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 |
---|---|---|---|---|---|---|---|
May 15, 2020
Q1 2020
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1Closed |
$240K - $345K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Weil Company, Inc.
|
SELL
|
- |
-1- 10.0% |
$240K - $345K
|
9
$6.47M
|
|
May 15, 2020
Q1 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
1+ 100.0% |
$240K - $345K
|
2
$1.44M
|
|
May 15, 2020
Q1 2020
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
1+ 100.0% |
$240K - $345K
|
2
$1.44M
|
|
May 15, 2020
Q1 2020
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1New |
$240K - $345K
|
1
$719K
|
|
May 14, 2020
Q1 2020
|
Delta Investment Management, LLC
|
BUY
|
- |
5New |
$1.2M - $1.72M
|
5
$3.6M
|
|
May 14, 2020
Q1 2020
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-1Closed |
$240K - $345K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Cheviot Value Management, LLC
|
SELL
|
- |
-1Closed |
$240K - $345K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1- 4.35% |
$240K - $345K
|
22
$15.8M
|
|
May 13, 2020
Q1 2020
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-1Closed |
$240K - $345K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Northeast Investment Management
|
SELL
|
- |
-1Closed |
$240K - $345K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
American Asset Management Inc.
|
SELL
|
- |
-1Closed |
$240K - $345K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
2New |
$480K - $690K
|
2
$1.44M
|
|
May 11, 2020
Q1 2020
|
Chuck Akre
Akre Capital Management LLC | Middleburg, Va
|
SELL
|
- |
-39- 92.86% |
$9.36M - $13.5M
|
3
$2.16M
|
|
May 08, 2020
Q1 2020
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-1- 50.0% |
$240K - $345K
|
1
$719K
|
|
May 08, 2020
Q1 2020
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-3Closed |
$720K - $1.03M
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Hourglass Capital, LLC
|
SELL
|
- |
-1Closed |
$240K - $345K
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Inverness Counsel LLC
|
SELL
|
- |
-1Closed |
$240K - $345K
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-1Closed |
$240K - $345K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Kbc Group Nv
|
SELL
|
- |
-11Closed |
$2.64M - $3.79M
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Shikiar Asset Management Inc
|
SELL
|
- |
-1- 50.0% |
$240K - $345K
|
1
$719K
|
|
May 01, 2020
Q1 2020
|
Grace & White Inc
|
SELL
|
- |
-1Closed |
$240K - $345K
|
0
$0
|
|
May 01, 2020
Q1 2020
|
State Of Michigan Retirement System
|
SELL
|
- |
-31.4K- 99.63% |
$7.54B - $10.8B
|
116
$83.4M
|
|
May 01, 2020
Q1 2020
|
Tom Gayner
Markel Corp
|
BUY
|
- |
9+ 0.81% |
$2.16M - $3.1M
|
1.11K
$801M
|
|
Apr 30, 2020
Q1 2020
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-1Closed |
$240K - $345K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-1Closed |
$240K - $345K
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Weaver Consulting Group
|
SELL
|
- |
-1Closed |
$240K - $345K
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Kcs Wealth Advisory
|
SELL
|
- |
-1Closed |
$240K - $345K
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-166Closed |
$39.8M - $57.3M
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Aldebaran Financial Inc.
|
SELL
|
- |
-3Closed |
$720K - $1.03M
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1- 50.0% |
$240K - $345K
|
1
$719K
|
|
Apr 23, 2020
Q1 2020
|
Hikari Power LTD
|
BUY
|
- |
23+ 3.03% |
$5.52M - $7.93M
|
783
$563M
|
|
Apr 23, 2020
Q1 2020
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1New |
$240K - $345K
|
1
$719K
|
|
Apr 23, 2020
Q1 2020
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-1Closed |
$240K - $345K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1Closed |
$240K - $345K
|
0
$0
|
|
Apr 17, 2020
Q1 2020
|
Icon Wealth Partners, LLC
|
BUY
|
- |
1New |
$240K - $345K
|
1
$719K
|
|
Apr 16, 2020
Q1 2020
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1Closed |
$240K - $345K
|
0
$0
|
|
Q4 2019 | |||||||
May 15, 2024
Q4 2019
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
15New |
$4.58M - $5.11M
|
15
$10.8M
|
|
Nov 13, 2020
Q4 2019
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
3New |
$915K - $1.02M
|
3
$2.16M
|
|
May 04, 2020
Q4 2019
|
Hya Advisors, Inc
|
BUY
|
- |
1New |
$305K - $340K
|
1
$719K
|
|
Mar 19, 2020
Q4 2019
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1New |
$305K - $340K
|
1
$719K
|
|
Mar 04, 2020
Q4 2019
|
Tandem Capital Management Corp
|
BUY
|
- |
1New |
$305K - $340K
|
1
$719K
|
|
Feb 27, 2020
Q4 2019
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.35K- 99.71% |
$413M - $461M
|
4
$2.88M
|
|
Feb 21, 2020
Q4 2019
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
2New |
$610K - $681K
|
2
$1.44M
|
|
Feb 20, 2020
Q4 2019
|
Archer Investment Corp
|
BUY
|
- |
1New |
$305K - $340K
|
1
$719K
|
|
Feb 14, 2020
Q4 2019
|
Brown Advisory Inc
|
BUY
|
CALL |
1KNew |
$305M - $340M
|
1K
$719M
|
|
Feb 14, 2020
Q4 2019
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
1New |
$305K - $340K
|
1
$719K
|
|
Feb 14, 2020
Q4 2019
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-1Closed |
$305K - $340K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-98Closed |
$29.9M - $33.4M
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
2New |
$610K - $681K
|
2
$1.44M
|