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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
3.71KNew |
$1.33M - $1.56M
|
3.71K
$1.75M
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
3.66KNew |
$1.32M - $1.54M
|
3.66K
$1.73M
|
|
|
Oct 22, 2024
Q1 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
3.58K+ 5.57% |
$1.29M - $1.51M
|
67.9K
$32.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Meyer Handelman CO
|
BUY
|
- |
3.45K+ 207.83% |
$1.24M - $1.45M
|
5.11K
$2.41M
|
|
|
Apr 22, 2024
Q1 2024
|
Retireful, LLC
|
BUY
|
- |
3.09KNew |
$1.11M - $1.3M
|
3.09K
$1.46M
|
|
|
May 03, 2024
Q1 2024
|
Capital Management Associates
New York, NY |
BUY
|
- |
3KNew |
$1.08M - $1.26M
|
3K
$1.42M
|
|
|
Apr 15, 2024
Q1 2024
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
3KNew |
$1.08M - $1.26M
|
3K
$1.42M
|
|
|
Apr 24, 2024
Q1 2024
|
Elite Wealth Management, Inc.
|
BUY
|
- |
2.37KNew |
$850K - $995K
|
2.37K
$1.12M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
PUT |
2.2KNew |
$790K - $925K
|
2.2K
$1.04M
|
|
|
Apr 22, 2024
Q1 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
2.15KNew |
$772K - $904K
|
2.15K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
2.08KNew |
$749K - $876K
|
2.08K
$984K
|
|
|
May 20, 2024
Q1 2024
|
Milestones Administradora De Recursos Ltda.
Jaragua Do Sul, D5 |
BUY
|
- |
2.08KNew |
$747K - $875K
|
2.08K
$982K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.06K+ 0.97% |
$739K - $865K
|
214K
$101M
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
1.97KNew |
$707K - $828K
|
1.97K
$929K
|
|
|
Jan 08, 2025
Q1 2024
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.81K+ 17.92% |
$651K - $762K
|
11.9K
$5.63M
|
|
|
Jun 11, 2024
Q1 2024
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
1.7K+ 7.47% |
$610K - $714K
|
24.5K
$11.5M
|
|
|
May 15, 2024
Q1 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
1.59KNew |
$572K - $669K
|
1.59K
$752K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
1.57KNew |
$564K - $661K
|
1.57K
$742K
|
|
|
Apr 25, 2024
Q1 2024
|
Villere St Denis J & CO LLC
|
BUY
|
- |
1.55KNew |
$558K - $653K
|
1.55K
$733K
|
|
|
May 15, 2024
Q1 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
1.5KNew |
$539K - $631K
|
1.5K
$708K
|
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
1.44KNew |
$519K - $607K
|
1.44K
$682K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
1.26K+ 17.33% |
$454K - $531K
|
8.55K
$4.04M
|
|
|
May 15, 2024
Q1 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1.18KNew |
$423K - $495K
|
1.18K
$556K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.13K+ 2.21% |
$404K - $473K
|
52K
$24.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.11KNew |
$399K - $467K
|
1.11K
$525K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
CALL |
1KNew |
$359K - $421K
|
1K
$472K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
861+ 597.92% |
$309K - $362K
|
1.01K
$474K
|
|
|
May 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
845New |
$304K - $355K
|
845
$399K
|
|
|
May 15, 2024
Q1 2024
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
840+ 15.69% |
$302K - $353K
|
6.19K
$2.92M
|
|
|
May 15, 2024
Q1 2024
|
Nia Impact Advisors, LLC
|
BUY
|
- |
800New |
$287K - $336K
|
800
$378K
|
|
|
Apr 15, 2024
Q1 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
729New |
$262K - $307K
|
729
$344K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
665+ 77.78% |
$239K - $280K
|
1.52K
$718K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
658+ 0.82% |
$236K - $277K
|
80.5K
$38M
|
|
|
Apr 30, 2024
Q1 2024
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
658New |
$236K - $277K
|
658
$311K
|
|
|
May 13, 2024
Q1 2024
|
Mqs Management LLC
|
BUY
|
- |
619+ 40.8% |
$222K - $260K
|
2.14K
$1.01M
|
|
|
May 10, 2024
Q1 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
614New |
$221K - $258K
|
614
$290K
|
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
569New |
$204K - $239K
|
569
$269K
|
|
|
Apr 10, 2024
Q1 2024
|
Tl Private Wealth
|
BUY
|
- |
548New |
$197K - $230K
|
548
$259K
|
|
|
Apr 12, 2024
Q1 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
546+ 77.89% |
$196K - $230K
|
1.25K
$589K
|
|
|
Apr 22, 2024
Q1 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
540New |
$194K - $227K
|
540
$255K
|
|
|
Apr 16, 2024
Q1 2024
|
Sara Bay Financial
|
BUY
|
- |
535New |
$192K - $225K
|
535
$253K
|
|
|
May 01, 2024
Q1 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
534New |
$192K - $225K
|
534
$252K
|
|
|
Apr 25, 2024
Q1 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
534New |
$192K - $225K
|
534
$252K
|
|
|
Apr 19, 2024
Q1 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
526New |
$189K - $221K
|
526
$248K
|
|
|
May 15, 2024
Q1 2024
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
525+ 77.21% |
$189K - $221K
|
1.21K
$569K
|
|
|
May 01, 2024
Q1 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
521New |
$187K - $219K
|
521
$246K
|
|
|
Apr 22, 2024
Q1 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
518New |
$186K - $218K
|
518
$245K
|
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
512New |
$184K - $215K
|
512
$242K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
504New |
$181K - $212K
|
504
$238K
|
|
|
Apr 25, 2024
Q1 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
500New |
$180K - $210K
|
500
$236K
|