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 |
---|---|---|---|---|---|---|---|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
3K+ 169.49% |
$1.22M - $1.44M
|
4.77K
$2.24M
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
2.94K+ 28.39% |
$1.19M - $1.41M
|
13.3K
$6.26M
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.94K+ 130.93% |
$1.19M - $1.41M
|
5.18K
$2.44M
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.93K+ 6.3% |
$1.19M - $1.4M
|
49.4K
$23.2M
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
2.92KNew |
$1.18M - $1.4M
|
2.92K
$1.37M
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.92K+ 32.44% |
$1.18M - $1.4M
|
11.9K
$5.6M
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.91K+ 8.79% |
$1.18M - $1.39M
|
36.1K
$17M
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.9K+ 16.8% |
$1.17M - $1.39M
|
20.1K
$9.47M
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
2.9K+ 40.75% |
$1.17M - $1.39M
|
10K
$4.7M
|
|
Oct 02, 2024
Q3 2024
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
2.89K+ 35.63% |
$1.17M - $1.38M
|
11K
$5.18M
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.87K+ 2.08% |
$1.16M - $1.37M
|
141K
$66.2M
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.85K+ 2.85% |
$1.15M - $1.36M
|
103K
$48.3M
|
|
Nov 14, 2024
Q3 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
2.84KNew |
$1.15M - $1.36M
|
2.84K
$1.34M
|
|
Nov 14, 2024
Q3 2024
|
Goldstream Capital Management LTD
|
BUY
|
- |
2.81KNew |
$1.14M - $1.35M
|
2.81K
$1.32M
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
2.79K+ 5.83% |
$1.13M - $1.34M
|
50.7K
$23.8M
|
|
Nov 14, 2024
Q3 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
2.79K+ 10.92% |
$1.13M - $1.33M
|
28.3K
$13.3M
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
2.78K+ 7.63% |
$1.13M - $1.33M
|
39.3K
$18.5M
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
2.77K+ 16.7% |
$1.12M - $1.33M
|
19.4K
$9.12M
|
|
Nov 13, 2024
Q3 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
2.75KNew |
$1.12M - $1.32M
|
2.75K
$1.29M
|
|
Nov 13, 2024
Q3 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
2.75K+ 94.93% |
$1.11M - $1.32M
|
5.65K
$2.66M
|
|
Oct 25, 2024
Q3 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
2.73K+ 134.32% |
$1.11M - $1.31M
|
4.76K
$2.24M
|
|
Nov 14, 2024
Q3 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
PUT |
2.7K+ 49.09% |
$1.09M - $1.29M
|
8.2K
$3.86M
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.68K+ 15.62% |
$1.08M - $1.28M
|
19.8K
$9.31M
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
2.63KNew |
$1.07M - $1.26M
|
2.63K
$1.24M
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
2.61K+ 6.52% |
$1.06M - $1.25M
|
42.6K
$20M
|
|
Oct 30, 2024
Q3 2024
|
Solitude Financial Services
|
BUY
|
- |
2.61K+ 2.97% |
$1.06M - $1.25M
|
90.4K
$42.5M
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
2.6K+ 28.47% |
$1.05M - $1.24M
|
11.7K
$5.51M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
2.59K+ 3.12% |
$1.05M - $1.24M
|
85.6K
$40.3M
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.55K+ 13.8% |
$1.03M - $1.22M
|
21.1K
$9.9M
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.54K+ 4.38% |
$1.03M - $1.22M
|
60.5K
$28.4M
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.53K+ 1.53% |
$1.02M - $1.21M
|
167K
$78.8M
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
2.52KNew |
$1.02M - $1.2M
|
2.52K
$1.18M
|
|
Nov 25, 2024
Q3 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
2.51K+ 47.05% |
$1.02M - $1.2M
|
7.84K
$3.68M
|
|
Nov 04, 2024
Q3 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
2.5K+ 30.98% |
$1.01M - $1.2M
|
10.6K
$4.97M
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
2.47K+ 7.08% |
$1M - $1.18M
|
37.4K
$17.6M
|
|
Oct 28, 2024
Q3 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
2.46K+ 406.61% |
$997K - $1.18M
|
3.07K
$1.44M
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
2.46K+ 0.89% |
$995K - $1.17M
|
280K
$131M
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
2.41K+ 4.01% |
$976K - $1.15M
|
62.4K
$29.4M
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.39K+ 6.29% |
$968K - $1.14M
|
40.4K
$19M
|
|
Nov 06, 2024
Q3 2024
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
2.36K+ 15.19% |
$957K - $1.13M
|
17.9K
$8.42M
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
2.36K+ 0.44% |
$956K - $1.13M
|
539K
$253M
|
|
Oct 01, 2024
Q3 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
2.33K+ 5.16% |
$943K - $1.11M
|
47.4K
$22.3M
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.32K+ 8.58% |
$941K - $1.11M
|
29.4K
$13.8M
|
|
Nov 13, 2024
Q3 2024
|
Lfl Advisers, LLC
Evanston, IL |
BUY
|
- |
2.3K+ 8.52% |
$932K - $1.1M
|
29.3K
$13.8M
|
|
Oct 23, 2024
Q3 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
2.3K+ 13.84% |
$932K - $1.1M
|
18.9K
$8.9M
|
|
Nov 12, 2024
Q3 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
2.28KNew |
$922K - $1.09M
|
2.28K
$1.07M
|
|
Nov 07, 2024
Q3 2024
|
Belmont Capital, LLC
|
BUY
|
- |
2.27K+ 107.33% |
$920K - $1.09M
|
4.39K
$2.06M
|
|
Oct 31, 2024
Q3 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
2.26KNew |
$914K - $1.08M
|
2.26K
$1.06M
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.25K+ 10.87% |
$912K - $1.08M
|
23K
$10.8M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.25K+ 11.05% |
$911K - $1.08M
|
22.6K
$10.6M
|