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 21, 2018
Q1 2018
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-15Closed |
$4.32M - $4.89M
|
0
$0
|
|
May 18, 2018
Q1 2018
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-8Closed |
$2.3M - $2.61M
|
0
$0
|
|
May 16, 2018
Q1 2018
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-2Closed |
$576K - $652K
|
0
$0
|
|
May 15, 2018
Q1 2018
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1Closed |
$288K - $326K
|
0
$0
|
|
May 15, 2018
Q1 2018
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-1Closed |
$288K - $326K
|
0
$0
|
|
May 15, 2018
Q1 2018
|
Prem Watsa
Fairfax Financial Holdings LTD | Toronto, A6
|
SELL
|
- |
-6- 85.71% |
$1.73M - $1.96M
|
1
$673K
|
|
May 11, 2018
Q1 2018
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2Closed |
$576K - $652K
|
0
$0
|
|
May 10, 2018
Q1 2018
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-9Closed |
$2.59M - $2.93M
|
0
$0
|
|
May 09, 2018
Q1 2018
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-1Closed |
$288K - $326K
|
0
$0
|
|
May 08, 2018
Q1 2018
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1New |
$288K - $326K
|
1
$673K
|
|
May 08, 2018
Q1 2018
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-1Closed |
$288K - $326K
|
0
$0
|
|
May 03, 2018
Q1 2018
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
1New |
$288K - $326K
|
1
$673K
|
|
May 02, 2018
Q1 2018
|
Fulton Bank, N.A.
|
SELL
|
- |
-1- 50.0% |
$288K - $326K
|
1
$673K
|
|
May 02, 2018
Q1 2018
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1Closed |
$288K - $326K
|
0
$0
|
|
May 01, 2018
Q1 2018
|
Highland Private Wealth Management
|
SELL
|
- |
-2Closed |
$576K - $652K
|
0
$0
|
|
Apr 30, 2018
Q1 2018
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-100Closed |
$28.8M - $32.6M
|
0
$0
|
|
Apr 27, 2018
Q1 2018
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-1Closed |
$288K - $326K
|
0
$0
|
|
Apr 25, 2018
Q1 2018
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-1- 50.0% |
$288K - $326K
|
1
$673K
|
|
Apr 19, 2018
Q1 2018
|
Santa Monica Partners LP
Larchmont, NY |
SELL
|
- |
-1- 20.0% |
$288K - $326K
|
4
$2.69M
|
|
Apr 11, 2018
Q1 2018
|
Franklin Street Advisors Inc
|
SELL
|
- |
-2Closed |
$576K - $652K
|
0
$0
|
|
Q4 2017 | |||||||
Sep 24, 2018
Q4 2017
|
Exeter Financial, LLC
|
BUY
|
- |
1New |
$271K - $299K
|
1
$673K
|
|
Mar 15, 2018
Q4 2017
|
Nvwm, LLC
|
BUY
|
- |
1New |
$271K - $299K
|
1
$673K
|
|
Feb 22, 2018
Q4 2017
|
D.B. Root & Company, LLC
|
BUY
|
- |
1New |
$271K - $299K
|
1
$673K
|
|
Feb 16, 2018
Q4 2017
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1New |
$271K - $299K
|
1
$673K
|
|
Feb 15, 2018
Q4 2017
|
Marco Investment Management LLC
|
SELL
|
- |
-400Closed |
$109M - $120M
|
0
$0
|
|
Feb 14, 2018
Q4 2017
|
Pro Share Advisors LLC
|
SELL
|
- |
-1Closed |
$271K - $299K
|
0
$0
|
|
Feb 14, 2018
Q4 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-71Closed |
$19.3M - $21.3M
|
0
$0
|
|
Feb 14, 2018
Q4 2017
|
Avenir Corp
Washington, DC |
SELL
|
- |
-7- 53.85% |
$1.9M - $2.1M
|
6
$4.04M
|
|
Feb 13, 2018
Q4 2017
|
Congress Park Capital LLC
|
BUY
|
- |
1New |
$271K - $299K
|
1
$673K
|
|
Feb 13, 2018
Q4 2017
|
Parisi Gray Wealth Management
|
BUY
|
- |
1New |
$271K - $299K
|
1
$673K
|
|
Feb 12, 2018
Q4 2017
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
100New |
$27.1M - $29.9M
|
100
$67.3M
|
|
Feb 12, 2018
Q4 2017
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-300Closed |
$81.4M - $89.8M
|
0
$0
|
|
Feb 09, 2018
Q4 2017
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2Closed |
$543K - $599K
|
0
$0
|
|
Feb 08, 2018
Q4 2017
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
2New |
$543K - $599K
|
2
$1.35M
|
|
Feb 02, 2018
Q4 2017
|
Barnett & Company, Inc.
|
BUY
|
- |
1New |
$271K - $299K
|
1
$673K
|
|
Feb 01, 2018
Q4 2017
|
Allied Investment Advisors, LLC
|
BUY
|
- |
2New |
$543K - $599K
|
2
$1.35M
|
|
Feb 01, 2018
Q4 2017
|
Nationwide Fund Advisors
|
SELL
|
- |
-24Closed |
$6.51M - $7.18M
|
0
$0
|
|
Jan 31, 2018
Q4 2017
|
Btr Capital Management Inc
|
SELL
|
- |
-1Closed |
$271K - $299K
|
0
$0
|
|
Jan 26, 2018
Q4 2017
|
Community Trust & Investment CO
|
SELL
|
- |
-7Closed |
$1.9M - $2.1M
|
0
$0
|
|
Jan 11, 2018
Q4 2017
|
Founders Capital Management, LLC
|
SELL
|
- |
-99- 99.0% |
$26.9M - $29.6M
|
1
$673K
|
|
Q3 2017 | |||||||
Nov 09, 2023
Q3 2017
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-1- 33.33% |
$261K - $276K
|
2
$1.35M
|
|
Feb 15, 2018
Q3 2017
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
1New |
$261K - $276K
|
1
$673K
|
|
Nov 15, 2017
Q3 2017
|
Family Legacy, Inc.
|
BUY
|
- |
2New |
$521K - $551K
|
2
$1.35M
|
|
Nov 15, 2017
Q3 2017
|
Bamco Inc
New York, NY |
BUY
|
- |
1New |
$261K - $276K
|
1
$673K
|
|
Nov 14, 2017
Q3 2017
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
20New |
$5.21M - $5.51M
|
20
$13.5M
|
|
Nov 14, 2017
Q3 2017
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
BUY
|
- |
2New |
$521K - $551K
|
2
$1.35M
|
|
Nov 14, 2017
Q3 2017
|
Summit Street Capital Management, LLC
New York, NY |
BUY
|
- |
58New |
$15.1M - $16M
|
58
$39M
|
|
Nov 14, 2017
Q3 2017
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-6Closed |
$1.56M - $1.65M
|
0
$0
|
|
Nov 14, 2017
Q3 2017
|
Steamboat Capital Partners, LLC
Old Greenwich, CT |
BUY
|
- |
1New |
$261K - $276K
|
1
$673K
|
|
Nov 13, 2017
Q3 2017
|
Bislett Management, LLC
Palo Alto, CA |
BUY
|
- |
35New |
$9.12M - $9.65M
|
35
$23.6M
|