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 |
|---|---|---|---|---|---|---|---|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
2New |
$806K - $958K
|
2
$1.51M
|
|
|
Feb 24, 2023
Q4 2022
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
1New |
$403K - $479K
|
1
$755K
|
|
|
Feb 15, 2023
Q4 2022
|
Rmr Wealth Builders
|
BUY
|
- |
1New |
$403K - $479K
|
1
$755K
|
|
|
Feb 14, 2023
Q4 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
17New |
$6.85M - $8.14M
|
17
$12.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-1- 10.0% |
$403K - $479K
|
9
$6.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
1New |
$403K - $479K
|
1
$755K
|
|
|
Feb 14, 2023
Q4 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
2New |
$806K - $958K
|
2
$1.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-1- 50.0% |
$403K - $479K
|
1
$755K
|
|
|
Feb 14, 2023
Q4 2022
|
Biglari Capital Corp.
San Antonio, TX |
BUY
|
- |
2New |
$806K - $958K
|
2
$1.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
1New |
$403K - $479K
|
1
$755K
|
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
1New |
$403K - $479K
|
1
$755K
|
|
|
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
$755K
|
|
|
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
$755K
|
|
|
Feb 14, 2023
Q4 2022
|
Epacria Capital Partners, LLC
Boulder, CO |
BUY
|
- |
6New |
$2.42M - $2.87M
|
6
$4.53M
|
|
|
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
$57.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Aldebaran Capital, LLC
Indianapolis, IN |
BUY
|
- |
2New |
$806K - $958K
|
2
$1.51M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-11.1K- 99.99% |
$4.48B - $5.32B
|
1
$755K
|
|
|
Feb 13, 2023
Q4 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-3- 33.33% |
$1.21M - $1.44M
|
6
$4.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Gqg Partners LLC
Ft. Lauderdale, FL |
SELL
|
- |
-1- 0.13% |
$403K - $479K
|
793
$599M
|
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
2New |
$806K - $958K
|
2
$1.51M
|
|
|
Feb 13, 2023
Q4 2022
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
42New |
$16.9M - $20.1M
|
42
$31.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
1New |
$403K - $479K
|
1
$755K
|
|
|
Feb 10, 2023
Q4 2022
|
Easterly Investment Partners LLC
|
BUY
|
- |
1New |
$403K - $479K
|
1
$755K
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1New |
$403K - $479K
|
1
$755K
|
|
|
Feb 10, 2023
Q4 2022
|
Hall Kathryn A.
San Francisco, CA |
SELL
|
- |
-7- 87.5% |
$2.82M - $3.35M
|
1
$755K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
BUY
|
- |
1New |
$403K - $479K
|
1
$755K
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1New |
$403K - $479K
|
1
$755K
|
|
|
Feb 06, 2023
Q4 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-1- 33.33% |
$403K - $479K
|
2
$1.51M
|
|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
2New |
$806K - $958K
|
2
$1.51M
|
|
|
Feb 06, 2023
Q4 2022
|
Ledyard National Bank
|
BUY
|
- |
1New |
$403K - $479K
|
1
$755K
|
|
|
Feb 06, 2023
Q4 2022
|
Td Asset Management Inc
|
BUY
|
- |
25New |
$10.1M - $12M
|
25
$18.9M
|
|
|
Jan 31, 2023
Q4 2022
|
F
|
BUY
|
- |
2New |
$806K - $958K
|
2
$1.51M
|
|
|
Jan 26, 2023
Q4 2022
|
Financial Advantage, Inc.
|
BUY
|
- |
1New |
$403K - $479K
|
1
$755K
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1New |
$403K - $479K
|
1
$755K
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1New |
$403K - $479K
|
1
$755K
|
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3New |
$1.21M - $1.44M
|
3
$2.27M
|
|
|
Jan 25, 2023
Q4 2022
|
Riverview Trust CO
|
BUY
|
- |
1New |
$403K - $479K
|
1
$755K
|
|
|
Jan 24, 2023
Q4 2022
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
4New |
$1.61M - $1.92M
|
4
$3.02M
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-1- 4.0% |
$403K - $479K
|
24
$18.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
2New |
$806K - $958K
|
2
$1.51M
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1New |
$403K - $479K
|
1
$755K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1New |
$403K - $479K
|
1
$755K
|
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
1+ 50.0% |
$403K - $479K
|
3
$2.27M
|
|
|
Jan 05, 2023
Q4 2022
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
33New |
$13.3M - $15.8M
|
33
$24.9M
|
|
| Q3 2022 | |||||||
|
May 31, 2023
Q3 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
1+ 100.0% |
$399K - $461K
|
2
$1.51M
|
|
|
Nov 16, 2022
Q3 2022
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-405- 99.75% |
$162M - $187M
|
1
$755K
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
3New |
$1.2M - $1.38M
|
3
$2.27M
|
|
|
Nov 15, 2022
Q3 2022
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-21- 84.0% |
$8.38M - $9.69M
|
4
$3.02M
|
|