Latest Institutional Purchases of Berkshire Hathaway Inc (BRK-A)
This list provides information on the latest institutional transactions involving Berkshire Hathaway Inc (BRK-A) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
9New |
$5.97M - $7.22M
|
9
$6.8M
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
8New |
$5.3M - $6.42M
|
8
$6.04M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
8+ 266.67% |
$5.3M - $6.42M
|
11
$8.31M
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
8+ 88.89% |
$5.3M - $6.42M
|
17
$12.8M
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
BUY
|
- |
8New |
$5.3M - $6.42M
|
8
$6.04M
|
|
|
May 01, 2025
Q1 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
8New |
$5.3M - $6.42M
|
8
$6.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
8New |
$5.3M - $6.42M
|
8
$6.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
8New |
$5.3M - $6.42M
|
8
$6.04M
|
|
|
Apr 11, 2025
Q1 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
8New |
$5.3M - $6.42M
|
8
$6.04M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7+ 700.0% |
$4.64M - $5.61M
|
8
$6.04M
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
7New |
$4.64M - $5.61M
|
7
$5.29M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
7New |
$4.64M - $5.61M
|
7
$5.29M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7+ 50.0% |
$4.64M - $5.61M
|
21
$15.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
7New |
$4.64M - $5.61M
|
7
$5.29M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
7New |
$4.64M - $5.61M
|
7
$5.29M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
6+ 200.0% |
$3.98M - $4.81M
|
9
$6.8M
|
|
|
May 14, 2025
Q1 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
6New |
$3.98M - $4.81M
|
6
$4.53M
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
6New |
$3.98M - $4.81M
|
6
$4.53M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
6New |
$3.98M - $4.81M
|
6
$4.53M
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
6New |
$3.98M - $4.81M
|
6
$4.53M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6New |
$3.98M - $4.81M
|
6
$4.53M
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
6New |
$3.98M - $4.81M
|
6
$4.53M
|
|
|
Apr 28, 2025
Q1 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
6New |
$3.98M - $4.81M
|
6
$4.53M
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
6New |
$3.98M - $4.81M
|
6
$4.53M
|
|
|
Apr 25, 2025
Q1 2025
|
Townsend & Associates, Inc
|
BUY
|
- |
6New |
$3.98M - $4.81M
|
6
$4.53M
|
|
|
Apr 24, 2025
Q1 2025
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
6New |
$3.98M - $4.81M
|
6
$4.53M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
6New |
$3.98M - $4.81M
|
6
$4.53M
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
5New |
$3.32M - $4.01M
|
5
$3.78M
|
|
|
May 13, 2025
Q1 2025
|
Oak Grove Capital LLC
North Hampton, NH |
BUY
|
- |
5New |
$3.32M - $4.01M
|
5
$3.78M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
5New |
$3.32M - $4.01M
|
5
$3.78M
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
BUY
|
- |
5New |
$3.32M - $4.01M
|
5
$3.78M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
5New |
$3.32M - $4.01M
|
5
$3.78M
|
|
|
May 06, 2025
Q1 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
5New |
$3.32M - $4.01M
|
5
$3.78M
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
BUY
|
- |
5New |
$3.32M - $4.01M
|
5
$3.78M
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
5New |
$3.32M - $4.01M
|
5
$3.78M
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
5New |
$3.32M - $4.01M
|
5
$3.78M
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
5New |
$3.32M - $4.01M
|
5
$3.78M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
5New |
$3.32M - $4.01M
|
5
$3.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
5New |
$3.32M - $4.01M
|
5
$3.78M
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
5New |
$3.32M - $4.01M
|
5
$3.78M
|
|
|
Sep 19, 2025
Q1 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
4New |
$2.65M - $3.21M
|
4
$3.02M
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
4New |
$2.65M - $3.21M
|
4
$3.02M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4New |
$2.65M - $3.21M
|
4
$3.02M
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
BUY
|
- |
4New |
$2.65M - $3.21M
|
4
$3.02M
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
4New |
$2.65M - $3.21M
|
4
$3.02M
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
4New |
$2.65M - $3.21M
|
4
$3.02M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4New |
$2.65M - $3.21M
|
4
$3.02M
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
4New |
$2.65M - $3.21M
|
4
$3.02M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
4New |
$2.65M - $3.21M
|
4
$3.02M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4+ 26.67% |
$2.65M - $3.21M
|
19
$14.4M
|
|