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 |
---|---|---|---|---|---|---|---|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
692New |
$280K - $331K
|
692
$320K
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
690+ 1.17% |
$280K - $330K
|
59.7K
$27.6M
|
|
Nov 14, 2024
Q3 2024
|
Alamar Capital Management, LLC
|
BUY
|
- |
689New |
$279K - $330K
|
689
$319K
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
687+ 41.34% |
$278K - $329K
|
2.35K
$1.09M
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
686+ 7.65% |
$278K - $328K
|
9.65K
$4.46M
|
|
Nov 12, 2024
Q3 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
683+ 7.67% |
$277K - $327K
|
9.59K
$4.43M
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
682+ 11.63% |
$276K - $326K
|
6.55K
$3.03M
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
681New |
$276K - $326K
|
681
$315K
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
678+ 7.27% |
$275K - $324K
|
10K
$4.62M
|
|
Nov 13, 2024
Q3 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
673+ 1.11% |
$273K - $322K
|
61.3K
$28.3M
|
|
Oct 17, 2024
Q3 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
673+ 15.69% |
$273K - $322K
|
4.96K
$2.29M
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
672+ 0.77% |
$272K - $322K
|
88.1K
$40.7M
|
|
Oct 21, 2024
Q3 2024
|
Asset Planning Corporation
|
BUY
|
- |
670+ 1.81% |
$271K - $321K
|
37.7K
$17.5M
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
667+ 3.22% |
$270K - $319K
|
21.4K
$9.9M
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
666+ 2.46% |
$270K - $319K
|
27.7K
$12.8M
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
666+ 13.38% |
$270K - $319K
|
5.65K
$2.61M
|
|
Nov 12, 2024
Q3 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
664New |
$269K - $318K
|
664
$307K
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
663+ 22.28% |
$269K - $317K
|
3.64K
$1.68M
|
|
Oct 17, 2024
Q3 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
663New |
$269K - $317K
|
663
$307K
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
661+ 17.5% |
$268K - $316K
|
4.44K
$2.05M
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
656New |
$266K - $314K
|
656
$303K
|
|
Oct 22, 2024
Q3 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
644New |
$261K - $308K
|
644
$298K
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
BUY
|
- |
644+ 0.54% |
$261K - $308K
|
121K
$55.9M
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
642+ 5.37% |
$260K - $307K
|
12.6K
$5.82M
|
|
Nov 05, 2024
Q3 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
636New |
$258K - $304K
|
636
$294K
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
636+ 71.95% |
$258K - $304K
|
1.52K
$703K
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
636+ 2.01% |
$258K - $304K
|
32.2K
$14.9M
|
|
Oct 15, 2024
Q3 2024
|
Flower City Capital
|
BUY
|
- |
632New |
$256K - $302K
|
632
$292K
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
631+ 5.66% |
$256K - $302K
|
11.8K
$5.45M
|
|
Nov 12, 2024
Q3 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
625+ 16.39% |
$253K - $299K
|
4.44K
$2.05M
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
621+ 5.27% |
$252K - $297K
|
12.4K
$5.73M
|
|
Oct 16, 2024
Q3 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
617+ 4.36% |
$250K - $295K
|
14.8K
$6.83M
|
|
Oct 07, 2024
Q3 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
616New |
$250K - $295K
|
616
$285K
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
612+ 7.92% |
$248K - $293K
|
8.34K
$3.86M
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
611+ 8.09% |
$248K - $292K
|
8.16K
$3.78M
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
610+ 0.56% |
$247K - $292K
|
109K
$50.3M
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
607+ 1.26% |
$246K - $290K
|
48.9K
$22.6M
|
|
Oct 24, 2024
Q3 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
606+ 4.99% |
$246K - $290K
|
12.7K
$5.9M
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
604New |
$245K - $289K
|
604
$279K
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
602+ 2.4% |
$244K - $288K
|
25.7K
$11.9M
|
|
Oct 10, 2024
Q3 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
602+ 54.23% |
$244K - $288K
|
1.71K
$792K
|
|
Nov 08, 2024
Q3 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
601New |
$244K - $288K
|
601
$278K
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
600+ 2.15% |
$243K - $287K
|
28.5K
$13.2M
|
|
Oct 09, 2024
Q3 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
600+ 18.06% |
$243K - $287K
|
3.92K
$1.81M
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
599+ 32.26% |
$243K - $287K
|
2.46K
$1.14M
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
597+ 2.13% |
$242K - $286K
|
28.6K
$13.2M
|
|
Oct 30, 2024
Q3 2024
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
595+ 9.82% |
$241K - $285K
|
6.65K
$3.08M
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
595New |
$241K - $285K
|
595
$275K
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
594New |
$241K - $284K
|
594
$275K
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
590+ 56.14% |
$239K - $282K
|
1.64K
$759K
|