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 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
452+ 6.76% |
$183K - $216K
|
7.14K
$3.45M
|
|
Nov 13, 2024
Q3 2024
|
Capital Counsel LLC
New York, NY |
BUY
|
- |
451+ 9.41% |
$183K - $216K
|
5.24K
$2.53M
|
|
Oct 29, 2024
Q3 2024
|
Rwq Financial Management Services, Inc.
|
BUY
|
- |
450New |
$182K - $215K
|
450
$217K
|
|
Nov 01, 2024
Q3 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
449New |
$182K - $215K
|
449
$217K
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
449New |
$182K - $215K
|
449
$217K
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
448+ 2.84% |
$182K - $214K
|
16.2K
$7.83M
|
|
Nov 07, 2024
Q3 2024
|
Capital City Trust CO
|
BUY
|
- |
447+ 3.84% |
$181K - $214K
|
12.1K
$5.84M
|
|
Oct 29, 2024
Q3 2024
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
446New |
$181K - $213K
|
446
$215K
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
446+ 30.42% |
$181K - $213K
|
1.91K
$924K
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
446New |
$181K - $213K
|
446
$215K
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
444+ 4.76% |
$180K - $212K
|
9.77K
$4.72M
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
444+ 4.38% |
$180K - $212K
|
10.6K
$5.11M
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
442+ 0.77% |
$179K - $212K
|
58.1K
$28M
|
|
Oct 15, 2024
Q3 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
441New |
$179K - $211K
|
441
$213K
|
|
Oct 08, 2024
Q3 2024
|
Shearwater Capital LLC
|
BUY
|
- |
438New |
$177K - $210K
|
438
$212K
|
|
Nov 12, 2024
Q3 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
436New |
$177K - $209K
|
436
$211K
|
|
Oct 22, 2024
Q3 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
435+ 0.76% |
$176K - $208K
|
57.9K
$28M
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
430+ 4.22% |
$174K - $206K
|
10.6K
$5.13M
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
430+ 8.67% |
$174K - $206K
|
5.39K
$2.6M
|
|
Nov 12, 2024
Q3 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
425+ 73.66% |
$172K - $203K
|
1K
$484K
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
424+ 0.55% |
$172K - $203K
|
76.9K
$37.2M
|
|
Oct 03, 2024
Q3 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
423+ 1.09% |
$171K - $202K
|
39.4K
$19M
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
421+ 6.1% |
$171K - $201K
|
7.33K
$3.54M
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
420+ 40.46% |
$170K - $201K
|
1.46K
$704K
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
420+ 18.85% |
$170K - $201K
|
2.65K
$1.28M
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
420+ 2.21% |
$170K - $201K
|
19.4K
$9.37M
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
418+ 3.32% |
$169K - $200K
|
13K
$6.29M
|
|
Oct 04, 2024
Q3 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
417+ 1.31% |
$169K - $200K
|
32.4K
$15.6M
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
415+ 3.06% |
$168K - $199K
|
14K
$6.75M
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
406New |
$165K - $194K
|
406
$196K
|
|
Oct 25, 2024
Q3 2024
|
Tevis Investment Management
|
BUY
|
- |
406+ 2.31% |
$165K - $194K
|
18K
$8.7M
|
|
Oct 29, 2024
Q3 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
405+ 12.33% |
$164K - $194K
|
3.69K
$1.78M
|
|
Nov 22, 2024
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
404+ 0.8% |
$164K - $193K
|
51.1K
$24.7M
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
404+ 41.39% |
$164K - $193K
|
1.38K
$667K
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
400+ 4.55% |
$162K - $191K
|
9.2K
$4.44M
|
|
Nov 14, 2024
Q3 2024
|
Credit Agricole S A
|
BUY
|
PUT |
400New |
$162K - $191K
|
400
$193K
|
|
Nov 12, 2024
Q3 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
400+ 21.74% |
$162K - $191K
|
2.24K
$1.08M
|
|
Nov 07, 2024
Q3 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
400+ 2.7% |
$162K - $191K
|
15.2K
$7.36M
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
PUT |
400New |
$162K - $191K
|
400
$193K
|
|
Nov 14, 2024
Q3 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
399+ 0.85% |
$162K - $191K
|
47.3K
$22.8M
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
394+ 2.1% |
$160K - $189K
|
19.1K
$9.25M
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
389+ 14.32% |
$158K - $186K
|
3.11K
$1.5M
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
385+ 8.53% |
$156K - $184K
|
4.9K
$2.37M
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
380+ 2.79% |
$154K - $182K
|
14K
$6.76M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
380+ 2.15% |
$154K - $182K
|
18.1K
$8.74M
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
378+ 2.39% |
$153K - $181K
|
16.2K
$7.81M
|
|
Nov 12, 2024
Q3 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
377+ 4.6% |
$153K - $180K
|
8.58K
$4.14M
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
374+ 0.96% |
$152K - $179K
|
39.2K
$18.9M
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
368+ 14.02% |
$149K - $176K
|
2.99K
$1.45M
|
|
Oct 29, 2024
Q3 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
366+ 18.03% |
$148K - $175K
|
2.4K
$1.16M
|