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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
1.26K+ 17.33% |
$454K - $531K
|
8.55K
$4.15M
|
|
|
May 15, 2024
Q1 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1.18KNew |
$423K - $495K
|
1.18K
$571K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.13K+ 2.21% |
$404K - $473K
|
52K
$25.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.11KNew |
$399K - $467K
|
1.11K
$539K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
CALL |
1KNew |
$359K - $421K
|
1K
$485K
|
|
|
May 15, 2024
Q1 2024
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
840+ 15.69% |
$302K - $353K
|
6.19K
$3M
|
|
|
May 15, 2024
Q1 2024
|
Nia Impact Advisors, LLC
|
BUY
|
- |
800New |
$287K - $336K
|
800
$388K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
658+ 0.82% |
$236K - $277K
|
80.5K
$39M
|
|
|
Apr 30, 2024
Q1 2024
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
658New |
$236K - $277K
|
658
$319K
|
|
|
May 10, 2024
Q1 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
614New |
$221K - $258K
|
614
$298K
|
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
569New |
$204K - $239K
|
569
$276K
|
|
|
Apr 10, 2024
Q1 2024
|
Tl Private Wealth
|
BUY
|
- |
548New |
$197K - $230K
|
548
$266K
|
|
|
May 01, 2024
Q1 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
534New |
$192K - $225K
|
534
$259K
|
|
|
Apr 25, 2024
Q1 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
534New |
$192K - $225K
|
534
$259K
|
|
|
Apr 19, 2024
Q1 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
526New |
$189K - $221K
|
526
$255K
|
|
|
May 15, 2024
Q1 2024
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
525+ 77.21% |
$189K - $221K
|
1.21K
$584K
|
|
|
May 01, 2024
Q1 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
521New |
$187K - $219K
|
521
$253K
|
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
512New |
$184K - $215K
|
512
$248K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
504New |
$181K - $212K
|
504
$244K
|
|
|
Apr 25, 2024
Q1 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
500New |
$180K - $210K
|
500
$243K
|
|
|
Apr 18, 2024
Q1 2024
|
Raub Brock Capital Management LP
|
BUY
|
- |
500New |
$180K - $210K
|
500
$243K
|
|
|
Apr 17, 2024
Q1 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
500New |
$180K - $210K
|
500
$243K
|
|
|
Apr 15, 2024
Q1 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
500New |
$180K - $210K
|
500
$243K
|
|
|
May 14, 2024
Q1 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
491New |
$176K - $206K
|
491
$238K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
483New |
$174K - $203K
|
483
$234K
|
|
|
Apr 24, 2024
Q1 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
400+ 29.3% |
$144K - $168K
|
1.77K
$856K
|
|
|
Apr 24, 2024
Q1 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
370+ 24.47% |
$133K - $156K
|
1.88K
$913K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
346+ 2.87% |
$124K - $145K
|
12.4K
$6.02M
|
|
|
May 15, 2024
Q1 2024
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
295+ 13.82% |
$106K - $124K
|
2.43K
$1.18M
|
|
|
May 10, 2024
Q1 2024
|
Providence First Trust CO
|
BUY
|
- |
282+ 9.5% |
$101K - $119K
|
3.25K
$1.58M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
228+ 0.18% |
$81.9K - $95.9K
|
129K
$62.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
209+ 7.38% |
$75.1K - $87.9K
|
3.04K
$1.48M
|
|
|
Apr 22, 2024
Q1 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
200+ 11.52% |
$71.9K - $84.1K
|
1.94K
$939K
|
|
|
Apr 01, 2024
Q1 2024
|
A.P. Gilfoyle & Co., L.P.
San Francisco, CA |
BUY
|
- |
200New |
$71.9K - $84.1K
|
200
$97K
|
|
|
Apr 18, 2024
Q1 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
149New |
$53.5K - $62.7K
|
149
$72.3K
|
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
130+ 0.45% |
$46.7K - $54.7K
|
29.3K
$14.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
114+ 9.02% |
$41K - $47.9K
|
1.38K
$668K
|
|
|
May 15, 2024
Q1 2024
|
Oracle Alpha Inc.
Toronto, A6 |
BUY
|
- |
90+ 9.64% |
$32.3K - $37.8K
|
1.02K
$497K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
77+ 7.2% |
$27.7K - $32.4K
|
1.15K
$556K
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
66+ 2.27% |
$23.7K - $27.8K
|
2.98K
$1.44M
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
57+ 0.79% |
$20.5K - $24K
|
7.29K
$3.54M
|
|
|
Apr 22, 2024
Q1 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
57+ 2.85% |
$20.5K - $24K
|
2.06K
$999K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
48+ 14.63% |
$17.2K - $20.2K
|
376
$182K
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
BUY
|
- |
40+ 0.54% |
$14.4K - $16.8K
|
7.49K
$3.63M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
28+ 1.03% |
$10.1K - $11.8K
|
2.74K
$1.33M
|
|
|
Apr 10, 2024
Q1 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
24+ 0.43% |
$8.62K - $10.1K
|
5.56K
$2.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
20+ 1.83% |
$7.19K - $8.41K
|
1.11K
$540K
|
|
|
May 14, 2024
Q1 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
18+ 0.43% |
$6.47K - $7.57K
|
4.18K
$2.03M
|
|
|
May 14, 2024
Q1 2024
|
Core View Capital Management LTD
Hong Kong, K3 |
BUY
|
- |
9New |
$3.23K - $3.78K
|
9
$4.37K
|
|
|
May 14, 2024
Q1 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
6+ 0.64% |
$2.16K - $2.52K
|
945
$458K
|