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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2020
Q1 2020
|
Modera Wealth Management, LLC
|
BUY
|
- |
17New |
$4.08M - $5.86M
|
17
$11.4M
|
|
|
May 12, 2020
Q1 2020
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
2New |
$480K - $690K
|
2
$1.35M
|
|
|
May 11, 2020
Q1 2020
|
Chuck Akre
Akre Capital Management LLC | Middleburg, Va
|
SELL
|
- |
-39- 92.86% |
$9.36M - $13.5M
|
3
$2.02M
|
|
|
May 11, 2020
Q1 2020
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1- 10.0% |
$240K - $345K
|
9
$6.06M
|
|
|
May 08, 2020
Q1 2020
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-1- 50.0% |
$240K - $345K
|
1
$673K
|
|
|
May 08, 2020
Q1 2020
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-3Closed |
$720K - $1.03M
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Hourglass Capital, LLC
|
SELL
|
- |
-1Closed |
$240K - $345K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Inverness Counsel LLC
|
SELL
|
- |
-1Closed |
$240K - $345K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-1Closed |
$240K - $345K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Kbc Group Nv
|
SELL
|
- |
-11Closed |
$2.64M - $3.79M
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Shikiar Asset Management Inc
|
SELL
|
- |
-1- 50.0% |
$240K - $345K
|
1
$673K
|
|
|
May 01, 2020
Q1 2020
|
Grace & White Inc
|
SELL
|
- |
-1Closed |
$240K - $345K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
State Of Michigan Retirement System
|
SELL
|
- |
-31.4K- 99.63% |
$7.54B - $10.8B
|
116
$78.1M
|
|
|
May 01, 2020
Q1 2020
|
Tom Gayner
Markel Corp
|
BUY
|
- |
9+ 0.81% |
$2.16M - $3.1M
|
1.11K
$750M
|
|
|
Apr 30, 2020
Q1 2020
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-1Closed |
$240K - $345K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-1Closed |
$240K - $345K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Weaver Consulting Group
|
SELL
|
- |
-1Closed |
$240K - $345K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Kcs Wealth Advisory
|
SELL
|
- |
-1Closed |
$240K - $345K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-166Closed |
$39.8M - $57.3M
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Aldebaran Financial Inc.
|
SELL
|
- |
-3Closed |
$720K - $1.03M
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1- 50.0% |
$240K - $345K
|
1
$673K
|
|
|
Apr 23, 2020
Q1 2020
|
Hikari Power LTD
|
BUY
|
- |
23+ 3.03% |
$5.52M - $7.93M
|
783
$527M
|
|
|
Apr 23, 2020
Q1 2020
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1New |
$240K - $345K
|
1
$673K
|
|
|
Apr 23, 2020
Q1 2020
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-1Closed |
$240K - $345K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1Closed |
$240K - $345K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Icon Wealth Partners, LLC
|
BUY
|
- |
1New |
$240K - $345K
|
1
$673K
|
|
|
Apr 16, 2020
Q1 2020
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1Closed |
$240K - $345K
|
0
$0
|
|
| Q4 2019 | |||||||
|
May 15, 2024
Q4 2019
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
15New |
$4.58M - $5.11M
|
15
$10.1M
|
|
|
Nov 13, 2020
Q4 2019
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
3New |
$915K - $1.02M
|
3
$2.02M
|
|
|
May 04, 2020
Q4 2019
|
Hya Advisors, Inc
|
BUY
|
- |
1New |
$305K - $340K
|
1
$673K
|
|
|
Mar 19, 2020
Q4 2019
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1New |
$305K - $340K
|
1
$673K
|
|
|
Mar 04, 2020
Q4 2019
|
Tandem Capital Management Corp
|
BUY
|
- |
1New |
$305K - $340K
|
1
$673K
|
|
|
Feb 27, 2020
Q4 2019
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.35K- 99.71% |
$413M - $461M
|
4
$2.69M
|
|
|
Feb 21, 2020
Q4 2019
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
2New |
$610K - $681K
|
2
$1.35M
|
|
|
Feb 20, 2020
Q4 2019
|
Archer Investment Corp
|
BUY
|
- |
1New |
$305K - $340K
|
1
$673K
|
|
|
Feb 14, 2020
Q4 2019
|
Brown Advisory Inc
|
BUY
|
CALL |
1KNew |
$305M - $340M
|
1K
$673M
|
|
|
Feb 14, 2020
Q4 2019
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
1New |
$305K - $340K
|
1
$673K
|
|
|
Feb 14, 2020
Q4 2019
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-1Closed |
$305K - $340K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-98Closed |
$29.9M - $33.4M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
2New |
$610K - $681K
|
2
$1.35M
|
|
|
Feb 14, 2020
Q4 2019
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
19New |
$5.8M - $6.47M
|
19
$12.8M
|
|
|
Feb 14, 2020
Q4 2019
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
1New |
$305K - $340K
|
1
$673K
|
|
|
Feb 13, 2020
Q4 2019
|
Yale University
New Haven, CT |
SELL
|
- |
-3Closed |
$915K - $1.02M
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1Closed |
$305K - $340K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Emory University
Atlanta, GA |
SELL
|
- |
-100Closed |
$30.5M - $34M
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Hbc Financial Services, Pllc
|
BUY
|
- |
1New |
$305K - $340K
|
1
$673K
|
|
|
Feb 12, 2020
Q4 2019
|
Iat Reinsurance CO Ltd.
New York, NY |
SELL
|
- |
-5- 83.33% |
$1.53M - $1.7M
|
1
$673K
|
|
|
Feb 11, 2020
Q4 2019
|
Key F Inancial Inc
|
BUY
|
- |
2New |
$610K - $681K
|
2
$1.35M
|
|
|
Feb 11, 2020
Q4 2019
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-3Closed |
$915K - $1.02M
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-1Closed |
$305K - $340K
|
0
$0
|
|