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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
44.4KNew |
$14.7M - $16.1M
|
44.4K
$21.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Progeny 3, Inc.
Seattle, WA |
BUY
|
- |
28.8K+ 117.84% |
$9.55M - $10.4M
|
53.2K
$25.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Portman Square Capital LLP
London, X0 |
BUY
|
PUT |
23.8KNew |
$7.89M - $8.63M
|
23.8K
$11.4M
|
|
|
Feb 22, 2024
Q4 2023
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
18.1KNew |
$6.01M - $6.57M
|
18.1K
$8.68M
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
18K+ 20.18% |
$5.96M - $6.52M
|
107K
$51.2M
|
|
|
Feb 21, 2025
Q4 2023
|
Red Jay Asset Management Inc.
Toronto, A6 |
BUY
|
- |
16KNew |
$5.31M - $5.8M
|
16K
$7.66M
|
|
|
Feb 13, 2024
Q4 2023
|
J. Stern & Co. LLP
London, X0 |
BUY
|
- |
9.76KNew |
$3.24M - $3.54M
|
9.76K
$4.67M
|
|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
9.29KNew |
$3.08M - $3.37M
|
9.29K
$4.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
5KNew |
$1.66M - $1.81M
|
5K
$2.39M
|
|
|
Aug 06, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
4.42KNew |
$1.47M - $1.6M
|
4.42K
$2.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
3.89K+ 664.16% |
$1.29M - $1.41M
|
4.48K
$2.14M
|
|
|
Feb 14, 2024
Q4 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
3.16K+ 59.53% |
$1.05M - $1.14M
|
8.46K
$4.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
2.58KNew |
$854K - $934K
|
2.58K
$1.23M
|
|
|
Jan 23, 2024
Q4 2023
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
2.29KNew |
$760K - $831K
|
2.29K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
1.92KNew |
$637K - $697K
|
1.92K
$920K
|
|
|
Jan 29, 2024
Q4 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
1.9KNew |
$630K - $688K
|
1.9K
$909K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.74K+ 0.42% |
$579K - $633K
|
417K
$200M
|
|
|
Jan 29, 2024
Q4 2023
|
Helios Capital Management Pte. LTD
|
BUY
|
- |
1.6K+ 44.44% |
$531K - $580K
|
5.2K
$2.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
1.58KNew |
$522K - $571K
|
1.58K
$754K
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
1.56KNew |
$516K - $564K
|
1.56K
$745K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.43K+ 2.42% |
$476K - $520K
|
60.7K
$29.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
1.4K+ 208.64% |
$464K - $508K
|
2.07K
$991K
|
|
|
Feb 05, 2024
Q4 2023
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
1.21KNew |
$402K - $440K
|
1.21K
$580K
|
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
1.2KNew |
$396K - $433K
|
1.2K
$572K
|
|
|
Feb 09, 2024
Q4 2023
|
Codex Capital, L.L.C.
New York, NY |
BUY
|
- |
1.13K+ 6.86% |
$373K - $408K
|
17.5K
$8.39M
|
|
|
Jan 31, 2024
Q4 2023
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
775New |
$257K - $281K
|
775
$371K
|
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
733New |
$243K - $266K
|
733
$351K
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
731New |
$242K - $265K
|
731
$350K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
709+ 13.26% |
$235K - $257K
|
6.05K
$2.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Xr Securities LLC
|
BUY
|
- |
686+ 59.91% |
$228K - $249K
|
1.83K
$877K
|
|
|
Feb 01, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
633New |
$210K - $230K
|
633
$303K
|
|
|
Dec 03, 2024
Q4 2023
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
603New |
$200K - $219K
|
603
$289K
|
|
|
Feb 13, 2024
Q4 2023
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
PUT |
600+ 2.75% |
$199K - $218K
|
22.4K
$10.7M
|
|
|
Sep 06, 2024
Q4 2023
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
590New |
$196K - $214K
|
590
$282K
|
|
|
Feb 12, 2024
Q4 2023
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
590New |
$196K - $214K
|
590
$282K
|
|
|
Feb 05, 2024
Q4 2023
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
574New |
$190K - $208K
|
574
$275K
|
|
|
Feb 14, 2024
Q4 2023
|
Nixon Capital, LLC
Austin, TX |
BUY
|
- |
510New |
$169K - $185K
|
510
$244K
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
357+ 9.07% |
$118K - $129K
|
4.29K
$2.05M
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
250+ 12.28% |
$82.9K - $90.7K
|
2.29K
$1.09M
|
|
|
Feb 01, 2024
Q4 2023
|
Prism Advisors, Inc.
|
BUY
|
- |
175+ 23.33% |
$58K - $63.5K
|
925
$443K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
174New |
$57.7K - $63.1K
|
174
$83.3K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
173New |
$57.4K - $62.7K
|
173
$82.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
126New |
$41.8K - $45.7K
|
126
$60.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
124New |
$41.1K - $45K
|
124
$59.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
124+ 0.18% |
$41.1K - $45K
|
70.3K
$33.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
111New |
$36.8K - $40.3K
|
111
$53.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Gilfoyle & CO LLC
New York, NY |
BUY
|
- |
111New |
$36.8K - $40.3K
|
111
$53.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
109+ 1.74% |
$36.2K - $39.5K
|
6.39K
$3.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
103+ 17.17% |
$34.2K - $37.4K
|
703
$337K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Carroll Financial Partners, LLC
|
BUY
|
- |
100+ 2.04% |
$33.2K - $36.3K
|
5K
$2.39M
|