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 |
---|---|---|---|---|---|---|---|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
621+ 49.56% |
$275K - $332K
|
1.87K
$896K
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
617+ 2.2% |
$273K - $330K
|
28.7K
$13.7M
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
617+ 7.27% |
$273K - $330K
|
9.11K
$4.35M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
616+ 44.03% |
$273K - $329K
|
2.02K
$963K
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
615+ 28.98% |
$272K - $329K
|
2.74K
$1.31M
|
|
May 15, 2025
Q1 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
614+ 1.51% |
$272K - $328K
|
41.3K
$19.7M
|
|
Apr 25, 2025
Q1 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
608+ 14.41% |
$269K - $325K
|
4.83K
$2.31M
|
|
Apr 23, 2025
Q1 2025
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
607+ 0.34% |
$269K - $324K
|
181K
$86.4M
|
|
Apr 21, 2025
Q1 2025
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
604New |
$267K - $323K
|
604
$289K
|
|
May 13, 2025
Q1 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
603New |
$267K - $322K
|
603
$288K
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
BUY
|
- |
601+ 3.43% |
$266K - $321K
|
18.1K
$8.67M
|
|
May 08, 2025
Q1 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
600+ 5.04% |
$266K - $321K
|
12.5K
$5.98M
|
|
May 13, 2025
Q1 2025
|
George Kaiser Family Foundation
|
BUY
|
- |
597New |
$264K - $319K
|
597
$285K
|
|
May 07, 2025
Q1 2025
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
597New |
$264K - $319K
|
597
$285K
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
590+ 6.29% |
$261K - $315K
|
9.97K
$4.76M
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
590+ 0.38% |
$261K - $315K
|
158K
$75.4M
|
|
May 14, 2025
Q1 2025
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
588+ 4.86% |
$260K - $314K
|
12.7K
$6.07M
|
|
May 12, 2025
Q1 2025
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
584+ 9.92% |
$259K - $312K
|
6.47K
$3.09M
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
584+ 21.13% |
$259K - $312K
|
3.35K
$1.6M
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
BUY
|
- |
583+ 24.94% |
$258K - $312K
|
2.92K
$1.4M
|
|
May 19, 2025
Q1 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
579New |
$256K - $309K
|
579
$277K
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
576+ 4.54% |
$255K - $308K
|
13.3K
$6.34M
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
574+ 9.07% |
$254K - $307K
|
6.91K
$3.3M
|
|
Apr 25, 2025
Q1 2025
|
West Bancorporation Inc
|
BUY
|
- |
574+ 95.67% |
$254K - $307K
|
1.17K
$561K
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
572+ 284.58% |
$253K - $306K
|
773
$370K
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
571+ 2.67% |
$253K - $305K
|
22K
$10.5M
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
567New |
$251K - $303K
|
567
$271K
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
565+ 34.96% |
$250K - $302K
|
2.18K
$1.04M
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
560+ 3.97% |
$248K - $299K
|
14.7K
$7M
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
554+ 68.91% |
$245K - $296K
|
1.36K
$649K
|
|
May 06, 2025
Q1 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
553+ 51.97% |
$245K - $296K
|
1.62K
$773K
|
|
May 13, 2025
Q1 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
551New |
$244K - $295K
|
551
$263K
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
550+ 7.71% |
$243K - $294K
|
7.69K
$3.68M
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
548New |
$243K - $293K
|
548
$262K
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
546New |
$242K - $292K
|
546
$261K
|
|
May 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
545+ 41.07% |
$241K - $291K
|
1.87K
$895K
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
545+ 10.93% |
$241K - $291K
|
5.53K
$2.65M
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
540New |
$239K - $289K
|
540
$258K
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
539New |
$239K - $288K
|
539
$258K
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
535+ 3.86% |
$237K - $286K
|
14.4K
$6.88M
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
535New |
$237K - $286K
|
535
$256K
|
|
May 05, 2025
Q1 2025
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
532+ 0.44% |
$235K - $284K
|
122K
$58.4M
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
524New |
$232K - $280K
|
524
$251K
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
521+ 20.51% |
$231K - $278K
|
3.06K
$1.46M
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
515+ 0.7% |
$228K - $275K
|
74.1K
$35.4M
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
515+ 21.59% |
$228K - $275K
|
2.9K
$1.39M
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
514+ 67.01% |
$228K - $275K
|
1.28K
$612K
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
509+ 22.38% |
$225K - $272K
|
2.78K
$1.33M
|
|
Apr 17, 2025
Q1 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
508New |
$225K - $272K
|
508
$243K
|
|
Apr 11, 2025
Q1 2025
|
Udine Wealth Management, Inc.
|
BUY
|
- |
508+ 3.29% |
$225K - $272K
|
15.9K
$7.62M
|