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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2024
Q2 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
42+ 5.01% |
$16.7K - $17.7K
|
881
$422K
|
|
|
Jul 02, 2024
Q2 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
42+ 0.36% |
$16.7K - $17.7K
|
11.6K
$5.56M
|
|
|
Jul 31, 2024
Q2 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
40+ 4.55% |
$15.9K - $16.8K
|
920
$440K
|
|
|
Jul 12, 2024
Q2 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
40+ 1.24% |
$15.9K - $16.8K
|
3.27K
$1.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
37+ 0.94% |
$14.7K - $15.5K
|
3.99K
$1.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
36+ 5.68% |
$14.3K - $15.1K
|
670
$321K
|
|
|
Aug 07, 2024
Q2 2024
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
34+ 6.13% |
$13.5K - $14.3K
|
589
$282K
|
|
|
Jul 18, 2024
Q2 2024
|
Brewster Financial Planning LLC
|
BUY
|
- |
34+ 5.96% |
$13.5K - $14.3K
|
604
$289K
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
31+ 2.16% |
$12.3K - $13K
|
1.47K
$701K
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
31+ 1.89% |
$12.3K - $13K
|
1.67K
$800K
|
|
|
Jul 30, 2024
Q2 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
30+ 2.74% |
$11.9K - $12.6K
|
1.13K
$539K
|
|
|
Aug 09, 2024
Q2 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
25+ 1.93% |
$9.92K - $10.5K
|
1.32K
$632K
|
|
|
Jul 23, 2024
Q2 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
25+ 3.57% |
$9.92K - $10.5K
|
725
$347K
|
|
|
Jul 15, 2024
Q2 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
25+ 0.91% |
$9.92K - $10.5K
|
2.77K
$1.33M
|
|
|
Aug 01, 2024
Q2 2024
|
Eukles Asset Management
|
BUY
|
- |
24+ 14.12% |
$9.52K - $10.1K
|
194
$92.8K
|
|
|
Jul 10, 2024
Q2 2024
|
Greenfield Savings Bank
|
BUY
|
- |
22+ 0.78% |
$8.73K - $9.25K
|
2.83K
$1.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
21+ 0.21% |
$8.33K - $8.83K
|
9.81K
$4.69M
|
|
|
Aug 02, 2024
Q2 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
21+ 1.91% |
$8.33K - $8.83K
|
1.12K
$536K
|
|
|
Jul 26, 2024
Q2 2024
|
West Bancorporation Inc
|
BUY
|
- |
20+ 3.45% |
$7.93K - $8.4K
|
600
$287K
|
|
|
Jul 16, 2024
Q2 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
20+ 1.52% |
$7.93K - $8.4K
|
1.34K
$639K
|
|
|
Jul 24, 2024
Q2 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
19+ 2.26% |
$7.54K - $7.98K
|
859
$411K
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
BUY
|
- |
18+ 0.11% |
$7.14K - $7.56K
|
15.8K
$7.57M
|
|
|
Jul 26, 2024
Q2 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
18+ 0.41% |
$7.14K - $7.56K
|
4.46K
$2.13M
|
|
|
Jul 08, 2024
Q2 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
17+ 8.85% |
$6.74K - $7.14K
|
209
$100K
|
|
|
Oct 30, 2024
Q2 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
16+ 1.14% |
$6.35K - $6.72K
|
1.42K
$678K
|
|
|
Oct 17, 2024
Q2 2024
|
Joule Financial, LLC
|
BUY
|
- |
12+ 2.35% |
$4.76K - $5.04K
|
523
$250K
|
|
|
Aug 09, 2024
Q2 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
12+ 2.18% |
$4.76K - $5.04K
|
562
$269K
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
12+ 0.52% |
$4.76K - $5.04K
|
2.33K
$1.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
11+ 2.24% |
$4.36K - $4.62K
|
502
$240K
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
10+ 8.85% |
$3.97K - $4.2K
|
123
$58.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
10+ 0.37% |
$3.97K - $4.2K
|
2.7K
$1.29M
|
|
|
Aug 09, 2024
Q2 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
10+ 0.15% |
$3.97K - $4.2K
|
6.84K
$3.27M
|
|
|
Jul 19, 2024
Q2 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
10+ 0.97% |
$3.97K - $4.2K
|
1.04K
$498K
|
|
|
Jul 15, 2024
Q2 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
10+ 0.11% |
$3.97K - $4.2K
|
9.11K
$4.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
7+ 0.15% |
$2.78K - $2.94K
|
4.55K
$2.18M
|
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
7+ 0.77% |
$2.78K - $2.94K
|
912
$436K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
6New |
$2.38K - $2.52K
|
6
$2.87K
|
|
|
Jul 23, 2024
Q2 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
6+ 0.48% |
$2.38K - $2.52K
|
1.26K
$601K
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
5+ 0.34% |
$1.98K - $2.1K
|
1.48K
$710K
|
|
|
Jul 11, 2024
Q2 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
5+ 0.05% |
$1.98K - $2.1K
|
10.1K
$4.81M
|
|
|
Jul 17, 2024
Q2 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
4+ 0.44% |
$1.59K - $1.68K
|
922
$441K
|
|
|
Aug 02, 2024
Q2 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
2+ 0.13% |
$793 - $840
|
1.6K
$767K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
2+ 0.03% |
$793 - $840
|
5.82K
$2.79M
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
2+ 0.4% |
$793 - $840
|
508
$243K
|
|
|
Jul 31, 2024
Q2 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
1+ 0.16% |
$397 - $420
|
619
$296K
|
|
|
Jul 22, 2024
Q2 2024
|
Motive Wealth Advisors
|
BUY
|
- |
1+ 0.06% |
$397 - $420
|
1.77K
$848K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Clear Street LLC
|
BUY
|
- |
230KNew |
$82.6M - $96.7M
|
230K
$110M
|
|
|
May 13, 2024
Q1 2024
|
Clear Street LLC
|
BUY
|
PUT |
230KNew |
$82.6M - $96.7M
|
230K
$110M
|
|
|
May 15, 2024
Q1 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
204KNew |
$73.2M - $85.7M
|
204K
$97.5M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
69K+ 43.22% |
$24.8M - $29M
|
229K
$109M
|
|