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 |
---|---|---|---|---|---|---|---|
Nov 12, 2021
Q3 2021
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
2New |
$821K - $876K
|
2
$1.42M
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2New |
$821K - $876K
|
2
$1.42M
|
|
Oct 13, 2021
Q3 2021
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
2New |
$821K - $876K
|
2
$1.42M
|
|
Oct 08, 2021
Q3 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
2New |
$821K - $876K
|
2
$1.42M
|
|
Feb 22, 2022
Q3 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1New |
$410K - $438K
|
1
$709K
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
1+ 100.0% |
$410K - $438K
|
2
$1.42M
|
|
Nov 12, 2021
Q3 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1New |
$410K - $438K
|
1
$709K
|
|
Oct 13, 2021
Q3 2021
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
1+ 3.7% |
$410K - $438K
|
28
$19.9M
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
170New |
$66.4M - $74.7M
|
170
$121M
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
25New |
$9.76M - $11M
|
25
$17.7M
|
|
Jul 30, 2021
Q2 2021
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
6New |
$2.34M - $2.64M
|
6
$4.26M
|
|
Jul 06, 2021
Q2 2021
|
Bank Of New Hampshire
|
BUY
|
- |
3New |
$1.17M - $1.32M
|
3
$2.13M
|
|
Apr 07, 2022
Q2 2021
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
2New |
$781K - $879K
|
2
$1.42M
|
|
Aug 13, 2021
Q2 2021
|
Permit Capital, LLC
West Conshohocken, PA |
BUY
|
- |
2New |
$781K - $879K
|
2
$1.42M
|
|
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
2New |
$781K - $879K
|
2
$1.42M
|
|
Jul 20, 2021
Q2 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2New |
$781K - $879K
|
2
$1.42M
|
|
Dec 06, 2024
Q2 2021
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
1New |
$390K - $439K
|
1
$709K
|
|
Aug 19, 2021
Q2 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1+ 14.29% |
$390K - $439K
|
8
$5.68M
|
|
Aug 11, 2021
Q2 2021
|
Compton Capital Management Inc
|
BUY
|
- |
1New |
$390K - $439K
|
1
$709K
|
|
Aug 11, 2021
Q2 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1New |
$390K - $439K
|
1
$709K
|
|
Aug 10, 2021
Q2 2021
|
Portland Global Advisors LLC
|
BUY
|
- |
1+ 100.0% |
$390K - $439K
|
2
$1.42M
|
|
Aug 10, 2021
Q2 2021
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
1New |
$390K - $439K
|
1
$709K
|
|
Aug 09, 2021
Q2 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1+ 100.0% |
$390K - $439K
|
2
$1.42M
|
|
Jul 27, 2021
Q2 2021
|
Sage Rhino Capital LLC
|
BUY
|
- |
1+ 100.0% |
$390K - $439K
|
2
$1.42M
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1+ 7.69% |
$390K - $439K
|
14
$9.93M
|
|
Jul 20, 2021
Q2 2021
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
1New |
$390K - $439K
|
1
$709K
|
|
Jul 01, 2021
Q2 2021
|
Corsicana & Co.
|
BUY
|
- |
1New |
$390K - $439K
|
1
$709K
|
|
Q1 2021 | |||||||
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
3New |
$1.03M - $1.2M
|
3
$2.13M
|
|
May 07, 2021
Q1 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
3+ 300.0% |
$1.03M - $1.2M
|
4
$2.84M
|
|
Apr 08, 2021
Q1 2021
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
3New |
$1.03M - $1.2M
|
3
$2.13M
|
|
Apr 23, 2021
Q1 2021
|
Parker Investment Management, LLC
|
BUY
|
- |
2New |
$684K - $798K
|
2
$1.42M
|
|
Apr 14, 2021
Q1 2021
|
Rba Wealth Management, LLC
|
BUY
|
- |
2New |
$684K - $798K
|
2
$1.42M
|
|
Apr 01, 2021
Q1 2021
|
M&R Capital Management Inc
|
BUY
|
- |
2+ 100.0% |
$684K - $798K
|
4
$2.84M
|
|
Nov 09, 2023
Q1 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
1+ 7.14% |
$342K - $399K
|
15
$10.6M
|
|
May 25, 2021
Q1 2021
|
Regency Capital Management Inc.\De
|
BUY
|
- |
1New |
$342K - $399K
|
1
$709K
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1New |
$342K - $399K
|
1
$709K
|
|
May 18, 2021
Q1 2021
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1New |
$342K - $399K
|
1
$709K
|
|
May 18, 2021
Q1 2021
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1New |
$342K - $399K
|
1
$709K
|
|
May 17, 2021
Q1 2021
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
1New |
$342K - $399K
|
1
$709K
|
|
May 13, 2021
Q1 2021
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1New |
$342K - $399K
|
1
$709K
|
|
May 13, 2021
Q1 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1New |
$342K - $399K
|
1
$709K
|
|
May 13, 2021
Q1 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
1New |
$342K - $399K
|
1
$709K
|
|
Q4 2020 | |||||||
Feb 09, 2021
Q4 2020
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
16.6KNew |
$5.02B - $5.84B
|
16.6K
$11.8B
|
|
Mar 26, 2021
Q4 2020
|
Bard Financial Services, Inc.
|
BUY
|
- |
15New |
$4.53M - $5.27M
|
15
$10.6M
|
|
Jan 27, 2021
Q4 2020
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
13New |
$3.92M - $4.56M
|
13
$9.22M
|
|
Feb 12, 2021
Q4 2020
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
10New |
$3.02M - $3.51M
|
10
$7.09M
|
|
Feb 04, 2021
Q4 2020
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
5New |
$1.51M - $1.76M
|
5
$3.55M
|
|
Feb 04, 2021
Q4 2020
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
4+ 400.0% |
$1.21M - $1.4M
|
5
$3.55M
|
|
Jan 27, 2021
Q4 2020
|
Bourne Lent Asset Management Inc
|
BUY
|
- |
4New |
$1.21M - $1.4M
|
4
$2.84M
|
|
Mar 05, 2021
Q4 2020
|
44 Wealth Management LLC
|
BUY
|
- |
2New |
$603K - $702K
|
2
$1.42M
|