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 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 30.0% |
$1.21M - $1.59M
|
13
$8.87M
|
|
Aug 16, 2022
Q2 2022
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-1Closed |
$402K - $529K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1New |
$402K - $529K
|
1
$683K
|
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
8New |
$3.22M - $4.23M
|
8
$5.46M
|
|
Aug 15, 2022
Q2 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-1Closed |
$402K - $529K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-2Closed |
$805K - $1.06M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-1- 11.11% |
$402K - $529K
|
8
$5.46M
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-62- 98.41% |
$24.9M - $32.8M
|
1
$683K
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
3+ 0.46% |
$1.21M - $1.59M
|
661
$451M
|
|
Aug 12, 2022
Q2 2022
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
6New |
$2.41M - $3.17M
|
6
$4.1M
|
|
Aug 12, 2022
Q2 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-1Closed |
$402K - $529K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
1+ 25.0% |
$402K - $529K
|
5
$3.41M
|
|
Aug 12, 2022
Q2 2022
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-4- 33.33% |
$1.61M - $2.12M
|
8
$5.46M
|
|
Aug 12, 2022
Q2 2022
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-5Closed |
$2.01M - $2.65M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-1Closed |
$402K - $529K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-11Closed |
$4.43M - $5.82M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-6- 85.71% |
$2.41M - $3.17M
|
1
$683K
|
|
Aug 11, 2022
Q2 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-1- 50.0% |
$402K - $529K
|
1
$683K
|
|
Aug 11, 2022
Q2 2022
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
SELL
|
- |
-87- 59.18% |
$35M - $46M
|
60
$41M
|
|
Aug 11, 2022
Q2 2022
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
1.22KNew |
$491M - $646M
|
1.22K
$833M
|
|
Aug 11, 2022
Q2 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-15- 88.24% |
$6.03M - $7.94M
|
2
$1.37M
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Fosun International LTD
|
SELL
|
- |
-6Closed |
$2.41M - $3.17M
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1- 20.0% |
$402K - $529K
|
4
$2.73M
|
|
Aug 10, 2022
Q2 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-2Closed |
$805K - $1.06M
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Swisspartners Ltd.
Vaduz, N2 |
BUY
|
- |
5+ 100.0% |
$2.01M - $2.65M
|
10
$6.83M
|
|
Aug 09, 2022
Q2 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
4New |
$1.61M - $2.12M
|
4
$2.73M
|
|
Aug 09, 2022
Q2 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1- 50.0% |
$402K - $529K
|
1
$683K
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2New |
$805K - $1.06M
|
2
$1.37M
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3- 42.86% |
$1.21M - $1.59M
|
4
$2.73M
|
|
Aug 08, 2022
Q2 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1+ 50.0% |
$402K - $529K
|
3
$2.05M
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1Closed |
$402K - $529K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Pictet North America Advisors Sa
|
SELL
|
- |
-1- 20.0% |
$402K - $529K
|
4
$2.73M
|
|
Aug 05, 2022
Q2 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2New |
$805K - $1.06M
|
2
$1.37M
|
|
Aug 04, 2022
Q2 2022
|
Aaf Wealth Management, LLC
|
BUY
|
- |
1New |
$402K - $529K
|
1
$683K
|
|
Aug 04, 2022
Q2 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
1+ 12.5% |
$402K - $529K
|
9
$6.14M
|
|
Aug 04, 2022
Q2 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1- 10.0% |
$402K - $529K
|
9
$6.14M
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-1Closed |
$402K - $529K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
1New |
$402K - $529K
|
1
$683K
|
|
Aug 03, 2022
Q2 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
59+ 2950.0% |
$23.7M - $31.2M
|
61
$41.6M
|
|
Aug 02, 2022
Q2 2022
|
Colony Family Offices, LLC
|
BUY
|
- |
1+ 50.0% |
$402K - $529K
|
3
$2.05M
|
|
Aug 02, 2022
Q2 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-5Closed |
$2.01M - $2.65M
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-72Closed |
$29M - $38.1M
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
1New |
$402K - $529K
|
1
$683K
|
|
Jul 29, 2022
Q2 2022
|
Kearns & Associates LLC
|
SELL
|
- |
-100Closed |
$40.2M - $52.9M
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Wedgewood Investors Inc
|
SELL
|
- |
-1Closed |
$402K - $529K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
1New |
$402K - $529K
|
1
$683K
|
|
Jul 28, 2022
Q2 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-1.9KClosed |
$764M - $1.01B
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
1New |
$402K - $529K
|
1
$683K
|
|
Jul 26, 2022
Q2 2022
|
First Premier Bank
|
SELL
|
- |
-1- 25.0% |
$402K - $529K
|
3
$2.05M
|