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 08, 2021
Q4 2020
|
Schnieders Capital Management LLC
|
BUY
|
- |
1New |
$302K - $351K
|
1
$719K
|
|
|
Feb 05, 2021
Q4 2020
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1+ 33.33% |
$302K - $351K
|
4
$2.88M
|
|
|
Feb 05, 2021
Q4 2020
|
1 St Source Bank
|
SELL
|
- |
-1Closed |
$302K - $351K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1- 16.67% |
$302K - $351K
|
5
$3.6M
|
|
|
Feb 04, 2021
Q4 2020
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1- 7.14% |
$302K - $351K
|
13
$9.35M
|
|
|
Feb 04, 2021
Q4 2020
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1New |
$302K - $351K
|
1
$719K
|
|
|
Feb 04, 2021
Q4 2020
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
5New |
$1.51M - $1.76M
|
5
$3.6M
|
|
|
Feb 04, 2021
Q4 2020
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
4+ 400.0% |
$1.21M - $1.4M
|
5
$3.6M
|
|
|
Feb 03, 2021
Q4 2020
|
Sandy Spring Bank
|
SELL
|
- |
-1Closed |
$302K - $351K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
West Financial Advisors, LLC
|
BUY
|
- |
1New |
$302K - $351K
|
1
$719K
|
|
|
Feb 02, 2021
Q4 2020
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1New |
$302K - $351K
|
1
$719K
|
|
|
Feb 02, 2021
Q4 2020
|
Sfmg, LLC
|
BUY
|
- |
1New |
$302K - $351K
|
1
$719K
|
|
|
Feb 01, 2021
Q4 2020
|
Security Asset Management
|
BUY
|
- |
1New |
$302K - $351K
|
1
$719K
|
|
|
Jan 29, 2021
Q4 2020
|
Violich Capital Management, Inc.
|
SELL
|
- |
-3Closed |
$905K - $1.05M
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
1New |
$302K - $351K
|
1
$719K
|
|
|
Jan 27, 2021
Q4 2020
|
Mc Lean Asset Management Corp
|
BUY
|
- |
1New |
$302K - $351K
|
1
$719K
|
|
|
Jan 27, 2021
Q4 2020
|
Cra Financial Services, LLC
|
SELL
|
- |
-1- 33.33% |
$302K - $351K
|
2
$1.44M
|
|
|
Jan 27, 2021
Q4 2020
|
Bourne Lent Asset Management Inc
|
BUY
|
- |
4New |
$1.21M - $1.4M
|
4
$2.88M
|
|
|
Jan 27, 2021
Q4 2020
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
13New |
$3.92M - $4.56M
|
13
$9.35M
|
|
|
Jan 21, 2021
Q4 2020
|
Weybosset Research & Management LLC
|
SELL
|
- |
-2Closed |
$603K - $702K
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Park Avenue Securities LLC
|
SELL
|
- |
-1Closed |
$302K - $351K
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Trust CO
|
SELL
|
- |
-1- 33.33% |
$302K - $351K
|
2
$1.44M
|
|
|
Jan 12, 2021
Q4 2020
|
City Holding CO
|
SELL
|
- |
-1- 50.0% |
$302K - $351K
|
1
$719K
|
|
| Q3 2020 | |||||||
|
Nov 23, 2020
Q3 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-593- 99.83% |
$158M - $197M
|
1
$719K
|
|
|
Nov 19, 2020
Q3 2020
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
1New |
$267K - $333K
|
1
$719K
|
|
|
Nov 17, 2020
Q3 2020
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
2New |
$534K - $666K
|
2
$1.44M
|
|
|
Nov 17, 2020
Q3 2020
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1New |
$267K - $333K
|
1
$719K
|
|
|
Nov 16, 2020
Q3 2020
|
Green Square Capital Advisors LLC
|
BUY
|
- |
1New |
$267K - $333K
|
1
$719K
|
|
|
Nov 16, 2020
Q3 2020
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-2Closed |
$534K - $666K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-32Closed |
$8.54M - $10.7M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1Closed |
$267K - $333K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
United American Securities Inc. (D
New York, NY |
SELL
|
- |
-1- 50.0% |
$267K - $333K
|
1
$719K
|
|
|
Nov 13, 2020
Q3 2020
|
Gruss & Co., LLC
|
SELL
|
- |
-10Closed |
$2.67M - $3.33M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Ovata Capital Management LTD
|
SELL
|
- |
-2.24KClosed |
$598M - $746M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Rex Capital Advisors, LLC
Providence, RI |
BUY
|
- |
5New |
$1.34M - $1.66M
|
5
$3.6M
|
|
|
Nov 13, 2020
Q3 2020
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-16Closed |
$4.27M - $5.33M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2Closed |
$534K - $666K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Lee Danner & Bass Inc
|
SELL
|
- |
-1- 33.33% |
$267K - $333K
|
2
$1.44M
|
|
|
Nov 12, 2020
Q3 2020
|
Tfc Financial Management
|
BUY
|
- |
1New |
$267K - $333K
|
1
$719K
|
|
|
Nov 12, 2020
Q3 2020
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
10New |
$2.67M - $3.33M
|
10
$7.19M
|
|
|
Nov 12, 2020
Q3 2020
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1- 50.0% |
$267K - $333K
|
1
$719K
|
|
|
Nov 09, 2020
Q3 2020
|
Tran Capital Management, L.P.
|
SELL
|
- |
-5Closed |
$1.34M - $1.66M
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-1Closed |
$267K - $333K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Beddow Capital Management Inc
|
SELL
|
- |
-1- 10.0% |
$267K - $333K
|
9
$6.47M
|
|
|
Nov 04, 2020
Q3 2020
|
Sageworth Trust CO
|
BUY
|
- |
6New |
$1.6M - $2M
|
6
$4.31M
|
|
|
Nov 03, 2020
Q3 2020
|
Congress Asset Management CO
|
SELL
|
- |
-4Closed |
$1.07M - $1.33M
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-3Closed |
$801K - $999K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-6.29K- 99.98% |
$1.68B - $2.09B
|
1
$719K
|
|
|
Oct 28, 2020
Q3 2020
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-1Closed |
$267K - $333K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Asset Management Corp
|
BUY
|
- |
1New |
$267K - $333K
|
1
$719K
|
|