Purchases and Sales Made in Q3 2021 in Berkshire Hathaway Inc (BRK-A)
This table provides information about the institutional ownership of Berkshire Hathaway Inc (BRK-A) during Q3 2021. The information is specifically focused on institutions that hold shares of BERKSHIRE HATHAWAY INC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4+ 200.0% |
$1.64M - $1.75M
|
6
$4.23M
|
|
Nov 15, 2021
Q3 2021
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
4+ 2.06% |
$1.64M - $1.75M
|
198
$140M
|
|
Oct 26, 2021
Q3 2021
|
Equitable Trust CO
|
BUY
|
- |
4+ 80.0% |
$1.64M - $1.75M
|
9
$6.34M
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
3+ 13.04% |
$1.23M - $1.31M
|
26
$18.3M
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
3+ 33.33% |
$1.23M - $1.31M
|
12
$8.46M
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3+ 33.33% |
$1.23M - $1.31M
|
12
$8.46M
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3+ 37.5% |
$1.23M - $1.31M
|
11
$7.75M
|
|
Nov 16, 2021
Q3 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
3+ 4.17% |
$1.23M - $1.31M
|
75
$52.9M
|
|
Nov 15, 2021
Q3 2021
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
3+ 100.0% |
$1.23M - $1.31M
|
6
$4.23M
|
|
Oct 08, 2021
Q3 2021
|
Oak Harvest Investment Services
|
BUY
|
- |
3New |
$1.23M - $1.31M
|
3
$2.11M
|
|
Nov 09, 2021
Q3 2021
|
Graypoint LLC
|
BUY
|
- |
2+ 100.0% |
$821K - $876K
|
4
$2.82M
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2New |
$821K - $876K
|
2
$1.41M
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Inc
|
BUY
|
- |
2+ 1.0% |
$821K - $876K
|
203
$143M
|
|
Nov 03, 2021
Q3 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
2+ 11.11% |
$821K - $876K
|
20
$14.1M
|
|
Oct 13, 2021
Q3 2021
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
2New |
$821K - $876K
|
2
$1.41M
|
|
Nov 08, 2021
Q3 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2+ 3.03% |
$821K - $876K
|
68
$47.9M
|
|
Nov 15, 2021
Q3 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
2+ 25.0% |
$821K - $876K
|
10
$7.05M
|
|
Nov 18, 2021
Q3 2021
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
2+ 100.0% |
$821K - $876K
|
4
$2.82M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2+ 1.45% |
$821K - $876K
|
140
$98.7M
|
|
Nov 12, 2021
Q3 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
2+ 3.03% |
$821K - $876K
|
68
$47.9M
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2+ 200.0% |
$821K - $876K
|
3
$2.11M
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
2+ 66.67% |
$821K - $876K
|
5
$3.52M
|
|
Nov 12, 2021
Q3 2021
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
2New |
$821K - $876K
|
2
$1.41M
|
|
Nov 09, 2021
Q3 2021
|
Ieq Capital, LLC
|
BUY
|
- |
2+ 7.41% |
$821K - $876K
|
29
$20.4M
|
|
Nov 08, 2021
Q3 2021
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
2New |
$821K - $876K
|
2
$1.41M
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
2+ 100.0% |
$821K - $876K
|
4
$2.82M
|
|
Oct 08, 2021
Q3 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
2New |
$821K - $876K
|
2
$1.41M
|
|
Nov 08, 2021
Q3 2021
|
Los Angeles Capital Management LLC
|
BUY
|
- |
2New |
$821K - $876K
|
2
$1.41M
|
|
Nov 12, 2021
Q3 2021
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
2New |
$821K - $876K
|
2
$1.41M
|
|
Nov 15, 2021
Q3 2021
|
Amundi
Paris, I0 |
BUY
|
- |
2+ 40.0% |
$821K - $876K
|
7
$4.93M
|
|
Oct 14, 2021
Q3 2021
|
Security National Bank
|
BUY
|
- |
2+ 12.5% |
$821K - $876K
|
18
$12.7M
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2+ 16.67% |
$821K - $876K
|
14
$9.87M
|
|
Oct 26, 2021
Q3 2021
|
First Merchants Corp
|
BUY
|
- |
2New |
$821K - $876K
|
2
$1.41M
|
|
Nov 15, 2021
Q3 2021
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
2New |
$821K - $876K
|
2
$1.41M
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1+ 14.29% |
$410K - $438K
|
8
$5.64M
|
|
Oct 13, 2021
Q3 2021
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
1+ 3.7% |
$410K - $438K
|
28
$19.7M
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
1+ 1.47% |
$410K - $438K
|
69
$48.6M
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1+ 1.96% |
$410K - $438K
|
52
$36.6M
|
|
Nov 01, 2021
Q3 2021
|
Independent Advisor Alliance
|
BUY
|
- |
1New |
$410K - $438K
|
1
$705K
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1+ 100.0% |
$410K - $438K
|
2
$1.41M
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
1New |
$410K - $438K
|
1
$705K
|
|
Oct 19, 2021
Q3 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1New |
$410K - $438K
|
1
$705K
|
|
Oct 20, 2021
Q3 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1+ 11.11% |
$410K - $438K
|
10
$7.05M
|
|
Nov 12, 2021
Q3 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
1+ 20.0% |
$410K - $438K
|
6
$4.23M
|
|
Oct 26, 2021
Q3 2021
|
First Affirmative Financial Network
|
BUY
|
- |
1New |
$410K - $438K
|
1
$705K
|
|
Feb 22, 2022
Q3 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1New |
$410K - $438K
|
1
$705K
|
|
Oct 19, 2021
Q3 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1+ 4.17% |
$410K - $438K
|
25
$17.6M
|
|
Nov 15, 2021
Q3 2021
|
Townsquare Capital LLC
|
BUY
|
- |
1New |
$410K - $438K
|
1
$705K
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1+ 100.0% |
$410K - $438K
|
2
$1.41M
|
|
Nov 12, 2021
Q3 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1New |
$410K - $438K
|
1
$705K
|