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 |
---|---|---|---|---|---|---|---|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
4New |
$2.66M - $2.9M
|
4
$2.89M
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
4New |
$2.66M - $2.9M
|
4
$2.89M
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
4+ 66.67% |
$2.66M - $2.9M
|
10
$7.22M
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
4New |
$2.66M - $2.9M
|
4
$2.89M
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4+ 14.29% |
$2.66M - $2.9M
|
32
$23.1M
|
|
Feb 13, 2025
Q4 2024
|
Broyhill Asset Management
Charlotte, NC |
BUY
|
- |
3New |
$1.99M - $2.17M
|
3
$2.16M
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3+ 9.38% |
$1.99M - $2.17M
|
35
$25.3M
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3+ 11.11% |
$1.99M - $2.17M
|
30
$21.6M
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3+ 4.41% |
$1.99M - $2.17M
|
71
$51.2M
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3+ 75.0% |
$1.99M - $2.17M
|
7
$5.05M
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
3New |
$1.99M - $2.17M
|
3
$2.16M
|
|
Feb 11, 2025
Q4 2024
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
3New |
$1.99M - $2.17M
|
3
$2.16M
|
|
Feb 11, 2025
Q4 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
3+ 2.21% |
$1.99M - $2.17M
|
139
$100M
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
3+ 60.0% |
$1.99M - $2.17M
|
8
$5.77M
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
3+ 6.0% |
$1.99M - $2.17M
|
53
$38.2M
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
3+ 8.82% |
$1.99M - $2.17M
|
37
$26.7M
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
3+ 300.0% |
$1.99M - $2.17M
|
4
$2.89M
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3New |
$1.99M - $2.17M
|
3
$2.16M
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
3New |
$1.99M - $2.17M
|
3
$2.16M
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
3New |
$1.99M - $2.17M
|
3
$2.16M
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
3+ 9.38% |
$1.99M - $2.17M
|
35
$25.3M
|
|
Feb 13, 2025
Q4 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
2+ 9.52% |
$1.33M - $1.45M
|
23
$16.6M
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2+ 1.32% |
$1.33M - $1.45M
|
153
$110M
|
|
Feb 12, 2025
Q4 2024
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
2+ 0.28% |
$1.33M - $1.45M
|
717
$517M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2+ 11.76% |
$1.33M - $1.45M
|
19
$13.7M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2+ 2.47% |
$1.33M - $1.45M
|
83
$59.9M
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2New |
$1.33M - $1.45M
|
2
$1.44M
|
|
Feb 11, 2025
Q4 2024
|
Pecaut & Co.
|
BUY
|
- |
2+ 18.18% |
$1.33M - $1.45M
|
13
$9.38M
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2+ 28.57% |
$1.33M - $1.45M
|
9
$6.49M
|
|
Feb 04, 2025
Q4 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
2+ 14.29% |
$1.33M - $1.45M
|
16
$11.5M
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2+ 16.67% |
$1.33M - $1.45M
|
14
$10.1M
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
2New |
$1.33M - $1.45M
|
2
$1.44M
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2+ 28.57% |
$1.33M - $1.45M
|
9
$6.49M
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
2New |
$1.33M - $1.45M
|
2
$1.44M
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2New |
$1.33M - $1.45M
|
2
$1.44M
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
2+ 100.0% |
$1.33M - $1.45M
|
4
$2.89M
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2New |
$1.33M - $1.45M
|
2
$1.44M
|
|
Feb 13, 2025
Q4 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
1New |
$665K - $724K
|
1
$722K
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1+ 5.56% |
$665K - $724K
|
19
$13.7M
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1+ 33.33% |
$665K - $724K
|
4
$2.89M
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1+ 3.13% |
$665K - $724K
|
33
$23.8M
|
|
Feb 13, 2025
Q4 2024
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
1+ 14.29% |
$665K - $724K
|
8
$5.77M
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1+ 7.14% |
$665K - $724K
|
15
$10.8M
|
|
Feb 13, 2025
Q4 2024
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
1New |
$665K - $724K
|
1
$722K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1+ 5.56% |
$665K - $724K
|
19
$13.7M
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1+ 0.74% |
$665K - $724K
|
136
$98.1M
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1+ 1.0% |
$665K - $724K
|
101
$72.9M
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
1New |
$665K - $724K
|
1
$722K
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1+ 2.08% |
$665K - $724K
|
49
$35.4M
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
1New |
$665K - $724K
|
1
$722K
|