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 |
---|---|---|---|---|---|---|---|
Oct 26, 2020
Q3 2020
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
22+ 275.0% |
$5.87M - $7.32M
|
30
$21.6M
|
|
Oct 23, 2020
Q3 2020
|
Bt Wealth Management LLC
|
SELL
|
- |
-1Closed |
$267K - $333K
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5New |
$1.34M - $1.66M
|
5
$3.6M
|
|
Oct 21, 2020
Q3 2020
|
Round Table Services, LLC
|
SELL
|
- |
-1Closed |
$267K - $333K
|
0
$0
|
|
Oct 21, 2020
Q3 2020
|
Hendley & CO Inc
|
BUY
|
- |
1New |
$267K - $333K
|
1
$719K
|
|
Oct 19, 2020
Q3 2020
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-100Closed |
$26.7M - $33.3M
|
0
$0
|
|
Oct 13, 2020
Q3 2020
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-200Closed |
$53.4M - $66.6M
|
0
$0
|
|
Oct 07, 2020
Q3 2020
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-5Closed |
$1.34M - $1.66M
|
0
$0
|
|
Oct 06, 2020
Q3 2020
|
Gradient Investments LLC
|
BUY
|
- |
2+ 200.0% |
$534K - $666K
|
3
$2.16M
|
|
Q2 2020 | |||||||
Sep 29, 2020
Q2 2020
|
One Advisory Partners, LLC
|
BUY
|
- |
1New |
$254K - $302K
|
1
$719K
|
|
Sep 09, 2020
Q2 2020
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-200Closed |
$50.7M - $60.4M
|
0
$0
|
|
Aug 20, 2020
Q2 2020
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-1Closed |
$254K - $302K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Cannell Capital LLC
Alta, WY |
SELL
|
- |
-9Closed |
$2.28M - $2.72M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Norbert Lou
Punch Card Management L.P. | Winter Park, Fl
|
SELL
|
- |
-18- 4.9% |
$4.56M - $5.44M
|
349
$251M
|
|
Aug 14, 2020
Q2 2020
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-1Closed |
$254K - $302K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Bruce Berkowitz
Fairholme Capital Management LLC | Miami, Fl
|
BUY
|
- |
1New |
$254K - $302K
|
1
$719K
|
|
Aug 14, 2020
Q2 2020
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1Closed |
$254K - $302K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-1Closed |
$254K - $302K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
4New |
$1.01M - $1.21M
|
4
$2.88M
|
|
Aug 14, 2020
Q2 2020
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-1KClosed |
$254M - $302M
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-1- 33.33% |
$254K - $302K
|
2
$1.44M
|
|
Aug 13, 2020
Q2 2020
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1- 33.33% |
$254K - $302K
|
2
$1.44M
|
|
Aug 13, 2020
Q2 2020
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1Closed |
$254K - $302K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-200Closed |
$50.7M - $60.4M
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-1Closed |
$254K - $302K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1+ 100.0% |
$254K - $302K
|
2
$1.44M
|
|
Aug 10, 2020
Q2 2020
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-1- 33.33% |
$254K - $302K
|
2
$1.44M
|
|
Aug 10, 2020
Q2 2020
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
2+ 200.0% |
$507K - $604K
|
3
$2.16M
|
|
Aug 10, 2020
Q2 2020
|
S. Muoio & Co. LLC
New York, NY |
BUY
|
- |
1+ 50.0% |
$254K - $302K
|
3
$2.16M
|
|
Aug 06, 2020
Q2 2020
|
Birinyi Associates Inc
|
SELL
|
- |
-7- 43.75% |
$1.77M - $2.12M
|
9
$6.47M
|
|
Aug 06, 2020
Q2 2020
|
Novare Capital Management LLC
|
SELL
|
- |
-200Closed |
$50.7M - $60.4M
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-1Closed |
$254K - $302K
|
0
$0
|
|
Aug 04, 2020
Q2 2020
|
Account Management LLC
|
SELL
|
- |
-6- 85.71% |
$1.52M - $1.81M
|
1
$719K
|
|
Aug 04, 2020
Q2 2020
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
2+ 50.0% |
$507K - $604K
|
6
$4.31M
|
|
Aug 04, 2020
Q2 2020
|
Jacobi Capital Management LLC
|
SELL
|
- |
-2.29K- 99.78% |
$580M - $691M
|
5
$3.6M
|
|
Aug 03, 2020
Q2 2020
|
Monte Financial Group, LLC
|
SELL
|
- |
-1Closed |
$254K - $302K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Milestone Advisory Partners
|
BUY
|
- |
1+ 100.0% |
$254K - $302K
|
2
$1.44M
|
|
Jul 31, 2020
Q2 2020
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-2Closed |
$507K - $604K
|
0
$0
|
|
Jul 30, 2020
Q2 2020
|
Pflug Koory, LLC
|
SELL
|
- |
-300- 13.64% |
$76.1M - $90.7M
|
1.9K
$1.37B
|
|
Jul 29, 2020
Q2 2020
|
Mattern Wealth Management LLC
|
SELL
|
- |
-2Closed |
$507K - $604K
|
0
$0
|
|
Jul 28, 2020
Q2 2020
|
Costello Asset Management, Inc
|
SELL
|
- |
-4Closed |
$1.01M - $1.21M
|
0
$0
|
|
Jul 22, 2020
Q2 2020
|
Sunesis Advisors, LLC
|
SELL
|
- |
-18Closed |
$4.56M - $5.44M
|
0
$0
|
|
Jul 22, 2020
Q2 2020
|
Narwhal Capital Management
|
SELL
|
- |
-1- 16.67% |
$254K - $302K
|
5
$3.6M
|
|
Jul 21, 2020
Q2 2020
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
18+ 600.0% |
$4.56M - $5.44M
|
21
$15.1M
|
|
Jul 21, 2020
Q2 2020
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
2New |
$507K - $604K
|
2
$1.44M
|
|
Jul 13, 2020
Q2 2020
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1Closed |
$254K - $302K
|
0
$0
|
|
Jul 13, 2020
Q2 2020
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-1- 50.0% |
$254K - $302K
|
1
$719K
|
|
Jul 10, 2020
Q2 2020
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-1Closed |
$254K - $302K
|
0
$0
|
|
Q1 2020 | |||||||
May 15, 2020
Q1 2020
|
Forbes J M & CO LLP
|
BUY
|
- |
1New |
$240K - $345K
|
1
$719K
|
|
May 15, 2020
Q1 2020
|
Cyrus Capital Partners, L.P.
New York, NY |
SELL
|
- |
-3Closed |
$720K - $1.03M
|
0
$0
|