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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Tri Locum Partners LP
New York, NY |
BUY
|
- |
588New |
$182K - $201K
|
588
$278K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
545+ 14.83% |
$168K - $186K
|
4.22K
$1.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
490+ 14.44% |
$151K - $167K
|
3.88K
$1.83M
|
|
|
Jul 17, 2023
Q2 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
477+ 52.77% |
$147K - $163K
|
1.38K
$652K
|
|
|
Aug 10, 2023
Q2 2023
|
Nfc Investments, LLC
Memphis, TN |
BUY
|
- |
356+ 42.89% |
$110K - $121K
|
1.19K
$560K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
321+ 43.61% |
$99.2K - $109K
|
1.06K
$499K
|
|
|
Aug 10, 2023
Q2 2023
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
310New |
$95.8K - $106K
|
310
$146K
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
CALL |
300New |
$92.7K - $102K
|
300
$142K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
268+ 3.7% |
$82.8K - $91.4K
|
7.51K
$3.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
264+ 6.29% |
$81.6K - $90K
|
4.46K
$2.11M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
227+ 20.25% |
$70.2K - $77.4K
|
1.35K
$636K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
160+ 32.0% |
$49.5K - $54.6K
|
660
$312K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
116+ 5.07% |
$35.9K - $39.6K
|
2.41K
$1.14M
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
112+ 14.66% |
$34.6K - $38.2K
|
876
$414K
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
106New |
$32.8K - $36.1K
|
106
$50K
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
50+ 11.24% |
$15.5K - $17.1K
|
495
$234K
|
|
|
Aug 03, 2023
Q2 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
33+ 61.11% |
$10.2K - $11.3K
|
87
$41.1K
|
|
|
Jul 12, 2023
Q2 2023
|
Richelieu Gestion PLC
|
BUY
|
- |
20+ 100.0% |
$6.18K - $6.82K
|
40
$18.9K
|
|
|
Jul 18, 2023
Q2 2023
|
Strategic Equity Management
|
BUY
|
- |
10+ 1.48% |
$3.09K - $3.41K
|
685
$323K
|
|
|
Jul 11, 2023
Q2 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
5+ 0.15% |
$1.55K - $1.71K
|
3.23K
$1.53M
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
4+ 1.89% |
$1.24K - $1.36K
|
216
$102K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
13.9MNew |
$4.07B - $4.44B
|
13.9M
$6.55B
|
|
|
Apr 26, 2023
Q1 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
55.5KNew |
$16.3M - $17.8M
|
55.5K
$26.2M
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
49.2K+ 28.29% |
$14.4M - $15.8M
|
223K
$105M
|
|
|
May 10, 2023
Q1 2023
|
Sycale Advisors (Ny) LLC
New York, NY |
BUY
|
- |
42.2KNew |
$12.4M - $13.5M
|
42.2K
$19.9M
|
|
|
May 11, 2023
Q1 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
PUT |
27.4KNew |
$8.04M - $8.78M
|
27.4K
$12.9M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
10KNew |
$2.94M - $3.2M
|
10K
$4.72M
|
|
|
May 10, 2023
Q1 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
9.51KNew |
$2.79M - $3.05M
|
9.51K
$4.49M
|
|
|
May 15, 2023
Q1 2023
|
Archon Partners LLC
Princeton Junction, NJ |
BUY
|
- |
9.43K+ 5.63% |
$2.77M - $3.02M
|
177K
$83.5M
|
|
|
May 03, 2023
Q1 2023
|
Fithian, LLC
New York, NY |
BUY
|
- |
6.19K+ 88.76% |
$1.82M - $1.98M
|
13.2K
$6.22M
|
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
5.99K+ 106.51% |
$1.76M - $1.92M
|
11.6K
$5.48M
|
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
2.41K+ 1554.84% |
$707K - $772K
|
2.57K
$1.21M
|
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
2.41KNew |
$707K - $771K
|
2.41K
$1.14M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.64K+ 30.27% |
$480K - $524K
|
7.04K
$3.32M
|
|
|
May 05, 2023
Q1 2023
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
BUY
|
- |
1.54K+ 6.01% |
$452K - $493K
|
27.2K
$12.8M
|
|
|
May 02, 2023
Q1 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1.42KNew |
$417K - $455K
|
1.42K
$670K
|
|
|
May 12, 2023
Q1 2023
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
1.3K+ 46.43% |
$382K - $416K
|
4.1K
$1.94M
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
1.11K+ 32.85% |
$327K - $357K
|
4.5K
$2.12M
|
|
|
May 12, 2023
Q1 2023
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
- |
1.1KNew |
$323K - $352K
|
1.1K
$519K
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
1.06K+ 96.55% |
$312K - $341K
|
2.16K
$1.02M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
1.04K+ 6.27% |
$306K - $334K
|
17.7K
$8.33M
|
|
|
May 09, 2023
Q1 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
1.01KNew |
$297K - $324K
|
1.01K
$477K
|
|
|
May 01, 2023
Q1 2023
|
Grace & White Inc
|
BUY
|
- |
1KNew |
$294K - $320K
|
1K
$472K
|
|
|
May 12, 2023
Q1 2023
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
864New |
$254K - $277K
|
864
$408K
|
|
|
May 12, 2023
Q1 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
820New |
$241K - $263K
|
820
$387K
|
|
|
May 15, 2023
Q1 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
770New |
$226K - $247K
|
770
$364K
|
|
|
May 15, 2023
Q1 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
666New |
$195K - $213K
|
666
$314K
|
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
327+ 1.59% |
$96K - $105K
|
20.9K
$9.85M
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
PUT |
300New |
$88.1K - $96.1K
|
300
$142K
|
|
|
May 10, 2023
Q1 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
240+ 7.48% |
$70.4K - $76.9K
|
3.45K
$1.63M
|
|