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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.51M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.51M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.51M
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.51M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.51M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.51M
|
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.51M
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.51M
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
BUY
|
- |
2+ 20.0% |
$1.33M - $1.6M
|
12
$9.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.51M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.51M
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.51M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.51M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.51M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.51M
|
|
|
Apr 25, 2025
Q1 2025
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.51M
|
|
|
Apr 24, 2025
Q1 2025
|
Rba Wealth Management, LLC
|
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.51M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
2+ 40.0% |
$1.33M - $1.6M
|
7
$5.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.51M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
2+ 200.0% |
$1.33M - $1.6M
|
3
$2.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.51M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.51M
|
|
|
Apr 16, 2025
Q1 2025
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.51M
|
|
|
Apr 11, 2025
Q1 2025
|
Epiq Partners, LLC
|
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.51M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.51M
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.51M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.51M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2+ 66.67% |
$1.33M - $1.6M
|
5
$3.78M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.51M
|
|
|
Apr 08, 2025
Q1 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.51M
|
|
|
Sep 19, 2025
Q1 2025
|
Base Wealth Management LLC
Lakewood Ranch, FL |
BUY
|
- |
1New |
$663K - $802K
|
1
$755K
|
|
|
Jul 14, 2025
Q1 2025
|
Argent Capital Management LLC
|
BUY
|
- |
1New |
$663K - $802K
|
1
$755K
|
|
|
Jul 08, 2025
Q1 2025
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
1New |
$663K - $802K
|
1
$755K
|
|
|
Jun 17, 2025
Q1 2025
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
1New |
$663K - $802K
|
1
$755K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
1New |
$663K - $802K
|
1
$755K
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
1New |
$663K - $802K
|
1
$755K
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1New |
$663K - $802K
|
1
$755K
|
|
|
May 20, 2025
Q1 2025
|
Tenret CO LLC
|
BUY
|
- |
1New |
$663K - $802K
|
1
$755K
|
|
|
May 16, 2025
Q1 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
1New |
$663K - $802K
|
1
$755K
|
|
|
May 15, 2025
Q1 2025
|
Atom Investors LP
Austin, TX |
BUY
|
- |
1+ 50.0% |
$663K - $802K
|
3
$2.27M
|
|
|
May 15, 2025
Q1 2025
|
Jentner Corp
|
BUY
|
- |
1New |
$663K - $802K
|
1
$755K
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1New |
$663K - $802K
|
1
$755K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
1New |
$663K - $802K
|
1
$755K
|
|