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 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
4+ 6.45% |
$2.39M - $2.54M
|
66
$45M
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
BUY
|
- |
4New |
$2.39M - $2.54M
|
4
$2.73M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3+ 27.27% |
$1.79M - $1.9M
|
14
$9.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3+ 100.0% |
$1.79M - $1.9M
|
6
$4.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3+ 12.5% |
$1.79M - $1.9M
|
27
$18.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
3New |
$1.79M - $1.9M
|
3
$2.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Credit Agricole S A
|
BUY
|
- |
3+ 150.0% |
$1.79M - $1.9M
|
5
$3.41M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
3New |
$1.79M - $1.9M
|
3
$2.04M
|
|
|
Jul 25, 2024
Q2 2024
|
Compass Capital Management, Inc
|
BUY
|
- |
3+ 33.33% |
$1.79M - $1.9M
|
12
$8.18M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2New |
$1.2M - $1.27M
|
2
$1.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2New |
$1.2M - $1.27M
|
2
$1.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
2+ 50.0% |
$1.2M - $1.27M
|
6
$4.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
2New |
$1.2M - $1.27M
|
2
$1.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
2+ 40.0% |
$1.2M - $1.27M
|
7
$4.77M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 100.0% |
$1.2M - $1.27M
|
4
$2.73M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 33.33% |
$1.2M - $1.27M
|
8
$5.45M
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
2+ 28.57% |
$1.2M - $1.27M
|
9
$6.13M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2+ 25.0% |
$1.2M - $1.27M
|
10
$6.81M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
2+ 100.0% |
$1.2M - $1.27M
|
4
$2.73M
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2New |
$1.2M - $1.27M
|
2
$1.36M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2New |
$1.2M - $1.27M
|
2
$1.36M
|
|
|
Jul 26, 2024
Q2 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
2New |
$1.2M - $1.27M
|
2
$1.36M
|
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
BUY
|
- |
2+ 200.0% |
$1.2M - $1.27M
|
3
$2.04M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2+ 28.57% |
$1.2M - $1.27M
|
9
$6.13M
|
|
|
Jul 18, 2024
Q2 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
2New |
$1.2M - $1.27M
|
2
$1.36M
|
|
|
Jul 17, 2024
Q2 2024
|
Human Investing LLC
|
BUY
|
- |
2New |
$1.2M - $1.27M
|
2
$1.36M
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
2New |
$1.2M - $1.27M
|
2
$1.36M
|
|
|
Jul 15, 2024
Q2 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
2New |
$1.2M - $1.27M
|
2
$1.36M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2+ 66.67% |
$1.2M - $1.27M
|
5
$3.41M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2New |
$1.2M - $1.27M
|
2
$1.36M
|
|
|
Jan 03, 2025
Q2 2024
|
Allie Family Office LLC
|
BUY
|
- |
1+ 25.0% |
$598K - $634K
|
5
$3.41M
|
|
|
Aug 27, 2024
Q2 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
1New |
$598K - $634K
|
1
$681K
|
|
|
Aug 14, 2024
Q2 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
1New |
$598K - $634K
|
1
$681K
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1New |
$598K - $634K
|
1
$681K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 100.0% |
$598K - $634K
|
2
$1.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
1+ 50.0% |
$598K - $634K
|
3
$2.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
1+ 100.0% |
$598K - $634K
|
2
$1.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
1New |
$598K - $634K
|
1
$681K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1New |
$598K - $634K
|
1
$681K
|
|
|
Aug 09, 2024
Q2 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
1+ 33.33% |
$598K - $634K
|
4
$2.73M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1New |
$598K - $634K
|
1
$681K
|
|
|
Aug 08, 2024
Q2 2024
|
Chronos Wealth Management, LLC
|
BUY
|
- |
1New |
$598K - $634K
|
1
$681K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1+ 50.0% |
$598K - $634K
|
3
$2.04M
|
|
|
Aug 07, 2024
Q2 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
1New |
$598K - $634K
|
1
$681K
|
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
1+ 100.0% |
$598K - $634K
|
2
$1.36M
|
|
|
Aug 05, 2024
Q2 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
1+ 100.0% |
$598K - $634K
|
2
$1.36M
|
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1+ 100.0% |
$598K - $634K
|
2
$1.36M
|
|
|
Aug 01, 2024
Q2 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
1New |
$598K - $634K
|
1
$681K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
1+ 100.0% |
$598K - $634K
|
2
$1.36M
|
|
|
Jul 25, 2024
Q2 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
1New |
$598K - $634K
|
1
$681K
|