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 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
5New |
$3.32M - $4.01M
|
5
$3.64M
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
5New |
$3.32M - $4.01M
|
5
$3.64M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
5+ 71.43% |
$3.32M - $4.01M
|
12
$8.73M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
5New |
$3.32M - $4.01M
|
5
$3.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
5New |
$3.32M - $4.01M
|
5
$3.64M
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
5New |
$3.32M - $4.01M
|
5
$3.64M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
5+ 71.43% |
$3.32M - $4.01M
|
12
$8.73M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4+ 57.14% |
$2.65M - $3.21M
|
11
$8M
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
4New |
$2.65M - $3.21M
|
4
$2.91M
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
4+ 13.33% |
$2.65M - $3.21M
|
34
$24.7M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4New |
$2.65M - $3.21M
|
4
$2.91M
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
BUY
|
- |
4New |
$2.65M - $3.21M
|
4
$2.91M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4+ 8.0% |
$2.65M - $3.21M
|
54
$39.3M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
4New |
$2.65M - $3.21M
|
4
$2.91M
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
4New |
$2.65M - $3.21M
|
4
$2.91M
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
4+ 133.33% |
$2.65M - $3.21M
|
7
$5.09M
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
4New |
$2.65M - $3.21M
|
4
$2.91M
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
4New |
$2.65M - $3.21M
|
4
$2.91M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4New |
$2.65M - $3.21M
|
4
$2.91M
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
4New |
$2.65M - $3.21M
|
4
$2.91M
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
4New |
$2.65M - $3.21M
|
4
$2.91M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
4New |
$2.65M - $3.21M
|
4
$2.91M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4+ 26.67% |
$2.65M - $3.21M
|
19
$13.8M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4+ 400.0% |
$2.65M - $3.21M
|
5
$3.64M
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
4New |
$2.65M - $3.21M
|
4
$2.91M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
4New |
$2.65M - $3.21M
|
4
$2.91M
|
|
|
Apr 29, 2025
Q1 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
4New |
$2.65M - $3.21M
|
4
$2.91M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
4New |
$2.65M - $3.21M
|
4
$2.91M
|
|
|
Apr 25, 2025
Q1 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
4New |
$2.65M - $3.21M
|
4
$2.91M
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
4New |
$2.65M - $3.21M
|
4
$2.91M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
4New |
$2.65M - $3.21M
|
4
$2.91M
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
4New |
$2.65M - $3.21M
|
4
$2.91M
|
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
4New |
$2.65M - $3.21M
|
4
$2.91M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
4New |
$2.65M - $3.21M
|
4
$2.91M
|
|
|
Apr 22, 2025
Q1 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
4New |
$2.65M - $3.21M
|
4
$2.91M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
4New |
$2.65M - $3.21M
|
4
$2.91M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
4+ 133.33% |
$2.65M - $3.21M
|
7
$5.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
4New |
$2.65M - $3.21M
|
4
$2.91M
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
4New |
$2.65M - $3.21M
|
4
$2.91M
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
4New |
$2.65M - $3.21M
|
4
$2.91M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
4New |
$2.65M - $3.21M
|
4
$2.91M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
4New |
$2.65M - $3.21M
|
4
$2.91M
|
|
|
Apr 09, 2025
Q1 2025
|
Schwab Charitable Fund
|
BUY
|
- |
4New |
$2.65M - $3.21M
|
4
$2.91M
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
4New |
$2.65M - $3.21M
|
4
$2.91M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3New |
$1.99M - $2.41M
|
3
$2.18M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
3+ 8.57% |
$1.99M - $2.41M
|
38
$27.6M
|
|
|
May 15, 2025
Q1 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
3+ 300.0% |
$1.99M - $2.41M
|
4
$2.91M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3New |
$1.99M - $2.41M
|
3
$2.18M
|
|
|
May 14, 2025
Q1 2025
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
3New |
$1.99M - $2.41M
|
3
$2.18M
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
3New |
$1.99M - $2.41M
|
3
$2.18M
|