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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
1.31K+ 22.23% |
$632K - $706K
|
7.19K
$3.49M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1.27K+ 18.92% |
$615K - $686K
|
7.99K
$3.87M
|
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
1.25KNew |
$604K - $675K
|
1.25K
$606K
|
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
BUY
|
- |
1.18K+ 34.56% |
$571K - $638K
|
4.6K
$2.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.17K+ 5.69% |
$567K - $633K
|
21.8K
$10.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
BUY
|
- |
1.17K+ 0.51% |
$565K - $631K
|
232K
$113M
|
|
|
Jul 11, 2025
Q2 2025
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.16K+ 56.29% |
$563K - $628K
|
3.23K
$1.57M
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
1.16K+ 57.68% |
$559K - $624K
|
3.16K
$1.53M
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
CALL |
1.1KNew |
$532K - $594K
|
1.1K
$534K
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
BUY
|
- |
1.09K+ 5.25% |
$528K - $590K
|
21.9K
$10.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
BUY
|
- |
1.09K+ 12.46% |
$525K - $586K
|
9.81K
$4.76M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.08K+ 4.85% |
$520K - $580K
|
23.2K
$11.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
1.03K+ 40.03% |
$498K - $556K
|
3.6K
$1.75M
|
|
|
Jul 17, 2025
Q2 2025
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
1.01KNew |
$490K - $547K
|
1.01K
$492K
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
997+ 4.16% |
$482K - $538K
|
24.9K
$12.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
990+ 1.78% |
$479K - $534K
|
56.6K
$27.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
984+ 6.24% |
$476K - $531K
|
16.8K
$8.13M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
976+ 40.7% |
$472K - $527K
|
3.37K
$1.64M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
969+ 25.92% |
$468K - $523K
|
4.71K
$2.28M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
967+ 23.7% |
$468K - $522K
|
5.05K
$2.45M
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
957+ 201.05% |
$463K - $517K
|
1.43K
$695K
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
943+ 19.09% |
$456K - $509K
|
5.88K
$2.85M
|
|
|
Jul 11, 2025
Q2 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
938New |
$454K - $506K
|
938
$455K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
937+ 16.03% |
$453K - $506K
|
6.78K
$3.29M
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
BUY
|
- |
927+ 10.25% |
$448K - $500K
|
9.98K
$4.84M
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
925+ 25.35% |
$447K - $499K
|
4.57K
$2.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Valicenti Advisory Services Inc
|
BUY
|
- |
922+ 5.21% |
$446K - $498K
|
18.6K
$9.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
920+ 5.09% |
$445K - $497K
|
19K
$9.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Cairn Investment Group, Inc.
|
BUY
|
- |
909+ 31.58% |
$439K - $491K
|
3.79K
$1.84M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
904+ 5.89% |
$437K - $488K
|
16.3K
$7.89M
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
900+ 10.38% |
$435K - $486K
|
9.57K
$4.64M
|
|
|
Jul 15, 2025
Q2 2025
|
Sara Bay Financial
|
BUY
|
- |
887New |
$429K - $479K
|
887
$430K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
871+ 9.46% |
$421K - $470K
|
10.1K
$4.89M
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
866+ 10.16% |
$419K - $467K
|
9.39K
$4.55M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
860+ 5.03% |
$416K - $464K
|
17.9K
$8.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
858+ 2.32% |
$415K - $463K
|
37.9K
$18.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Presper Financial Architects, LLC
Akron, OH |
BUY
|
- |
854New |
$413K - $461K
|
854
$414K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
853+ 7.13% |
$412K - $460K
|
12.8K
$6.22M
|
|
|
Jul 18, 2025
Q2 2025
|
Hudson Value Partners, LLC
|
BUY
|
- |
844+ 1.99% |
$408K - $456K
|
43.3K
$21M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
836+ 37.61% |
$404K - $451K
|
3.06K
$1.48M
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
816+ 11.18% |
$395K - $440K
|
8.12K
$3.94M
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
793+ 174.67% |
$383K - $428K
|
1.25K
$605K
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
779+ 48.66% |
$377K - $421K
|
2.38K
$1.15M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
772+ 32.36% |
$373K - $417K
|
3.16K
$1.53M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
728New |
$352K - $393K
|
728
$353K
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
726+ 1.75% |
$351K - $392K
|
42.2K
$20.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
720+ 8.17% |
$348K - $389K
|
9.53K
$4.62M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
718+ 14.29% |
$347K - $388K
|
5.74K
$2.78M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
700New |
$338K - $378K
|
700
$340K
|
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
685+ 1.46% |
$331K - $370K
|
47.7K
$23.1M
|