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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2023
Q2 2023
|
Richelieu Gestion PLC
|
BUY
|
- |
20+ 100.0% |
$6.18K - $6.82K
|
40
$18.9K
|
|
|
Jul 18, 2023
Q2 2023
|
Strategic Equity Management
|
BUY
|
- |
10+ 1.48% |
$3.09K - $3.41K
|
685
$325K
|
|
|
Jul 11, 2023
Q2 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
5+ 0.15% |
$1.55K - $1.71K
|
3.23K
$1.53M
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
4+ 1.89% |
$1.24K - $1.36K
|
216
$102K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
13.9MNew |
$4.07B - $4.44B
|
13.9M
$6.57B
|
|
|
Apr 26, 2023
Q1 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
55.5KNew |
$16.3M - $17.8M
|
55.5K
$26.3M
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
49.2K+ 28.29% |
$14.4M - $15.8M
|
223K
$106M
|
|
|
May 10, 2023
Q1 2023
|
Sycale Advisors (Ny) LLC
New York, NY |
BUY
|
- |
42.2KNew |
$12.4M - $13.5M
|
42.2K
$20M
|
|
|
May 11, 2023
Q1 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
PUT |
27.4KNew |
$8.04M - $8.78M
|
27.4K
$13M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
10KNew |
$2.94M - $3.2M
|
10K
$4.74M
|
|
|
May 10, 2023
Q1 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
9.51KNew |
$2.79M - $3.05M
|
9.51K
$4.5M
|
|
|
May 15, 2023
Q1 2023
|
Archon Partners LLC
Princeton Junction, NJ |
BUY
|
- |
9.43K+ 5.63% |
$2.77M - $3.02M
|
177K
$83.8M
|
|
|
May 03, 2023
Q1 2023
|
Fithian, LLC
New York, NY |
BUY
|
- |
6.19K+ 88.76% |
$1.82M - $1.98M
|
13.2K
$6.24M
|
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
5.99K+ 106.51% |
$1.76M - $1.92M
|
11.6K
$5.5M
|
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
2.41K+ 1554.84% |
$707K - $772K
|
2.57K
$1.22M
|
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
2.41KNew |
$707K - $771K
|
2.41K
$1.14M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.64K+ 30.27% |
$480K - $524K
|
7.04K
$3.34M
|
|
|
May 05, 2023
Q1 2023
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
BUY
|
- |
1.54K+ 6.01% |
$452K - $493K
|
27.2K
$12.9M
|
|
|
May 02, 2023
Q1 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1.42KNew |
$417K - $455K
|
1.42K
$673K
|
|
|
May 12, 2023
Q1 2023
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
1.3K+ 46.43% |
$382K - $416K
|
4.1K
$1.94M
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
1.11K+ 32.85% |
$327K - $357K
|
4.5K
$2.13M
|
|
|
May 12, 2023
Q1 2023
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
- |
1.1KNew |
$323K - $352K
|
1.1K
$521K
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
1.06K+ 96.55% |
$312K - $341K
|
2.16K
$1.03M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
1.04K+ 6.27% |
$306K - $334K
|
17.7K
$8.36M
|
|
|
May 09, 2023
Q1 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
1.01KNew |
$297K - $324K
|
1.01K
$479K
|
|
|
May 01, 2023
Q1 2023
|
Grace & White Inc
|
BUY
|
- |
1KNew |
$294K - $320K
|
1K
$474K
|
|
|
May 12, 2023
Q1 2023
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
864New |
$254K - $277K
|
864
$409K
|
|
|
May 12, 2023
Q1 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
820New |
$241K - $263K
|
820
$388K
|
|
|
May 15, 2023
Q1 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
770New |
$226K - $247K
|
770
$365K
|
|
|
May 15, 2023
Q1 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
666New |
$195K - $213K
|
666
$316K
|
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
327+ 1.59% |
$96K - $105K
|
20.9K
$9.89M
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
PUT |
300New |
$88.1K - $96.1K
|
300
$142K
|
|
|
May 10, 2023
Q1 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
240+ 7.48% |
$70.4K - $76.9K
|
3.45K
$1.63M
|
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
220New |
$64.6K - $70.5K
|
220
$104K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
190+ 13.94% |
$55.8K - $60.9K
|
1.55K
$736K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
165+ 21.88% |
$48.4K - $52.9K
|
919
$435K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
100+ 6.17% |
$29.4K - $32K
|
1.72K
$815K
|
|
|
Apr 12, 2023
Q1 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
100New |
$29.4K - $32K
|
100
$47.4K
|
|
|
Apr 03, 2023
Q1 2023
|
Campbell Capital Management Inc
|
BUY
|
- |
70+ 2.29% |
$20.5K - $22.4K
|
3.13K
$1.48M
|
|
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
51+ 0.01% |
$15K - $16.3K
|
362K
$172M
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
51+ 1.13% |
$15K - $16.3K
|
4.56K
$2.16M
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
BUY
|
- |
50+ 0.61% |
$14.7K - $16K
|
8.25K
$3.91M
|
|
|
May 05, 2023
Q1 2023
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
25+ 3.81% |
$7.34K - $8.01K
|
682
$323K
|
|
|
May 15, 2023
Q1 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
14+ 0.55% |
$4.11K - $4.49K
|
2.55K
$1.21M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
4+ 0.39% |
$1.17K - $1.28K
|
1.02K
$485K
|
|
| Q4 2022 | |||||||
|
Jan 25, 2023
Q4 2022
|
Calamos Advisors LLC
|
BUY
|
CALL |
70.6K+ 50.14% |
$18.6M - $22.5M
|
211K
$100M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
69KNew |
$18.2M - $22M
|
69K
$32.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
61.4K+ 358.47% |
$16.2M - $19.6M
|
78.5K
$37.2M
|
|
|
Jun 14, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
9.74KNew |
$2.57M - $3.1M
|
9.74K
$4.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
9.58KNew |
$2.53M - $3.05M
|
9.58K
$4.54M
|
|