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 21, 2024
Q3 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
62+ 3100.0% |
$37.8M - $44.4M
|
64
$46.1M
|
|
Nov 13, 2024
Q3 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
60+ 115.38% |
$36.6M - $43M
|
112
$80.6M
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
12+ 42.86% |
$7.33M - $8.59M
|
40
$28.8M
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
9New |
$5.49M - $6.44M
|
9
$6.48M
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
8New |
$4.88M - $5.73M
|
8
$5.76M
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
8+ 266.67% |
$4.88M - $5.73M
|
11
$7.92M
|
|
Nov 12, 2024
Q3 2024
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
7New |
$4.27M - $5.01M
|
7
$5.04M
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
6New |
$3.66M - $4.3M
|
6
$4.32M
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5New |
$3.05M - $3.58M
|
5
$3.6M
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
3+ 300.0% |
$1.83M - $2.15M
|
4
$2.88M
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
3+ 9.68% |
$1.83M - $2.15M
|
34
$24.5M
|
|
Nov 13, 2024
Q3 2024
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
3New |
$1.83M - $2.15M
|
3
$2.16M
|
|
Nov 01, 2024
Q3 2024
|
Retirement Solution Inc.
|
BUY
|
- |
3New |
$1.83M - $2.15M
|
3
$2.16M
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
2New |
$1.22M - $1.43M
|
2
$1.44M
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
2+ 22.22% |
$1.22M - $1.43M
|
11
$7.92M
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
2+ 66.67% |
$1.22M - $1.43M
|
5
$3.6M
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
2New |
$1.22M - $1.43M
|
2
$1.44M
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2+ 33.33% |
$1.22M - $1.43M
|
8
$5.76M
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
2New |
$1.22M - $1.43M
|
2
$1.44M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2+ 8.33% |
$1.22M - $1.43M
|
26
$18.7M
|
|
Nov 15, 2024
Q3 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
1New |
$610K - $716K
|
1
$720K
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1New |
$610K - $716K
|
1
$720K
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
1New |
$610K - $716K
|
1
$720K
|
|
Nov 14, 2024
Q3 2024
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
1New |
$610K - $716K
|
1
$720K
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1New |
$610K - $716K
|
1
$720K
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1New |
$610K - $716K
|
1
$720K
|
|
Nov 12, 2024
Q3 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
1+ 9.09% |
$610K - $716K
|
12
$8.63M
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1+ 16.67% |
$610K - $716K
|
7
$5.04M
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
1+ 100.0% |
$610K - $716K
|
2
$1.44M
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1+ 6.67% |
$610K - $716K
|
16
$11.5M
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1New |
$610K - $716K
|
1
$720K
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1New |
$610K - $716K
|
1
$720K
|
|
Oct 29, 2024
Q3 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
1New |
$610K - $716K
|
1
$720K
|
|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
1New |
$610K - $716K
|
1
$720K
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1New |
$610K - $716K
|
1
$720K
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
1New |
$610K - $716K
|
1
$720K
|
|
Oct 23, 2024
Q3 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1+ 100.0% |
$610K - $716K
|
2
$1.44M
|
|
Oct 18, 2024
Q3 2024
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
1New |
$610K - $716K
|
1
$720K
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1New |
$610K - $716K
|
1
$720K
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1New |
$610K - $716K
|
1
$720K
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
1New |
$610K - $716K
|
1
$720K
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1New |
$610K - $716K
|
1
$720K
|
|
Oct 08, 2024
Q3 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1New |
$610K - $716K
|
1
$720K
|
|
Oct 07, 2024
Q3 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
1New |
$610K - $716K
|
1
$720K
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
35New |
$20.9M - $22.2M
|
35
$25.2M
|
|
Jul 25, 2024
Q2 2024
|
Shelter Ins Retirement Plan
|
BUY
|
- |
34New |
$20.3M - $21.6M
|
34
$24.5M
|
|
Aug 09, 2024
Q2 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
25New |
$15M - $15.9M
|
25
$18M
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
24+ 342.86% |
$14.4M - $15.2M
|
31
$22.3M
|
|
Aug 07, 2024
Q2 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
13New |
$7.78M - $8.24M
|
13
$9.35M
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
12New |
$7.18M - $7.61M
|
12
$8.63M
|