Latest Institutional Purchases of Berkshire Hathaway Inc Class B (BRK-B)
This list provides information on the latest institutional transactions involving Berkshire Hathaway Inc Class B (BRK-B) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
989+ 24.93% |
$401K - $473K
|
4.96K
$2.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
988New |
$400K - $473K
|
988
$457K
|
|
|
Oct 18, 2024
Q3 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
988New |
$400K - $473K
|
988
$457K
|
|
|
Oct 15, 2024
Q3 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
985+ 1.47% |
$399K - $471K
|
67.9K
$31.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
979+ 5.46% |
$397K - $469K
|
18.9K
$8.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
978+ 8.55% |
$396K - $468K
|
12.4K
$5.74M
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
975+ 42.1% |
$395K - $467K
|
3.29K
$1.52M
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
972+ 14.12% |
$394K - $465K
|
7.85K
$3.63M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
970+ 1.03% |
$393K - $464K
|
95.5K
$44.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
968+ 23.92% |
$392K - $463K
|
5.02K
$2.32M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
966+ 1.76% |
$391K - $462K
|
55.9K
$25.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
965+ 6.13% |
$391K - $462K
|
16.7K
$7.72M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
959+ 26.55% |
$389K - $459K
|
4.57K
$2.11M
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
955+ 1.44% |
$387K - $457K
|
67.1K
$31M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
951+ 0.74% |
$385K - $455K
|
129K
$59.7M
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
947+ 42.58% |
$384K - $453K
|
3.17K
$1.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
934New |
$378K - $447K
|
934
$432K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
932+ 4.38% |
$378K - $446K
|
22.2K
$10.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
930+ 2.17% |
$377K - $445K
|
43.9K
$20.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
925+ 0.34% |
$375K - $443K
|
275K
$127M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
925+ 1.48% |
$375K - $443K
|
63.3K
$29.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
918+ 3.55% |
$372K - $439K
|
26.8K
$12.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
907+ 4.78% |
$368K - $434K
|
19.9K
$9.19M
|
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
904+ 4.45% |
$366K - $433K
|
21.2K
$9.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
903+ 1.42% |
$366K - $432K
|
64.4K
$29.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
903+ 3.4% |
$366K - $432K
|
27.4K
$12.7M
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
898+ 1.96% |
$364K - $430K
|
46.8K
$21.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
896New |
$363K - $429K
|
896
$414K
|
|
|
Nov 12, 2024
Q3 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
890New |
$361K - $426K
|
890
$412K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
889+ 9.09% |
$360K - $425K
|
10.7K
$4.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
887+ 10.15% |
$359K - $424K
|
9.63K
$4.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
881+ 9.0% |
$357K - $422K
|
10.7K
$4.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
872+ 5.87% |
$353K - $417K
|
15.7K
$7.27M
|
|
|
Oct 22, 2024
Q3 2024
|
Community Trust & Investment CO
|
BUY
|
- |
871+ 1.74% |
$353K - $417K
|
51K
$23.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
865+ 9.94% |
$350K - $414K
|
9.56K
$4.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
864+ 3.87% |
$350K - $413K
|
23.2K
$10.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
864+ 23.78% |
$350K - $413K
|
4.5K
$2.08M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
863+ 5.06% |
$350K - $413K
|
17.9K
$8.29M
|
|
|
Oct 08, 2024
Q3 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
860+ 28.5% |
$348K - $412K
|
3.88K
$1.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
859+ 9.25% |
$348K - $411K
|
10.1K
$4.69M
|
|
|
Nov 07, 2024
Q3 2024
|
Ocean Capital Management, LLC
|
BUY
|
- |
857New |
$347K - $410K
|
857
$396K
|
|
|
Oct 22, 2024
Q3 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
856+ 85.6% |
$347K - $410K
|
1.86K
$858K
|
|
|
Oct 15, 2024
Q3 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
856New |
$347K - $410K
|
856
$396K
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
845New |
$342K - $404K
|
845
$391K
|
|
|
Nov 13, 2024
Q3 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
844+ 10.43% |
$342K - $404K
|
8.94K
$4.13M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
843+ 21.51% |
$342K - $403K
|
4.76K
$2.2M
|
|
|
Oct 08, 2024
Q3 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
841+ 3.26% |
$341K - $402K
|
26.7K
$12.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
838+ 15.57% |
$340K - $401K
|
6.22K
$2.88M
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
838+ 30.29% |
$340K - $401K
|
3.61K
$1.67M
|
|
|
Oct 07, 2024
Q3 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
836New |
$339K - $400K
|
836
$387K
|