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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
2.63K+ 91.02% |
$1.04M - $1.1M
|
5.51K
$2.63M
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
2.53K+ 48.1% |
$1.01M - $1.06M
|
7.8K
$3.72M
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.46K+ 3.19% |
$975K - $1.03M
|
79.6K
$37.9M
|
|
Aug 13, 2024
Q2 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
2.33KNew |
$924K - $979K
|
2.33K
$1.11M
|
|
Jul 11, 2024
Q2 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
2.32KNew |
$921K - $976K
|
2.32K
$1.11M
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
2.31K+ 49.71% |
$914K - $969K
|
6.94K
$3.31M
|
|
Aug 14, 2024
Q2 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
2.17K+ 9.12% |
$862K - $913K
|
26K
$12.4M
|
|
Jul 12, 2024
Q2 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
2.16KNew |
$856K - $907K
|
2.16K
$1.03M
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
CALL |
2.1K+ 39.62% |
$833K - $883K
|
7.4K
$3.53M
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
BUY
|
- |
2.05KNew |
$814K - $862K
|
2.05K
$977K
|
|
Jul 17, 2024
Q2 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
2.05K+ 407.55% |
$813K - $861K
|
2.55K
$1.22M
|
|
Aug 13, 2024
Q2 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
1.98KNew |
$787K - $834K
|
1.98K
$946K
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
1.92K+ 28.49% |
$763K - $809K
|
8.68K
$4.14M
|
|
Aug 08, 2024
Q2 2024
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
1.9KNew |
$754K - $798K
|
1.9K
$905K
|
|
Jul 19, 2024
Q2 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
1.75KNew |
$695K - $736K
|
1.75K
$835K
|
|
Aug 09, 2024
Q2 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
1.71K+ 54.0% |
$678K - $718K
|
4.87K
$2.32M
|
|
Aug 08, 2024
Q2 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.58K+ 11.79% |
$627K - $664K
|
15K
$7.14M
|
|
Aug 14, 2024
Q2 2024
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
1.52KNew |
$602K - $638K
|
1.52K
$723K
|
|
Jul 17, 2024
Q2 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
1.43KNew |
$565K - $599K
|
1.43K
$679K
|
|
Aug 12, 2024
Q2 2024
|
Dempze Nancy E
|
BUY
|
- |
1.36K+ 75.24% |
$538K - $569K
|
3.16K
$1.5M
|
|
Aug 06, 2024
Q2 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
1.35K+ 15.92% |
$536K - $567K
|
9.83K
$4.69M
|
|
Aug 09, 2024
Q2 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
1.31KNew |
$518K - $548K
|
1.31K
$622K
|
|
Aug 13, 2024
Q2 2024
|
Sciencast Management LP
|
BUY
|
- |
1.27K+ 27.45% |
$502K - $532K
|
5.88K
$2.8M
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
BUY
|
- |
1.23K+ 1.2% |
$486K - $515K
|
103K
$49.1M
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
1.22KNew |
$485K - $514K
|
1.22K
$582K
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.21K+ 141.76% |
$478K - $506K
|
2.06K
$979K
|
|
Jul 18, 2024
Q2 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
1.21KNew |
$478K - $506K
|
1.21K
$574K
|
|
Aug 14, 2024
Q2 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
1.18KNew |
$469K - $497K
|
1.18K
$563K
|
|
Jul 12, 2024
Q2 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
1.06K+ 112.05% |
$421K - $445K
|
2.01K
$956K
|
|
Aug 12, 2024
Q2 2024
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
1.04K+ 27.41% |
$411K - $435K
|
4.82K
$2.29M
|
|
Aug 05, 2024
Q2 2024
|
Xr Securities LLC
|
BUY
|
PUT |
1K+ 166.67% |
$397K - $420K
|
1.6K
$763K
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
955New |
$379K - $401K
|
955
$455K
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
920+ 334.55% |
$365K - $387K
|
1.2K
$570K
|
|
Jul 26, 2024
Q2 2024
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
901New |
$357K - $379K
|
901
$429K
|
|
Jul 01, 2024
Q2 2024
|
Moller Financial Services
|
BUY
|
- |
877New |
$348K - $369K
|
877
$418K
|
|
Aug 13, 2024
Q2 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
847New |
$336K - $356K
|
847
$404K
|
|
Aug 12, 2024
Q2 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
811New |
$322K - $341K
|
811
$386K
|
|
Aug 13, 2024
Q2 2024
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
BUY
|
- |
809New |
$321K - $340K
|
809
$386K
|
|
Aug 01, 2024
Q2 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
755New |
$300K - $317K
|
755
$360K
|
|
Aug 09, 2024
Q2 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
738New |
$293K - $310K
|
738
$352K
|
|
Sep 25, 2024
Q2 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
735New |
$292K - $309K
|
735
$350K
|
|
Jul 25, 2024
Q2 2024
|
Planning Alternatives LTD
|
BUY
|
- |
725+ 44.95% |
$288K - $305K
|
2.34K
$1.11M
|
|
Aug 09, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
720New |
$286K - $303K
|
720
$343K
|
|
Jul 16, 2024
Q2 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
685New |
$272K - $288K
|
685
$326K
|
|
Aug 09, 2024
Q2 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
670New |
$266K - $282K
|
670
$319K
|
|
Aug 09, 2024
Q2 2024
|
Renasant Bank
|
BUY
|
- |
653New |
$259K - $274K
|
653
$311K
|
|
Aug 12, 2024
Q2 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
624+ 7.53% |
$248K - $262K
|
8.91K
$4.24M
|
|
Jul 15, 2024
Q2 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
605New |
$240K - $254K
|
605
$288K
|
|
Jul 30, 2024
Q2 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
581+ 8.35% |
$231K - $244K
|
7.54K
$3.59M
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
577+ 1.29% |
$229K - $242K
|
45.2K
$21.6M
|