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 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
796+ 1.59% |
$323K - $381K
|
50.9K
$24.4M
|
|
Oct 29, 2024
Q3 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
778New |
$315K - $372K
|
778
$372K
|
|
Oct 07, 2024
Q3 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
734New |
$297K - $351K
|
734
$351K
|
|
Oct 23, 2024
Q3 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
725New |
$294K - $347K
|
725
$347K
|
|
Oct 31, 2024
Q3 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
697+ 42.24% |
$282K - $334K
|
2.35K
$1.12M
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
692New |
$280K - $331K
|
692
$331K
|
|
Nov 14, 2024
Q3 2024
|
Alamar Capital Management, LLC
|
BUY
|
- |
689New |
$279K - $330K
|
689
$330K
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
666+ 13.38% |
$270K - $319K
|
5.65K
$2.7M
|
|
Oct 15, 2024
Q3 2024
|
Flower City Capital
|
BUY
|
- |
632New |
$256K - $302K
|
632
$303K
|
|
Oct 07, 2024
Q3 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
616New |
$250K - $295K
|
616
$295K
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
611+ 8.09% |
$248K - $292K
|
8.16K
$3.91M
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
604New |
$245K - $289K
|
604
$289K
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
595New |
$241K - $285K
|
595
$285K
|
|
Nov 14, 2024
Q3 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
588New |
$238K - $281K
|
588
$281K
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
581New |
$235K - $278K
|
581
$278K
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
539+ 4.53% |
$218K - $258K
|
12.4K
$5.95M
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
535New |
$217K - $256K
|
535
$256K
|
|
Nov 14, 2024
Q3 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
525New |
$213K - $251K
|
525
$251K
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
525+ 4.42% |
$213K - $251K
|
12.4K
$5.94M
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
521+ 2.07% |
$211K - $249K
|
25.7K
$12.3M
|
|
Nov 05, 2024
Q3 2024
|
Dillon & Associates Inc
|
BUY
|
- |
520New |
$211K - $249K
|
520
$249K
|
|
Nov 14, 2024
Q3 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
515New |
$209K - $246K
|
515
$247K
|
|
Nov 14, 2024
Q3 2024
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
498+ 75.8% |
$202K - $238K
|
1.16K
$553K
|
|
Oct 15, 2024
Q3 2024
|
Parkside Investments, LLC
|
BUY
|
- |
495New |
$201K - $237K
|
495
$237K
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
492+ 79.87% |
$199K - $235K
|
1.11K
$530K
|
|
Nov 12, 2024
Q3 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
492New |
$199K - $235K
|
492
$236K
|
|
Nov 08, 2024
Q3 2024
|
Beck Bode, LLC
|
BUY
|
- |
491New |
$199K - $235K
|
491
$235K
|
|
Oct 09, 2024
Q3 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
488New |
$198K - $234K
|
488
$234K
|
|
Nov 15, 2024
Q3 2024
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
485New |
$197K - $232K
|
485
$232K
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
485New |
$197K - $232K
|
485
$232K
|
|
Nov 14, 2024
Q3 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
479New |
$194K - $229K
|
479
$229K
|
|
Nov 13, 2024
Q3 2024
|
Msa Advisors, LLC
Santa Monica, CA |
BUY
|
- |
475New |
$192K - $227K
|
475
$227K
|
|
Oct 29, 2024
Q3 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
470+ 24.93% |
$190K - $225K
|
2.36K
$1.13M
|
|
Nov 08, 2024
Q3 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
465New |
$188K - $223K
|
465
$223K
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
462+ 9.33% |
$187K - $221K
|
5.41K
$2.59M
|
|
Oct 07, 2024
Q3 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
462New |
$187K - $221K
|
462
$221K
|
|
Oct 25, 2024
Q3 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
460New |
$186K - $220K
|
460
$220K
|
|
Oct 29, 2024
Q3 2024
|
Rwq Financial Management Services, Inc.
|
BUY
|
- |
450New |
$182K - $215K
|
450
$215K
|
|
Nov 01, 2024
Q3 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
449New |
$182K - $215K
|
449
$215K
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
449New |
$182K - $215K
|
449
$215K
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
446New |
$181K - $213K
|
446
$214K
|
|
Oct 08, 2024
Q3 2024
|
Shearwater Capital LLC
|
BUY
|
- |
438New |
$177K - $210K
|
438
$210K
|
|
Nov 12, 2024
Q3 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
425+ 73.66% |
$172K - $203K
|
1K
$480K
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
406New |
$165K - $194K
|
406
$194K
|
|
Nov 22, 2024
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
404+ 0.8% |
$164K - $193K
|
51.1K
$24.5M
|
|
Nov 12, 2024
Q3 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
400+ 21.74% |
$162K - $191K
|
2.24K
$1.07M
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
PUT |
400New |
$162K - $191K
|
400
$191K
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
363+ 4.64% |
$147K - $174K
|
8.19K
$3.92M
|
|
Nov 12, 2024
Q3 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
363+ 64.48% |
$147K - $174K
|
926
$443K
|
|
Nov 12, 2024
Q3 2024
|
Cove Street Capital, LLC
El Segundo, CA |
BUY
|
- |
345+ 9.61% |
$140K - $165K
|
3.94K
$1.88M
|