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 23, 2024
Q3 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
60+ 1.64% |
$24.3K - $28.7K
|
3.73K
$1.78M
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
60+ 1.69% |
$24.3K - $28.7K
|
3.61K
$1.72M
|
|
Oct 16, 2024
Q3 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
60+ 0.23% |
$24.3K - $28.7K
|
26.4K
$12.6M
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
59+ 2.31% |
$23.9K - $28.2K
|
2.62K
$1.25M
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
58+ 10.68% |
$23.5K - $27.8K
|
601
$286K
|
|
Nov 12, 2024
Q3 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
57+ 0.05% |
$23.1K - $27.3K
|
113K
$53.9M
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
57+ 5.85% |
$23.1K - $27.3K
|
1.03K
$492K
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
57+ 11.07% |
$23.1K - $27.3K
|
572
$273K
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
56+ 2.94% |
$22.7K - $26.8K
|
1.96K
$933K
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
56+ 0.77% |
$22.7K - $26.8K
|
7.33K
$3.49M
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
56+ 0.49% |
$22.7K - $26.8K
|
11.5K
$5.46M
|
|
Nov 14, 2024
Q3 2024
|
Birinyi Associates Inc
|
BUY
|
- |
55+ 0.32% |
$22.3K - $26.3K
|
17K
$8.1M
|
|
Nov 14, 2024
Q3 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
55+ 3.35% |
$22.3K - $26.3K
|
1.7K
$810K
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
55+ 1.09% |
$22.3K - $26.3K
|
5.1K
$2.43M
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
55+ 8.91% |
$22.3K - $26.3K
|
672
$320K
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
55+ 0.22% |
$22.3K - $26.3K
|
24.9K
$11.9M
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
BUY
|
- |
55+ 1.17% |
$22.3K - $26.3K
|
4.77K
$2.27M
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
54+ 3.06% |
$21.9K - $25.8K
|
1.82K
$868K
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
54+ 93.1% |
$21.9K - $25.8K
|
112
$53.4K
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
54+ 0.44% |
$21.9K - $25.8K
|
12.4K
$5.92M
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
54+ 4.83% |
$21.9K - $25.8K
|
1.17K
$559K
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
53+ 9.67% |
$21.5K - $25.4K
|
601
$286K
|
|
Nov 06, 2024
Q3 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
53+ 8.77% |
$21.5K - $25.4K
|
657
$313K
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
53+ 6.36% |
$21.5K - $25.4K
|
886
$422K
|
|
Oct 23, 2024
Q3 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
53+ 4.51% |
$21.5K - $25.4K
|
1.23K
$585K
|
|
Oct 23, 2024
Q3 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
53+ 0.38% |
$21.5K - $25.4K
|
14K
$6.67M
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
52+ 0.2% |
$21.1K - $24.9K
|
26.3K
$12.5M
|
|
Oct 24, 2024
Q3 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
52+ 2.12% |
$21.1K - $24.9K
|
2.51K
$1.2M
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
51New |
$20.7K - $24.4K
|
51
$24.3K
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
51+ 26.56% |
$20.7K - $24.4K
|
243
$116K
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
51+ 1.88% |
$20.7K - $24.4K
|
2.76K
$1.32M
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
50+ 5.2% |
$20.3K - $23.9K
|
1.01K
$482K
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
50+ 2.47% |
$20.3K - $23.9K
|
2.07K
$987K
|
|
Nov 12, 2024
Q3 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
50+ 2.81% |
$20.3K - $23.9K
|
1.83K
$872K
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
50+ 2.32% |
$20.3K - $23.9K
|
2.2K
$1.05M
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
50+ 1.62% |
$20.3K - $23.9K
|
3.14K
$1.5M
|
|
Nov 06, 2024
Q3 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
50+ 1.62% |
$20.3K - $23.9K
|
3.13K
$1.49M
|
|
Nov 06, 2024
Q3 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
50+ 1.82% |
$20.3K - $23.9K
|
2.8K
$1.33M
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
BUY
|
- |
50+ 1.44% |
$20.3K - $23.9K
|
3.52K
$1.68M
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
50+ 4.48% |
$20.3K - $23.9K
|
1.17K
$555K
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
50+ 4.25% |
$20.3K - $23.9K
|
1.23K
$584K
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
BUY
|
- |
49+ 6.29% |
$19.9K - $23.4K
|
828
$395K
|
|
Nov 15, 2024
Q3 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
48+ 4.92% |
$19.4K - $23K
|
1.02K
$488K
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
48+ 0.48% |
$19.4K - $23K
|
10.1K
$4.79M
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
48+ 5.65% |
$19.4K - $23K
|
898
$428K
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
47New |
$19K - $22.5K
|
47
$22.4K
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
47+ 0.18% |
$19K - $22.5K
|
26K
$12.4M
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
47+ 6.98% |
$19K - $22.5K
|
720
$343K
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
47+ 1.26% |
$19K - $22.5K
|
3.76K
$1.79M
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
46+ 2.33% |
$18.6K - $22K
|
2.02K
$964K
|