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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2020
Q3 2020
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
22+ 275.0% |
$5.87M - $7.32M
|
30
$21.1M
|
|
|
Nov 12, 2020
Q3 2020
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
10New |
$2.67M - $3.33M
|
10
$7.03M
|
|
|
Nov 04, 2020
Q3 2020
|
Sageworth Trust CO
|
BUY
|
- |
6New |
$1.6M - $2M
|
6
$4.22M
|
|
|
Nov 13, 2020
Q3 2020
|
Rex Capital Advisors, LLC
Providence, RI |
BUY
|
- |
5New |
$1.34M - $1.66M
|
5
$3.51M
|
|
|
Oct 23, 2020
Q3 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5New |
$1.34M - $1.66M
|
5
$3.51M
|
|
|
Nov 17, 2020
Q3 2020
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
2New |
$534K - $666K
|
2
$1.41M
|
|
|
Oct 06, 2020
Q3 2020
|
Gradient Investments LLC
|
BUY
|
- |
2+ 200.0% |
$534K - $666K
|
3
$2.11M
|
|
|
Nov 19, 2020
Q3 2020
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
1New |
$267K - $333K
|
1
$703K
|
|
|
Nov 17, 2020
Q3 2020
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1New |
$267K - $333K
|
1
$703K
|
|
|
Nov 16, 2020
Q3 2020
|
Green Square Capital Advisors LLC
|
BUY
|
- |
1New |
$267K - $333K
|
1
$703K
|
|
|
Nov 12, 2020
Q3 2020
|
Tfc Financial Management
|
BUY
|
- |
1New |
$267K - $333K
|
1
$703K
|
|
|
Oct 26, 2020
Q3 2020
|
Asset Management Corp
|
BUY
|
- |
1New |
$267K - $333K
|
1
$703K
|
|
|
Oct 21, 2020
Q3 2020
|
Hendley & CO Inc
|
BUY
|
- |
1New |
$267K - $333K
|
1
$703K
|
|
| Q2 2020 | |||||||
|
Jul 21, 2020
Q2 2020
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
18+ 600.0% |
$4.56M - $5.44M
|
21
$14.8M
|
|
|
Aug 14, 2020
Q2 2020
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
4New |
$1.01M - $1.21M
|
4
$2.81M
|
|
|
Aug 10, 2020
Q2 2020
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
2+ 200.0% |
$507K - $604K
|
3
$2.11M
|
|
|
Aug 04, 2020
Q2 2020
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
2+ 50.0% |
$507K - $604K
|
6
$4.22M
|
|
|
Jul 21, 2020
Q2 2020
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
2New |
$507K - $604K
|
2
$1.41M
|
|
|
Sep 29, 2020
Q2 2020
|
One Advisory Partners, LLC
|
BUY
|
- |
1New |
$254K - $302K
|
1
$703K
|
|
|
Aug 14, 2020
Q2 2020
|
Bruce Berkowitz
Fairholme Capital Management LLC | Miami, Fl
|
BUY
|
- |
1New |
$254K - $302K
|
1
$703K
|
|
|
Aug 10, 2020
Q2 2020
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1+ 100.0% |
$254K - $302K
|
2
$1.41M
|
|
|
Aug 10, 2020
Q2 2020
|
S. Muoio & Co. LLC
New York, NY |
BUY
|
- |
1+ 50.0% |
$254K - $302K
|
3
$2.11M
|
|
|
Jul 31, 2020
Q2 2020
|
Milestone Advisory Partners
|
BUY
|
- |
1+ 100.0% |
$254K - $302K
|
2
$1.41M
|
|
| Q1 2020 | |||||||
|
Apr 23, 2020
Q1 2020
|
Hikari Power LTD
|
BUY
|
- |
23+ 3.03% |
$5.52M - $7.93M
|
783
$550M
|
|
|
May 12, 2020
Q1 2020
|
Modera Wealth Management, LLC
|
BUY
|
- |
17New |
$4.08M - $5.86M
|
17
$11.9M
|
|
|
May 01, 2020
Q1 2020
|
Tom Gayner
Markel Corp
|
BUY
|
- |
9+ 0.81% |
$2.16M - $3.1M
|
1.11K
$783M
|
|
|
May 14, 2020
Q1 2020
|
Delta Investment Management, LLC
|
BUY
|
- |
5New |
$1.2M - $1.72M
|
5
$3.51M
|
|
|
May 12, 2020
Q1 2020
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
2New |
$480K - $690K
|
2
$1.41M
|
|
|
May 15, 2020
Q1 2020
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1New |
$240K - $345K
|
1
$703K
|
|
|
May 15, 2020
Q1 2020
|
Forbes J M & CO LLP
|
BUY
|
- |
1New |
$240K - $345K
|
1
$703K
|
|
|
May 15, 2020
Q1 2020
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
1+ 100.0% |
$240K - $345K
|
2
$1.41M
|
|
|
May 15, 2020
Q1 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
1+ 100.0% |
$240K - $345K
|
2
$1.41M
|
|
|
Apr 23, 2020
Q1 2020
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1New |
$240K - $345K
|
1
$703K
|
|
|
Apr 17, 2020
Q1 2020
|
Icon Wealth Partners, LLC
|
BUY
|
- |
1New |
$240K - $345K
|
1
$703K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Brown Advisory Inc
|
BUY
|
CALL |
1KNew |
$305M - $340M
|
1K
$703M
|
|
|
Jan 23, 2020
Q4 2019
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
CALL |
100New |
$30.5M - $34M
|
100
$70.3M
|
|
|
Feb 14, 2020
Q4 2019
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
19New |
$5.8M - $6.47M
|
19
$13.3M
|
|
|
May 15, 2024
Q4 2019
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
15New |
$4.58M - $5.11M
|
15
$10.5M
|
|
|
Nov 13, 2020
Q4 2019
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
3New |
$915K - $1.02M
|
3
$2.11M
|
|
|
Feb 21, 2020
Q4 2019
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
2New |
$610K - $681K
|
2
$1.41M
|
|
|
Feb 14, 2020
Q4 2019
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
2New |
$610K - $681K
|
2
$1.41M
|
|
|
Feb 11, 2020
Q4 2019
|
Key F Inancial Inc
|
BUY
|
- |
2New |
$610K - $681K
|
2
$1.41M
|
|
|
Feb 10, 2020
Q4 2019
|
Gamble Jones Investment Counsel
|
BUY
|
- |
2New |
$610K - $681K
|
2
$1.41M
|
|
|
Jan 16, 2020
Q4 2019
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2New |
$610K - $681K
|
2
$1.41M
|
|
|
Jan 14, 2020
Q4 2019
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
2New |
$610K - $681K
|
2
$1.41M
|
|
|
May 04, 2020
Q4 2019
|
Hya Advisors, Inc
|
BUY
|
- |
1New |
$305K - $340K
|
1
$703K
|
|
|
Mar 19, 2020
Q4 2019
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1New |
$305K - $340K
|
1
$703K
|
|
|
Mar 04, 2020
Q4 2019
|
Tandem Capital Management Corp
|
BUY
|
- |
1New |
$305K - $340K
|
1
$703K
|
|
|
Feb 20, 2020
Q4 2019
|
Archer Investment Corp
|
BUY
|
- |
1New |
$305K - $340K
|
1
$703K
|
|
|
Feb 14, 2020
Q4 2019
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
1New |
$305K - $340K
|
1
$703K
|
|