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 |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Torno Capital, LLC
Cohasset, MA |
BUY
|
PUT |
65KNew |
$23.4M - $27.3M
|
65K
$31.1M
|
|
May 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
33.7KNew |
$12.1M - $14.2M
|
33.7K
$16.1M
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
30.7KNew |
$11M - $12.9M
|
30.7K
$14.7M
|
|
May 15, 2024
Q1 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
PUT |
25KNew |
$8.98M - $10.5M
|
25K
$12M
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
18.8K+ 445.03% |
$6.77M - $7.93M
|
23.1K
$11M
|
|
May 09, 2024
Q1 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
18.2KNew |
$6.56M - $7.67M
|
18.2K
$8.73M
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
17.5KNew |
$6.3M - $7.38M
|
17.5K
$8.4M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
17.1K+ 251.55% |
$6.14M - $7.18M
|
23.9K
$11.4M
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
14.2K+ 5.24% |
$5.11M - $5.98M
|
285K
$137M
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
13.5K+ 896.08% |
$4.85M - $5.68M
|
15K
$7.18M
|
|
May 14, 2024
Q1 2024
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
BUY
|
- |
12.5KNew |
$4.51M - $5.27M
|
12.5K
$6M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.4K+ 3.36% |
$4.08M - $4.78M
|
350K
$167M
|
|
Apr 22, 2024
Q1 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
8.91KNew |
$3.2M - $3.75M
|
8.91K
$4.26M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
8.64K+ 10.08% |
$3.1M - $3.63M
|
94.3K
$45.1M
|
|
May 15, 2024
Q1 2024
|
Troluce Capital Advisors LLC
Dorado, PR |
BUY
|
- |
8.4KNew |
$3.02M - $3.53M
|
8.4K
$4.02M
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
7K+ 489.92% |
$2.52M - $2.94M
|
8.43K
$4.03M
|
|
May 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
PUT |
7KNew |
$2.52M - $2.94M
|
7K
$3.35M
|
|
May 15, 2024
Q1 2024
|
Qvr LLC
|
BUY
|
- |
5.23KNew |
$1.88M - $2.2M
|
5.23K
$2.5M
|
|
May 16, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
4.78K+ 8.64% |
$1.72M - $2.01M
|
60.1K
$28.8M
|
|
May 15, 2024
Q1 2024
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
4.26KNew |
$1.53M - $1.79M
|
4.26K
$2.04M
|
|
May 13, 2024
Q1 2024
|
Clear Alpha Technologies LP
Greenwich, CT |
BUY
|
- |
4.07KNew |
$1.46M - $1.71M
|
4.07K
$1.95M
|
|
Apr 24, 2024
Q1 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
3.92KNew |
$1.41M - $1.65M
|
3.92K
$1.88M
|
|
May 06, 2024
Q1 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
3.71KNew |
$1.33M - $1.56M
|
3.71K
$1.77M
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
3.66KNew |
$1.32M - $1.54M
|
3.66K
$1.75M
|
|
Oct 22, 2024
Q1 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
3.58K+ 5.57% |
$1.29M - $1.51M
|
67.9K
$32.5M
|
|
Apr 11, 2024
Q1 2024
|
Meyer Handelman CO
|
BUY
|
- |
3.45K+ 207.83% |
$1.24M - $1.45M
|
5.11K
$2.45M
|
|
Apr 22, 2024
Q1 2024
|
Retireful, LLC
|
BUY
|
- |
3.09KNew |
$1.11M - $1.3M
|
3.09K
$1.48M
|
|
May 03, 2024
Q1 2024
|
Capital Management Associates
New York, NY |
BUY
|
- |
3KNew |
$1.08M - $1.26M
|
3K
$1.44M
|
|
Apr 15, 2024
Q1 2024
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
3KNew |
$1.08M - $1.26M
|
3K
$1.44M
|
|
Apr 24, 2024
Q1 2024
|
Elite Wealth Management, Inc.
|
BUY
|
- |
2.37KNew |
$850K - $995K
|
2.37K
$1.13M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
PUT |
2.2KNew |
$790K - $925K
|
2.2K
$1.05M
|
|
Apr 22, 2024
Q1 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
2.15KNew |
$772K - $904K
|
2.15K
$1.03M
|
|
Apr 10, 2024
Q1 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
2.1K+ 113.86% |
$753K - $881K
|
3.94K
$1.88M
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
2.08KNew |
$749K - $876K
|
2.08K
$997K
|
|
May 20, 2024
Q1 2024
|
Milestones Administradora De Recursos Ltda.
Jaragua Do Sul, D5 |
BUY
|
- |
2.08KNew |
$747K - $875K
|
2.08K
$995K
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
2.08KNew |
$747K - $875K
|
2.08K
$995K
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.06K+ 0.97% |
$739K - $865K
|
214K
$103M
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
1.97KNew |
$707K - $828K
|
1.97K
$942K
|
|
Jun 11, 2024
Q1 2024
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
1.7K+ 7.47% |
$610K - $714K
|
24.5K
$11.7M
|
|
May 15, 2024
Q1 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
1.59KNew |
$572K - $669K
|
1.59K
$762K
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
1.57KNew |
$564K - $661K
|
1.57K
$752K
|
|
Apr 25, 2024
Q1 2024
|
Villere St Denis J & CO LLC
|
BUY
|
- |
1.55KNew |
$558K - $653K
|
1.55K
$743K
|
|
May 15, 2024
Q1 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
1.5KNew |
$539K - $631K
|
1.5K
$718K
|
|
May 08, 2024
Q1 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
1.47KNew |
$529K - $619K
|
1.47K
$704K
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
1.44KNew |
$519K - $607K
|
1.44K
$691K
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
1.37KNew |
$492K - $576K
|
1.37K
$655K
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
1.26K+ 17.33% |
$454K - $531K
|
8.55K
$4.09M
|
|
May 15, 2024
Q1 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1.18KNew |
$423K - $495K
|
1.18K
$564K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.13K+ 2.21% |
$404K - $473K
|
52K
$24.9M
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.11KNew |
$399K - $467K
|
1.11K
$532K
|