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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2024
Q2 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
49+ 5.71% |
$19.4K - $20.6K
|
907
$434K
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
44+ 314.29% |
$17.5K - $18.5K
|
58
$27.8K
|
|
|
Jul 18, 2024
Q2 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
42+ 5.01% |
$16.7K - $17.7K
|
881
$422K
|
|
|
Aug 13, 2024
Q2 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
36+ 5.68% |
$14.3K - $15.1K
|
670
$321K
|
|
|
Jul 18, 2024
Q2 2024
|
Brewster Financial Planning LLC
|
BUY
|
- |
34+ 5.96% |
$13.5K - $14.3K
|
604
$289K
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
31+ 1.89% |
$12.3K - $13K
|
1.67K
$800K
|
|
|
Jul 30, 2024
Q2 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
30+ 2.74% |
$11.9K - $12.6K
|
1.13K
$539K
|
|
|
Aug 09, 2024
Q2 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
25+ 1.93% |
$9.92K - $10.5K
|
1.32K
$632K
|
|
|
Jul 23, 2024
Q2 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
25+ 3.57% |
$9.92K - $10.5K
|
725
$347K
|
|
|
Aug 01, 2024
Q2 2024
|
Eukles Asset Management
|
BUY
|
- |
24+ 14.12% |
$9.52K - $10.1K
|
194
$92.9K
|
|
|
Jul 10, 2024
Q2 2024
|
Greenfield Savings Bank
|
BUY
|
- |
22+ 0.78% |
$8.73K - $9.25K
|
2.83K
$1.35M
|
|
|
Aug 02, 2024
Q2 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
21+ 1.91% |
$8.33K - $8.83K
|
1.12K
$536K
|
|
|
Jul 26, 2024
Q2 2024
|
West Bancorporation Inc
|
BUY
|
- |
20+ 3.45% |
$7.93K - $8.4K
|
600
$287K
|
|
|
Jul 24, 2024
Q2 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
19+ 2.26% |
$7.54K - $7.98K
|
859
$411K
|
|
|
Jul 26, 2024
Q2 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
18+ 0.41% |
$7.14K - $7.56K
|
4.46K
$2.13M
|
|
|
Jul 08, 2024
Q2 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
17+ 8.85% |
$6.74K - $7.14K
|
209
$100K
|
|
|
Oct 30, 2024
Q2 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
16+ 1.14% |
$6.35K - $6.72K
|
1.42K
$678K
|
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
13+ 48.15% |
$5.16K - $5.46K
|
40
$19.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
12+ 0.52% |
$4.76K - $5.04K
|
2.33K
$1.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
11+ 2.24% |
$4.36K - $4.62K
|
502
$240K
|
|
|
Jan 27, 2025
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
10+ 1.18% |
$3.97K - $4.2K
|
861
$412K
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
10+ 8.85% |
$3.97K - $4.2K
|
123
$58.9K
|
|
|
Jul 19, 2024
Q2 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
10+ 0.97% |
$3.97K - $4.2K
|
1.04K
$498K
|
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
7+ 0.77% |
$2.78K - $2.94K
|
912
$437K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
6New |
$2.38K - $2.52K
|
6
$2.87K
|
|
|
Jul 23, 2024
Q2 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
6+ 0.48% |
$2.38K - $2.52K
|
1.26K
$601K
|
|
|
Jul 11, 2024
Q2 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
5+ 0.05% |
$1.98K - $2.1K
|
10.1K
$4.81M
|
|
|
Jul 17, 2024
Q2 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
4+ 0.44% |
$1.59K - $1.68K
|
922
$441K
|
|
|
Aug 02, 2024
Q2 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
2+ 0.13% |
$793 - $840
|
1.6K
$767K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
2+ 0.03% |
$793 - $840
|
5.82K
$2.79M
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
2+ 0.4% |
$793 - $840
|
508
$243K
|
|
|
Jul 31, 2024
Q2 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
1+ 0.16% |
$397 - $420
|
619
$296K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Clear Street LLC
|
BUY
|
PUT |
230KNew |
$82.6M - $96.7M
|
230K
$110M
|
|
|
May 15, 2024
Q1 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
204KNew |
$73.2M - $85.7M
|
204K
$97.5M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
69K+ 43.22% |
$24.8M - $29M
|
229K
$109M
|
|
|
May 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
33.7KNew |
$12.1M - $14.2M
|
33.7K
$16.1M
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
30.7KNew |
$11M - $12.9M
|
30.7K
$14.7M
|
|
|
May 15, 2024
Q1 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
PUT |
25KNew |
$8.98M - $10.5M
|
25K
$12M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
18.8K+ 445.03% |
$6.77M - $7.93M
|
23.1K
$11.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
17.5KNew |
$6.3M - $7.38M
|
17.5K
$8.4M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
17.1K+ 251.55% |
$6.14M - $7.18M
|
23.9K
$11.4M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
14.2K+ 5.24% |
$5.11M - $5.98M
|
285K
$137M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
13.5K+ 896.08% |
$4.85M - $5.68M
|
15K
$7.19M
|
|
|
May 14, 2024
Q1 2024
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
BUY
|
- |
12.5KNew |
$4.51M - $5.27M
|
12.5K
$6M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.4K+ 3.36% |
$4.08M - $4.78M
|
350K
$167M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
8.64K+ 10.08% |
$3.1M - $3.63M
|
94.3K
$45.2M
|
|
|
May 15, 2024
Q1 2024
|
Troluce Capital Advisors LLC
Dorado, PR |
BUY
|
- |
8.4KNew |
$3.02M - $3.53M
|
8.4K
$4.02M
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
7K+ 489.92% |
$2.52M - $2.94M
|
8.43K
$4.04M
|
|
|
May 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
PUT |
7KNew |
$2.52M - $2.94M
|
7K
$3.35M
|
|
|
May 15, 2024
Q1 2024
|
Qvr LLC
|
BUY
|
- |
5.23KNew |
$1.88M - $2.2M
|
5.23K
$2.5M
|
|