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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2021
Q2 2021
|
Compton Capital Management Inc
|
BUY
|
- |
1New |
$390K - $439K
|
1
$703K
|
|
|
Aug 11, 2021
Q2 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1New |
$390K - $439K
|
1
$703K
|
|
|
Aug 10, 2021
Q2 2021
|
Portland Global Advisors LLC
|
BUY
|
- |
1+ 100.0% |
$390K - $439K
|
2
$1.41M
|
|
|
Aug 10, 2021
Q2 2021
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
1New |
$390K - $439K
|
1
$703K
|
|
|
Aug 09, 2021
Q2 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1+ 100.0% |
$390K - $439K
|
2
$1.41M
|
|
|
Aug 03, 2021
Q2 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1+ 16.67% |
$390K - $439K
|
7
$4.92M
|
|
|
Jul 27, 2021
Q2 2021
|
Sage Rhino Capital LLC
|
BUY
|
- |
1+ 100.0% |
$390K - $439K
|
2
$1.41M
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1+ 7.69% |
$390K - $439K
|
14
$9.84M
|
|
|
Jul 20, 2021
Q2 2021
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
1New |
$390K - $439K
|
1
$703K
|
|
|
Jul 01, 2021
Q2 2021
|
Corsicana & Co.
|
BUY
|
- |
1New |
$390K - $439K
|
1
$703K
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
3New |
$1.03M - $1.2M
|
3
$2.11M
|
|
|
May 07, 2021
Q1 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
3+ 300.0% |
$1.03M - $1.2M
|
4
$2.81M
|
|
|
Apr 08, 2021
Q1 2021
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
3New |
$1.03M - $1.2M
|
3
$2.11M
|
|
|
Apr 23, 2021
Q1 2021
|
Parker Investment Management, LLC
|
BUY
|
- |
2New |
$684K - $798K
|
2
$1.41M
|
|
|
Apr 14, 2021
Q1 2021
|
Rba Wealth Management, LLC
|
BUY
|
- |
2New |
$684K - $798K
|
2
$1.41M
|
|
|
Apr 01, 2021
Q1 2021
|
M&R Capital Management Inc
|
BUY
|
- |
2+ 100.0% |
$684K - $798K
|
4
$2.81M
|
|
|
Nov 09, 2023
Q1 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
1+ 7.14% |
$342K - $399K
|
15
$10.5M
|
|
|
May 25, 2021
Q1 2021
|
Regency Capital Management Inc.\De
|
BUY
|
- |
1New |
$342K - $399K
|
1
$703K
|
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1New |
$342K - $399K
|
1
$703K
|
|
|
May 18, 2021
Q1 2021
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1New |
$342K - $399K
|
1
$703K
|
|
|
May 18, 2021
Q1 2021
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1New |
$342K - $399K
|
1
$703K
|
|
|
May 17, 2021
Q1 2021
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
1New |
$342K - $399K
|
1
$703K
|
|
|
May 13, 2021
Q1 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1New |
$342K - $399K
|
1
$703K
|
|
|
May 13, 2021
Q1 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
1New |
$342K - $399K
|
1
$703K
|
|
|
May 13, 2021
Q1 2021
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1New |
$342K - $399K
|
1
$703K
|
|
| Q4 2020 | |||||||
|
Feb 09, 2021
Q4 2020
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
16.6KNew |
$5.02B - $5.84B
|
16.6K
$11.7B
|
|
|
Mar 26, 2021
Q4 2020
|
Bard Financial Services, Inc.
|
BUY
|
- |
15New |
$4.53M - $5.27M
|
15
$10.5M
|
|
|
Jan 27, 2021
Q4 2020
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
13New |
$3.92M - $4.56M
|
13
$9.13M
|
|
|
Feb 12, 2021
Q4 2020
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
10New |
$3.02M - $3.51M
|
10
$7.03M
|
|
|
Feb 04, 2021
Q4 2020
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
5New |
$1.51M - $1.76M
|
5
$3.51M
|
|
|
Feb 04, 2021
Q4 2020
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
4+ 400.0% |
$1.21M - $1.4M
|
5
$3.51M
|
|
|
Jan 27, 2021
Q4 2020
|
Bourne Lent Asset Management Inc
|
BUY
|
- |
4New |
$1.21M - $1.4M
|
4
$2.81M
|
|
|
Mar 05, 2021
Q4 2020
|
44 Wealth Management LLC
|
BUY
|
- |
2New |
$603K - $702K
|
2
$1.41M
|
|
|
Feb 11, 2021
Q4 2020
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
2New |
$603K - $702K
|
2
$1.41M
|
|
|
Nov 12, 2021
Q4 2020
|
Kercheville Advisors, LLC
|
BUY
|
- |
1New |
$302K - $351K
|
1
$703K
|
|
|
Apr 20, 2021
Q4 2020
|
Facet Wealth, Inc.
|
BUY
|
- |
1New |
$302K - $351K
|
1
$703K
|
|
|
Feb 18, 2021
Q4 2020
|
United Bank
Vienna, VA |
BUY
|
- |
1New |
$302K - $351K
|
1
$703K
|
|
|
Feb 16, 2021
Q4 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1New |
$302K - $351K
|
1
$703K
|
|
|
Feb 16, 2021
Q4 2020
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
1New |
$302K - $351K
|
1
$703K
|
|
|
Feb 16, 2021
Q4 2020
|
Heron Bay Capital Management
|
BUY
|
- |
1New |
$302K - $351K
|
1
$703K
|
|
|
Feb 12, 2021
Q4 2020
|
Oak Family Advisors, LLC
|
BUY
|
- |
1New |
$302K - $351K
|
1
$703K
|
|
|
Feb 08, 2021
Q4 2020
|
Schnieders Capital Management LLC
|
BUY
|
- |
1New |
$302K - $351K
|
1
$703K
|
|
|
Feb 05, 2021
Q4 2020
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1+ 33.33% |
$302K - $351K
|
4
$2.81M
|
|
|
Feb 04, 2021
Q4 2020
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1New |
$302K - $351K
|
1
$703K
|
|
|
Feb 02, 2021
Q4 2020
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1New |
$302K - $351K
|
1
$703K
|
|
|
Feb 02, 2021
Q4 2020
|
Sfmg, LLC
|
BUY
|
- |
1New |
$302K - $351K
|
1
$703K
|
|
|
Feb 02, 2021
Q4 2020
|
West Financial Advisors, LLC
|
BUY
|
- |
1New |
$302K - $351K
|
1
$703K
|
|
|
Feb 01, 2021
Q4 2020
|
Security Asset Management
|
BUY
|
- |
1New |
$302K - $351K
|
1
$703K
|
|
|
Jan 28, 2021
Q4 2020
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
1New |
$302K - $351K
|
1
$703K
|
|
|
Jan 27, 2021
Q4 2020
|
Mc Lean Asset Management Corp
|
BUY
|
- |
1New |
$302K - $351K
|
1
$703K
|
|