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 20, 2023
Q1 2023
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-4- 66.67% |
$1.77M - $1.94M
|
2
$1.37M
|
|
Apr 19, 2023
Q1 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-1- 25.0% |
$443K - $485K
|
3
$2.05M
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
1New |
$443K - $485K
|
1
$683K
|
|
Apr 18, 2023
Q1 2023
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1New |
$443K - $485K
|
1
$683K
|
|
Apr 14, 2023
Q1 2023
|
Scharf Investments, LLC
|
SELL
|
- |
-1- 33.33% |
$443K - $485K
|
2
$1.37M
|
|
Apr 14, 2023
Q1 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
1+ 6.25% |
$443K - $485K
|
17
$11.6M
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
1New |
$443K - $485K
|
1
$683K
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
BUY
|
- |
6+ 200.0% |
$2.66M - $2.91M
|
9
$6.14M
|
|
Apr 11, 2023
Q1 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-2- 20.0% |
$886K - $969K
|
8
$5.46M
|
|
Apr 11, 2023
Q1 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-2- 66.67% |
$886K - $969K
|
1
$683K
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1- 25.0% |
$443K - $485K
|
3
$2.05M
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
14New |
$6.2M - $6.78M
|
14
$9.56M
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
1New |
$443K - $485K
|
1
$683K
|
|
Apr 06, 2023
Q1 2023
|
Jvl Associates LLC
|
BUY
|
- |
1New |
$443K - $485K
|
1
$683K
|
|
Apr 05, 2023
Q1 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-1- 14.29% |
$443K - $485K
|
6
$4.1M
|
|
Q4 2022 | |||||||
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1+ 100.0% |
$403K - $479K
|
2
$1.37M
|
|
Nov 30, 2023
Q4 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-2Closed |
$806K - $958K
|
0
$0
|
|
Nov 14, 2023
Q4 2022
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
3New |
$1.21M - $1.44M
|
3
$2.05M
|
|
Sep 05, 2023
Q4 2022
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
1New |
$403K - $479K
|
1
$683K
|
|
Jun 21, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
2New |
$806K - $958K
|
2
$1.37M
|
|
Jun 14, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
2New |
$806K - $958K
|
2
$1.37M
|
|
Jun 09, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1New |
$403K - $479K
|
1
$683K
|
|
May 17, 2023
Q4 2022
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
4New |
$1.61M - $1.92M
|
4
$2.73M
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-35.4K- 100.0% |
$14.3B - $17B
|
1
$683K
|
|
Apr 10, 2023
Q4 2022
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
1New |
$403K - $479K
|
1
$683K
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
2New |
$806K - $958K
|
2
$1.37M
|
|
Mar 10, 2023
Q4 2022
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
2New |
$806K - $958K
|
2
$1.37M
|
|
Feb 24, 2023
Q4 2022
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
1New |
$403K - $479K
|
1
$683K
|
|
Feb 15, 2023
Q4 2022
|
Rmr Wealth Builders
|
BUY
|
- |
1New |
$403K - $479K
|
1
$683K
|
|
Feb 15, 2023
Q4 2022
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
20+ 2000.0% |
$8.06M - $9.58M
|
21
$14.3M
|
|
Feb 14, 2023
Q4 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
17New |
$6.85M - $8.14M
|
17
$11.6M
|
|
Feb 14, 2023
Q4 2022
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-1- 10.0% |
$403K - $479K
|
9
$6.14M
|
|
Feb 14, 2023
Q4 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
1New |
$403K - $479K
|
1
$683K
|
|
Feb 14, 2023
Q4 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
2New |
$806K - $958K
|
2
$1.37M
|
|
Feb 14, 2023
Q4 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-1- 50.0% |
$403K - $479K
|
1
$683K
|
|
Feb 14, 2023
Q4 2022
|
Biglari Capital Corp.
San Antonio, TX |
BUY
|
- |
2New |
$806K - $958K
|
2
$1.37M
|
|
Feb 14, 2023
Q4 2022
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
1New |
$403K - $479K
|
1
$683K
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
1New |
$403K - $479K
|
1
$683K
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-8Closed |
$3.22M - $3.83M
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1New |
$403K - $479K
|
1
$683K
|
|
Feb 14, 2023
Q4 2022
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-7Closed |
$2.82M - $3.35M
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1New |
$403K - $479K
|
1
$683K
|
|
Feb 14, 2023
Q4 2022
|
Epacria Capital Partners, LLC
Boulder, CO |
BUY
|
- |
6New |
$2.42M - $2.87M
|
6
$4.1M
|
|
Feb 14, 2023
Q4 2022
|
Trustees Of Columbia University In The City Of New York
New York, NY |
SELL
|
- |
-2- 2.56% |
$806K - $958K
|
76
$51.9M
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1New |
$403K - $479K
|
1
$683K
|
|
Feb 13, 2023
Q4 2022
|
Aldebaran Capital, LLC
Indianapolis, IN |
BUY
|
- |
2New |
$806K - $958K
|
2
$1.37M
|
|
Feb 13, 2023
Q4 2022
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-11.1K- 99.99% |
$4.48B - $5.32B
|
1
$683K
|
|
Feb 13, 2023
Q4 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-3- 33.33% |
$1.21M - $1.44M
|
6
$4.1M
|
|
Feb 13, 2023
Q4 2022
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
1New |
$403K - $479K
|
1
$683K
|
|
Feb 13, 2023
Q4 2022
|
Gqg Partners LLC
Ft. Lauderdale, FL |
SELL
|
- |
-1- 0.13% |
$403K - $479K
|
793
$541M
|