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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2019
Q4 2018
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1- 25.0% |
$283K - $336K
|
3
$2.05M
|
|
|
Jan 29, 2019
Q4 2018
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1Closed |
$283K - $336K
|
0
$0
|
|
|
Jan 29, 2019
Q4 2018
|
Garner Asset Management Corp
|
SELL
|
- |
-50K- 99.8% |
$14.1B - $16.8B
|
100
$68.5M
|
|
|
Jan 15, 2019
Q4 2018
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-1Closed |
$283K - $336K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 15, 2018
Q3 2018
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-800Closed |
$226M - $267M
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-3Closed |
$846K - $1M
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
37New |
$10.4M - $12.3M
|
37
$25.3M
|
|
|
Nov 14, 2018
Q3 2018
|
Sadoff Investment Management LLC
|
SELL
|
- |
-700Closed |
$197M - $233M
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
1New |
$282K - $333K
|
1
$685K
|
|
|
Nov 09, 2018
Q3 2018
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-100- 99.01% |
$28.2M - $33.3M
|
1
$685K
|
|
|
Nov 09, 2018
Q3 2018
|
Red Cedar Capital, LLC
|
BUY
|
- |
8+ 266.67% |
$2.26M - $2.67M
|
11
$7.53M
|
|
|
Nov 09, 2018
Q3 2018
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-10Closed |
$2.82M - $3.33M
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-7Closed |
$1.97M - $2.33M
|
0
$0
|
|
|
Oct 29, 2018
Q3 2018
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1- 16.67% |
$282K - $333K
|
5
$3.42M
|
|
|
Oct 29, 2018
Q3 2018
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-1Closed |
$282K - $333K
|
0
$0
|
|
|
Oct 29, 2018
Q3 2018
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-100Closed |
$28.2M - $33.3M
|
0
$0
|
|
|
Oct 25, 2018
Q3 2018
|
Professional Advisory Services Inc
|
BUY
|
- |
100New |
$28.2M - $33.3M
|
100
$68.5M
|
|
|
Oct 16, 2018
Q3 2018
|
First Hawaiian Bank
|
BUY
|
- |
1New |
$282K - $333K
|
1
$685K
|
|
|
Oct 15, 2018
Q3 2018
|
Estate Counselors, LLC
|
SELL
|
- |
-2Closed |
$564K - $667K
|
0
$0
|
|
|
Oct 05, 2018
Q3 2018
|
Lynch & Associates
|
SELL
|
- |
-1Closed |
$282K - $333K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 30, 2024
Q2 2018
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1+ 33.33% |
$282K - $302K
|
4
$2.74M
|
|
|
Aug 14, 2018
Q2 2018
|
Covington Capital Management
|
SELL
|
- |
-1Closed |
$282K - $302K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1New |
$282K - $302K
|
1
$685K
|
|
|
Aug 14, 2018
Q2 2018
|
Terra Nova Asset Management LLC
|
BUY
|
- |
1New |
$282K - $302K
|
1
$685K
|
|
|
Aug 14, 2018
Q2 2018
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-200Closed |
$56.3M - $60.4M
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-14Closed |
$3.94M - $4.22M
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Ars Investment Partners, LLC
|
SELL
|
- |
-10Closed |
$2.82M - $3.02M
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1New |
$282K - $302K
|
1
$685K
|
|
|
Aug 13, 2018
Q2 2018
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1Closed |
$282K - $302K
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2New |
$563K - $604K
|
2
$1.37M
|
|
|
Aug 10, 2018
Q2 2018
|
Silchester International Investors LLP
|
SELL
|
- |
-10.5KClosed |
$2.95B - $3.16B
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-22.9KClosed |
$6.44B - $6.9B
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Truvvo Partners LLC
New York, NY |
SELL
|
- |
-13Closed |
$3.66M - $3.92M
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-2Closed |
$563K - $604K
|
0
$0
|
|
|
Aug 09, 2018
Q2 2018
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-1- 50.0% |
$282K - $302K
|
1
$685K
|
|
|
Aug 03, 2018
Q2 2018
|
Meridian Management CO
|
SELL
|
- |
-200Closed |
$56.3M - $60.4M
|
0
$0
|
|
|
Aug 03, 2018
Q2 2018
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-33Closed |
$9.29M - $9.96M
|
0
$0
|
|
|
Aug 01, 2018
Q2 2018
|
Hudock, Inc.
|
SELL
|
- |
-1Closed |
$282K - $302K
|
0
$0
|
|
|
Jul 30, 2018
Q2 2018
|
Pacifica Capital Investments, LLC
|
SELL
|
- |
-3- 18.75% |
$845K - $905K
|
13
$8.9M
|
|
|
Jul 26, 2018
Q2 2018
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1- 25.0% |
$282K - $302K
|
3
$2.05M
|
|
|
Jul 25, 2018
Q2 2018
|
Tributary Capital Management, LLC
|
BUY
|
- |
5New |
$1.41M - $1.51M
|
5
$3.42M
|
|
|
Jul 25, 2018
Q2 2018
|
Meritage Portfolio Management
|
BUY
|
- |
1+ 25.0% |
$282K - $302K
|
5
$3.42M
|
|
|
Jul 18, 2018
Q2 2018
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1Closed |
$282K - $302K
|
0
$0
|
|
|
Jul 16, 2018
Q2 2018
|
Fc Advisory LLC
|
SELL
|
- |
-1Closed |
$282K - $302K
|
0
$0
|
|
|
Jul 11, 2018
Q2 2018
|
Northside Capital Management, LLC
|
SELL
|
- |
-16- 72.73% |
$4.51M - $4.83M
|
6
$4.11M
|
|
|
Jul 10, 2018
Q2 2018
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-3Closed |
$845K - $905K
|
0
$0
|
|
|
Jul 02, 2018
Q2 2018
|
Rk Asset Management, LLC
Grosse Pointe Farms, MI |
BUY
|
- |
1+ 33.33% |
$282K - $302K
|
4
$2.74M
|
|
| Q1 2018 | |||||||
|
Oct 04, 2024
Q1 2018
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
24+ 80.0% |
$6.91M - $7.82M
|
54
$37M
|
|
|
Jul 26, 2018
Q1 2018
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-298- 99.67% |
$85.8M - $97.1M
|
1
$685K
|
|
|
Jun 01, 2018
Q1 2018
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
2New |
$576K - $652K
|
2
$1.37M
|
|