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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1+ 25.0% |
$725K - $809K
|
5
$3.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1New |
$725K - $809K
|
1
$739K
|
|
|
Jul 21, 2025
Q2 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
1+ 3.13% |
$725K - $809K
|
33
$24.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Presper Financial Architects, LLC
Akron, OH |
BUY
|
- |
1New |
$725K - $809K
|
1
$739K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1New |
$725K - $809K
|
1
$739K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 100.0% |
$725K - $809K
|
2
$1.48M
|
|
|
Jul 16, 2025
Q2 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
1New |
$725K - $809K
|
1
$739K
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
1+ 100.0% |
$725K - $809K
|
2
$1.48M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1New |
$725K - $809K
|
1
$739K
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
1New |
$725K - $809K
|
1
$739K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1New |
$725K - $809K
|
1
$739K
|
|
|
Jul 15, 2025
Q2 2025
|
Yarbrough Capital, LLC
|
BUY
|
- |
1New |
$725K - $809K
|
1
$739K
|
|
|
Jul 15, 2025
Q2 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
1+ 16.67% |
$725K - $809K
|
7
$5.18M
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
BUY
|
- |
1+ 50.0% |
$725K - $809K
|
3
$2.22M
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
1+ 33.33% |
$725K - $809K
|
4
$2.96M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
1New |
$725K - $809K
|
1
$739K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
1New |
$725K - $809K
|
1
$739K
|
|
|
Jul 08, 2025
Q2 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
1New |
$725K - $809K
|
1
$739K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1+ 100.0% |
$725K - $809K
|
2
$1.48M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
556New |
$369M - $446M
|
556
$411M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
111+ 72.55% |
$73.6M - $89M
|
264
$195M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
58+ 446.15% |
$38.5M - $46.5M
|
71
$52.5M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
53+ 108.16% |
$35.1M - $42.5M
|
102
$75.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Sara Bay Financial
|
BUY
|
- |
49+ 6.29% |
$32.5M - $39.3M
|
828
$612M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
46New |
$30.5M - $36.9M
|
46
$34M
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
42New |
$27.8M - $33.7M
|
42
$31.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
37+ 123.33% |
$24.5M - $29.7M
|
67
$49.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
36New |
$23.9M - $28.9M
|
36
$26.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
33New |
$21.9M - $26.5M
|
33
$24.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
32+ 800.0% |
$21.2M - $25.7M
|
36
$26.6M
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
28New |
$18.6M - $22.5M
|
28
$20.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
28+ 9.93% |
$18.6M - $22.5M
|
310
$229M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
22+ 366.67% |
$14.6M - $17.6M
|
28
$20.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Sunesis Advisors, LLC
|
BUY
|
- |
22New |
$14.6M - $17.6M
|
22
$16.3M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
20New |
$13.3M - $16M
|
20
$14.8M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
20New |
$13.3M - $16M
|
20
$14.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
20New |
$13.3M - $16M
|
20
$14.8M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
19New |
$12.6M - $15.2M
|
19
$14M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
19New |
$12.6M - $15.2M
|
19
$14M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
18+ 257.14% |
$11.9M - $14.4M
|
25
$18.5M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
18New |
$11.9M - $14.4M
|
18
$13.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
18New |
$11.9M - $14.4M
|
18
$13.3M
|
|
|
May 02, 2025
Q1 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
17New |
$11.3M - $13.6M
|
17
$12.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
17New |
$11.3M - $13.6M
|
17
$12.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
16New |
$10.6M - $12.8M
|
16
$11.8M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
15+ 300.0% |
$9.95M - $12M
|
20
$14.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
15New |
$9.95M - $12M
|
15
$11.1M
|
|
|
May 01, 2025
Q1 2025
|
Cortland Associates Inc
|
BUY
|
- |
14New |
$9.28M - $11.2M
|
14
$10.4M
|
|