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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2022
Q4 2021
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
3New |
$1.24M - $1.36M
|
3
$2.27M
|
|
|
Jan 24, 2022
Q4 2021
|
Amarillo National Bank
|
BUY
|
- |
1New |
$413K - $455K
|
1
$755K
|
|
|
Jan 21, 2022
Q4 2021
|
Linker Capital Management Inc.
|
BUY
|
- |
6New |
$2.48M - $2.73M
|
6
$4.53M
|
|
|
Jan 20, 2022
Q4 2021
|
Northstar Advisory Group, LLC
|
BUY
|
- |
1New |
$413K - $455K
|
1
$755K
|
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1New |
$413K - $455K
|
1
$755K
|
|
|
Jan 20, 2022
Q4 2021
|
Lewis Capital Management, LLC
|
BUY
|
- |
1New |
$413K - $455K
|
1
$755K
|
|
|
Jan 18, 2022
Q4 2021
|
Newman & Schimel, LLC
|
BUY
|
- |
2New |
$825K - $909K
|
2
$1.51M
|
|
|
Jan 18, 2022
Q4 2021
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-1Closed |
$413K - $455K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Cohen Klingenstein LLC
|
SELL
|
- |
-10Closed |
$4.13M - $4.55M
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
1New |
$413K - $455K
|
1
$755K
|
|
| Q3 2021 | |||||||
|
Dec 01, 2022
Q3 2021
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-1- 6.25% |
$410K - $438K
|
15
$11.3M
|
|
|
Feb 22, 2022
Q3 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1New |
$410K - $438K
|
1
$755K
|
|
|
Dec 08, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-8.34K- 99.99% |
$3.42B - $3.65B
|
1
$755K
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1Closed |
$410K - $438K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-8- 88.89% |
$3.28M - $3.51M
|
1
$755K
|
|
|
Nov 15, 2021
Q3 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-2Closed |
$821K - $876K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
10New |
$4.1M - $4.38M
|
10
$7.55M
|
|
|
Nov 15, 2021
Q3 2021
|
Family Management Corp
New York, NY |
SELL
|
- |
-1Closed |
$410K - $438K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-1Closed |
$410K - $438K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-1Closed |
$410K - $438K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Counsel LLC
New York, NY |
SELL
|
- |
-2Closed |
$821K - $876K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Troy Asset Management LTD
|
SELL
|
- |
-541Closed |
$222M - $237M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-1Closed |
$410K - $438K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
1+ 100.0% |
$410K - $438K
|
2
$1.51M
|
|
|
Nov 12, 2021
Q3 2021
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-1Closed |
$410K - $438K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-1Closed |
$410K - $438K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
2New |
$821K - $876K
|
2
$1.51M
|
|
|
Nov 12, 2021
Q3 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1New |
$410K - $438K
|
1
$755K
|
|
|
Nov 10, 2021
Q3 2021
|
Hoyle Cohen, LLC
|
SELL
|
- |
-2Closed |
$821K - $876K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Column Capital Advisors, LLC
|
SELL
|
- |
-1Closed |
$410K - $438K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1Closed |
$410K - $438K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-300Closed |
$123M - $131M
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1Closed |
$410K - $438K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Alta Capital Management LLC
|
SELL
|
- |
-1- 50.0% |
$410K - $438K
|
1
$755K
|
|
|
Nov 03, 2021
Q3 2021
|
Copperwynd Financial, LLC
|
SELL
|
- |
-1Closed |
$410K - $438K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1- 20.0% |
$410K - $438K
|
4
$3.02M
|
|
|
Nov 02, 2021
Q3 2021
|
Rnc Capital Management LLC
|
SELL
|
- |
-1Closed |
$410K - $438K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-2Closed |
$821K - $876K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Girard Partners Ltd.
|
SELL
|
- |
-820- 99.76% |
$337M - $359M
|
2
$1.51M
|
|
|
Oct 27, 2021
Q3 2021
|
Telemus Capital, LLC
|
SELL
|
- |
-1- 50.0% |
$410K - $438K
|
1
$755K
|
|
|
Oct 26, 2021
Q3 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-400- 36.36% |
$164M - $175M
|
700
$529M
|
|
|
Oct 25, 2021
Q3 2021
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-4- 44.44% |
$1.64M - $1.75M
|
5
$3.78M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
5New |
$2.05M - $2.19M
|
5
$3.78M
|
|
|
Oct 18, 2021
Q3 2021
|
Barton Investment Management
|
SELL
|
- |
-990- 99.0% |
$406M - $434M
|
10
$7.55M
|
|
|
Oct 13, 2021
Q3 2021
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
2New |
$821K - $876K
|
2
$1.51M
|
|
|
Oct 13, 2021
Q3 2021
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
1+ 3.7% |
$410K - $438K
|
28
$21.2M
|
|
|
Oct 08, 2021
Q3 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
2New |
$821K - $876K
|
2
$1.51M
|
|
|
Oct 08, 2021
Q3 2021
|
Oak Harvest Investment Services
|
BUY
|
- |
3New |
$1.23M - $1.31M
|
3
$2.27M
|
|
| Q2 2021 | |||||||
|
Dec 06, 2024
Q2 2021
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
1New |
$390K - $439K
|
1
$755K
|
|
|
Aug 23, 2021
Q2 2021
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-1- 50.0% |
$390K - $439K
|
1
$755K
|
|