Latest Institutional Purchases of Berkshire Hathaway Inc Class B (BRK-B)

BRK-B Quotes by TradingView

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
 -
692
New
$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
 -
689
New
$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
 -
681
New
$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
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
 -
664
New
$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
 -
663
New
$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
 -
656
New
$266K - $314K
656 $303K
Oct 22, 2024 Q3 2024
Meadow Creek Wealth Advisors LLC

BUY
 -
644
New
$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
 -
636
New
$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
 -
632
New
$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
 -
616
New
$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
 -
604
New
$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
 -
601
New
$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
 -
595
New
$241K - $285K
595 $275K
Oct 17, 2024 Q3 2024
Blue Barn Wealth, LLC

BUY
 -
594
New
$241K - $284K
594 $275K
Oct 11, 2024 Q3 2024
Iams Wealth Management, LLC

Omaha, NE
BUY
 -
590
+ 56.14%
$239K - $282K
1.64K $759K

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