Latest Institutional Purchases of Berkshire Hathaway Inc (BRK-A)

BRK-A Quotes by TradingView

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 24, 2023 Q3 2023
Wealth Management Resources, Inc.

BUY
 -
200
New
$103M - $113M
200 $141M
Nov 16, 2023 Q3 2023
Sky View Investment Advisors, LLC

Shrewsbury, NJ
BUY
 -
100
New
$51.7M - $56.3M
100 $70.3M
Nov 14, 2023 Q3 2023
Marshall Wace, LLP

London, X0
BUY
 -
57
+ 814.29%
$29.5M - $32.1M
64 $45M
Apr 25, 2024 Q3 2023
Wall Street Access Asset Management, LLC

New York, NY
BUY
 -
49
+ 544.44%
$25.3M - $27.6M
58 $40.8M
Nov 06, 2023 Q3 2023
Cassaday & CO Wealth Management LLC

Mclean, VA
BUY
 -
9
+ 900.0%
$4.65M - $5.07M
10 $7.03M
Oct 13, 2023 Q3 2023
Sanders Morris Harris LLC

BUY
 -
9
New
$4.65M - $5.07M
9 $6.32M
Oct 26, 2023 Q3 2023
Advisor Partners Ii, LLC

Walnut Creek, CA
BUY
 -
7
+ 100.0%
$3.62M - $3.94M
14 $9.84M
Nov 08, 2023 Q3 2023
Shayne & Co., LLC

BUY
 -
5
+ 11.9%
$2.59M - $2.82M
47 $33M
Oct 26, 2023 Q3 2023
Nbt Bank N A

BUY
 -
5
New
$2.59M - $2.82M
5 $3.51M
Nov 14, 2023 Q3 2023
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
3
New
$1.55M - $1.69M
3 $2.11M
Nov 01, 2023 Q3 2023
First National Bank & Trust CO Of Newtown

BUY
 -
3
+ 150.0%
$1.55M - $1.69M
5 $3.51M
Oct 23, 2023 Q3 2023
Financial Advisory Service, Inc.

BUY
 -
3
New
$1.55M - $1.69M
3 $2.11M
Apr 19, 2024 Q3 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
2
New
$1.03M - $1.13M
2 $1.41M
Nov 22, 2023 Q3 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
2
+ 100.0%
$1.03M - $1.13M
4 $2.81M
Nov 14, 2023 Q3 2023
Berkshire Asset Management LLC

Wilkes Barre, PA
BUY
 -
2
+ 200.0%
$1.03M - $1.13M
3 $2.11M
Nov 09, 2023 Q3 2023
Manchester Capital Management LLC

Manchester, VT
BUY
 -
2
New
$1.03M - $1.13M
2 $1.41M
Nov 08, 2023 Q3 2023
Horizon Family Wealth, Inc.

BUY
 -
2
New
$1.03M - $1.13M
2 $1.41M
Nov 07, 2023 Q3 2023
Kestra Private Wealth Services, LLC

BUY
 -
2
+ 100.0%
$1.03M - $1.13M
4 $2.81M
Nov 07, 2023 Q3 2023
Merit Financial Group, LLC

BUY
 -
2
+ 200.0%
$1.03M - $1.13M
3 $2.11M
Oct 25, 2023 Q3 2023
Beacon Financial Advisory LLC

BUY
 -
2
New
$1.03M - $1.13M
2 $1.41M
Oct 19, 2023 Q3 2023
Ropes Wealth Advisors LLC

Boston, MA
BUY
 -
2
+ 25.0%
$1.03M - $1.13M
10 $7.03M
Oct 16, 2023 Q3 2023
Edmonds Duncan Registered Investment Advisors, LLC

BUY
 -
2
+ 200.0%
$1.03M - $1.13M
3 $2.11M
Nov 21, 2023 Q3 2023
Allen Mooney & Barnes Investment Advisors LLC

Thomasville, GA
BUY
 -
1
New
$517K - $563K
1 $703K
Nov 20, 2023 Q3 2023
Kampmann Melissa S.

