canandaigua National Corp
|
BUY
|
- |
1+ 50.0% |
$402K - $529K
|
3
$2.18M
|
|
| Q1 2022 | |||||||
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1+ 14.29% |
$454K - $539K
|
8
$5.8M
|
|
|
Aug 16, 2022
Q1 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-15.6K- 99.97% |
$7.09B - $8.41B
|
5
$3.63M
|
|
|
May 17, 2022
Q1 2022
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-4- 7.02% |
$1.82M - $2.16M
|
53
$38.4M
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1- 14.29% |
$454K - $539K
|
6
$4.35M
|
|