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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
54+ 0.75% |
$17.9K - $19.6K
|
7.29K
$3.54M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
53New |
$17.6K - $19.2K
|
53
$25.7K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
50New |
$16.6K - $18.1K
|
50
$24.3K
|
|
|
Jan 02, 2024
Q4 2023
|
Wyrmwood Management LLC
New York, NY |
BUY
|
- |
50New |
$16.6K - $18.1K
|
50
$24.3K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
43+ 1.6% |
$14.3K - $15.6K
|
2.73K
$1.33M
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
BUY
|
- |
30+ 4.88% |
$9.95K - $10.9K
|
645
$313K
|
|
|
Feb 05, 2024
Q4 2023
|
A16z Perennial Management, L.P.
Menlo Park, CA |
BUY
|
- |
10New |
$3.32K - $3.63K
|
10
$4.85K
|
|
|
Feb 13, 2024
Q4 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
CALL |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 17, 2024
Q4 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
83KNew |
$28.3M - $30.7M
|
83K
$40.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
PUT |
25.7K+ 167.97% |
$8.76M - $9.52M
|
41K
$19.9M
|
|
|
Oct 08, 2024
Q3 2023
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
16.6KNew |
$5.66M - $6.15M
|
16.6K
$8.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Samjo Capital LLC
|
BUY
|
- |
13KNew |
$4.43M - $4.81M
|
13K
$6.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
11.2K+ 471.16% |
$3.81M - $4.15M
|
13.6K
$6.58M
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
8.86K+ 19.46% |
$3.02M - $3.28M
|
54.4K
$26.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
7.04K+ 9.32% |
$2.4M - $2.61M
|
82.5K
$40M
|
|
|
Nov 06, 2023
Q3 2023
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
PUT |
7KNew |
$2.39M - $2.59M
|
7K
$3.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
4.6K+ 33.72% |
$1.57M - $1.7M
|
18.2K
$8.85M
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
3.57KNew |
$1.22M - $1.32M
|
3.57K
$1.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
2.87K+ 12.34% |
$977K - $1.06M
|
26.1K
$12.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
BUY
|
- |
2.2KNew |
$750K - $815K
|
2.2K
$1.07M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
2.02K+ 9.56% |
$687K - $747K
|
23.1K
$11.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.66KNew |
$566K - $615K
|
1.66K
$806K
|
|
|
Nov 14, 2023
Q3 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
1.56KNew |
$532K - $578K
|
1.56K
$757K
|
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
1.34KNew |
$457K - $496K
|
1.34K
$650K
|
|
|
Nov 14, 2023
Q3 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
1.3K+ 37.64% |
$443K - $481K
|
4.75K
$2.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
1.03K+ 52.92% |
$352K - $383K
|
2.99K
$1.45M
|
|
|
Oct 30, 2023
Q3 2023
|
Qcm Cayman, Ltd.
|
BUY
|
- |
944New |
$322K - $350K
|
944
$458K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
936New |
$319K - $347K
|
936
$454K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
925+ 1.51% |
$315K - $343K
|
62K
$30.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
624New |
$213K - $231K
|
624
$303K
|
|
|
Oct 19, 2023
Q3 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
579New |
$197K - $215K
|
579
$281K
|
|
|
Nov 14, 2023
Q3 2023
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
575New |
$196K - $213K
|
575
$279K
|
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
564+ 10.35% |
$192K - $209K
|
6.01K
$2.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
366+ 2.23% |
$125K - $136K
|
16.7K
$8.12M
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
300New |
$102K - $111K
|
300
$146K
|
|
|
Oct 16, 2023
Q3 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
256+ 4.21% |
$87.3K - $94.8K
|
6.33K
$3.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
244+ 7.63% |
$83.2K - $90.4K
|
3.44K
$1.67M
|
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
179+ 10.23% |
$61K - $66.3K
|
1.93K
$936K
|
|
|
Oct 24, 2023
Q3 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
135+ 1.24% |
$46K - $50K
|
11K
$5.33M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
132New |
$45K - $48.9K
|
132
$64K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
113+ 3.79% |
$38.5K - $41.9K
|
3.09K
$1.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
84+ 14.07% |
$28.6K - $31.1K
|
681
$330K
|
|
|
Nov 03, 2023
Q3 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
68+ 4.49% |
$23.2K - $25.2K
|
1.58K
$767K
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
59New |
$20.1K - $21.9K
|
59
$28.6K
|
|
|
Sep 05, 2024
Q3 2023
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
50+ 0.25% |
$17K - $18.5K
|
20.3K
$9.84M
|
|
|
Nov 01, 2023
Q3 2023
|
Emfo, LLC
|
BUY
|
- |
45+ 30.41% |
$15.3K - $16.7K
|
193
$93.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
42+ 2.51% |
$14.3K - $15.6K
|
1.71K
$831K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
BUY
|
- |
40+ 1.05% |
$13.6K - $14.8K
|
3.85K
$1.86M
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
20+ 0.52% |
$6.82K - $7.41K
|
3.87K
$1.88M
|
|