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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Papp L Roy & Associates
|
BUY
|
- |
175+ 1.79% |
$62.9K - $73.6K
|
9.94K
$4.69M
|
|
|
Apr 18, 2024
Q1 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
149New |
$53.5K - $62.7K
|
149
$70.3K
|
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
130+ 0.45% |
$46.7K - $54.7K
|
29.3K
$13.8M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
127New |
$45.6K - $53.4K
|
127
$60K
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
123+ 2.51% |
$44.2K - $51.7K
|
5.02K
$2.37M
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
115New |
$41.3K - $48.4K
|
115
$54.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
114+ 9.02% |
$41K - $47.9K
|
1.38K
$650K
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
106+ 10.77% |
$38.1K - $44.6K
|
1.09K
$515K
|
|
|
May 02, 2024
Q1 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
100+ 5.0% |
$35.9K - $42.1K
|
2.1K
$991K
|
|
|
Apr 15, 2024
Q1 2024
|
Cairn Investment Group, Inc.
|
BUY
|
- |
100+ 3.67% |
$35.9K - $42.1K
|
2.83K
$1.33M
|
|
|
May 15, 2024
Q1 2024
|
Brandywine Trust CO
Hockessin, DE |
BUY
|
- |
96+ 1.54% |
$34.5K - $40.4K
|
6.35K
$3M
|
|
|
May 15, 2024
Q1 2024
|
Oracle Alpha Inc.
Toronto, A6 |
BUY
|
- |
90+ 9.64% |
$32.3K - $37.8K
|
1.02K
$483K
|
|
|
Aug 07, 2024
Q1 2024
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
83+ 1.18% |
$29.8K - $34.9K
|
7.12K
$3.36M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
77+ 7.2% |
$27.7K - $32.4K
|
1.15K
$541K
|
|
|
Apr 05, 2024
Q1 2024
|
Somerset Trust CO
|
BUY
|
- |
70+ 4.78% |
$25.2K - $29.4K
|
1.53K
$724K
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
66+ 2.27% |
$23.7K - $27.8K
|
2.98K
$1.41M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
BUY
|
PUT |
60New |
$21.6K - $25.2K
|
60
$28.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
59+ 1.86% |
$21.2K - $24.8K
|
3.23K
$1.52M
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
57+ 0.79% |
$20.5K - $24K
|
7.29K
$3.44M
|
|
|
Apr 22, 2024
Q1 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
57+ 2.85% |
$20.5K - $24K
|
2.06K
$972K
|
|
|
Aug 12, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
50+ 3.92% |
$18K - $21K
|
1.33K
$625K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
48+ 14.63% |
$17.2K - $20.2K
|
376
$177K
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
BUY
|
- |
40+ 0.54% |
$14.4K - $16.8K
|
7.49K
$3.53M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
28+ 1.03% |
$10.1K - $11.8K
|
2.74K
$1.29M
|
|
|
Apr 11, 2024
Q1 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
25+ 9.58% |
$8.98K - $10.5K
|
286
$135K
|
|
|
Apr 10, 2024
Q1 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
24+ 0.43% |
$8.62K - $10.1K
|
5.56K
$2.62M
|
|
|
Apr 19, 2024
Q1 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
20+ 1.83% |
$7.19K - $8.41K
|
1.11K
$526K
|
|
|
May 14, 2024
Q1 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
18+ 0.43% |
$6.47K - $7.57K
|
4.18K
$1.97M
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
18+ 0.49% |
$6.47K - $7.57K
|
3.68K
$1.74M
|
|
|
Apr 22, 2024
Q1 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
15+ 1.54% |
$5.39K - $6.31K
|
990
$467K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
10+ 1.6% |
$3.59K - $4.21K
|
636
$300K
|
|
|
May 14, 2024
Q1 2024
|
Core View Capital Management LTD
Hong Kong, K3 |
BUY
|
- |
9New |
$3.23K - $3.78K
|
9
$4.25K
|
|
|
May 08, 2024
Q1 2024
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
9+ 1.37% |
$3.23K - $3.78K
|
667
$315K
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
8+ 1.53% |
$2.87K - $3.36K
|
531
$251K
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
8+ 1.57% |
$2.87K - $3.36K
|
516
$244K
|
|
|
Apr 23, 2024
Q1 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
7+ 0.12% |
$2.52K - $2.94K
|
5.7K
$2.69M
|
|
|
May 14, 2024
Q1 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
6+ 0.64% |
$2.16K - $2.52K
|
945
$446K
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
PUT |
2New |
$719 - $841
|
2
$944
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1+ 0.09% |
$359 - $421
|
1.13K
$534K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
64.4KNew |
$21.4M - $23.3M
|
64.4K
$30.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
58.6K+ 7108.86% |
$19.4M - $21.2M
|
59.4K
$28M
|
|
|
Feb 09, 2024
Q4 2023
|
Cqs (Us), LLC
New York, NY |
BUY
|
- |
47.4K+ 113.91% |
$15.7M - $17.2M
|
89.1K
$42M
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
44.4KNew |
$14.7M - $16.1M
|
44.4K
$21M
|
|
|
Feb 14, 2024
Q4 2023
|
Progeny 3, Inc.
Seattle, WA |
BUY
|
- |
28.8K+ 117.84% |
$9.55M - $10.4M
|
53.2K
$25.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Portman Square Capital LLP
London, X0 |
BUY
|
PUT |
23.8KNew |
$7.89M - $8.63M
|
23.8K
$11.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
22.8K+ 7.85% |
$7.58M - $8.29M
|
314K
$148M
|
|
|
Feb 22, 2024
Q4 2023
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
18.1KNew |
$6.01M - $6.57M
|
18.1K
$8.56M
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
18K+ 20.18% |
$5.96M - $6.52M
|
107K
$50.5M
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
14.2K+ 9.19% |
$4.72M - $5.16M
|
169K
$79.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Searle & Co.
|
BUY
|
- |
11.5KNew |
$3.82M - $4.18M
|
11.5K
$5.44M
|
|