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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
857New |
$226K - $273K
|
857
$403K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
853New |
$225K - $272K
|
853
$401K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
853New |
$225K - $272K
|
853
$401K
|
|
|
Jan 18, 2023
Q4 2022
|
New Potomac Partners, LLC
|
BUY
|
- |
810New |
$214K - $258K
|
810
$381K
|
|
|
Jan 25, 2023
Q4 2022
|
Parker Investment Management, LLC
|
BUY
|
- |
748New |
$197K - $238K
|
748
$352K
|
|
|
Jan 13, 2023
Q4 2022
|
Adams Asset Advisors, LLC
|
BUY
|
- |
744New |
$196K - $237K
|
744
$350K
|
|
|
Jan 25, 2023
Q4 2022
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
732New |
$193K - $233K
|
732
$344K
|
|
|
Jan 26, 2023
Q4 2022
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
714New |
$188K - $227K
|
714
$336K
|
|
|
Feb 09, 2023
Q4 2022
|
Long Road Investment Counsel, LLC
|
BUY
|
- |
700New |
$185K - $223K
|
700
$329K
|
|
|
Jan 11, 2024
Q4 2022
|
Whitford Management LLC
New York, NY |
BUY
|
- |
695+ 86.23% |
$183K - $221K
|
1.5K
$706K
|
|
|
Jan 31, 2023
Q4 2022
|
Montgomery Investment Management Inc
|
BUY
|
- |
694New |
$183K - $221K
|
694
$326K
|
|
|
Jan 30, 2023
Q4 2022
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
669New |
$177K - $213K
|
669
$315K
|
|
|
Feb 13, 2023
Q4 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
660+ 30.58% |
$174K - $210K
|
2.82K
$1.32M
|
|
|
Feb 13, 2023
Q4 2022
|
First Washington Corp
Seattle, WA |
BUY
|
- |
650New |
$172K - $207K
|
650
$306K
|
|
|
Feb 13, 2023
Q4 2022
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
515+ 17.07% |
$136K - $164K
|
3.53K
$1.66M
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
- |
419New |
$111K - $133K
|
419
$197K
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
337+ 38.47% |
$89K - $107K
|
1.21K
$570K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
336+ 2.76% |
$88.7K - $107K
|
12.5K
$5.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
326+ 1.67% |
$86.1K - $104K
|
19.8K
$9.32M
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
308+ 5.66% |
$81.3K - $98.1K
|
5.75K
$2.71M
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
301+ 5.53% |
$79.5K - $95.9K
|
5.74K
$2.7M
|
|
|
Jan 30, 2023
Q4 2022
|
Progressive Investment Management Corp
|
BUY
|
- |
300+ 22.06% |
$79.2K - $95.6K
|
1.66K
$781K
|
|
|
Jan 23, 2023
Q4 2022
|
Goodwin Daniel L
|
BUY
|
- |
300+ 25.0% |
$79.2K - $95.6K
|
1.5K
$705K
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
290New |
$76.6K - $92.4K
|
290
$136K
|
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
258New |
$68.1K - $82.2K
|
258
$121K
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
171+ 8.94% |
$45.1K - $54.5K
|
2.08K
$980K
|
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
110+ 0.26% |
$29K - $35K
|
42.7K
$20.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
87New |
$23K - $27.7K
|
87
$40.9K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
73+ 4.11% |
$19.3K - $23.3K
|
1.85K
$869K
|
|
|
Feb 09, 2023
Q4 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
62+ 3.68% |
$16.4K - $19.8K
|
1.75K
$821K
|
|
|
Nov 19, 2024
Q4 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
39+ 2.13% |
$10.3K - $12.4K
|
1.87K
$879K
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
24+ 0.92% |
$6.34K - $7.65K
|
2.63K
$1.23M
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
22+ 1100.0% |
$5.81K - $7.01K
|
24
$11.3K
|
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
20+ 14.29% |
$5.28K - $6.37K
|
160
$75.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
14+ 1.26% |
$3.7K - $4.46K
|
1.13K
$531K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
PUT |
11New |
$2.9K - $3.5K
|
11
$5.17K
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
10+ 8.62% |
$2.64K - $3.19K
|
126
$59.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
PUT |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2022 | |||||||
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
3.54K+ 516.96% |
$935K - $1.08M
|
4.22K
$1.98M
|
|
| Q2 2022 | |||||||
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
350+ 40.28% |
$93.6K - $124K
|
1.22K
$573K
|
|
| Q4 2021 | |||||||
|
Jun 22, 2023
Q4 2021
|
Msd Partners, L.P.
New York, NY |
BUY
|
- |
12.8K+ 6.13% |
$3.5M - $3.84M
|
222K
$104M
|
|
| Q3 2021 | |||||||
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
77.2K+ 12.51% |
$21.1M - $22.5M
|
695K
$327M
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
15.4K+ 4.37% |
$4.2M - $4.49M
|
368K
$173M
|
|
|
Apr 05, 2024
Q3 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
16+ 1.08% |
$4.36K - $4.66K
|
1.49K
$702K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Trustees Of Columbia University In The City Of New York
New York, NY |
BUY
|
- |
1.1KNew |
$221K - $257K
|
1.1K
$517K
|
|
|
Aug 28, 2024
Q4 2020
|
Farmers National Bank
Danville, KY |
BUY
|
- |
192+ 5.94% |
$38.5K - $44.9K
|
3.43K
$1.61M
|
|
| Q2 2020 | |||||||
|
Mar 28, 2024
Q2 2020
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
43.4KNew |
$7.34M - $8.75M
|
43.4K
$20.4M
|
|
| Q3 2019 | |||||||
|
Oct 09, 2024
Q3 2019
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
4+ 0.29% |
$783 - $861
|
1.4K
$659K
|
|