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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
3New |
$1.99M - $2.41M
|
3
$2.18M
|
|
|
May 13, 2025
Q1 2025
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
3+ 37.5% |
$1.99M - $2.41M
|
11
$8M
|
|
|
May 13, 2025
Q1 2025
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
3+ 27.27% |
$1.99M - $2.41M
|
14
$10.2M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
3New |
$1.99M - $2.41M
|
3
$2.18M
|
|
|
May 12, 2025
Q1 2025
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
3New |
$1.99M - $2.41M
|
3
$2.18M
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
3+ 300.0% |
$1.99M - $2.41M
|
4
$2.91M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
3+ 300.0% |
$1.99M - $2.41M
|
4
$2.91M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
3New |
$1.99M - $2.41M
|
3
$2.18M
|
|
|
May 06, 2025
Q1 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
3New |
$1.99M - $2.41M
|
3
$2.18M
|
|
|
May 06, 2025
Q1 2025
|
Montgomery Investment Management Inc
|
BUY
|
- |
3New |
$1.99M - $2.41M
|
3
$2.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3New |
$1.99M - $2.41M
|
3
$2.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3+ 15.0% |
$1.99M - $2.41M
|
23
$16.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3+ 33.33% |
$1.99M - $2.41M
|
12
$8.73M
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
3New |
$1.99M - $2.41M
|
3
$2.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
3New |
$1.99M - $2.41M
|
3
$2.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3New |
$1.99M - $2.41M
|
3
$2.18M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
3New |
$1.99M - $2.41M
|
3
$2.18M
|
|
|
Apr 25, 2025
Q1 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
3New |
$1.99M - $2.41M
|
3
$2.18M
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
3New |
$1.99M - $2.41M
|
3
$2.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Suncoast Equity Management
|
BUY
|
- |
3New |
$1.99M - $2.41M
|
3
$2.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
3New |
$1.99M - $2.41M
|
3
$2.18M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3New |
$1.99M - $2.41M
|
3
$2.18M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3+ 50.0% |
$1.99M - $2.41M
|
9
$6.55M
|
|
|
Apr 16, 2025
Q1 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3New |
$1.99M - $2.41M
|
3
$2.18M
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
3New |
$1.99M - $2.41M
|
3
$2.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
3New |
$1.99M - $2.41M
|
3
$2.18M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
3New |
$1.99M - $2.41M
|
3
$2.18M
|
|
|
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.45M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.45M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.45M
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2+ 33.33% |
$1.33M - $1.6M
|
8
$5.82M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2+ 100.0% |
$1.33M - $1.6M
|
4
$2.91M
|
|
|
May 14, 2025
Q1 2025
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.45M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
2+ 22.22% |
$1.33M - $1.6M
|
11
$8M
|
|
|
May 14, 2025
Q1 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.45M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.45M
|
|
|
May 14, 2025
Q1 2025
|
Venator Management LLC
Pittsburgh, PA |
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.45M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.45M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2+ 66.67% |
$1.33M - $1.6M
|
5
$3.64M
|
|
|
May 13, 2025
Q1 2025
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
2+ 1.44% |
$1.33M - $1.6M
|
141
$103M
|
|
|
May 13, 2025
Q1 2025
|
Harfst & Associates, Inc.
|
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.45M
|
|
|
May 13, 2025
Q1 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.45M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.45M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.45M
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.45M
|