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 |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
1.3K+ 46.43% |
$382K - $416K
|
4.1K
$1.99M
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
1.11K+ 32.85% |
$327K - $357K
|
4.5K
$2.18M
|
|
May 12, 2023
Q1 2023
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
- |
1.1KNew |
$323K - $352K
|
1.1K
$534K
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
1.06K+ 96.55% |
$312K - $341K
|
2.16K
$1.05M
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
1.04K+ 6.27% |
$306K - $334K
|
17.7K
$8.56M
|
|
May 09, 2023
Q1 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
1.01KNew |
$297K - $324K
|
1.01K
$490K
|
|
May 12, 2023
Q1 2023
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
864New |
$254K - $277K
|
864
$419K
|
|
May 12, 2023
Q1 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
820New |
$241K - $263K
|
820
$398K
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
PUT |
300New |
$88.1K - $96.1K
|
300
$146K
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
220New |
$64.6K - $70.5K
|
220
$107K
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
190+ 13.94% |
$55.8K - $60.9K
|
1.55K
$753K
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
165+ 21.88% |
$48.4K - $52.9K
|
919
$446K
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
100+ 6.17% |
$29.4K - $32K
|
1.72K
$835K
|
|
Apr 12, 2023
Q1 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
100New |
$29.4K - $32K
|
100
$48.5K
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
BUY
|
- |
50+ 0.61% |
$14.7K - $16K
|
8.25K
$4M
|
|
May 05, 2023
Q1 2023
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
25+ 3.81% |
$7.34K - $8.01K
|
682
$331K
|
|
May 15, 2023
Q1 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
14+ 0.55% |
$4.11K - $4.49K
|
2.55K
$1.23M
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
4+ 0.39% |
$1.17K - $1.28K
|
1.02K
$497K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
69KNew |
$18.2M - $22M
|
69K
$33.5M
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
61.4K+ 358.47% |
$16.2M - $19.6M
|
78.5K
$38.1M
|
|
Jun 14, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
9.74KNew |
$2.57M - $3.1M
|
9.74K
$4.72M
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
6.7K+ 1.4% |
$1.77M - $2.13M
|
486K
$236M
|
|
Feb 14, 2023
Q4 2022
|
Noked Israel LTD
Ramat Hasharon, L3 |
BUY
|
- |
5.58K+ 71.66% |
$1.47M - $1.78M
|
13.4K
$6.48M
|
|
Feb 14, 2023
Q4 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
PUT |
3.9KNew |
$1.03M - $1.24M
|
3.9K
$1.89M
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
3.4K+ 2.66% |
$898K - $1.08M
|
131K
$63.7M
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
2.67K+ 4.39% |
$705K - $851K
|
63.6K
$30.8M
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
2.36K+ 4.03% |
$623K - $752K
|
60.9K
$29.5M
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
PUT |
1.9KNew |
$502K - $605K
|
1.9K
$922K
|
|
Jan 19, 2023
Q4 2022
|
Shore Point Advisors, LLC
|
BUY
|
- |
1.84KNew |
$486K - $586K
|
1.84K
$892K
|
|
Feb 14, 2023
Q4 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
1.8KNew |
$475K - $573K
|
1.8K
$873K
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
1.21K+ 20.82% |
$318K - $384K
|
7K
$3.39M
|
|
Feb 08, 2023
Q4 2022
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
1.15KNew |
$303K - $365K
|
1.15K
$556K
|
|
Feb 14, 2023
Q4 2022
|
Sg3 Management, LLC
Dorado, PR |
BUY
|
CALL |
1KNew |
$264K - $319K
|
1K
$485K
|
|
Feb 14, 2023
Q4 2022
|
Sender CO & Partners, Inc.
New York, NY |
BUY
|
- |
990New |
$261K - $315K
|
990
$480K
|
|
Jan 11, 2023
Q4 2022
|
Cox Capital Mgt LLC
|
BUY
|
- |
950New |
$251K - $303K
|
950
$461K
|
|
Feb 14, 2023
Q4 2022
|
Aristotle Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
925+ 80.43% |
$244K - $295K
|
2.08K
$1.01M
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
916+ 0.77% |
$242K - $292K
|
120K
$58.3M
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
857New |
$226K - $273K
|
857
$416K
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
853New |
$225K - $272K
|
853
$414K
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
853New |
$225K - $272K
|
853
$414K
|
|
Jan 18, 2023
Q4 2022
|
New Potomac Partners, LLC
|
BUY
|
- |
810New |
$214K - $258K
|
810
$393K
|
|
Jan 13, 2023
Q4 2022
|
Adams Asset Advisors, LLC
|
BUY
|
- |
744New |
$196K - $237K
|
744
$361K
|
|
Jan 25, 2023
Q4 2022
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
732New |
$193K - $233K
|
732
$355K
|
|
Jan 26, 2023
Q4 2022
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
714New |
$188K - $227K
|
714
$346K
|
|
Feb 09, 2023
Q4 2022
|
Long Road Investment Counsel, LLC
|
BUY
|
- |
700New |
$185K - $223K
|
700
$340K
|
|
Jan 30, 2023
Q4 2022
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
669New |
$177K - $213K
|
669
$324K
|
|
Feb 13, 2023
Q4 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
660+ 30.58% |
$174K - $210K
|
2.82K
$1.37M
|
|
Feb 13, 2023
Q4 2022
|
First Washington Corp
Seattle, WA |
BUY
|
- |
650New |
$172K - $207K
|
650
$315K
|
|
Feb 13, 2023
Q4 2022
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
515+ 17.07% |
$136K - $164K
|
3.53K
$1.71M
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
- |
419New |
$111K - $133K
|
419
$203K
|