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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
1.52KNew |
$602K - $638K
|
1.52K
$717K
|
|
Aug 12, 2024
Q2 2024
|
Dempze Nancy E
|
BUY
|
- |
1.36K+ 75.24% |
$538K - $569K
|
3.16K
$1.49M
|
|
Aug 09, 2024
Q2 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
1.31KNew |
$518K - $548K
|
1.31K
$616K
|
|
Aug 13, 2024
Q2 2024
|
Sciencast Management LP
|
BUY
|
- |
1.27K+ 27.45% |
$502K - $532K
|
5.88K
$2.78M
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
1.22KNew |
$485K - $514K
|
1.22K
$577K
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.21K+ 141.76% |
$478K - $506K
|
2.06K
$970K
|
|
Aug 12, 2024
Q2 2024
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
1.04K+ 27.41% |
$411K - $435K
|
4.82K
$2.27M
|
|
Aug 05, 2024
Q2 2024
|
Xr Securities LLC
|
BUY
|
PUT |
1K+ 166.67% |
$397K - $420K
|
1.6K
$755K
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
955New |
$379K - $401K
|
955
$451K
|
|
Jul 26, 2024
Q2 2024
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
901New |
$357K - $379K
|
901
$425K
|
|
Jul 01, 2024
Q2 2024
|
Moller Financial Services
|
BUY
|
- |
877New |
$348K - $369K
|
877
$414K
|
|
Aug 13, 2024
Q2 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
847New |
$336K - $356K
|
847
$400K
|
|
Aug 12, 2024
Q2 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
811New |
$322K - $341K
|
811
$383K
|
|
Aug 13, 2024
Q2 2024
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
BUY
|
- |
809New |
$321K - $340K
|
809
$382K
|
|
Aug 09, 2024
Q2 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
738New |
$293K - $310K
|
738
$348K
|
|
Sep 25, 2024
Q2 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
735New |
$292K - $309K
|
735
$347K
|
|
Jul 25, 2024
Q2 2024
|
Planning Alternatives LTD
|
BUY
|
- |
725+ 44.95% |
$288K - $305K
|
2.34K
$1.1M
|
|
Aug 09, 2024
Q2 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
670New |
$266K - $282K
|
670
$316K
|
|
Aug 09, 2024
Q2 2024
|
Renasant Bank
|
BUY
|
- |
653New |
$259K - $274K
|
653
$308K
|
|
Aug 12, 2024
Q2 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
624+ 7.53% |
$248K - $262K
|
8.91K
$4.2M
|
|
Jul 15, 2024
Q2 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
605New |
$240K - $254K
|
605
$286K
|
|
Jul 30, 2024
Q2 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
581+ 8.35% |
$231K - $244K
|
7.54K
$3.56M
|
|
Jul 23, 2024
Q2 2024
|
Stegner Investment Associates Inc.
|
BUY
|
- |
557New |
$221K - $234K
|
557
$263K
|
|
Aug 13, 2024
Q2 2024
|
Libra Wealth LLC
|
BUY
|
- |
524New |
$208K - $220K
|
524
$247K
|
|
Jul 12, 2024
Q2 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
511New |
$203K - $215K
|
511
$241K
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
500New |
$198K - $210K
|
500
$236K
|
|
Aug 12, 2024
Q2 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
500+ 45.45% |
$198K - $210K
|
1.6K
$755K
|
|
Jul 17, 2024
Q2 2024
|
Tran Capital Management, L.P.
|
BUY
|
- |
500New |
$198K - $210K
|
500
$236K
|
|
Aug 14, 2024
Q2 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
495New |
$196K - $208K
|
495
$234K
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
460+ 48.52% |
$182K - $193K
|
1.41K
$665K
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
433New |
$172K - $182K
|
433
$204K
|
|
Aug 13, 2024
Q2 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
430New |
$171K - $181K
|
430
$203K
|
|
Sep 17, 2024
Q2 2024
|
University Of Texas
|
BUY
|
- |
419New |
$166K - $176K
|
419
$198K
|
|
Aug 09, 2024
Q2 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
410+ 4.08% |
$163K - $172K
|
10.5K
$4.94M
|
|
Jul 26, 2024
Q2 2024
|
Galibier Capital Management Ltd.
|
BUY
|
- |
400+ 11.14% |
$159K - $168K
|
3.99K
$1.88M
|
|
Jul 02, 2024
Q2 2024
|
Centre Asset Management, LLC
|
BUY
|
- |
396+ 2.29% |
$157K - $166K
|
17.7K
$8.34M
|
|
Jul 12, 2024
Q2 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
387+ 5.28% |
$154K - $163K
|
7.72K
$3.64M
|
|
Aug 14, 2024
Q2 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
377New |
$150K - $158K
|
377
$178K
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
376+ 6.24% |
$149K - $158K
|
6.4K
$3.02M
|
|
Jul 11, 2024
Q2 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
371+ 39.89% |
$147K - $156K
|
1.3K
$614K
|
|
Aug 07, 2024
Q2 2024
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
357+ 38.39% |
$142K - $150K
|
1.29K
$608K
|
|
Jul 15, 2024
Q2 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
348+ 11.37% |
$138K - $146K
|
3.41K
$1.61M
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
344+ 12.12% |
$136K - $145K
|
3.18K
$1.5M
|
|
Aug 09, 2024
Q2 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
337+ 18.11% |
$134K - $142K
|
2.2K
$1.04M
|
|
Aug 09, 2024
Q2 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
316+ 65.29% |
$125K - $133K
|
800
$378K
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
312New |
$124K - $131K
|
312
$147K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
307+ 0.28% |
$122K - $129K
|
110K
$52.1M
|
|
Jul 25, 2024
Q2 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
252+ 52.83% |
$100K - $106K
|
729
$344K
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
218+ 6.6% |
$86.5K - $91.6K
|
3.52K
$1.66M
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
PUT |
200New |
$79.3K - $84K
|
200
$94.4K
|