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 17, 2024
Q3 2024
|
D. Scott Neal, Inc.
|
BUY
|
- |
319+ 5.91% |
$129K - $153K
|
5.72K
$2.74M
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
300New |
$122K - $144K
|
300
$144K
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
BUY
|
- |
295+ 16.03% |
$120K - $141K
|
2.14K
$1.02M
|
|
Oct 03, 2024
Q3 2024
|
Farmers Trust CO
|
BUY
|
- |
275+ 13.3% |
$111K - $132K
|
2.34K
$1.12M
|
|
Nov 13, 2024
Q3 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
268New |
$109K - $128K
|
268
$128K
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
264+ 17.41% |
$107K - $126K
|
1.78K
$852K
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
259+ 1.84% |
$105K - $124K
|
14.3K
$6.86M
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
256+ 14.99% |
$104K - $123K
|
1.96K
$940K
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
251+ 13.89% |
$102K - $120K
|
2.06K
$985K
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
250New |
$101K - $120K
|
250
$120K
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
250+ 2.97% |
$101K - $120K
|
8.67K
$4.15M
|
|
Nov 06, 2024
Q3 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
248+ 12.85% |
$100K - $119K
|
2.18K
$1.04M
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
241+ 5.29% |
$97.7K - $115K
|
4.8K
$2.3M
|
|
Oct 24, 2024
Q3 2024
|
44 Wealth Management LLC
|
BUY
|
- |
238+ 21.76% |
$96.4K - $114K
|
1.33K
$638K
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
230+ 3.52% |
$93.2K - $110K
|
6.76K
$3.24M
|
|
Nov 04, 2024
Q3 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
226+ 2.71% |
$91.6K - $108K
|
8.56K
$4.1M
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
226+ 2.82% |
$91.6K - $108K
|
8.25K
$3.95M
|
|
Nov 12, 2024
Q3 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
222+ 12.16% |
$90K - $106K
|
2.05K
$980K
|
|
Oct 16, 2024
Q3 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
220+ 21.72% |
$89.1K - $105K
|
1.23K
$590K
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
220+ 10.44% |
$89.1K - $105K
|
2.33K
$1.11M
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
215+ 6.23% |
$87.1K - $103K
|
3.67K
$1.76M
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
BUY
|
- |
214+ 33.08% |
$86.7K - $102K
|
861
$412K
|
|
Nov 14, 2024
Q3 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
203+ 22.41% |
$82.3K - $97.1K
|
1.11K
$531K
|
|
Nov 13, 2024
Q3 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
200+ 6.78% |
$81K - $95.7K
|
3.15K
$1.51M
|
|
Oct 02, 2024
Q3 2024
|
Verity Wealth Advisors
|
BUY
|
- |
200+ 10.67% |
$81K - $95.7K
|
2.08K
$993K
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
197+ 5.17% |
$79.8K - $94.3K
|
4.01K
$1.92M
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
185New |
$75K - $88.5K
|
185
$88.6K
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
180+ 3.88% |
$72.9K - $86.1K
|
4.82K
$2.31M
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
179+ 1.31% |
$72.5K - $85.7K
|
13.9K
$6.63M
|
|
Nov 14, 2024
Q3 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
170+ 2.5% |
$68.9K - $81.4K
|
6.98K
$3.34M
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
164+ 8.15% |
$66.5K - $78.5K
|
2.18K
$1.04M
|
|
Oct 11, 2024
Q3 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
155+ 18.67% |
$62.8K - $74.2K
|
985
$472K
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
150+ 6.19% |
$60.8K - $71.8K
|
2.57K
$1.23M
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
146+ 1.28% |
$59.2K - $69.9K
|
11.6K
$5.55M
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
144+ 3.78% |
$58.3K - $68.9K
|
3.95K
$1.89M
|
|
Nov 12, 2024
Q3 2024
|
Hikari Tsushin, Inc.
Tokyo, M0 |
BUY
|
- |
143+ 0.61% |
$57.9K - $68.4K
|
23.6K
$11.3M
|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
139+ 4.82% |
$56.3K - $66.5K
|
3.02K
$1.45M
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
138+ 7.66% |
$55.9K - $66K
|
1.94K
$928K
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
125+ 6.97% |
$50.6K - $59.8K
|
1.92K
$918K
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
BUY
|
- |
121+ 0.96% |
$49K - $57.9K
|
12.8K
$6.11M
|
|
Oct 29, 2024
Q3 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
114+ 19.22% |
$46.2K - $54.6K
|
707
$338K
|
|
Oct 21, 2024
Q3 2024
|
Magnolia Capital Management LTD
|
BUY
|
- |
110+ 1.66% |
$44.6K - $52.6K
|
6.74K
$3.23M
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
101+ 1.3% |
$40.9K - $48.3K
|
7.86K
$3.76M
|
|
Nov 14, 2024
Q3 2024
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
100+ 4.74% |
$40.5K - $47.9K
|
2.21K
$1.06M
|
|
Nov 04, 2024
Q3 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
100+ 9.12% |
$40.5K - $47.9K
|
1.2K
$573K
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
CALL |
100New |
$40.5K - $47.9K
|
100
$47.9K
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
100+ 16.13% |
$40.5K - $47.9K
|
720
$345K
|
|
Oct 08, 2024
Q3 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
100+ 11.59% |
$40.5K - $47.9K
|
963
$461K
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
98+ 0.57% |
$39.7K - $46.9K
|
17.3K
$8.26M
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
94+ 4.74% |
$38.1K - $45K
|
2.08K
$995K
|