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 27, 2021
Q1 2021
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-2Closed |
$684K - $798K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Parker Investment Management, LLC
|
BUY
|
- |
2New |
$684K - $798K
|
2
$1.37M
|
|
|
Apr 20, 2021
Q1 2021
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-1Closed |
$342K - $399K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-1Closed |
$342K - $399K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Rba Wealth Management, LLC
|
BUY
|
- |
2New |
$684K - $798K
|
2
$1.37M
|
|
|
Apr 14, 2021
Q1 2021
|
Guardian Investment Management
|
SELL
|
- |
-12.1KClosed |
$4.14B - $4.83B
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
First National Bank Sioux Falls
|
SELL
|
- |
-1Closed |
$342K - $399K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-1Closed |
$342K - $399K
|
0
$0
|
|
|
Apr 08, 2021
Q1 2021
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
3New |
$1.03M - $1.2M
|
3
$2.05M
|
|
|
Apr 05, 2021
Q1 2021
|
Means Investment Co., Inc.
|
SELL
|
- |
-1- 50.0% |
$342K - $399K
|
1
$683K
|
|
|
Apr 01, 2021
Q1 2021
|
M&R Capital Management Inc
|
BUY
|
- |
2+ 100.0% |
$684K - $798K
|
4
$2.73M
|
|
| Q4 2020 | |||||||
|
Nov 12, 2021
Q4 2020
|
Kercheville Advisors, LLC
|
BUY
|
- |
1New |
$302K - $351K
|
1
$683K
|
|
|
Apr 20, 2021
Q4 2020
|
Facet Wealth, Inc.
|
BUY
|
- |
1New |
$302K - $351K
|
1
$683K
|
|
|
Mar 26, 2021
Q4 2020
|
Bard Financial Services, Inc.
|
BUY
|
- |
15New |
$4.53M - $5.27M
|
15
$10.2M
|
|
|
Mar 05, 2021
Q4 2020
|
44 Wealth Management LLC
|
BUY
|
- |
2New |
$603K - $702K
|
2
$1.37M
|
|
|
Feb 18, 2021
Q4 2020
|
United Bank
Vienna, VA |
BUY
|
- |
1New |
$302K - $351K
|
1
$683K
|
|
|
Feb 16, 2021
Q4 2020
|
Heron Bay Capital Management
|
BUY
|
- |
1New |
$302K - $351K
|
1
$683K
|
|
|
Feb 16, 2021
Q4 2020
|
Manitou Investment Management Ltd.
Toronto, A6 |
SELL
|
- |
-6- 60.0% |
$1.81M - $2.11M
|
4
$2.73M
|
|
|
Feb 16, 2021
Q4 2020
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-1Closed |
$302K - $351K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
1New |
$302K - $351K
|
1
$683K
|
|
|
Feb 16, 2021
Q4 2020
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1- 50.0% |
$302K - $351K
|
1
$683K
|
|
|
Feb 16, 2021
Q4 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1New |
$302K - $351K
|
1
$683K
|
|
|
Feb 12, 2021
Q4 2020
|
Oak Family Advisors, LLC
|
BUY
|
- |
1New |
$302K - $351K
|
1
$683K
|
|
|
Feb 12, 2021
Q4 2020
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-8Closed |
$2.41M - $2.81M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-8Closed |
$2.41M - $2.81M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-4Closed |
$1.21M - $1.4M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-11Closed |
$3.32M - $3.86M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
10New |
$3.02M - $3.51M
|
10
$6.83M
|
|
|
Feb 12, 2021
Q4 2020
|
Edge Point Investment Group Inc.
Toronto, A6 |
SELL
|
- |
-280Closed |
$84.5M - $98.3M
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Jbf Capital, Inc.
Aspen, CO |
SELL
|
- |
-37Closed |
$11.2M - $13M
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
2New |
$603K - $702K
|
2
$1.37M
|
|
|
Feb 11, 2021
Q4 2020
|
Central Securities Corp
New York, NY |
SELL
|
- |
-35Closed |
$10.6M - $12.3M
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.2KClosed |
$362M - $421M
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
South State Corp
|
SELL
|
- |
-1- 25.0% |
$302K - $351K
|
3
$2.05M
|
|
|
Feb 10, 2021
Q4 2020
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1Closed |
$302K - $351K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-8- 80.0% |
$2.41M - $2.81M
|
2
$1.37M
|
|
|
Feb 09, 2021
Q4 2020
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
16.6KNew |
$5.02B - $5.84B
|
16.6K
$11.4B
|
|
|
Feb 09, 2021
Q4 2020
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Schnieders Capital Management LLC
|
BUY
|
- |
1New |
$302K - $351K
|
1
$683K
|
|
|
Feb 05, 2021
Q4 2020
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1+ 33.33% |
$302K - $351K
|
4
$2.73M
|
|
|
Feb 05, 2021
Q4 2020
|
1 St Source Bank
|
SELL
|
- |
-1Closed |
$302K - $351K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1- 16.67% |
$302K - $351K
|
5
$3.41M
|
|
|
Feb 04, 2021
Q4 2020
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1- 7.14% |
$302K - $351K
|
13
$8.87M
|
|
|
Feb 04, 2021
Q4 2020
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1New |
$302K - $351K
|
1
$683K
|
|
|
Feb 04, 2021
Q4 2020
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
5New |
$1.51M - $1.76M
|
5
$3.41M
|
|
|
Feb 04, 2021
Q4 2020
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
4+ 400.0% |
$1.21M - $1.4M
|
5
$3.41M
|
|
|
Feb 03, 2021
Q4 2020
|
Sandy Spring Bank
|
SELL
|
- |
-1Closed |
$302K - $351K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
West Financial Advisors, LLC
|
BUY
|
- |
1New |
$302K - $351K
|
1
$683K
|
|
|
Feb 02, 2021
Q4 2020
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1New |
$302K - $351K
|
1
$683K
|
|
|
Feb 02, 2021
Q4 2020
|
Sfmg, LLC
|
BUY
|
- |
1New |
$302K - $351K
|
1
$683K
|
|