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 12, 2021
Q2 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-4- 40.0% |
$1.56M - $1.76M
|
6
$4.31M
|
|
|
Aug 12, 2021
Q2 2021
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-1- 25.0% |
$390K - $439K
|
3
$2.16M
|
|
|
Aug 11, 2021
Q2 2021
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-2Closed |
$781K - $879K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-99- 99.0% |
$38.6M - $43.5M
|
1
$719K
|
|
|
Aug 11, 2021
Q2 2021
|
Compton Capital Management Inc
|
BUY
|
- |
1New |
$390K - $439K
|
1
$719K
|
|
|
Aug 11, 2021
Q2 2021
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-5- 50.0% |
$1.95M - $2.2M
|
5
$3.59M
|
|
|
Aug 11, 2021
Q2 2021
|
Wealthgate Family Office, LLC
|
SELL
|
- |
-1Closed |
$390K - $439K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1New |
$390K - $439K
|
1
$719K
|
|
|
Aug 11, 2021
Q2 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-4- 80.0% |
$1.56M - $1.76M
|
1
$719K
|
|
|
Aug 10, 2021
Q2 2021
|
Portland Global Advisors LLC
|
BUY
|
- |
1+ 100.0% |
$390K - $439K
|
2
$1.44M
|
|
|
Aug 10, 2021
Q2 2021
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
1New |
$390K - $439K
|
1
$719K
|
|
|
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
2New |
$781K - $879K
|
2
$1.44M
|
|
|
Aug 09, 2021
Q2 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1+ 100.0% |
$390K - $439K
|
2
$1.44M
|
|
|
Aug 04, 2021
Q2 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1- 50.0% |
$390K - $439K
|
1
$719K
|
|
|
Aug 04, 2021
Q2 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1Closed |
$390K - $439K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Truepoint, Inc.
|
SELL
|
- |
-6Closed |
$2.34M - $2.64M
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Ycg, LLC
|
SELL
|
- |
-3- 30.0% |
$1.17M - $1.32M
|
7
$5.03M
|
|
|
Jul 30, 2021
Q2 2021
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
6New |
$2.34M - $2.64M
|
6
$4.31M
|
|
|
Jul 28, 2021
Q2 2021
|
Parthenon LLC
|
SELL
|
- |
-1- 12.5% |
$390K - $439K
|
7
$5.03M
|
|
|
Jul 27, 2021
Q2 2021
|
Sage Rhino Capital LLC
|
BUY
|
- |
1+ 100.0% |
$390K - $439K
|
2
$1.44M
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1+ 7.69% |
$390K - $439K
|
14
$10.1M
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
25New |
$9.76M - $11M
|
25
$18M
|
|
|
Jul 20, 2021
Q2 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2New |
$781K - $879K
|
2
$1.44M
|
|
|
Jul 20, 2021
Q2 2021
|
Coho Partners, Ltd.
|
SELL
|
- |
-1Closed |
$390K - $439K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
First Business Financial Services, Inc.
|
SELL
|
- |
-1Closed |
$390K - $439K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
1New |
$390K - $439K
|
1
$719K
|
|
|
Jul 13, 2021
Q2 2021
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-2Closed |
$781K - $879K
|
0
$0
|
|
|
Jul 06, 2021
Q2 2021
|
Bank Of New Hampshire
|
BUY
|
- |
3New |
$1.17M - $1.32M
|
3
$2.16M
|
|
|
Jul 01, 2021
Q2 2021
|
Corsicana & Co.
|
BUY
|
- |
1New |
$390K - $439K
|
1
$719K
|
|
| Q1 2021 | |||||||
|
Nov 09, 2023
Q1 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
1+ 7.14% |
$342K - $399K
|
15
$10.8M
|
|
|
Oct 13, 2021
Q1 2021
|
Hixon Zuercher, LLC
|
SELL
|
- |
-200Closed |
$68.4M - $79.8M
|
0
$0
|
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1New |
$342K - $399K
|
1
$719K
|
|
|
May 25, 2021
Q1 2021
|
Regency Capital Management Inc.\De
|
BUY
|
- |
1New |
$342K - $399K
|
1
$719K
|
|
|
May 18, 2021
Q1 2021
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1New |
$342K - $399K
|
1
$719K
|
|
|
May 18, 2021
Q1 2021
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1New |
$342K - $399K
|
1
$719K
|
|
|
May 17, 2021
Q1 2021
|
Dalton Investments LLC
|
SELL
|
- |
-6Closed |
$2.05M - $2.39M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
1New |
$342K - $399K
|
1
$719K
|
|
|
May 17, 2021
Q1 2021
|
7 G Capital Management, LLC
New York, NY |
SELL
|
- |
-30- 50.0% |
$10.3M - $12M
|
30
$21.6M
|
|
|
May 14, 2021
Q1 2021
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1Closed |
$342K - $399K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1- 25.0% |
$342K - $399K
|
3
$2.16M
|
|
|
May 14, 2021
Q1 2021
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-11- 68.75% |
$3.76M - $4.39M
|
5
$3.59M
|
|
|
May 14, 2021
Q1 2021
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-1- 16.67% |
$342K - $399K
|
5
$3.59M
|
|
|
May 14, 2021
Q1 2021
|
Plancorp, LLC
|
SELL
|
- |
-2Closed |
$684K - $798K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Sirios Capital Management L P
Boston, MA |
SELL
|
- |
-35Closed |
$12M - $14M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
1New |
$342K - $399K
|
1
$719K
|
|
|
May 13, 2021
Q1 2021
|
Becker Capital Management Inc
|
SELL
|
- |
-1Closed |
$342K - $399K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
3New |
$1.03M - $1.2M
|
3
$2.16M
|
|
|
May 13, 2021
Q1 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1New |
$342K - $399K
|
1
$719K
|
|
|
May 13, 2021
Q1 2021
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1Closed |
$342K - $399K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-1Closed |
$342K - $399K
|
0
$0
|
|