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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2New |
$821K - $876K
|
2
$1.35M
|
|
|
Nov 09, 2021
Q3 2021
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-300Closed |
$123M - $131M
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
7New |
$2.87M - $3.07M
|
7
$4.71M
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1Closed |
$410K - $438K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Alta Capital Management LLC
|
SELL
|
- |
-1- 50.0% |
$410K - $438K
|
1
$673K
|
|
|
Nov 03, 2021
Q3 2021
|
Copperwynd Financial, LLC
|
SELL
|
- |
-1Closed |
$410K - $438K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1- 20.0% |
$410K - $438K
|
4
$2.69M
|
|
|
Nov 02, 2021
Q3 2021
|
Rnc Capital Management LLC
|
SELL
|
- |
-1Closed |
$410K - $438K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-2Closed |
$821K - $876K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Girard Partners Ltd.
|
SELL
|
- |
-820- 99.76% |
$337M - $359M
|
2
$1.35M
|
|
|
Oct 27, 2021
Q3 2021
|
Telemus Capital, LLC
|
SELL
|
- |
-1- 50.0% |
$410K - $438K
|
1
$673K
|
|
|
Oct 26, 2021
Q3 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-400- 36.36% |
$164M - $175M
|
700
$471M
|
|
|
Oct 25, 2021
Q3 2021
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-4- 44.44% |
$1.64M - $1.75M
|
5
$3.37M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
5New |
$2.05M - $2.19M
|
5
$3.37M
|
|
|
Oct 18, 2021
Q3 2021
|
Barton Investment Management
|
SELL
|
- |
-990- 99.0% |
$406M - $434M
|
10
$6.73M
|
|
|
Oct 18, 2021
Q3 2021
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
9New |
$3.69M - $3.94M
|
9
$6.06M
|
|
|
Oct 13, 2021
Q3 2021
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
2New |
$821K - $876K
|
2
$1.35M
|
|
|
Oct 13, 2021
Q3 2021
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
1+ 3.7% |
$410K - $438K
|
28
$18.9M
|
|
|
Oct 08, 2021
Q3 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
2New |
$821K - $876K
|
2
$1.35M
|
|
|
Oct 08, 2021
Q3 2021
|
Oak Harvest Investment Services
|
BUY
|
- |
3New |
$1.23M - $1.31M
|
3
$2.02M
|
|
| Q2 2021 | |||||||
|
Dec 06, 2024
Q2 2021
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
1New |
$390K - $439K
|
1
$673K
|
|
|
Apr 07, 2022
Q2 2021
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
2New |
$781K - $879K
|
2
$1.35M
|
|
|
Aug 23, 2021
Q2 2021
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-1- 50.0% |
$390K - $439K
|
1
$673K
|
|
|
Aug 19, 2021
Q2 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1+ 14.29% |
$390K - $439K
|
8
$5.39M
|
|
|
Aug 16, 2021
Q2 2021
|
Tikvah Management LLC
Charlotte, NC |
SELL
|
- |
-14Closed |
$5.47M - $6.15M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Lagoda Investment Management, L.P.
New York, NY |
SELL
|
- |
-1- 33.33% |
$390K - $439K
|
2
$1.35M
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
170New |
$66.4M - $74.7M
|
170
$114M
|
|
|
Aug 16, 2021
Q2 2021
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-1- 50.0% |
$390K - $439K
|
1
$673K
|
|
|
Aug 13, 2021
Q2 2021
|
Middleton & CO Inc
|
SELL
|
- |
-1- 25.0% |
$390K - $439K
|
3
$2.02M
|
|
|
Aug 13, 2021
Q2 2021
|
Permit Capital, LLC
West Conshohocken, PA |
BUY
|
- |
2New |
$781K - $879K
|
2
$1.35M
|
|
|
Aug 13, 2021
Q2 2021
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-1Closed |
$390K - $439K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-1- 6.25% |
$390K - $439K
|
15
$10.1M
|
|
|
Aug 12, 2021
Q2 2021
|
Darwin Advisors, LLC
|
SELL
|
- |
-2Closed |
$781K - $879K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-4- 40.0% |
$1.56M - $1.76M
|
6
$4.04M
|
|
|
Aug 12, 2021
Q2 2021
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-1- 25.0% |
$390K - $439K
|
3
$2.02M
|
|
|
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
$673K
|
|
|
Aug 11, 2021
Q2 2021
|
Compton Capital Management Inc
|
BUY
|
- |
1New |
$390K - $439K
|
1
$673K
|
|
|
Aug 11, 2021
Q2 2021
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-5- 50.0% |
$1.95M - $2.2M
|
5
$3.37M
|
|
|
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
$673K
|
|
|
Aug 11, 2021
Q2 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-4- 80.0% |
$1.56M - $1.76M
|
1
$673K
|
|
|
Aug 10, 2021
Q2 2021
|
Portland Global Advisors LLC
|
BUY
|
- |
1+ 100.0% |
$390K - $439K
|
2
$1.35M
|
|
|
Aug 10, 2021
Q2 2021
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
1New |
$390K - $439K
|
1
$673K
|
|
|
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
2New |
$781K - $879K
|
2
$1.35M
|
|
|
Aug 09, 2021
Q2 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1+ 100.0% |
$390K - $439K
|
2
$1.35M
|
|
|
Aug 04, 2021
Q2 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1- 50.0% |
$390K - $439K
|
1
$673K
|
|
|
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 03, 2021
Q2 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1+ 16.67% |
$390K - $439K
|
7
$4.71M
|
|