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 |
---|---|---|---|---|---|---|---|
Feb 12, 2024
Q4 2023
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
10.1K+ 13.92% |
$3.35M - $3.66M
|
82.6K
$39.5M
|
|
Feb 13, 2024
Q4 2023
|
J. Stern & Co. LLP
London, X0 |
BUY
|
- |
9.76KNew |
$3.24M - $3.54M
|
9.76K
$4.67M
|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
9.29KNew |
$3.08M - $3.37M
|
9.29K
$4.45M
|
|
Feb 14, 2024
Q4 2023
|
Prana Capital Management, LP
Greenwich, CT |
BUY
|
- |
5.41KNew |
$1.79M - $1.96M
|
5.41K
$2.59M
|
|
Feb 14, 2024
Q4 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
5KNew |
$1.66M - $1.81M
|
5K
$2.39M
|
|
Feb 07, 2024
Q4 2023
|
Summa Corp.
Tomball, TX |
BUY
|
- |
4.76KNew |
$1.58M - $1.73M
|
4.76K
$2.28M
|
|
Feb 08, 2024
Q4 2023
|
Anthracite Investment Company, Inc.
Fort Worth, TX |
BUY
|
- |
4.49KNew |
$1.49M - $1.63M
|
4.49K
$2.15M
|
|
Aug 06, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
4.42KNew |
$1.47M - $1.6M
|
4.42K
$2.11M
|
|
Feb 13, 2024
Q4 2023
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
3.89K+ 664.16% |
$1.29M - $1.41M
|
4.48K
$2.14M
|
|
Feb 01, 2024
Q4 2023
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
3.69KNew |
$1.23M - $1.34M
|
3.69K
$1.77M
|
|
Feb 14, 2024
Q4 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
3.16K+ 59.53% |
$1.05M - $1.14M
|
8.46K
$4.05M
|
|
Feb 22, 2024
Q4 2023
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
3.02KNew |
$1M - $1.1M
|
3.02K
$1.45M
|
|
Feb 13, 2024
Q4 2023
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
2.58KNew |
$854K - $934K
|
2.58K
$1.23M
|
|
Jan 23, 2024
Q4 2023
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
2.29KNew |
$760K - $831K
|
2.29K
$1.1M
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
1.93KNew |
$639K - $699K
|
1.93K
$922K
|
|
Feb 14, 2024
Q4 2023
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
1.92KNew |
$637K - $697K
|
1.92K
$919K
|
|
Jan 29, 2024
Q4 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
1.9KNew |
$630K - $688K
|
1.9K
$908K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.74K+ 0.42% |
$579K - $633K
|
417K
$199M
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.67K+ 185.78% |
$555K - $606K
|
2.57K
$1.23M
|
|
Jan 29, 2024
Q4 2023
|
Helios Capital Management Pte. LTD
|
BUY
|
- |
1.6K+ 44.44% |
$531K - $580K
|
5.2K
$2.49M
|
|
Feb 14, 2024
Q4 2023
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
1.58KNew |
$522K - $571K
|
1.58K
$754K
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
1.56KNew |
$516K - $564K
|
1.56K
$745K
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.43K+ 2.42% |
$476K - $520K
|
60.7K
$29.1M
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
1.4K+ 208.64% |
$464K - $508K
|
2.07K
$991K
|
|
Apr 08, 2024
Q4 2023
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.36KNew |
$452K - $495K
|
1.36K
$653K
|
|
Feb 05, 2024
Q4 2023
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
1.21KNew |
$402K - $440K
|
1.21K
$580K
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
1.2KNew |
$396K - $433K
|
1.2K
$572K
|
|
Feb 13, 2024
Q4 2023
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
1.17KNew |
$389K - $425K
|
1.17K
$561K
|
|
Feb 09, 2024
Q4 2023
|
Codex Capital, L.L.C.
New York, NY |
BUY
|
- |
1.13K+ 6.86% |
$373K - $408K
|
17.5K
$8.39M
|
|
Jan 31, 2024
Q4 2023
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
775New |
$257K - $281K
|
775
$371K
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
733New |
$243K - $266K
|
733
$351K
|
|
Feb 01, 2024
Q4 2023
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
731New |
$242K - $265K
|
731
$350K
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
709+ 13.26% |
$235K - $257K
|
6.05K
$2.9M
|
|
Feb 02, 2024
Q4 2023
|
Xr Securities LLC
|
BUY
|
- |
686+ 59.91% |
$228K - $249K
|
1.83K
$876K
|
|
Feb 01, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
633New |
$210K - $230K
|
633
$303K
|
|
Feb 13, 2024
Q4 2023
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
PUT |
600+ 2.75% |
$199K - $218K
|
22.4K
$10.7M
|
|
Sep 06, 2024
Q4 2023
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
590New |
$196K - $214K
|
590
$282K
|
|
Feb 12, 2024
Q4 2023
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
590New |
$196K - $214K
|
590
$282K
|
|
Feb 05, 2024
Q4 2023
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
574New |
$190K - $208K
|
574
$275K
|
|
Jan 08, 2024
Q4 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
570New |
$189K - $207K
|
570
$273K
|
|
Feb 14, 2024
Q4 2023
|
Nixon Capital, LLC
Austin, TX |
BUY
|
- |
510New |
$169K - $185K
|
510
$244K
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
357+ 9.07% |
$118K - $129K
|
4.29K
$2.05M
|
|
Feb 09, 2024
Q4 2023
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
BUY
|
- |
322+ 15.05% |
$107K - $117K
|
2.46K
$1.18M
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
286+ 23.56% |
$94.9K - $104K
|
1.5K
$718K
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
250+ 12.28% |
$82.9K - $90.7K
|
2.29K
$1.09M
|
|
Feb 01, 2024
Q4 2023
|
Prism Advisors, Inc.
|
BUY
|
- |
175+ 23.33% |
$58K - $63.5K
|
925
$443K
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
174+ 0.87% |
$57.7K - $63.1K
|
20.3K
$9.7M
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
174New |
$57.7K - $63.1K
|
174
$83.3K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
173New |
$57.4K - $62.7K
|
173
$82.8K
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
126New |
$41.8K - $45.7K
|
126
$60.3K
|