Latest Institutional Purchases of Berkshire Hathaway Inc (BRK-A)

BRK-A Quotes by TradingView

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 09, 2023 Q2 2023
Sheets Smith Wealth Management

BUY
 -
2
New
$935K - $1.04M
2 $1.36M
Jul 19, 2023 Q2 2023
Snider Financial Group

Bellevue, WA
BUY
 -
2
New
$935K - $1.04M
2 $1.36M
Jul 19, 2023 Q2 2023
Grant

BUY
 -
2
New
$935K - $1.04M
2 $1.36M
Jul 18, 2023 Q2 2023
S.E.E.D. Planning Group LLC

BUY
 -
2
New
$935K - $1.04M
2 $1.36M
Jul 06, 2023 Q2 2023
Apella Capital, LLC

BUY
 -
2
New
$935K - $1.04M
2 $1.36M
Sep 21, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
1
New
$468K - $518K
1 $681K
Aug 14, 2023 Q2 2023
Badgley Phelps Wealth Managers, LLC

BUY
 -
1
+ 25.0%
$468K - $518K
5 $3.41M
Aug 14, 2023 Q2 2023
Ram Investment Partners, LLC

Bellevue, WA
BUY
 -
1
New
$468K - $518K
1 $681K
Aug 14, 2023 Q2 2023
Ergoteles LLC

New York, NY
BUY
 -
1
New
$468K - $518K
1 $681K
Aug 14, 2023 Q2 2023
Retirement Capital Strategies

BUY
 -
1
New
$468K - $518K
1 $681K
Aug 08, 2023 Q2 2023
Seven Mile Advisory

Ewing, NJ
BUY
 -
1
New
$468K - $518K
1 $681K
Aug 07, 2023 Q2 2023
Slate Stone Wealth, LLC

BUY
 -
1
New
$468K - $518K
1 $681K
Aug 03, 2023 Q2 2023
Avidian Wealth Solutions, LLC

BUY
 -
1
New
$468K - $518K
1 $681K
Jul 31, 2023 Q2 2023
Jfg Wealth Management, LLC

Denver, CO
BUY
 -
1
New
$468K - $518K
1 $681K
Jul 24, 2023 Q2 2023
Newport Capital Group, LLC

BUY
 -
1
New
$468K - $518K
1 $681K
Jul 24, 2023 Q2 2023
Allen Capital Group, LLC

BUY
 -
1
New
$468K - $518K
1 $681K
Jul 19, 2023 Q2 2023
Gemmer Asset Management LLC

BUY
 -
1
New
$468K - $518K
1 $681K
Jul 18, 2023 Q2 2023
Ars Wealth Advisors Group, LLC

St. Petersburg, FL
BUY
 -
1
New
$468K - $518K
1 $681K
Jul 14, 2023 Q2 2023
Bartlett & Co. LLC

BUY
 -
1
+ 7.69%
$468K - $518K
14 $9.54M
Jul 14, 2023 Q2 2023
Cordatus Wealth Management LLC

Newtown, PA
BUY
 -
1
New
$468K - $518K
1 $681K
Jul 14, 2023 Q2 2023
Herold Advisors, Inc.

BUY
 -
1
+ 100.0%
$468K - $518K
2 $1.36M
Q1 2023
May 09, 2023 Q1 2023
Bank Of New York Mellon Corp

New York, NY
BUY
 -
307
New
$136M - $149M
307 $209M
Apr 28, 2023 Q1 2023
Artemis Wealth Advisors, LLC

BUY
 -
100
New
$44.3M - $48.5M
100 $68.1M
May 05, 2023 Q1 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
35
+ 3500.0%
$15.5M - $17M
36 $24.5M
Apr 10, 2023 Q1 2023
Clarus Wealth Advisors

BUY
 -
14
New
$6.2M - $6.78M
14 $9.54M
May 12, 2023 Q1 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
9
New
$3.98M - $4.36M
9 $6.13M
Apr 20, 2023 Q1 2023
Ferguson Wellman Capital Management, Inc

BUY
 -
6
New
$2.66M - $2.91M
6 $4.09M
Apr 12, 2023 Q1 2023
Country Club Bank

BUY
 -
6
+ 200.0%
$2.66M - $2.91M
9 $6.13M
May 10, 2023 Q1 2023
Washington Trust CO

BUY
 -
5
New
$2.21M - $2.42M
5 $3.41M
May 15, 2023 Q1 2023
Zacks Investment Management

Chicago, IL
BUY
 -
4
New
$1.77M - $1.94M
4 $2.73M
Apr 25, 2023 Q1 2023
North Crest Asset Manangement, LLC

BUY
 -
4
New
$1.77M - $1.94M
4 $2.73M
Apr 21, 2023 Q1 2023
Bka Wealth Consulting, Inc.

BUY
 -
3
New
$1.33M - $1.45M
3 $2.04M
May 15, 2023 Q1 2023
Phillips Wealth Planners LLC

Starkville, MS
BUY
 -
2
New
$886K - $969K
2 $1.36M
May 12, 2023 Q1 2023
Bollard Group LLC

Boston, MA
BUY
 -
2
New
$886K - $969K
2 $1.36M
May 10, 2023 Q1 2023
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
2
New
$886K - $969K
2 $1.36M
May 10, 2023 Q1 2023
Grey Street Capital, LLC

Chicago, IL
BUY
 -
2
New
$886K - $969K
2 $1.36M
Apr 26, 2023 Q1 2023
Dorchester Wealth Management CO

BUY
 -
2
New
$886K - $969K
2 $1.36M
May 15, 2023 Q1 2023
Jefferies Financial Group Inc.

New York, NY
BUY
 -
1
New
$443K - $485K
1 $681K
May 15, 2023 Q1 2023
Walleye Capital LLC

Plymouth, MN
BUY
 -
1
New
$443K - $485K
1 $681K
May 15, 2023 Q1 2023
Able Financial Group, LLC

Scottsdale, AZ
BUY
 -
1
New
$443K - $485K
1 $681K
May 15, 2023 Q1 2023
Harris Associates L P

Chicago, IL
BUY
 -
1
New
$443K - $485K
1 $681K
May 15, 2023 Q1 2023
Enterprise Financial Services Corp

Clayton, MO
BUY
 -
1
+ 11.11%
$443K - $485K
10 $6.81M
May 11, 2023 Q1 2023
Noble Family Wealth, LLC

Clearwater, FL
BUY
 -
1
New
$443K - $485K
1 $681K
May 10, 2023 Q1 2023
Vance Wealth, Inc.

Santa Clarita, CA
BUY
 -
1
New
$443K - $485K
1 $681K
May 10, 2023 Q1 2023
Frontier Asset Management, LLC

Sheridan, WY
BUY
 -
1
+ 100.0%
$443K - $485K
2 $1.36M
May 05, 2023 Q1 2023
Lwmg, LLC

Lake Elmo, MN
BUY
 -
1
New
$443K - $485K
1 $681K
May 01, 2023 Q1 2023
Cm Wealth Advisors LLC

Beachwood, OH
BUY
 -
1
New
$443K - $485K
1 $681K
Apr 27, 2023 Q1 2023
Roman Butler Fullerton & CO

BUY
 -
1
New
$443K - $485K
1 $681K
Apr 26, 2023 Q1 2023
Acorn Financial Advisory Services Inc

BUY
 -
1
New
$443K - $485K
1 $681K

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