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 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
57New |
$37.8M - $45.7M
|
57
$45.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Sara Bay Financial
|
BUY
|
- |
49+ 6.29% |
$32.5M - $39.3M
|
828
$657M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
37+ 123.33% |
$24.5M - $29.7M
|
67
$53.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
33New |
$21.9M - $26.5M
|
33
$26.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
32+ 800.0% |
$21.2M - $25.7M
|
36
$28.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
17New |
$11.3M - $13.6M
|
17
$13.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
16New |
$10.6M - $12.8M
|
16
$12.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
15+ 53.57% |
$9.95M - $12M
|
43
$34.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
13New |
$8.62M - $10.4M
|
13
$10.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
13+ 650.0% |
$8.62M - $10.4M
|
15
$11.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
10New |
$6.63M - $8.02M
|
10
$7.94M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
10+ 20.41% |
$6.63M - $8.02M
|
59
$46.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
9+ 900.0% |
$5.97M - $7.22M
|
10
$7.94M
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
9New |
$5.97M - $7.22M
|
9
$7.14M
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
9New |
$5.97M - $7.22M
|
9
$7.14M
|
|
|
Apr 11, 2025
Q1 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
8New |
$5.3M - $6.42M
|
8
$6.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
7New |
$4.64M - $5.61M
|
7
$5.56M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
6New |
$3.98M - $4.81M
|
6
$4.76M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
6New |
$3.98M - $4.81M
|
6
$4.76M
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
5New |
$3.32M - $4.01M
|
5
$3.97M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
5+ 71.43% |
$3.32M - $4.01M
|
12
$9.53M
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
4New |
$2.65M - $3.21M
|
4
$3.18M
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
4New |
$2.65M - $3.21M
|
4
$3.18M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
4New |
$2.65M - $3.21M
|
4
$3.18M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
4New |
$2.65M - $3.21M
|
4
$3.18M
|
|
|
Apr 09, 2025
Q1 2025
|
Schwab Charitable Fund
|
BUY
|
- |
4New |
$2.65M - $3.21M
|
4
$3.18M
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
4New |
$2.65M - $3.21M
|
4
$3.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3New |
$1.99M - $2.41M
|
3
$2.38M
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
3New |
$1.99M - $2.41M
|
3
$2.38M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
3New |
$1.99M - $2.41M
|
3
$2.38M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
3New |
$1.99M - $2.41M
|
3
$2.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.59M
|
|
|
Apr 11, 2025
Q1 2025
|
Epiq Partners, LLC
|
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.59M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.59M
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.59M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.59M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2+ 66.67% |
$1.33M - $1.6M
|
5
$3.97M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.59M
|
|
|
Apr 08, 2025
Q1 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.59M
|
|
|
Apr 16, 2025
Q1 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
1New |
$663K - $802K
|
1
$794K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1New |
$663K - $802K
|
1
$794K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
1New |
$663K - $802K
|
1
$794K
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
1+ 100.0% |
$663K - $802K
|
2
$1.59M
|
|
|
Apr 16, 2025
Q1 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
1New |
$663K - $802K
|
1
$794K
|
|
|
Apr 16, 2025
Q1 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
1New |
$663K - $802K
|
1
$794K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1New |
$663K - $802K
|
1
$794K
|
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
1New |
$663K - $802K
|
1
$794K
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
1New |
$663K - $802K
|
1
$794K
|
|
|
Apr 15, 2025
Q1 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
1+ 9.09% |
$663K - $802K
|
12
$9.53M
|