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 23, 2023
Q4 2021
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
1New |
$413K - $455K
|
1
$685K
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1New |
$413K - $455K
|
1
$685K
|
|
|
May 25, 2022
Q4 2021
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
10New |
$4.13M - $4.55M
|
10
$6.85M
|
|
|
May 06, 2022
Q4 2021
|
Empirical Asset Management, LLC
|
BUY
|
- |
1New |
$413K - $455K
|
1
$685K
|
|
|
Apr 20, 2022
Q4 2021
|
Objective Capital Management, LLC
|
BUY
|
- |
1New |
$413K - $455K
|
1
$685K
|
|
|
Mar 04, 2022
Q4 2021
|
Bill Few Associates, Inc.
|
BUY
|
- |
2New |
$825K - $909K
|
2
$1.37M
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
2New |
$825K - $909K
|
2
$1.37M
|
|
|
Feb 16, 2022
Q4 2021
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
4New |
$1.65M - $1.82M
|
4
$2.74M
|
|
|
Feb 16, 2022
Q4 2021
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1New |
$413K - $455K
|
1
$685K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
5New |
$2.06M - $2.27M
|
5
$3.42M
|
|
|
Feb 15, 2022
Q4 2021
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-2- 25.0% |
$825K - $909K
|
6
$4.11M
|
|
|
Feb 15, 2022
Q4 2021
|
Mainstay Capital Management LLC
|
BUY
|
- |
1New |
$413K - $455K
|
1
$685K
|
|
|
Feb 14, 2022
Q4 2021
|
Keystone Wealth Services, LLC
|
BUY
|
- |
9New |
$3.71M - $4.09M
|
9
$6.16M
|
|
|
Feb 14, 2022
Q4 2021
|
5th Street Advisors, LLC
|
BUY
|
- |
1New |
$413K - $455K
|
1
$685K
|
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
SELL
|
- |
-1Closed |
$413K - $455K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Union Investments & Development Ltd.
|
BUY
|
- |
4.4KNew |
$1.82B - $2B
|
4.4K
$3.01B
|
|
|
Feb 14, 2022
Q4 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-5Closed |
$2.06M - $2.27M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Quilter PLC
|
SELL
|
- |
-5Closed |
$2.06M - $2.27M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
2New |
$825K - $909K
|
2
$1.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-1- 20.0% |
$413K - $455K
|
4
$2.74M
|
|
|
Feb 14, 2022
Q4 2021
|
Quaker Wealth Management, LLC
|
BUY
|
- |
1New |
$413K - $455K
|
1
$685K
|
|
|
Feb 14, 2022
Q4 2021
|
Graham Holdings CO
Arlington, VA |
BUY
|
- |
422New |
$174M - $192M
|
422
$289M
|
|
|
Feb 14, 2022
Q4 2021
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-27Closed |
$11.1M - $12.3M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-1- 20.0% |
$413K - $455K
|
4
$2.74M
|
|
|
Feb 14, 2022
Q4 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-26Closed |
$10.7M - $11.8M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-2- 5.88% |
$825K - $909K
|
32
$21.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
2New |
$825K - $909K
|
2
$1.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1- 33.33% |
$413K - $455K
|
2
$1.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Eagle Capital Management LLC
New York, NY |
SELL
|
- |
-5Closed |
$2.06M - $2.27M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Paralel Advisors LLC
|
BUY
|
- |
1.03KNew |
$424M - $467M
|
1.03K
$704M
|
|
|
Feb 11, 2022
Q4 2021
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1- 12.5% |
$413K - $455K
|
7
$4.79M
|
|
|
Feb 11, 2022
Q4 2021
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-1- 50.0% |
$413K - $455K
|
1
$685K
|
|
|
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
$685K
|
|
|
Feb 11, 2022
Q4 2021
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1New |
$413K - $455K
|
1
$685K
|
|
|
Feb 10, 2022
Q4 2021
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
2New |
$825K - $909K
|
2
$1.37M
|
|
|
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
$685K
|
|
|
Feb 10, 2022
Q4 2021
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
2New |
$825K - $909K
|
2
$1.37M
|
|
|
Feb 10, 2022
Q4 2021
|
Global Frontier Investments LLC
Charleston, SC |
BUY
|
- |
11+ 33.33% |
$4.54M - $5M
|
44
$30.1M
|
|
|
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
$12.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1New |
$413K - $455K
|
1
$685K
|
|
|
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
$685K
|
|
|
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
$4.79M
|
|
|
Feb 07, 2022
Q4 2021
|
Claret Asset Management Corp
|
SELL
|
- |
-3Closed |
$1.24M - $1.36M
|
0
$0
|