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 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7+ 3.61% |
$4.65M - $5.07M
|
201
$159M
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
7New |
$4.65M - $5.07M
|
7
$5.55M
|
|
Feb 06, 2025
Q4 2024
|
Bradyco, Inc.
Cambridge, MA |
BUY
|
- |
7New |
$4.65M - $5.07M
|
7
$5.55M
|
|
Feb 14, 2025
Q4 2024
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
6New |
$3.99M - $4.34M
|
6
$4.76M
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6+ 600.0% |
$3.99M - $4.34M
|
7
$5.55M
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
BUY
|
- |
6New |
$3.99M - $4.34M
|
6
$4.76M
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
6New |
$3.99M - $4.34M
|
6
$4.76M
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
6New |
$3.99M - $4.34M
|
6
$4.76M
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
5New |
$3.32M - $3.62M
|
5
$3.96M
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
5+ 55.56% |
$3.32M - $3.62M
|
14
$11.1M
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
5New |
$3.32M - $3.62M
|
5
$3.96M
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
5New |
$3.32M - $3.62M
|
5
$3.96M
|
|
Jan 28, 2025
Q4 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
5New |
$3.32M - $3.62M
|
5
$3.96M
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5New |
$3.32M - $3.62M
|
5
$3.96M
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4+ 57.14% |
$2.66M - $2.9M
|
11
$8.72M
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
4New |
$2.66M - $2.9M
|
4
$3.17M
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
4New |
$2.66M - $2.9M
|
4
$3.17M
|
|
Feb 05, 2025
Q4 2024
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
4New |
$2.66M - $2.9M
|
4
$3.17M
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
4New |
$2.66M - $2.9M
|
4
$3.17M
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
4New |
$2.66M - $2.9M
|
4
$3.17M
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
4+ 66.67% |
$2.66M - $2.9M
|
10
$7.93M
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
4New |
$2.66M - $2.9M
|
4
$3.17M
|
|
Feb 18, 2025
Q4 2024
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
3New |
$1.99M - $2.17M
|
3
$2.38M
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3+ 11.11% |
$1.99M - $2.17M
|
30
$23.8M
|
|
Feb 13, 2025
Q4 2024
|
Broyhill Asset Management
Charlotte, NC |
BUY
|
- |
3New |
$1.99M - $2.17M
|
3
$2.38M
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3+ 9.38% |
$1.99M - $2.17M
|
35
$27.8M
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3+ 75.0% |
$1.99M - $2.17M
|
7
$5.55M
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3+ 4.41% |
$1.99M - $2.17M
|
71
$56.3M
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
3New |
$1.99M - $2.17M
|
3
$2.38M
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
3+ 60.0% |
$1.99M - $2.17M
|
8
$6.34M
|
|
Feb 11, 2025
Q4 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
3+ 2.21% |
$1.99M - $2.17M
|
139
$110M
|
|
Feb 11, 2025
Q4 2024
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
3New |
$1.99M - $2.17M
|
3
$2.38M
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
3+ 6.0% |
$1.99M - $2.17M
|
53
$42M
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
3+ 8.82% |
$1.99M - $2.17M
|
37
$29.3M
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
3+ 300.0% |
$1.99M - $2.17M
|
4
$3.17M
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3New |
$1.99M - $2.17M
|
3
$2.38M
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
3New |
$1.99M - $2.17M
|
3
$2.38M
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
3New |
$1.99M - $2.17M
|
3
$2.38M
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
3+ 9.38% |
$1.99M - $2.17M
|
35
$27.8M
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
2New |
$1.33M - $1.45M
|
2
$1.59M
|
|
Feb 14, 2025
Q4 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
2New |
$1.33M - $1.45M
|
2
$1.59M
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2New |
$1.33M - $1.45M
|
2
$1.59M
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
2+ 100.0% |
$1.33M - $1.45M
|
4
$3.17M
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2+ 50.0% |
$1.33M - $1.45M
|
6
$4.76M
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2+ 4.17% |
$1.33M - $1.45M
|
50
$39.6M
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2+ 33.33% |
$1.33M - $1.45M
|
8
$6.34M
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2New |
$1.33M - $1.45M
|
2
$1.59M
|
|
Feb 13, 2025
Q4 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
2+ 9.52% |
$1.33M - $1.45M
|
23
$18.2M
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2+ 1.32% |
$1.33M - $1.45M
|
153
$121M
|
|
Feb 12, 2025
Q4 2024
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
2+ 0.28% |
$1.33M - $1.45M
|
717
$568M
|