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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
8New |
$3.22M - $4.23M
|
8
$5.76M
|
|
Aug 12, 2022
Q2 2022
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
6New |
$2.41M - $3.17M
|
6
$4.32M
|
|
Aug 10, 2022
Q2 2022
|
Swisspartners Ltd.
Vaduz, N2 |
BUY
|
- |
5+ 100.0% |
$2.01M - $2.65M
|
10
$7.2M
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
5New |
$2.01M - $2.65M
|
5
$3.6M
|
|
Aug 09, 2022
Q2 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
4New |
$1.61M - $2.12M
|
4
$2.88M
|
|
Nov 26, 2024
Q2 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
3New |
$1.21M - $1.59M
|
3
$2.16M
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 30.0% |
$1.21M - $1.59M
|
13
$9.35M
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
3+ 0.46% |
$1.21M - $1.59M
|
661
$476M
|
|
Aug 05, 2022
Q2 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2New |
$805K - $1.06M
|
2
$1.44M
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1New |
$402K - $529K
|
1
$720K
|
|
Aug 08, 2022
Q2 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1+ 50.0% |
$402K - $529K
|
3
$2.16M
|
|
Aug 04, 2022
Q2 2022
|
Aaf Wealth Management, LLC
|
BUY
|
- |
1New |
$402K - $529K
|
1
$720K
|
|
Aug 04, 2022
Q2 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
1+ 12.5% |
$402K - $529K
|
9
$6.48M
|
|
Aug 04, 2022
Q2 2022
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
1New |
$402K - $529K
|
1
$720K
|
|
Aug 02, 2022
Q2 2022
|
Colony Family Offices, LLC
|
BUY
|
- |
1+ 50.0% |
$402K - $529K
|
3
$2.16M
|
|
Jul 29, 2022
Q2 2022
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
1New |
$402K - $529K
|
1
$720K
|
|
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
1New |
$402K - $529K
|
1
$720K
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
1New |
$402K - $529K
|
1
$720K
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1New |
$402K - $529K
|
1
$720K
|
|
Jul 13, 2022
Q2 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
1New |
$402K - $529K
|
1
$720K
|
|
Jul 12, 2022
Q2 2022
|
Diversified Trust CO
|
BUY
|
- |
1+ 100.0% |
$402K - $529K
|
2
$1.44M
|
|
Jul 11, 2022
Q2 2022
|
Avondale Wealth Management
|
BUY
|
- |
1+ 20.0% |
$402K - $529K
|
6
$4.32M
|
|
Jul 11, 2022
Q2 2022
|
Mjp Associates Inc
|
BUY
|
- |
1+ 11.11% |
$402K - $529K
|
10
$7.2M
|
|
Jul 08, 2022
Q2 2022
|
Appleton Partners Inc
|
BUY
|
- |
1New |
$402K - $529K
|
1
$720K
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1New |
$402K - $529K
|
1
$720K
|
|
Jul 05, 2022
Q2 2022
|
Canandaigua National Corp
|
BUY
|
- |
1+ 50.0% |
$402K - $529K
|
3
$2.16M
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Gobi Capital LLC
San Francisco, CA |
BUY
|
- |
215KNew |
$97.5B - $116B
|
215K
$154B
|
|
Apr 27, 2022
Q1 2022
|
Iowa State Bank
|
BUY
|
- |
7New |
$3.18M - $3.77M
|
7
$5.04M
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
7New |
$3.18M - $3.77M
|
7
$5.04M
|
|
May 10, 2022
Q1 2022
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
5New |
$2.27M - $2.7M
|
5
$3.6M
|
|
Apr 27, 2022
Q1 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
5+ 250.0% |
$2.27M - $2.7M
|
7
$5.04M
|
|
May 13, 2022
Q1 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
2New |
$909K - $1.08M
|
2
$1.44M
|
|
May 02, 2022
Q1 2022
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
2New |
$909K - $1.08M
|
2
$1.44M
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1+ 14.29% |
$454K - $539K
|
8
$5.76M
|
|
May 16, 2022
Q1 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1New |
$454K - $539K
|
1
$720K
|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1+ 5.0% |
$454K - $539K
|
21
$15.1M
|
|
May 16, 2022
Q1 2022
|
Steadfast Capital Management LP
New York, NY |
BUY
|
- |
1New |
$454K - $539K
|
1
$720K
|
|
May 16, 2022
Q1 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1New |
$454K - $539K
|
1
$720K
|
|
May 13, 2022
Q1 2022
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
1+ 16.67% |
$454K - $539K
|
7
$5.04M
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
1New |
$454K - $539K
|
1
$720K
|
|
May 09, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
1New |
$454K - $539K
|
1
$720K
|
|
May 06, 2022
Q1 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
1New |
$454K - $539K
|
1
$720K
|
|
May 06, 2022
Q1 2022
|
Motco
|
BUY
|
- |
1New |
$454K - $539K
|
1
$720K
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
1New |
$454K - $539K
|
1
$720K
|
|
May 02, 2022
Q1 2022
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
1+ 100.0% |
$454K - $539K
|
2
$1.44M
|
|
Apr 29, 2022
Q1 2022
|
First Bank & Trust
|
BUY
|
- |
1New |
$454K - $539K
|
1
$720K
|
|
Apr 25, 2022
Q1 2022
|
Welch & Forbes LLC
|
BUY
|
- |
1New |
$454K - $539K
|
1
$720K
|
|
Apr 22, 2022
Q1 2022
|
Bank Of The West
|
BUY
|
- |
1New |
$454K - $539K
|
1
$720K
|
|
Apr 20, 2022
Q1 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1New |
$454K - $539K
|
1
$720K
|