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 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
7New |
$3.18M - $3.77M
|
7
$5.18M
|
|
May 10, 2022
Q1 2022
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
5New |
$2.27M - $2.7M
|
5
$3.7M
|
|
Apr 27, 2022
Q1 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
5+ 250.0% |
$2.27M - $2.7M
|
7
$5.18M
|
|
May 13, 2022
Q1 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
2New |
$909K - $1.08M
|
2
$1.48M
|
|
May 02, 2022
Q1 2022
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
2New |
$909K - $1.08M
|
2
$1.48M
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1+ 14.29% |
$454K - $539K
|
8
$5.92M
|
|
May 16, 2022
Q1 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1New |
$454K - $539K
|
1
$739K
|
|
May 16, 2022
Q1 2022
|
Steadfast Capital Management LP
New York, NY |
BUY
|
- |
1New |
$454K - $539K
|
1
$739K
|
|
May 16, 2022
Q1 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1New |
$454K - $539K
|
1
$739K
|
|
May 13, 2022
Q1 2022
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
1+ 16.67% |
$454K - $539K
|
7
$5.18M
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
1New |
$454K - $539K
|
1
$739K
|
|
May 09, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
1New |
$454K - $539K
|
1
$739K
|
|
May 06, 2022
Q1 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
1New |
$454K - $539K
|
1
$739K
|
|
May 06, 2022
Q1 2022
|
Motco
|
BUY
|
- |
1New |
$454K - $539K
|
1
$739K
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
1New |
$454K - $539K
|
1
$739K
|
|
May 02, 2022
Q1 2022
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
1+ 100.0% |
$454K - $539K
|
2
$1.48M
|
|
Apr 29, 2022
Q1 2022
|
First Bank & Trust
|
BUY
|
- |
1New |
$454K - $539K
|
1
$739K
|
|
Apr 25, 2022
Q1 2022
|
Welch & Forbes LLC
|
BUY
|
- |
1New |
$454K - $539K
|
1
$739K
|
|
Apr 22, 2022
Q1 2022
|
Bank Of The West
|
BUY
|
- |
1New |
$454K - $539K
|
1
$739K
|
|
Apr 20, 2022
Q1 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1New |
$454K - $539K
|
1
$739K
|
|
Apr 14, 2022
Q1 2022
|
Gen Trust, LLC
|
BUY
|
- |
1New |
$454K - $539K
|
1
$739K
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1New |
$454K - $539K
|
1
$739K
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Union Investments & Development Ltd.
|
BUY
|
- |
4.4KNew |
$1.82B - $2B
|
4.4K
$3.25B
|
|
Feb 11, 2022
Q4 2021
|
Paralel Advisors LLC
|
BUY
|
- |
1.03KNew |
$424M - $467M
|
1.03K
$760M
|
|
Feb 14, 2022
Q4 2021
|
Graham Holdings CO
Arlington, VA |
BUY
|
- |
422New |
$174M - $192M
|
422
$312M
|
|
Feb 09, 2022
Q4 2021
|
Beecher Investors Inc
|
BUY
|
- |
18New |
$7.43M - $8.18M
|
18
$13.3M
|
|
Feb 10, 2022
Q4 2021
|
Global Frontier Investments LLC
Charleston, SC |
BUY
|
- |
11+ 33.33% |
$4.54M - $5M
|
44
$32.5M
|
|
Jan 21, 2022
Q4 2021
|
Linker Capital Management Inc.
|
BUY
|
- |
6New |
$2.48M - $2.73M
|
6
$4.44M
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
5New |
$2.06M - $2.27M
|
5
$3.7M
|
|
Feb 16, 2022
Q4 2021
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
4New |
$1.65M - $1.82M
|
4
$2.96M
|
|
Feb 03, 2022
Q4 2021
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
4New |
$1.65M - $1.82M
|
4
$2.96M
|
|
Feb 02, 2022
Q4 2021
|
Helios Capital Management Pte. LTD
|
BUY
|
- |
4New |
$1.65M - $1.82M
|
4
$2.96M
|
|
Jan 25, 2022
Q4 2021
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
3New |
$1.24M - $1.36M
|
3
$2.22M
|
|
Mar 04, 2022
Q4 2021
|
Bill Few Associates, Inc.
|
BUY
|
- |
2New |
$825K - $909K
|
2
$1.48M
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
2New |
$825K - $909K
|
2
$1.48M
|
|
Feb 14, 2022
Q4 2021
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
2New |
$825K - $909K
|
2
$1.48M
|
|
Feb 14, 2022
Q4 2021
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
2New |
$825K - $909K
|
2
$1.48M
|
|
Feb 10, 2022
Q4 2021
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
2New |
$825K - $909K
|
2
$1.48M
|
|
Feb 10, 2022
Q4 2021
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
2New |
$825K - $909K
|
2
$1.48M
|
|
Jan 26, 2022
Q4 2021
|
Scott Capital Advisors, LLC
|
BUY
|
- |
2New |
$825K - $909K
|
2
$1.48M
|
|
Jan 18, 2022
Q4 2021
|
Newman & Schimel, LLC
|
BUY
|
- |
2New |
$825K - $909K
|
2
$1.48M
|
|
Aug 23, 2023
Q4 2021
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
1New |
$413K - $455K
|
1
$739K
|
|
May 06, 2022
Q4 2021
|
Empirical Asset Management, LLC
|
BUY
|
- |
1New |
$413K - $455K
|
1
$739K
|
|
Apr 20, 2022
Q4 2021
|
Objective Capital Management, LLC
|
BUY
|
- |
1New |
$413K - $455K
|
1
$739K
|
|
Feb 16, 2022
Q4 2021
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1New |
$413K - $455K
|
1
$739K
|
|
Feb 15, 2022
Q4 2021
|
Mainstay Capital Management LLC
|
BUY
|
- |
1New |
$413K - $455K
|
1
$739K
|
|
Feb 14, 2022
Q4 2021
|
5th Street Advisors, LLC
|
BUY
|
- |
1New |
$413K - $455K
|
1
$739K
|
|
Feb 11, 2022
Q4 2021
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
1New |
$413K - $455K
|
1
$739K
|
|
Feb 11, 2022
Q4 2021
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1New |
$413K - $455K
|
1
$739K
|
|
Feb 10, 2022
Q4 2021
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1New |
$413K - $455K
|
1
$739K
|