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 |
---|---|---|---|---|---|---|---|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
258+ 15.35% |
$105K - $123K
|
1.94K
$928K
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
256+ 14.99% |
$104K - $123K
|
1.96K
$940K
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
254+ 3.17% |
$103K - $122K
|
8.28K
$3.96M
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
254+ 19.4% |
$103K - $122K
|
1.56K
$748K
|
|
Nov 13, 2024
Q3 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
252+ 3.36% |
$102K - $121K
|
7.75K
$3.71M
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
251+ 0.93% |
$102K - $120K
|
27.2K
$13M
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
251+ 13.89% |
$102K - $120K
|
2.06K
$985K
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
251+ 4.97% |
$102K - $120K
|
5.3K
$2.53M
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
250New |
$101K - $120K
|
250
$120K
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
250+ 3.61% |
$101K - $120K
|
7.17K
$3.43M
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
250+ 2.97% |
$101K - $120K
|
8.67K
$4.15M
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
248+ 17.77% |
$100K - $119K
|
1.64K
$787K
|
|
Nov 06, 2024
Q3 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
248+ 12.85% |
$100K - $119K
|
2.18K
$1.04M
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
248+ 4.94% |
$100K - $119K
|
5.27K
$2.52M
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
247+ 0.8% |
$100K - $118K
|
31.2K
$15M
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
246+ 4.07% |
$99.7K - $118K
|
6.29K
$3.01M
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
246+ 0.24% |
$99.7K - $118K
|
102K
$48.8M
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
245+ 1.91% |
$99.3K - $117K
|
13.1K
$6.26M
|
|
Oct 18, 2024
Q3 2024
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
243+ 32.06% |
$98.5K - $116K
|
1K
$479K
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
243+ 3.04% |
$98.5K - $116K
|
8.24K
$3.94M
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
242+ 2.78% |
$98.1K - $116K
|
8.95K
$4.29M
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
241+ 5.29% |
$97.7K - $115K
|
4.8K
$2.3M
|
|
Oct 18, 2024
Q3 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
241+ 31.5% |
$97.7K - $115K
|
1.01K
$481K
|
|
Oct 24, 2024
Q3 2024
|
44 Wealth Management LLC
|
BUY
|
- |
238+ 21.76% |
$96.4K - $114K
|
1.33K
$637K
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
238+ 1.02% |
$96.4K - $114K
|
23.6K
$11.3M
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
238+ 4.96% |
$96.4K - $114K
|
5.03K
$2.41M
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
237+ 21.84% |
$96K - $113K
|
1.32K
$633K
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
236+ 1.63% |
$95.6K - $113K
|
14.7K
$7.04M
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
235+ 1.71% |
$95.2K - $112K
|
14K
$6.71M
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
233+ 3.82% |
$94.4K - $112K
|
6.33K
$3.03M
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
233+ 13.1% |
$94.4K - $112K
|
2.01K
$962K
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
233+ 4.53% |
$94.4K - $112K
|
5.37K
$2.57M
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
232+ 1.43% |
$94K - $111K
|
16.4K
$7.86M
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
BUY
|
- |
232+ 9.66% |
$94K - $111K
|
2.63K
$1.26M
|
|
Nov 14, 2024
Q3 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
231+ 2.6% |
$93.6K - $111K
|
9.13K
$4.37M
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
230+ 3.52% |
$93.2K - $110K
|
6.76K
$3.23M
|
|
Oct 28, 2024
Q3 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
230+ 0.75% |
$93.2K - $110K
|
31.1K
$14.9M
|
|
Oct 23, 2024
Q3 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
230+ 5.01% |
$93.2K - $110K
|
4.82K
$2.31M
|
|
Oct 18, 2024
Q3 2024
|
Harfst & Associates, Inc.
|
BUY
|
- |
229+ 2.1% |
$92.8K - $110K
|
11.1K
$5.32M
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
229+ 7.23% |
$92.8K - $110K
|
3.4K
$1.63M
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
226+ 3.9% |
$91.6K - $108K
|
6.02K
$2.88M
|
|
Nov 14, 2024
Q3 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
226+ 1.33% |
$91.6K - $108K
|
17.2K
$8.22M
|
|
Nov 04, 2024
Q3 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
226+ 2.71% |
$91.6K - $108K
|
8.56K
$4.1M
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
226+ 2.82% |
$91.6K - $108K
|
8.25K
$3.95M
|
|
Oct 07, 2024
Q3 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
224+ 7.91% |
$90.8K - $107K
|
3.06K
$1.46M
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
223+ 3.06% |
$90.4K - $107K
|
7.52K
$3.6M
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
223+ 5.28% |
$90.4K - $107K
|
4.44K
$2.13M
|
|
Nov 07, 2024
Q3 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
223+ 2.23% |
$90.4K - $107K
|
10.2K
$4.9M
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
223+ 2.79% |
$90.4K - $107K
|
8.22K
$3.93M
|
|
Nov 14, 2024
Q3 2024
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
222+ 0.21% |
$90K - $106K
|
104K
$49.6M
|