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 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
82+ 1.68% |
$33.2K - $39.2K
|
4.96K
$2.34M
|
|
|
Oct 25, 2024
Q3 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
82+ 9.5% |
$33.2K - $39.2K
|
945
$446K
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
81+ 5.27% |
$32.8K - $38.8K
|
1.62K
$763K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
81+ 4.85% |
$32.8K - $38.8K
|
1.75K
$827K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
81+ 9.93% |
$32.8K - $38.8K
|
897
$423K
|
|
|
Nov 14, 2024
Q3 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
80+ 3.16% |
$32.4K - $38.3K
|
2.61K
$1.23M
|
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
79+ 16.99% |
$32K - $37.8K
|
544
$257K
|
|
|
Nov 12, 2024
Q3 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
78+ 2.59% |
$31.6K - $37.3K
|
3.08K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
77+ 1.66% |
$31.2K - $36.8K
|
4.71K
$2.22M
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
76+ 8.87% |
$30.8K - $36.4K
|
933
$440K
|
|
|
Dec 02, 2024
Q3 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
75+ 1.36% |
$30.4K - $35.9K
|
5.58K
$2.64M
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
75+ 7.84% |
$30.4K - $35.9K
|
1.03K
$487K
|
|
|
Oct 23, 2024
Q3 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
75+ 0.48% |
$30.4K - $35.9K
|
15.5K
$7.34M
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
74+ 3.05% |
$30K - $35.4K
|
2.5K
$1.18M
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
72+ 3.22% |
$29.2K - $34.5K
|
2.31K
$1.09M
|
|
|
Oct 07, 2024
Q3 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
72+ 3.55% |
$29.2K - $34.5K
|
2.1K
$991K
|
|
|
Nov 14, 2024
Q3 2024
|
Grand Jean Capital Management Inc
San Francisco, CA |
BUY
|
- |
70+ 0.07% |
$28.4K - $33.5K
|
95.7K
$45.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Whelan Financial
|
BUY
|
- |
69+ 5.63% |
$28K - $33K
|
1.3K
$611K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
66+ 0.41% |
$26.7K - $31.6K
|
16.2K
$7.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
64+ 2.12% |
$25.9K - $30.6K
|
3.09K
$1.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
63+ 0.52% |
$25.5K - $30.1K
|
12.2K
$5.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
62+ 0.04% |
$25.1K - $29.7K
|
169K
$79.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
61+ 3.0% |
$24.7K - $29.2K
|
2.09K
$988K
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
60+ 4.6% |
$24.3K - $28.7K
|
1.37K
$644K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
59+ 2.31% |
$23.9K - $28.2K
|
2.62K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
57+ 0.05% |
$23.1K - $27.3K
|
113K
$53.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
57+ 5.85% |
$23.1K - $27.3K
|
1.03K
$487K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
56+ 0.77% |
$22.7K - $26.8K
|
7.33K
$3.46M
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
56+ 0.49% |
$22.7K - $26.8K
|
11.5K
$5.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
55+ 3.35% |
$22.3K - $26.3K
|
1.7K
$802K
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
55+ 8.91% |
$22.3K - $26.3K
|
672
$317K
|
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
BUY
|
- |
55+ 1.17% |
$22.3K - $26.3K
|
4.77K
$2.25M
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
53+ 9.67% |
$21.5K - $25.4K
|
601
$284K
|
|
|
Nov 06, 2024
Q3 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
53+ 8.77% |
$21.5K - $25.4K
|
657
$310K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
52+ 0.2% |
$21.1K - $24.9K
|
26.3K
$12.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
51New |
$20.7K - $24.4K
|
51
$24.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
50+ 5.2% |
$20.3K - $23.9K
|
1.01K
$477K
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
50+ 2.47% |
$20.3K - $23.9K
|
2.07K
$978K
|
|
|
Nov 12, 2024
Q3 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
50+ 2.81% |
$20.3K - $23.9K
|
1.83K
$864K
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
50+ 1.62% |
$20.3K - $23.9K
|
3.14K
$1.48M
|
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
50+ 4.25% |
$20.3K - $23.9K
|
1.23K
$579K
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
BUY
|
- |
49+ 6.29% |
$19.9K - $23.4K
|
828
$391K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
47New |
$19K - $22.5K
|
47
$22.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
47+ 6.98% |
$19K - $22.5K
|
720
$340K
|
|
|
Nov 12, 2024
Q3 2024
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
45New |
$18.2K - $21.5K
|
45
$21.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
44+ 1.49% |
$17.8K - $21.1K
|
3K
$1.42M
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
BUY
|
- |
43+ 0.93% |
$17.4K - $20.6K
|
4.66K
$2.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
42+ 2.81% |
$17K - $20.1K
|
1.54K
$725K
|
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
42+ 0.19% |
$17K - $20.1K
|
22.1K
$10.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
42+ 2.21% |
$17K - $20.1K
|
1.94K
$916K
|