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 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
147New |
$58.3K - $61.8K
|
147
$69.4K
|
|
Jul 29, 2024
Q2 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
141+ 54.44% |
$55.9K - $59.3K
|
400
$189K
|
|
Aug 14, 2024
Q2 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
135+ 7.7% |
$53.6K - $56.7K
|
1.89K
$892K
|
|
Aug 05, 2024
Q2 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
135+ 10.46% |
$53.6K - $56.7K
|
1.43K
$673K
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
118+ 16.71% |
$46.8K - $49.6K
|
824
$389K
|
|
Jul 12, 2024
Q2 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
117+ 3.15% |
$46.4K - $49.2K
|
3.83K
$1.81M
|
|
Jul 09, 2024
Q2 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
117+ 2.28% |
$46.4K - $49.2K
|
5.25K
$2.48M
|
|
Jul 05, 2024
Q2 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
114+ 1.39% |
$45.2K - $47.9K
|
8.31K
$3.92M
|
|
Aug 06, 2024
Q2 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
108+ 12.19% |
$42.8K - $45.4K
|
994
$469K
|
|
Aug 14, 2024
Q2 2024
|
Interval Partners, LP
New York, NY |
BUY
|
PUT |
106New |
$42.1K - $44.5K
|
106
$50K
|
|
Jul 17, 2024
Q2 2024
|
Marotta Asset Management
|
BUY
|
- |
106+ 10.11% |
$42.1K - $44.5K
|
1.15K
$545K
|
|
Aug 13, 2024
Q2 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
104+ 1.69% |
$41.3K - $43.7K
|
6.25K
$2.95M
|
|
Aug 15, 2024
Q2 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
100New |
$39.7K - $42K
|
100
$47.2K
|
|
Jul 25, 2024
Q2 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
100+ 8.3% |
$39.7K - $42K
|
1.31K
$616K
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
100+ 2.59% |
$39.7K - $42K
|
3.96K
$1.87M
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
98+ 30.91% |
$38.9K - $41.2K
|
415
$196K
|
|
Jul 15, 2024
Q2 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
98+ 13.35% |
$38.9K - $41.2K
|
832
$393K
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
95+ 14.73% |
$37.7K - $39.9K
|
740
$349K
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
90+ 10.58% |
$35.7K - $37.8K
|
941
$444K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
90+ 2.13% |
$35.7K - $37.8K
|
4.32K
$2.04M
|
|
Jul 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
90+ 1.99% |
$35.7K - $37.8K
|
4.6K
$2.17M
|
|
Aug 07, 2024
Q2 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
89+ 3.28% |
$35.3K - $37.4K
|
2.81K
$1.32M
|
|
Jul 17, 2024
Q2 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
88+ 7.01% |
$34.9K - $37K
|
1.34K
$634K
|
|
Jul 31, 2024
Q2 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
87+ 0.77% |
$34.5K - $36.6K
|
11.4K
$5.37M
|
|
Aug 08, 2024
Q2 2024
|
Alta Advisers LTD
|
BUY
|
- |
86+ 1.76% |
$34.1K - $36.1K
|
4.99K
$2.35M
|
|
Jul 17, 2024
Q2 2024
|
Strid Group, LLC
|
BUY
|
- |
85+ 3.01% |
$33.7K - $35.7K
|
2.91K
$1.37M
|
|
Aug 08, 2024
Q2 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
84+ 84.0% |
$33.3K - $35.3K
|
184
$86.9K
|
|
Aug 02, 2024
Q2 2024
|
Private Capital Advisors, Inc.
|
BUY
|
- |
80+ 5.92% |
$31.7K - $33.6K
|
1.43K
$676K
|
|
Jul 18, 2024
Q2 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
79+ 10.81% |
$31.3K - $33.2K
|
810
$382K
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
78+ 9.17% |
$30.9K - $32.8K
|
929
$439K
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
78+ 106.85% |
$30.9K - $32.8K
|
151
$71.3K
|
|
Jul 15, 2024
Q2 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
76+ 11.91% |
$30.2K - $31.9K
|
714
$337K
|
|
Jul 26, 2024
Q2 2024
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
75+ 6.88% |
$29.8K - $31.5K
|
1.17K
$550K
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
70+ 12.5% |
$27.8K - $29.4K
|
630
$297K
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
69+ 0.09% |
$27.4K - $29K
|
77.8K
$36.7M
|
|
Aug 09, 2024
Q2 2024
|
Guild Investment Management, Inc.
|
BUY
|
- |
67+ 4.52% |
$26.6K - $28.2K
|
1.55K
$732K
|
|
Aug 12, 2024
Q2 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
64+ 5.34% |
$25.4K - $26.9K
|
1.26K
$596K
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
64+ 5.17% |
$25.4K - $26.9K
|
1.3K
$615K
|
|
Aug 12, 2024
Q2 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
60+ 3.48% |
$23.8K - $25.2K
|
1.78K
$842K
|
|
Jul 19, 2024
Q2 2024
|
Shayne & Co., LLC
|
BUY
|
- |
57+ 0.02% |
$22.6K - $24K
|
292K
$138M
|
|
Jul 22, 2024
Q2 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
54+ 5.15% |
$21.4K - $22.7K
|
1.1K
$520K
|
|
Aug 05, 2024
Q2 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
52+ 3.88% |
$20.6K - $21.9K
|
1.39K
$658K
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
52+ 1.5% |
$20.6K - $21.9K
|
3.53K
$1.66M
|
|
Jul 30, 2024
Q2 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
52+ 8.33% |
$20.6K - $21.9K
|
676
$319K
|
|
Aug 06, 2024
Q2 2024
|
Hgk Asset Management Inc
|
BUY
|
- |
50New |
$19.8K - $21K
|
50
$23.6K
|
|
Jul 29, 2024
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
50+ 0.47% |
$19.8K - $21K
|
10.7K
$5.05M
|
|
Jul 25, 2024
Q2 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
50+ 1.85% |
$19.8K - $21K
|
2.75K
$1.3M
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
49+ 0.73% |
$19.4K - $20.6K
|
6.78K
$3.2M
|
|
Jul 24, 2024
Q2 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
49+ 5.71% |
$19.4K - $20.6K
|
907
$428K
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
44+ 314.29% |
$17.5K - $18.5K
|
58
$27.4K
|