Wausau, WI
BUY
 -
1
New
$517K - $563K
1 $703K
Nov 14, 2023 Q3 2023
Stephens Inc

BUY
 -
1
+ 14.29%
$517K - $563K
8 $5.62M
Nov 14, 2023 Q3 2023
Tiedemann Advisors, LLC

BUY
 -
1
+ 50.0%
$517K - $563K
3 $2.11M
Nov 08, 2023 Q3 2023
Huntington National Bank

Columbus, OH
BUY
 -
1
+ 10.0%
$517K - $563K
11 $7.73M
Nov 07, 2023 Q3 2023
Equitable Trust CO

BUY
 -
1
+ 14.29%
$517K - $563K
8 $5.62M
Nov 06, 2023 Q3 2023
Curi Wealth Management, LLC

BUY
 -
1
New
$517K - $563K
1 $703K
Nov 02, 2023 Q3 2023
Smith Chas P & Associates Pa Cpas

BUY
 -
1
+ 9.09%
$517K - $563K
12 $8.43M
Oct 26, 2023 Q3 2023
Gratus Capital LLC

BUY
 -
1
+ 25.0%
$517K - $563K
5 $3.51M
Oct 23, 2023 Q3 2023
Dakota Wealth Management

BUY
 -
1
New
$517K - $563K
1 $703K
Oct 23, 2023 Q3 2023
Financial Management Network Inc

BUY
 -
1
+ 33.33%
$517K - $563K
4 $2.81M
Oct 17, 2023 Q3 2023
Newbridge Financial Services Group, Inc.

BUY
 -
1
New
$517K - $563K
1 $703K
Oct 17, 2023 Q3 2023
Howland Capital Management LLC

BUY
 -
1
+ 5.88%
$517K - $563K
18 $12.6M
Oct 16, 2023 Q3 2023
Lex Aurum Advisors, LLC

BUY
 -
1
+ 5.0%
$517K - $563K
21 $14.8M
Oct 12, 2023 Q3 2023
Single Point Partners, LLC

BUY
 -
1
New
$517K - $563K
1 $703K
Oct 10, 2023 Q3 2023
Halpern Financial, Inc.

Ashburn, VA
BUY
 -
1
New
$517K - $563K
1 $703K
Q2 2023
Aug 14, 2023 Q2 2023
Qube Research & Technologies LTD

London, X0
BUY
 CALL
45K
New
$21B - $23.3B
45K $31.6B
Jul 21, 2023 Q2 2023
Activest Wealth Management

BUY
 -
2.05K
New
$960M - $1.06B
2.05K $1.44B
Aug 09, 2023 Q2 2023
Litman Gregory Wealth Management LLC

BUY
 -
100
New
$46.8M - $51.8M
100 $70.3M
Aug 08, 2023 Q2 2023
Stanley Laman Group, Ltd.

Berwyn, PA
BUY
 -
100
New
$46.8M - $51.8M
100 $70.3M
Jul 24, 2023 Q2 2023
Migdal Insurance & Financial Holdings Ltd.

BUY
 -
70
New
$32.7M - $36.2M
70 $49.2M
Aug 14, 2023 Q2 2023
Union Savings Bank

Litchfield, CT
BUY
 -
32
New
$15M - $16.6M
32 $22.5M
Jul 25, 2023 Q2 2023
Org Partners LLC

Roanoke, IN
BUY
 -
22
New
$10.3M - $11.4M
22 $15.5M
Aug 14, 2023 Q2 2023
Mbb Public Markets I LLC

Chicago, IL
BUY
 -
12
New
$5.61M - $6.21M
12 $8.43M
Jul 13, 2023 Q2 2023
Prairie Sky Financial Group LLC

Westchester, IL
BUY
 -
12
New
$5.61M - $6.21M
12 $8.43M
Aug 01, 2023 Q2 2023
Choate Investment Advisors

Boston, MA
BUY
 -
10
+ 58.82%
$4.68M - $5.18M
27 $19M
Aug 10, 2023 Q2 2023
Exodus Point Capital Management, LP

New York, NY
BUY
 -
8
New
$3.74M - $4.14M
8 $5.62M

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