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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2019
Q2 2019
|
Dfpg Investments, LLC
|
SELL
|
- |
-3Closed |
$891K - $983K
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Seneca House Advisors
|
SELL
|
- |
-1- 33.33% |
$297K - $328K
|
2
$1.35M
|
|
|
Jul 11, 2019
Q2 2019
|
Chicago Capital, LLC
|
BUY
|
- |
2+ 200.0% |
$594K - $656K
|
3
$2.02M
|
|
|
Jul 10, 2019
Q2 2019
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-1Closed |
$297K - $328K
|
0
$0
|
|
| Q1 2019 | |||||||
|
Jun 17, 2024
Q1 2019
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
8.83K+ 63071.43% |
$2.53B - $2.77B
|
8.84K
$5.95B
|
|
|
May 15, 2019
Q1 2019
|
Black Diamond Capital Management, L.L.C.
Stamford, CT |
BUY
|
- |
4New |
$1.15M - $1.26M
|
4
$2.69M
|
|
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-128Closed |
$36.7M - $40.2M
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
1New |
$287K - $314K
|
1
$673K
|
|
|
May 15, 2019
Q1 2019
|
Davide Leone & Partners Investment CO Ltd.
London, X0 |
BUY
|
- |
1New |
$287K - $314K
|
1
$673K
|
|
|
May 15, 2019
Q1 2019
|
Mountain Lake Investment Management LLC
Mill Valley, CA |
SELL
|
- |
-1Closed |
$287K - $314K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-4Closed |
$1.15M - $1.26M
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Gfs Advisors, LLC
|
SELL
|
- |
-1Closed |
$287K - $314K
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1New |
$287K - $314K
|
1
$673K
|
|
|
May 13, 2019
Q1 2019
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1Closed |
$287K - $314K
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Davidson Investment Advisors
|
SELL
|
- |
-6Closed |
$1.72M - $1.88M
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Meitav Dash Investments LTD
|
BUY
|
- |
2New |
$574K - $628K
|
2
$1.35M
|
|
|
May 10, 2019
Q1 2019
|
Fusion Family Wealth LLC
|
SELL
|
- |
-14Closed |
$4.02M - $4.39M
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1Closed |
$287K - $314K
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Staley Capital Advisers Inc
|
SELL
|
- |
-6Closed |
$1.72M - $1.88M
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-2Closed |
$574K - $628K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Smead Capital Management, Inc.
Phoenix, AZ |
SELL
|
- |
-200Closed |
$57.4M - $62.8M
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2Closed |
$574K - $628K
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 100.0% |
$287K - $314K
|
2
$1.35M
|
|
|
May 06, 2019
Q1 2019
|
Lutz Financial Services LLC
|
SELL
|
- |
-2Closed |
$574K - $628K
|
0
$0
|
|
|
May 06, 2019
Q1 2019
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
1New |
$287K - $314K
|
1
$673K
|
|
|
May 02, 2019
Q1 2019
|
Private Wealth Partners, LLC
|
SELL
|
- |
-1Closed |
$287K - $314K
|
0
$0
|
|
|
May 01, 2019
Q1 2019
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-2- 66.67% |
$574K - $628K
|
1
$673K
|
|
|
Apr 30, 2019
Q1 2019
|
Rda Financial Network
|
BUY
|
- |
1New |
$287K - $314K
|
1
$673K
|
|
|
Apr 30, 2019
Q1 2019
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1New |
$287K - $314K
|
1
$673K
|
|
|
Apr 25, 2019
Q1 2019
|
First National Trust CO
|
SELL
|
- |
-2- 50.0% |
$574K - $628K
|
2
$1.35M
|
|
|
Apr 22, 2019
Q1 2019
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-3.33KClosed |
$956M - $1.05B
|
0
$0
|
|
|
Apr 19, 2019
Q1 2019
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-1- 7.69% |
$287K - $314K
|
12
$8.08M
|
|
|
Apr 16, 2019
Q1 2019
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-6Closed |
$1.72M - $1.88M
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Calamos Wealth Management LLC
|
SELL
|
- |
-1Closed |
$287K - $314K
|
0
$0
|
|
|
Apr 10, 2019
Q1 2019
|
Monument Capital Management
|
SELL
|
- |
-1- 33.33% |
$287K - $314K
|
2
$1.35M
|
|
|
Apr 02, 2019
Q1 2019
|
Bath Savings Trust CO
|
BUY
|
- |
2New |
$574K - $628K
|
2
$1.35M
|
|
|
Apr 02, 2019
Q1 2019
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-1Closed |
$287K - $314K
|
0
$0
|
|
| Q4 2018 | |||||||
|
May 09, 2019
Q4 2018
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-1Closed |
$283K - $336K
|
0
$0
|
|
|
Feb 21, 2019
Q4 2018
|
Lake Point Wealth Management
|
BUY
|
- |
1New |
$283K - $336K
|
1
$673K
|
|
|
Feb 21, 2019
Q4 2018
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-1Closed |
$283K - $336K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
565K+ 14.07% |
$160B - $189B
|
4.58M
$3.08T
|
|
|
Feb 14, 2019
Q4 2018
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1New |
$283K - $336K
|
1
$673K
|
|
|
Feb 13, 2019
Q4 2018
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
12New |
$3.39M - $4.03M
|
12
$8.08M
|
|
|
Feb 12, 2019
Q4 2018
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1Closed |
$283K - $336K
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1New |
$283K - $336K
|
1
$673K
|
|
|
Feb 11, 2019
Q4 2018
|
Keystone Financial Group
|
BUY
|
- |
1+ 6.25% |
$283K - $336K
|
17
$11.4M
|
|
|
Feb 11, 2019
Q4 2018
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
15KNew |
$4.24B - $5.04B
|
15K
$10.1B
|
|
|
Feb 08, 2019
Q4 2018
|
Gam Holding Ag
|
SELL
|
- |
-4Closed |
$1.13M - $1.34M
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
B. Riley Financial, Inc.
Los Angeles, CA |
SELL
|
- |
-1Closed |
$283K - $336K
|
0
$0
|
|
|
Feb 06, 2019
Q4 2018
|
Harfst & Associates, Inc.
|
BUY
|
- |
2New |
$565K - $671K
|
2
$1.35M
|
|