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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1New |
$413K - $455K
|
1
$677K
|
|
|
Feb 10, 2022
Q4 2021
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1New |
$413K - $455K
|
1
$677K
|
|
|
Feb 09, 2022
Q4 2021
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1New |
$413K - $455K
|
1
$677K
|
|
|
Feb 08, 2022
Q4 2021
|
Ervin Investment Management, LLC
|
BUY
|
- |
1New |
$413K - $455K
|
1
$677K
|
|
|
Feb 07, 2022
Q4 2021
|
Karpas Strategies, LLC
|
BUY
|
- |
1+ 16.67% |
$413K - $455K
|
7
$4.74M
|
|
|
Jan 28, 2022
Q4 2021
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
1New |
$413K - $455K
|
1
$677K
|
|
|
Jan 26, 2022
Q4 2021
|
Index Fund Advisors, Inc.
|
BUY
|
- |
1New |
$413K - $455K
|
1
$677K
|
|
|
Jan 24, 2022
Q4 2021
|
Amarillo National Bank
|
BUY
|
- |
1New |
$413K - $455K
|
1
$677K
|
|
|
Jan 20, 2022
Q4 2021
|
Northstar Advisory Group, LLC
|
BUY
|
- |
1New |
$413K - $455K
|
1
$677K
|
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1New |
$413K - $455K
|
1
$677K
|
|
|
Jan 20, 2022
Q4 2021
|
Lewis Capital Management, LLC
|
BUY
|
- |
1New |
$413K - $455K
|
1
$677K
|
|
|
Jan 14, 2022
Q4 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
1New |
$413K - $455K
|
1
$677K
|
|
|
Jan 10, 2022
Q4 2021
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
1New |
$413K - $455K
|
1
$677K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
10New |
$4.1M - $4.38M
|
10
$6.77M
|
|
|
Oct 18, 2021
Q3 2021
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
9New |
$3.69M - $3.94M
|
9
$6.09M
|
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
7New |
$2.87M - $3.07M
|
7
$4.74M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
5New |
$2.05M - $2.19M
|
5
$3.38M
|
|
|
Oct 08, 2021
Q3 2021
|
Oak Harvest Investment Services
|
BUY
|
- |
3New |
$1.23M - $1.31M
|
3
$2.03M
|
|
|
Nov 12, 2021
Q3 2021
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
2New |
$821K - $876K
|
2
$1.35M
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2New |
$821K - $876K
|
2
$1.35M
|
|
|
Oct 13, 2021
Q3 2021
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
2New |
$821K - $876K
|
2
$1.35M
|
|
|
Oct 08, 2021
Q3 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
2New |
$821K - $876K
|
2
$1.35M
|
|
|
Feb 22, 2022
Q3 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1New |
$410K - $438K
|
1
$677K
|
|
|
Nov 12, 2021
Q3 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1New |
$410K - $438K
|
1
$677K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
1+ 100.0% |
$410K - $438K
|
2
$1.35M
|
|
|
Oct 13, 2021
Q3 2021
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
1+ 3.7% |
$410K - $438K
|
28
$18.9M
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
170New |
$66.4M - $74.7M
|
170
$115M
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
25New |
$9.76M - $11M
|
25
$16.9M
|
|
|
Jul 30, 2021
Q2 2021
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
6New |
$2.34M - $2.64M
|
6
$4.06M
|
|
|
Jul 06, 2021
Q2 2021
|
Bank Of New Hampshire
|
BUY
|
- |
3New |
$1.17M - $1.32M
|
3
$2.03M
|
|
|
Apr 07, 2022
Q2 2021
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
2New |
$781K - $879K
|
2
$1.35M
|
|
|
Aug 13, 2021
Q2 2021
|
Permit Capital, LLC
West Conshohocken, PA |
BUY
|
- |
2New |
$781K - $879K
|
2
$1.35M
|
|
|
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
2New |
$781K - $879K
|
2
$1.35M
|
|
|
Jul 20, 2021
Q2 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2New |
$781K - $879K
|
2
$1.35M
|
|
|
Dec 06, 2024
Q2 2021
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
1New |
$390K - $439K
|
1
$677K
|
|
|
Aug 19, 2021
Q2 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1+ 14.29% |
$390K - $439K
|
8
$5.41M
|
|
|
Aug 11, 2021
Q2 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1New |
$390K - $439K
|
1
$677K
|
|
|
Aug 11, 2021
Q2 2021
|
Compton Capital Management Inc
|
BUY
|
- |
1New |
$390K - $439K
|
1
$677K
|
|
|
Aug 10, 2021
Q2 2021
|
Portland Global Advisors LLC
|
BUY
|
- |
1+ 100.0% |
$390K - $439K
|
2
$1.35M
|
|
|
Aug 10, 2021
Q2 2021
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
1New |
$390K - $439K
|
1
$677K
|
|
|
Aug 09, 2021
Q2 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1+ 100.0% |
$390K - $439K
|
2
$1.35M
|
|
|
Aug 03, 2021
Q2 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1+ 16.67% |
$390K - $439K
|
7
$4.74M
|
|
|
Jul 27, 2021
Q2 2021
|
Sage Rhino Capital LLC
|
BUY
|
- |
1+ 100.0% |
$390K - $439K
|
2
$1.35M
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1+ 7.69% |
$390K - $439K
|
14
$9.47M
|
|
|
Jul 20, 2021
Q2 2021
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
1New |
$390K - $439K
|
1
$677K
|
|
|
Jul 01, 2021
Q2 2021
|
Corsicana & Co.
|
BUY
|
- |
1New |
$390K - $439K
|
1
$677K
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
3New |
$1.03M - $1.2M
|
3
$2.03M
|
|
|
May 07, 2021
Q1 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
3+ 300.0% |
$1.03M - $1.2M
|
4
$2.71M
|
|
|
Apr 08, 2021
Q1 2021
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
3New |
$1.03M - $1.2M
|
3
$2.03M
|
|
|
Apr 23, 2021
Q1 2021
|
Parker Investment Management, LLC
|
BUY
|
- |
2New |
$684K - $798K
|
2
$1.35M
|
|