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, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
27.2KNew |
$8.41M - $9.28M
|
27.2K
$12.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
26.2KNew |
$8.09M - $8.93M
|
26.2K
$12.3M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
22.3KNew |
$6.88M - $7.59M
|
22.3K
$10.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Baker Capital Management LP
Larkspur, CA |
BUY
|
- |
16.5KNew |
$5.1M - $5.63M
|
16.5K
$7.73M
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
13.2KNew |
$4.09M - $4.51M
|
13.2K
$6.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
7.11K+ 3.97% |
$2.2M - $2.43M
|
186K
$87.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
5.68KNew |
$1.76M - $1.94M
|
5.68K
$2.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
4.95KNew |
$1.53M - $1.69M
|
4.95K
$2.32M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3.95K+ 42.14% |
$1.22M - $1.35M
|
13.3K
$6.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
3.62KNew |
$1.12M - $1.23M
|
3.62K
$1.69M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
PUT |
3.6KNew |
$1.11M - $1.23M
|
3.6K
$1.69M
|
|
|
Aug 11, 2023
Q2 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
2.66KNew |
$821K - $906K
|
2.66K
$1.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.01K+ 66.01% |
$621K - $685K
|
5.05K
$2.37M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
1.99K+ 4.71% |
$616K - $679K
|
44.3K
$20.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
BUY
|
- |
1.97KNew |
$609K - $672K
|
1.97K
$923K
|
|
|
Aug 14, 2023
Q2 2023
|
Jcp Investment Management, LLC
|
BUY
|
- |
1.04K+ 4.11% |
$320K - $353K
|
26.2K
$12.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
- |
1K+ 6.25% |
$309K - $341K
|
17K
$7.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Petix & Botte CO
|
BUY
|
- |
920+ 100.0% |
$284K - $314K
|
1.84K
$862K
|
|
|
Aug 07, 2023
Q2 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
866New |
$268K - $295K
|
866
$406K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
809+ 7.78% |
$250K - $276K
|
11.2K
$5.25M
|
|
|
Jul 26, 2023
Q2 2023
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
802New |
$248K - $273K
|
802
$376K
|
|
|
Jul 14, 2023
Q2 2023
|
Sturgeon Ventures LLP
|
BUY
|
- |
679New |
$210K - $232K
|
679
$318K
|
|
|
Jul 17, 2023
Q2 2023
|
Pacific Wealth Management
|
BUY
|
- |
612New |
$189K - $209K
|
612
$287K
|
|
|
Jul 17, 2023
Q2 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
603New |
$186K - $206K
|
603
$283K
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
589New |
$182K - $201K
|
589
$276K
|
|
|
Aug 14, 2023
Q2 2023
|
Tri Locum Partners LP
New York, NY |
BUY
|
- |
588New |
$182K - $201K
|
588
$276K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
545+ 14.83% |
$168K - $186K
|
4.22K
$1.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
490+ 14.44% |
$151K - $167K
|
3.88K
$1.82M
|
|
|
Jul 17, 2023
Q2 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
477+ 52.77% |
$147K - $163K
|
1.38K
$647K
|
|
|
Aug 10, 2023
Q2 2023
|
Nfc Investments, LLC
Memphis, TN |
BUY
|
- |
356+ 42.89% |
$110K - $121K
|
1.19K
$556K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
321+ 43.61% |
$99.2K - $109K
|
1.06K
$495K
|
|
|
Aug 10, 2023
Q2 2023
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
310New |
$95.8K - $106K
|
310
$145K
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
CALL |
300New |
$92.7K - $102K
|
300
$141K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
268+ 3.7% |
$82.8K - $91.4K
|
7.51K
$3.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
264+ 6.29% |
$81.6K - $90K
|
4.46K
$2.09M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
227+ 20.25% |
$70.2K - $77.4K
|
1.35K
$632K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
160+ 32.0% |
$49.5K - $54.6K
|
660
$309K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
116+ 5.07% |
$35.9K - $39.6K
|
2.41K
$1.13M
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
112+ 14.66% |
$34.6K - $38.2K
|
876
$411K
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
106New |
$32.8K - $36.1K
|
106
$49.7K
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
50+ 11.24% |
$15.5K - $17.1K
|
495
$232K
|
|
|
Aug 03, 2023
Q2 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
33+ 61.11% |
$10.2K - $11.3K
|
87
$40.8K
|
|
|
Jul 12, 2023
Q2 2023
|
Richelieu Gestion PLC
|
BUY
|
- |
20+ 100.0% |
$6.18K - $6.82K
|
40
$18.7K
|
|
|
Jul 18, 2023
Q2 2023
|
Strategic Equity Management
|
BUY
|
- |
10+ 1.48% |
$3.09K - $3.41K
|
685
$321K
|
|
|
Jul 11, 2023
Q2 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
5+ 0.15% |
$1.55K - $1.71K
|
3.23K
$1.52M
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
4+ 1.89% |
$1.24K - $1.36K
|
216
$101K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
13.9MNew |
$4.07B - $4.44B
|
13.9M
$6.5B
|
|
|
Apr 26, 2023
Q1 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
55.5KNew |
$16.3M - $17.8M
|
55.5K
$26M
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
49.2K+ 28.29% |
$14.4M - $15.8M
|
223K
$105M
|
|
|
May 10, 2023
Q1 2023
|
Sycale Advisors (Ny) LLC
New York, NY |
BUY
|
- |
42.2KNew |
$12.4M - $13.5M
|
42.2K
$19.8M
|
|