Latest Institutional Transactions on Berkshire Hathaway Inc (BRK-A)
This table provides information on the latest institutional transactions involving Berkshire Hathaway Inc (BRK-A) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1New |
$663K - $802K
|
1
$726K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1New |
$663K - $802K
|
1
$726K
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
BUY
|
- |
8New |
$5.3M - $6.42M
|
8
$5.81M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.45M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
1New |
$663K - $802K
|
1
$726K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.45M
|
|
|
May 02, 2025
Q1 2025
|
Pecaut & Co.
|
SELL
|
- |
-1- 7.69% |
$663K - $802K
|
12
$8.71M
|
|
|
May 02, 2025
Q1 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
17New |
$11.3M - $13.6M
|
17
$12.3M
|
|
|
May 01, 2025
Q1 2025
|
Cortland Associates Inc
|
BUY
|
- |
14New |
$9.28M - $11.2M
|
14
$10.2M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.45M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.45M
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
1New |
$663K - $802K
|
1
$726K
|
|
|
May 01, 2025
Q1 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-1- 25.0% |
$663K - $802K
|
3
$2.18M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-1- 12.5% |
$663K - $802K
|
7
$5.08M
|
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.45M
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.45M
|
|
|
May 01, 2025
Q1 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
12New |
$7.96M - $9.62M
|
12
$8.71M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.45M
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
4New |
$2.65M - $3.21M
|
4
$2.9M
|
|
|
May 01, 2025
Q1 2025
|
Check Capital Management Inc
|
SELL
|
- |
-1- 3.33% |
$663K - $802K
|
29
$21.1M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7+ 50.0% |
$4.64M - $5.61M
|
21
$15.3M
|
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1- 7.69% |
$663K - $802K
|
12
$8.71M
|
|
|
May 01, 2025
Q1 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
8New |
$5.3M - $6.42M
|
8
$5.81M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1- 20.0% |
$663K - $802K
|
4
$2.9M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-296K- 99.99% |
$196B - $237B
|
36
$26.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-2- 50.0% |
$1.33M - $1.6M
|
2
$1.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
BUY
|
- |
2+ 20.0% |
$1.33M - $1.6M
|
12
$8.71M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1New |
$663K - $802K
|
1
$726K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3New |
$1.99M - $2.41M
|
3
$2.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
5New |
$3.32M - $4.01M
|
5
$3.63M
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-9- 2.26% |
$5.97M - $7.22M
|
389
$282M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
4New |
$2.65M - $3.21M
|
4
$2.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
1New |
$663K - $802K
|
1
$726K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1+ 5.88% |
$663K - $802K
|
18
$13.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
1New |
$663K - $802K
|
1
$726K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
31+ 103.33% |
$20.6M - $24.9M
|
61
$44.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Lountzis Asset Management, LLC
Wyomissing, PA |
BUY
|
- |
1New |
$663K - $802K
|
1
$726K
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
1New |
$663K - $802K
|
1
$726K
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
10New |
$6.63M - $8.02M
|
10
$7.26M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
1New |
$663K - $802K
|
1
$726K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3+ 15.0% |
$1.99M - $2.41M
|
23
$16.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
1+ 11.11% |
$663K - $802K
|
10
$7.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Wedgewood Investors Inc
|
BUY
|
- |
1New |
$663K - $802K
|
1
$726K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1+ 2.7% |
$663K - $802K
|
38
$27.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2+ 28.57% |
$1.33M - $1.6M
|
9
$6.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
10New |
$6.63M - $8.02M
|
10
$7.26M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
1New |
$663K - $802K
|
1
$726K
|
|
|
Apr 29, 2025
Q1 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
4New |
$2.65M - $3.21M
|
4
$2.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.45M
|