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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
1New |
$443K - $485K
|
1
$677K
|
|
|
Apr 18, 2023
Q1 2023
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1New |
$443K - $485K
|
1
$677K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
1New |
$443K - $485K
|
1
$677K
|
|
|
Apr 14, 2023
Q1 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
1+ 6.25% |
$443K - $485K
|
17
$11.5M
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
1New |
$443K - $485K
|
1
$677K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
1New |
$443K - $485K
|
1
$677K
|
|
|
Apr 06, 2023
Q1 2023
|
Jvl Associates LLC
|
BUY
|
- |
1New |
$443K - $485K
|
1
$677K
|
|
| Q4 2022 | |||||||
|
Feb 02, 2023
Q4 2022
|
X Square Capital, LLC
|
BUY
|
- |
99+ 9900.0% |
$39.9M - $47.4M
|
100
$67.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
42New |
$16.9M - $20.1M
|
42
$28.4M
|
|
|
Jan 05, 2023
Q4 2022
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
33New |
$13.3M - $15.8M
|
33
$22.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Td Asset Management Inc
|
BUY
|
- |
25New |
$10.1M - $12M
|
25
$16.9M
|
|
|
Feb 15, 2023
Q4 2022
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
20+ 2000.0% |
$8.06M - $9.58M
|
21
$14.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
17New |
$6.85M - $8.14M
|
17
$11.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
12New |
$4.83M - $5.75M
|
12
$8.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Epacria Capital Partners, LLC
Boulder, CO |
BUY
|
- |
6New |
$2.42M - $2.87M
|
6
$4.06M
|
|
|
Feb 03, 2023
Q4 2022
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
5New |
$2.01M - $2.4M
|
5
$3.38M
|
|
|
May 17, 2023
Q4 2022
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
4New |
$1.61M - $1.92M
|
4
$2.71M
|
|
|
Jan 24, 2023
Q4 2022
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
4New |
$1.61M - $1.92M
|
4
$2.71M
|
|
|
Nov 14, 2023
Q4 2022
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
3New |
$1.21M - $1.44M
|
3
$2.03M
|
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3New |
$1.21M - $1.44M
|
3
$2.03M
|
|
|
Jun 21, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
2New |
$806K - $958K
|
2
$1.35M
|
|
|
Jun 14, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
2New |
$806K - $958K
|
2
$1.35M
|
|
|
Mar 10, 2023
Q4 2022
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
2New |
$806K - $958K
|
2
$1.35M
|
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
2New |
$806K - $958K
|
2
$1.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Biglari Capital Corp.
San Antonio, TX |
BUY
|
- |
2New |
$806K - $958K
|
2
$1.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
2New |
$806K - $958K
|
2
$1.35M
|
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
2New |
$806K - $958K
|
2
$1.35M
|
|
|
Feb 13, 2023
Q4 2022
|
Aldebaran Capital, LLC
Indianapolis, IN |
BUY
|
- |
2New |
$806K - $958K
|
2
$1.35M
|
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2New |
$806K - $958K
|
2
$1.35M
|
|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
2New |
$806K - $958K
|
2
$1.35M
|
|
|
Feb 02, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
2New |
$806K - $958K
|
2
$1.35M
|
|
|
Jan 31, 2023
Q4 2022
|
F
|
BUY
|
- |
2New |
$806K - $958K
|
2
$1.35M
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
2New |
$806K - $958K
|
2
$1.35M
|
|
|
Jan 12, 2023
Q4 2022
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
2New |
$806K - $958K
|
2
$1.35M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1+ 100.0% |
$403K - $479K
|
2
$1.35M
|
|
|
Sep 05, 2023
Q4 2022
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
1New |
$403K - $479K
|
1
$677K
|
|
|
Jun 09, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1New |
$403K - $479K
|
1
$677K
|
|
|
Apr 10, 2023
Q4 2022
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
1New |
$403K - $479K
|
1
$677K
|
|
|
Feb 24, 2023
Q4 2022
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
1New |
$403K - $479K
|
1
$677K
|
|
|
Feb 15, 2023
Q4 2022
|
Rmr Wealth Builders
|
BUY
|
- |
1New |
$403K - $479K
|
1
$677K
|
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
1New |
$403K - $479K
|
1
$677K
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1New |
$403K - $479K
|
1
$677K
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1New |
$403K - $479K
|
1
$677K
|
|
|
Feb 14, 2023
Q4 2022
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
1New |
$403K - $479K
|
1
$677K
|
|
|
Feb 14, 2023
Q4 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
1New |
$403K - $479K
|
1
$677K
|
|
|
Feb 13, 2023
Q4 2022
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
1New |
$403K - $479K
|
1
$677K
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1New |
$403K - $479K
|
1
$677K
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1New |
$403K - $479K
|
1
$677K
|
|
|
Feb 10, 2023
Q4 2022
|
Easterly Investment Partners LLC
|
BUY
|
- |
1New |
$403K - $479K
|
1
$677K
|
|
|
Feb 10, 2023
Q4 2022
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
1New |
$403K - $479K
|
1
$677K
|
|