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 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
5.15K+ 1.34% |
$2.28M - $2.75M
|
391K
$187M
|
|
|
May 15, 2025
Q1 2025
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
5.14K+ 16.92% |
$2.28M - $2.75M
|
35.5K
$17M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
5.1KNew |
$2.26M - $2.73M
|
5.1K
$2.44M
|
|
|
May 01, 2025
Q1 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
5.09KNew |
$2.25M - $2.72M
|
5.09K
$2.43M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.05K+ 5.07% |
$2.23M - $2.7M
|
105K
$50M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
5.03K+ 11.33% |
$2.23M - $2.69M
|
49.4K
$23.6M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
5.02K+ 16.34% |
$2.22M - $2.68M
|
35.7K
$17.1M
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
5.01K+ 5.85% |
$2.22M - $2.68M
|
90.7K
$43.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
5.01K+ 2.77% |
$2.22M - $2.68M
|
186K
$88.9M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
4.55K+ 31.31% |
$2.01M - $2.43M
|
19.1K
$9.11M
|
|
|
May 12, 2025
Q1 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
4.54KNew |
$2.01M - $2.43M
|
4.54K
$2.17M
|
|
|
May 12, 2025
Q1 2025
|
First Eagle Investment Management, LLC
|
BUY
|
- |
4.53K+ 39.86% |
$2M - $2.42M
|
15.9K
$7.59M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
4.44K+ 5.08% |
$1.96M - $2.37M
|
91.8K
$43.9M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
4.3K+ 0.88% |
$1.9M - $2.3M
|
494K
$236M
|
|
|
May 14, 2025
Q1 2025
|
Findlay Park Partners LLP
London, X0 |
BUY
|
- |
4.3K+ 1.35% |
$1.9M - $2.3M
|
323K
$154M
|
|
|
May 13, 2025
Q1 2025
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
4.27KNew |
$1.89M - $2.28M
|
4.27K
$2.04M
|
|
|
May 06, 2025
Q1 2025
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
4.27K+ 9.42% |
$1.89M - $2.28M
|
49.6K
$23.7M
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
4.24K+ 2280.65% |
$1.88M - $2.27M
|
4.43K
$2.12M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.18K+ 1.82% |
$1.85M - $2.23M
|
233K
$112M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.17K+ 39.11% |
$1.85M - $2.23M
|
14.8K
$7.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4.1K+ 14.84% |
$1.82M - $2.19M
|
31.8K
$15.2M
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
4.09K+ 356.89% |
$1.81M - $2.19M
|
5.24K
$2.5M
|
|
|
May 13, 2025
Q1 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
4.06KNew |
$1.8M - $2.17M
|
4.06K
$1.94M
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
4.04K+ 860.0% |
$1.79M - $2.16M
|
4.51K
$2.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
4.01K+ 18.64% |
$1.77M - $2.14M
|
25.5K
$12.2M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
3.96KNew |
$1.75M - $2.12M
|
3.96K
$1.89M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.95K+ 2.48% |
$1.75M - $2.11M
|
163K
$77.9M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
3.93K+ 4.22% |
$1.74M - $2.1M
|
97.1K
$46.4M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
3.93K+ 18.51% |
$1.74M - $2.1M
|
25.2K
$12M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
3.9K+ 5.47% |
$1.73M - $2.08M
|
75.2K
$35.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
3.89KNew |
$1.72M - $2.08M
|
3.89K
$1.86M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3.86KNew |
$1.71M - $2.06M
|
3.86K
$1.85M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
3.84K+ 7.53% |
$1.7M - $2.05M
|
54.9K
$26.2M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
3.83K+ 7.16% |
$1.69M - $2.04M
|
57.3K
$27.4M
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
3.8K+ 8.88% |
$1.68M - $2.03M
|
46.5K
$22.3M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.77K+ 10.31% |
$1.67M - $2.01M
|
40.3K
$19.3M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.76K+ 6.66% |
$1.66M - $2.01M
|
60.2K
$28.8M
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
3.73K+ 156.09% |
$1.65M - $1.99M
|
6.12K
$2.93M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
3.66K+ 6.33% |
$1.62M - $1.95M
|
61.4K
$29.4M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.64K+ 34.03% |
$1.61M - $1.94M
|
14.3K
$6.85M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
3.63K+ 13.69% |
$1.61M - $1.94M
|
30.1K
$14.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.58K+ 7.68% |
$1.58M - $1.91M
|
50.2K
$24M
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
3.57K+ 1.29% |
$1.58M - $1.91M
|
279K
$133M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
3.56K+ 34.77% |
$1.57M - $1.9M
|
13.8K
$6.59M
|
|
|
May 09, 2025
Q1 2025
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
3.55KNew |
$1.57M - $1.89M
|
3.55K
$1.69M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
3.52K+ 3.77% |
$1.56M - $1.88M
|
96.9K
$46.3M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
3.52K+ 2.88% |
$1.56M - $1.88M
|
126K
$60M
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
3.52K+ 47.05% |
$1.56M - $1.88M
|
11K
$5.25M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
3.51K+ 6.09% |
$1.56M - $1.88M
|
61.2K
$29.3M
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
3.45K+ 14.25% |
$1.53M - $1.84M
|
27.7K
$13.2M
|