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 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
15New |
$9.95M - $12M
|
15
$10.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
15+ 53.57% |
$9.95M - $12M
|
43
$31.3M
|
|
|
May 01, 2025
Q1 2025
|
Cortland Associates Inc
|
BUY
|
- |
14New |
$9.28M - $11.2M
|
14
$10.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
14New |
$9.28M - $11.2M
|
14
$10.2M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
13+ 48.15% |
$8.62M - $10.4M
|
40
$29.1M
|
|
|
May 14, 2025
Q1 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
13+ 13.68% |
$8.62M - $10.4M
|
108
$78.6M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
13New |
$8.62M - $10.4M
|
13
$9.46M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
13New |
$8.62M - $10.4M
|
13
$9.46M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
13New |
$8.62M - $10.4M
|
13
$9.46M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
13+ 650.0% |
$8.62M - $10.4M
|
15
$10.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
13New |
$8.62M - $10.4M
|
13
$9.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
13+ 650.0% |
$8.62M - $10.4M
|
15
$10.9M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12+ 4.15% |
$7.96M - $9.62M
|
301
$219M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
12+ 34.29% |
$7.96M - $9.62M
|
47
$34.2M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
12+ 19.67% |
$7.96M - $9.62M
|
73
$53.1M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12+ 0.63% |
$7.96M - $9.62M
|
1.9K
$1.38B
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
12New |
$7.96M - $9.62M
|
12
$8.73M
|
|
|
May 01, 2025
Q1 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
12New |
$7.96M - $9.62M
|
12
$8.73M
|
|
|
May 20, 2025
Q1 2025
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
11New |
$7.29M - $8.82M
|
11
$8M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
11+ 3.83% |
$7.29M - $8.82M
|
298
$217M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
11+ 110.0% |
$7.29M - $8.82M
|
21
$15.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
11New |
$7.29M - $8.82M
|
11
$8M
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
10New |
$6.63M - $8.02M
|
10
$7.27M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10+ 7.35% |
$6.63M - $8.02M
|
146
$106M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
10New |
$6.63M - $8.02M
|
10
$7.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
10New |
$6.63M - $8.02M
|
10
$7.27M
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
10+ 1000.0% |
$6.63M - $8.02M
|
11
$8M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
10New |
$6.63M - $8.02M
|
10
$7.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
10+ 20.41% |
$6.63M - $8.02M
|
59
$42.9M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9+ 900.0% |
$5.97M - $7.22M
|
10
$7.27M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
9New |
$5.97M - $7.22M
|
9
$6.55M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9+ 5.81% |
$5.97M - $7.22M
|
164
$119M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
9New |
$5.97M - $7.22M
|
9
$6.55M
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
BUY
|
- |
9+ 16.98% |
$5.97M - $7.22M
|
62
$45.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
9+ 450.0% |
$5.97M - $7.22M
|
11
$8M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
9+ 900.0% |
$5.97M - $7.22M
|
10
$7.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
9New |
$5.97M - $7.22M
|
9
$6.55M
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
9New |
$5.97M - $7.22M
|
9
$6.55M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
8New |
$5.3M - $6.42M
|
8
$5.82M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
8New |
$5.3M - $6.42M
|
8
$5.82M
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
8New |
$5.3M - $6.42M
|
8
$5.82M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
8+ 266.67% |
$5.3M - $6.42M
|
11
$8M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
8+ 30.77% |
$5.3M - $6.42M
|
34
$24.7M
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
8+ 88.89% |
$5.3M - $6.42M
|
17
$12.4M
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
BUY
|
- |
8New |
$5.3M - $6.42M
|
8
$5.82M
|
|
|
May 01, 2025
Q1 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
8New |
$5.3M - $6.42M
|
8
$5.82M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
8New |
$5.3M - $6.42M
|
8
$5.82M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
8New |
$5.3M - $6.42M
|
8
$5.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8+ 88.89% |
$5.3M - $6.42M
|
17
$12.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8+ 800.0% |
$5.3M - $6.42M
|
9
$6.55M
|