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 |
---|---|---|---|---|---|---|---|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
936New |
$319K - $347K
|
936
$442K
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
925+ 1.51% |
$315K - $343K
|
62K
$29.3M
|
|
Oct 13, 2023
Q3 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
624New |
$213K - $231K
|
624
$295K
|
|
Oct 10, 2023
Q3 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
619New |
$211K - $229K
|
619
$292K
|
|
Oct 19, 2023
Q3 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
579New |
$197K - $215K
|
579
$273K
|
|
Nov 14, 2023
Q3 2023
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
575New |
$196K - $213K
|
575
$271K
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
564+ 10.35% |
$192K - $209K
|
6.01K
$2.84M
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
366+ 2.23% |
$125K - $136K
|
16.7K
$7.9M
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
300New |
$102K - $111K
|
300
$142K
|
|
Oct 16, 2023
Q3 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
256+ 4.21% |
$87.3K - $94.8K
|
6.33K
$2.99M
|
|
Nov 14, 2023
Q3 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
244+ 7.63% |
$83.2K - $90.4K
|
3.44K
$1.62M
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
179+ 10.23% |
$61K - $66.3K
|
1.93K
$911K
|
|
Oct 24, 2023
Q3 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
135+ 1.24% |
$46K - $50K
|
11K
$5.18M
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
132New |
$45K - $48.9K
|
132
$62.3K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
113+ 3.79% |
$38.5K - $41.9K
|
3.09K
$1.46M
|
|
Oct 18, 2023
Q3 2023
|
Spirit Of America Management Corp
|
BUY
|
- |
100+ 2.58% |
$34.1K - $37K
|
3.97K
$1.87M
|
|
Nov 14, 2023
Q3 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
87+ 11.31% |
$29.7K - $32.2K
|
856
$404K
|
|
Oct 10, 2023
Q3 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
84+ 14.07% |
$28.6K - $31.1K
|
681
$321K
|
|
Nov 03, 2023
Q3 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
68+ 4.49% |
$23.2K - $25.2K
|
1.58K
$746K
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
59New |
$20.1K - $21.9K
|
59
$27.9K
|
|
Sep 05, 2024
Q3 2023
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
50+ 0.25% |
$17K - $18.5K
|
20.3K
$9.57M
|
|
Nov 01, 2023
Q3 2023
|
Emfo, LLC
|
BUY
|
- |
45+ 30.41% |
$15.3K - $16.7K
|
193
$91.1K
|
|
Nov 14, 2023
Q3 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
42+ 2.51% |
$14.3K - $15.6K
|
1.71K
$809K
|
|
Oct 10, 2023
Q3 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
41+ 2.06% |
$14K - $15.2K
|
2.04K
$961K
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
BUY
|
- |
40+ 1.05% |
$13.6K - $14.8K
|
3.85K
$1.82M
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
20+ 0.52% |
$6.82K - $7.41K
|
3.87K
$1.83M
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
18+ 1.95% |
$6.14K - $6.67K
|
940
$444K
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
BUY
|
- |
5+ 0.78% |
$1.7K - $1.85K
|
650
$307K
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$682 - $741
|
2.5K
$1.18M
|
|
Oct 10, 2023
Q3 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
2+ 0.33% |
$682 - $741
|
606
$286K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
219KNew |
$67.8M - $74.8M
|
219K
$104M
|
|
Aug 17, 2023
Q2 2023
|
Ota Financial Group L.P.
|
BUY
|
- |
60KNew |
$18.5M - $20.5M
|
60K
$28.3M
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
33.5K+ 5.52% |
$10.3M - $11.4M
|
640K
$302M
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
27.2KNew |
$8.41M - $9.28M
|
27.2K
$12.8M
|
|
Aug 14, 2023
Q2 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
26.2KNew |
$8.09M - $8.93M
|
26.2K
$12.4M
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
22.3KNew |
$6.88M - $7.59M
|
22.3K
$10.5M
|
|
Aug 14, 2023
Q2 2023
|
Fort Baker Capital Management LP
Larkspur, CA |
BUY
|
- |
16.5KNew |
$5.1M - $5.63M
|
16.5K
$7.79M
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
13.2KNew |
$4.09M - $4.51M
|
13.2K
$6.25M
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
7.11K+ 3.97% |
$2.2M - $2.43M
|
186K
$87.9M
|
|
Jul 14, 2023
Q2 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
5.68KNew |
$1.76M - $1.94M
|
5.68K
$2.68M
|
|
Aug 14, 2023
Q2 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
4.95KNew |
$1.53M - $1.69M
|
4.95K
$2.33M
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3.95K+ 42.14% |
$1.22M - $1.35M
|
13.3K
$6.29M
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
3.62KNew |
$1.12M - $1.23M
|
3.62K
$1.71M
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
PUT |
3.6KNew |
$1.11M - $1.23M
|
3.6K
$1.7M
|
|
Aug 11, 2023
Q2 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
2.66KNew |
$821K - $906K
|
2.66K
$1.25M
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.01K+ 66.01% |
$621K - $685K
|
5.05K
$2.38M
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
1.99K+ 4.71% |
$616K - $679K
|
44.3K
$20.9M
|
|
Aug 10, 2023
Q2 2023
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
BUY
|
- |
1.97KNew |
$609K - $672K
|
1.97K
$930K
|
|
Aug 14, 2023
Q2 2023
|
Jcp Investment Management, LLC
|
BUY
|
- |
1.04K+ 4.11% |
$320K - $353K
|
26.2K
$12.4M
|
|
Aug 14, 2023
Q2 2023
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
- |
1K+ 6.25% |
$309K - $341K
|
17K
$8.03M
|