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 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
4New |
$2.65M - $3.21M
|
4
$3.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
4New |
$2.65M - $3.21M
|
4
$3.02M
|
|
|
Apr 25, 2025
Q1 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
4New |
$2.65M - $3.21M
|
4
$3.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
4New |
$2.65M - $3.21M
|
4
$3.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
4New |
$2.65M - $3.21M
|
4
$3.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
4New |
$2.65M - $3.21M
|
4
$3.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
4New |
$2.65M - $3.21M
|
4
$3.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
4New |
$2.65M - $3.21M
|
4
$3.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
4New |
$2.65M - $3.21M
|
4
$3.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
4New |
$2.65M - $3.21M
|
4
$3.02M
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
4New |
$2.65M - $3.21M
|
4
$3.02M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
4New |
$2.65M - $3.21M
|
4
$3.02M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
4New |
$2.65M - $3.21M
|
4
$3.02M
|
|
|
Apr 09, 2025
Q1 2025
|
Schwab Charitable Fund
|
BUY
|
- |
4New |
$2.65M - $3.21M
|
4
$3.02M
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
4New |
$2.65M - $3.21M
|
4
$3.02M
|
|
|
Aug 26, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3New |
$1.99M - $2.41M
|
3
$2.27M
|
|
|
Aug 12, 2025
Q1 2025
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
3+ 37.5% |
$1.99M - $2.41M
|
11
$8.31M
|
|
|
Jul 15, 2025
Q1 2025
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
3+ 27.27% |
$1.99M - $2.41M
|
14
$10.6M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3New |
$1.99M - $2.41M
|
3
$2.27M
|
|
|
May 15, 2025
Q1 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
3+ 300.0% |
$1.99M - $2.41M
|
4
$3.02M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3New |
$1.99M - $2.41M
|
3
$2.27M
|
|
|
May 14, 2025
Q1 2025
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
3New |
$1.99M - $2.41M
|
3
$2.27M
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
3New |
$1.99M - $2.41M
|
3
$2.27M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
3New |
$1.99M - $2.41M
|
3
$2.27M
|
|
|
May 12, 2025
Q1 2025
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
3New |
$1.99M - $2.41M
|
3
$2.27M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
3New |
$1.99M - $2.41M
|
3
$2.27M
|
|
|
May 06, 2025
Q1 2025
|
Montgomery Investment Management Inc
|
BUY
|
- |
3New |
$1.99M - $2.41M
|
3
$2.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3New |
$1.99M - $2.41M
|
3
$2.27M
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
3New |
$1.99M - $2.41M
|
3
$2.27M
|
|
|
Apr 28, 2025
Q1 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
3New |
$1.99M - $2.41M
|
3
$2.27M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
3New |
$1.99M - $2.41M
|
3
$2.27M
|
|
|
Apr 25, 2025
Q1 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
3New |
$1.99M - $2.41M
|
3
$2.27M
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
3New |
$1.99M - $2.41M
|
3
$2.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Suncoast Equity Management
|
BUY
|
- |
3New |
$1.99M - $2.41M
|
3
$2.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
3New |
$1.99M - $2.41M
|
3
$2.27M
|
|
|
Apr 16, 2025
Q1 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3New |
$1.99M - $2.41M
|
3
$2.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
3New |
$1.99M - $2.41M
|
3
$2.27M
|
|
|
Nov 14, 2025
Q1 2025
|
Hamilton Wealth, LLC
|
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.51M
|
|
|
Aug 15, 2025
Q1 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.51M
|
|
|
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.51M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.51M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.51M
|
|
|
May 14, 2025
Q1 2025
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.51M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.51M
|
|
|
May 14, 2025
Q1 2025
|
Venator Management LLC
Pittsburgh, PA |
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.51M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.51M
|
|