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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2020
Q2 2020
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
2+ 200.0% |
$507K - $604K
|
3
$2.27M
|
|
|
Aug 10, 2020
Q2 2020
|
S. Muoio & Co. LLC
New York, NY |
BUY
|
- |
1+ 50.0% |
$254K - $302K
|
3
$2.27M
|
|
|
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
$755K
|
|
|
Aug 04, 2020
Q2 2020
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
2+ 50.0% |
$507K - $604K
|
6
$4.53M
|
|
|
Aug 04, 2020
Q2 2020
|
Jacobi Capital Management LLC
|
SELL
|
- |
-2.29K- 99.78% |
$580M - $691M
|
5
$3.78M
|
|
|
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
$1.51M
|
|
|
Jul 31, 2020
Q2 2020
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-2Closed |
$507K - $604K
|
0
$0
|
|
|
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
|
Narwhal Capital Management
|
SELL
|
- |
-1- 16.67% |
$254K - $302K
|
5
$3.78M
|
|
|
Jul 21, 2020
Q2 2020
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
18+ 600.0% |
$4.56M - $5.44M
|
21
$15.9M
|
|
|
Jul 21, 2020
Q2 2020
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
2New |
$507K - $604K
|
2
$1.51M
|
|
|
Jul 13, 2020
Q2 2020
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-1- 50.0% |
$254K - $302K
|
1
$755K
|
|
|
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
$755K
|
|
|
May 15, 2020
Q1 2020
|
Cyrus Capital Partners, L.P.
New York, NY |
SELL
|
- |
-3Closed |
$720K - $1.03M
|
0
$0
|
|
|
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
$6.8M
|
|
|
May 15, 2020
Q1 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
1+ 100.0% |
$240K - $345K
|
2
$1.51M
|
|
|
May 15, 2020
Q1 2020
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
1+ 100.0% |
$240K - $345K
|
2
$1.51M
|
|
|
May 15, 2020
Q1 2020
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1New |
$240K - $345K
|
1
$755K
|
|
|
May 14, 2020
Q1 2020
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
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
$16.6M
|
|
|
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
$1.51M
|
|
|
May 11, 2020
Q1 2020
|
Chuck Akre
Akre Capital Management LLC | Middleburg, Va
|
SELL
|
- |
-39- 92.86% |
$9.36M - $13.5M
|
3
$2.27M
|
|
|
May 08, 2020
Q1 2020
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-1- 50.0% |
$240K - $345K
|
1
$755K
|
|
|
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
$755K
|
|
|
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
$87.6M
|
|
|
May 01, 2020
Q1 2020
|
Tom Gayner
Markel Corp
|
BUY
|
- |
9+ 0.81% |
$2.16M - $3.1M
|
1.11K
$842M
|
|
|
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
$755K
|
|
|
Apr 23, 2020
Q1 2020
|
Hikari Power LTD
|
BUY
|
- |
23+ 3.03% |
$5.52M - $7.93M
|
783
$591M
|
|
|
Apr 23, 2020
Q1 2020
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1New |
$240K - $345K
|
1
$755K
|
|