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 14, 2025
Q1 2025
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
846New |
$374K - $452K
|
846
$410K
|
|
Apr 23, 2025
Q1 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
841New |
$372K - $450K
|
841
$408K
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
840New |
$372K - $449K
|
840
$407K
|
|
May 07, 2025
Q1 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
838+ 59.52% |
$371K - $448K
|
2.25K
$1.09M
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
836+ 12.74% |
$370K - $447K
|
7.4K
$3.59M
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
832+ 37.56% |
$368K - $445K
|
3.05K
$1.48M
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
808+ 25.46% |
$358K - $432K
|
3.98K
$1.93M
|
|
May 13, 2025
Q1 2025
|
Covenant Partners, LLC
|
BUY
|
- |
806+ 104.4% |
$357K - $431K
|
1.58K
$765K
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
800+ 0.42% |
$354K - $428K
|
190K
$92M
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
799+ 0.4% |
$354K - $427K
|
203K
$98.4M
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
797+ 4.99% |
$353K - $426K
|
16.8K
$8.14M
|
|
May 08, 2025
Q1 2025
|
Ackerman Asset Management, LLC
Rockville, MD |
BUY
|
- |
793New |
$351K - $424K
|
793
$385K
|
|
Apr 22, 2025
Q1 2025
|
Suncoast Equity Management
|
BUY
|
- |
793+ 1.67% |
$351K - $424K
|
48.4K
$23.5M
|
|
May 09, 2025
Q1 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
791+ 33.73% |
$350K - $423K
|
3.14K
$1.52M
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
790+ 12.09% |
$350K - $422K
|
7.33K
$3.55M
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
790+ 4.82% |
$350K - $422K
|
17.2K
$8.33M
|
|
May 15, 2025
Q1 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
789+ 28.22% |
$349K - $422K
|
3.59K
$1.74M
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
789New |
$349K - $422K
|
789
$383K
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
788+ 133.79% |
$349K - $421K
|
1.38K
$668K
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
787+ 11.32% |
$348K - $421K
|
7.74K
$3.75M
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
780+ 2.81% |
$345K - $417K
|
28.6K
$13.9M
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
778+ 1.38% |
$344K - $416K
|
57.2K
$27.7M
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
775+ 3.06% |
$343K - $414K
|
26.1K
$12.7M
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
771+ 21.13% |
$341K - $412K
|
4.42K
$2.14M
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
770+ 1.54% |
$341K - $412K
|
50.8K
$24.6M
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
770+ 37.69% |
$341K - $412K
|
2.81K
$1.36M
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
767+ 4.18% |
$340K - $410K
|
19.1K
$9.27M
|
|
May 02, 2025
Q1 2025
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
BUY
|
- |
762New |
$337K - $407K
|
762
$370K
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
761New |
$337K - $407K
|
761
$369K
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
761+ 1.17% |
$337K - $407K
|
65.8K
$31.9M
|
|
Apr 30, 2025
Q1 2025
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
757+ 0.78% |
$335K - $405K
|
97.9K
$47.5M
|
|
May 01, 2025
Q1 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
754+ 1.79% |
$334K - $403K
|
43K
$20.8M
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
753+ 128.72% |
$333K - $402K
|
1.34K
$649K
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
753+ 0.3% |
$333K - $402K
|
255K
$123M
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
BUY
|
- |
750+ 3.47% |
$332K - $401K
|
22.4K
$10.8M
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
749+ 14.63% |
$332K - $400K
|
5.87K
$2.85M
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
748+ 15.69% |
$331K - $400K
|
5.52K
$2.67M
|
|
May 12, 2025
Q1 2025
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
748New |
$331K - $400K
|
748
$363K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
741+ 0.51% |
$328K - $396K
|
147K
$71.4M
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
736+ 1.27% |
$326K - $393K
|
58.9K
$28.6M
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
733+ 15.81% |
$324K - $392K
|
5.37K
$2.6M
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
730+ 6.98% |
$323K - $390K
|
11.2K
$5.43M
|
|
May 06, 2025
Q1 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
728+ 1.62% |
$322K - $389K
|
45.6K
$22.1M
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
722+ 21.17% |
$320K - $386K
|
4.13K
$2M
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
BUY
|
- |
721New |
$319K - $385K
|
721
$350K
|
|
May 15, 2025
Q1 2025
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
720New |
$319K - $385K
|
720
$349K
|
|
May 15, 2025
Q1 2025
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
720+ 86.43% |
$319K - $385K
|
1.55K
$753K
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
717New |
$317K - $383K
|
717
$348K
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
714+ 2.69% |
$316K - $382K
|
27.3K
$13.2M
|
|
Apr 18, 2025
Q1 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
711+ 63.31% |
$315K - $380K
|
1.83K
$889K
|