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 |
|---|---|---|---|---|---|---|---|
|
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
$755K
|
|
|
Apr 16, 2020
Q1 2020
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1Closed |
$240K - $345K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Oct 06, 2025
Q4 2019
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-2- 25.0% |
$610K - $681K
|
6
$4.53M
|
|
|
May 15, 2024
Q4 2019
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
15New |
$4.58M - $5.11M
|
15
$11.3M
|
|
|
Nov 13, 2020
Q4 2019
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
3New |
$915K - $1.02M
|
3
$2.27M
|
|
|
May 04, 2020
Q4 2019
|
Hya Advisors, Inc
|
BUY
|
- |
1New |
$305K - $340K
|
1
$755K
|
|
|
Mar 19, 2020
Q4 2019
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1New |
$305K - $340K
|
1
$755K
|
|
|
Mar 04, 2020
Q4 2019
|
Tandem Capital Management Corp
|
BUY
|
- |
1New |
$305K - $340K
|
1
$755K
|
|
|
Feb 21, 2020
Q4 2019
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
2New |
$610K - $681K
|
2
$1.51M
|
|
|
Feb 20, 2020
Q4 2019
|
Archer Investment Corp
|
BUY
|
- |
1New |
$305K - $340K
|
1
$755K
|
|
|
Feb 14, 2020
Q4 2019
|
Brown Advisory Inc
|
BUY
|
CALL |
1KNew |
$305M - $340M
|
1K
$755M
|
|
|
Feb 14, 2020
Q4 2019
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
1New |
$305K - $340K
|
1
$755K
|
|
|
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
$1.51M
|
|
|
Feb 14, 2020
Q4 2019
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
19New |
$5.8M - $6.47M
|
19
$14.4M
|
|
|
Feb 14, 2020
Q4 2019
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
1New |
$305K - $340K
|
1
$755K
|
|
|
Feb 13, 2020
Q4 2019
|
Yale University
New Haven, CT |
SELL
|
- |
-3Closed |
$915K - $1.02M
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Emory University
Atlanta, GA |
SELL
|
- |
-100Closed |
$30.5M - $34M
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Hbc Financial Services, Pllc
|
BUY
|
- |
1New |
$305K - $340K
|
1
$755K
|
|
|
Feb 12, 2020
Q4 2019
|
Iat Reinsurance CO Ltd.
New York, NY |
SELL
|
- |
-5- 83.33% |
$1.53M - $1.7M
|
1
$755K
|
|
|
Feb 11, 2020
Q4 2019
|
Key F Inancial Inc
|
BUY
|
- |
2New |
$610K - $681K
|
2
$1.51M
|
|
|
Feb 11, 2020
Q4 2019
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-3Closed |
$915K - $1.02M
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-1Closed |
$305K - $340K
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-1- 12.5% |
$305K - $340K
|
7
$5.29M
|
|
|
Feb 10, 2020
Q4 2019
|
Ing Groep Nv
|
SELL
|
- |
-1Closed |
$305K - $340K
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1Closed |
$305K - $340K
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Gamble Jones Investment Counsel
|
BUY
|
- |
2New |
$610K - $681K
|
2
$1.51M
|
|
|
Feb 10, 2020
Q4 2019
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
1New |
$305K - $340K
|
1
$755K
|
|
|
Feb 05, 2020
Q4 2019
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-1- 33.33% |
$305K - $340K
|
2
$1.51M
|
|
|
Feb 04, 2020
Q4 2019
|
Allen Investment Management LLC
|
SELL
|
- |
-2- 16.67% |
$610K - $681K
|
10
$7.55M
|
|
|
Feb 03, 2020
Q4 2019
|
Hendershot Investments Inc.
|
BUY
|
- |
1+ 33.33% |
$305K - $340K
|
4
$3.02M
|
|
|
Jan 31, 2020
Q4 2019
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-1Closed |
$305K - $340K
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-3- 60.0% |
$915K - $1.02M
|
2
$1.51M
|
|
|
Jan 30, 2020
Q4 2019
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-2Closed |
$610K - $681K
|
0
$0
|
|
|
Jan 23, 2020
Q4 2019
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
CALL |
100New |
$30.5M - $34M
|
100
$75.5M
|
|
|
Jan 21, 2020
Q4 2019
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-100Closed |
$30.5M - $34M
|
0
$0
|
|
|
Jan 17, 2020
Q4 2019
|
Good Life Advisors, LLC
|
SELL
|
- |
-1Closed |
$305K - $340K
|
0
$0
|
|
|
Jan 16, 2020
Q4 2019
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2New |
$610K - $681K
|
2
$1.51M
|
|
|
Jan 15, 2020
Q4 2019
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-500Closed |
$153M - $170M
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Portland Investment Counsel Inc.
Burlington, A6 |
SELL
|
- |
-1Closed |
$295K - $323K
|
0
$0
|
|
|
Nov 07, 2019
Q3 2019
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1Closed |
$295K - $323K
|
0
$0
|
|
|
Nov 07, 2019
Q3 2019
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
3New |
$885K - $969K
|
3
$2.27M
|
|
|
Nov 07, 2019
Q3 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-3Closed |
$885K - $969K
|
0
$0
|
|
|
Nov 01, 2019
Q3 2019
|
Schulhoff & CO Inc
|
SELL
|
- |
-2- 15.38% |
$590K - $646K
|
11
$8.31M
|
|
|
Oct 31, 2019
Q3 2019
|
Nkcfo LLC
|
SELL
|
- |
-7Closed |
$2.07M - $2.26M
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
SELL
|
- |
-3Closed |
$885K - $969K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
4New |
$1.18M - $1.29M
|
4
$3.02M
|
|