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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-1Closed |
$413K - $455K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-1Closed |
$413K - $455K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
1New |
$413K - $455K
|
1
$719K
|
|
|
Feb 11, 2022
Q4 2021
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1New |
$413K - $455K
|
1
$719K
|
|
|
Feb 10, 2022
Q4 2021
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
2New |
$825K - $909K
|
2
$1.44M
|
|
|
Feb 10, 2022
Q4 2021
|
Jsf Financial, LLC
|
SELL
|
- |
-1Closed |
$413K - $455K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1New |
$413K - $455K
|
1
$719K
|
|
|
Feb 10, 2022
Q4 2021
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
2New |
$825K - $909K
|
2
$1.44M
|
|
|
Feb 10, 2022
Q4 2021
|
Global Frontier Investments LLC
Charleston, SC |
BUY
|
- |
11+ 33.33% |
$4.54M - $5M
|
44
$31.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Alphasimplex Group, LLC
Boston, MA |
SELL
|
- |
-2Closed |
$825K - $909K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Beecher Investors Inc
|
BUY
|
- |
18New |
$7.43M - $8.18M
|
18
$12.9M
|
|
|
Feb 09, 2022
Q4 2021
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1New |
$413K - $455K
|
1
$719K
|
|
|
Feb 09, 2022
Q4 2021
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.05KClosed |
$431M - $475M
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Ervin Investment Management, LLC
|
BUY
|
- |
1New |
$413K - $455K
|
1
$719K
|
|
|
Feb 08, 2022
Q4 2021
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-2Closed |
$825K - $909K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1Closed |
$413K - $455K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Karpas Strategies, LLC
|
BUY
|
- |
1+ 16.67% |
$413K - $455K
|
7
$5.03M
|
|
|
Feb 07, 2022
Q4 2021
|
Claret Asset Management Corp
|
SELL
|
- |
-3Closed |
$1.24M - $1.36M
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Chesapeake Wealth Management
|
SELL
|
- |
-1Closed |
$413K - $455K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
4New |
$1.65M - $1.82M
|
4
$2.88M
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-4Closed |
$1.65M - $1.82M
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Cadinha & CO LLC
|
SELL
|
- |
-2- 50.0% |
$825K - $909K
|
2
$1.44M
|
|
|
Feb 02, 2022
Q4 2021
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-1Closed |
$413K - $455K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Helios Capital Management Pte. LTD
|
BUY
|
- |
4New |
$1.65M - $1.82M
|
4
$2.88M
|
|
|
Feb 02, 2022
Q4 2021
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-1- 50.0% |
$413K - $455K
|
1
$719K
|
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
SELL
|
- |
-1- 14.29% |
$413K - $455K
|
6
$4.31M
|
|
|
Jan 31, 2022
Q4 2021
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-1Closed |
$413K - $455K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
1New |
$413K - $455K
|
1
$719K
|
|
|
Jan 27, 2022
Q4 2021
|
Conning Inc.
|
SELL
|
- |
-12Closed |
$4.95M - $5.45M
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Scott Capital Advisors, LLC
|
BUY
|
- |
2New |
$825K - $909K
|
2
$1.44M
|
|
|
Jan 26, 2022
Q4 2021
|
Capital City Trust CO
|
SELL
|
- |
-1Closed |
$413K - $455K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Index Fund Advisors, Inc.
|
BUY
|
- |
1New |
$413K - $455K
|
1
$719K
|
|
|
Jan 26, 2022
Q4 2021
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-1- 50.0% |
$413K - $455K
|
1
$719K
|
|
|
Jan 25, 2022
Q4 2021
|
Moseley Investment Management Inc
|
BUY
|
- |
8New |
$3.3M - $3.64M
|
8
$5.75M
|
|
|
Jan 25, 2022
Q4 2021
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
3New |
$1.24M - $1.36M
|
3
$2.16M
|
|
|
Jan 24, 2022
Q4 2021
|
Amarillo National Bank
|
BUY
|
- |
1New |
$413K - $455K
|
1
$719K
|
|
|
Jan 21, 2022
Q4 2021
|
Linker Capital Management Inc.
|
BUY
|
- |
6New |
$2.48M - $2.73M
|
6
$4.31M
|
|
|
Jan 20, 2022
Q4 2021
|
Northstar Advisory Group, LLC
|
BUY
|
- |
1New |
$413K - $455K
|
1
$719K
|
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1New |
$413K - $455K
|
1
$719K
|
|
|
Jan 20, 2022
Q4 2021
|
Lewis Capital Management, LLC
|
BUY
|
- |
1New |
$413K - $455K
|
1
$719K
|
|
|
Jan 18, 2022
Q4 2021
|
Newman & Schimel, LLC
|
BUY
|
- |
2New |
$825K - $909K
|
2
$1.44M
|
|
|
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 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1Closed |
$413K - $455K
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
1New |
$413K - $455K
|
1
$719K
|
|
| Q3 2021 | |||||||
|
Dec 01, 2022
Q3 2021
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-1- 6.25% |
$410K - $438K
|
15
$10.8M
|
|
|
Feb 22, 2022
Q3 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1New |
$410K - $438K
|
1
$719K
|
|
|
Dec 08, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-8.34K- 99.99% |
$3.42B - $3.65B
|
1
$719K
|
|
|
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
$719K
|
|