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 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
234+ 1.49% |
$104K - $125K
|
16K
$7.63M
|
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
BUY
|
- |
233+ 10.17% |
$103K - $125K
|
2.52K
$1.21M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
BUY
|
- |
229+ 2.06% |
$101K - $122K
|
11.3K
$5.41M
|
|
|
May 01, 2025
Q1 2025
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
229+ 4.45% |
$101K - $122K
|
5.37K
$2.57M
|
|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
227+ 1.09% |
$100K - $121K
|
21.1K
$10.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
227+ 2.28% |
$100K - $121K
|
10.2K
$4.87M
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
227+ 71.61% |
$100K - $121K
|
544
$260K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
225+ 27.27% |
$99.6K - $120K
|
1.05K
$502K
|
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
224+ 3.16% |
$99.2K - $120K
|
7.32K
$3.5M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
220+ 15.45% |
$97.4K - $118K
|
1.64K
$786K
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
220+ 4.18% |
$97.4K - $118K
|
5.49K
$2.62M
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
218+ 29.66% |
$96.5K - $117K
|
953
$456K
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
218+ 9.97% |
$96.5K - $117K
|
2.4K
$1.15M
|
|
|
May 14, 2025
Q1 2025
|
F
|
BUY
|
- |
216+ 6.78% |
$95.6K - $115K
|
3.4K
$1.63M
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
216+ 0.95% |
$95.6K - $115K
|
23.1K
$11M
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
215+ 2.81% |
$95.2K - $115K
|
7.86K
$3.76M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
215+ 11.21% |
$95.2K - $115K
|
2.13K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
214+ 0.89% |
$94.7K - $114K
|
24.4K
$11.7M
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
214+ 6.66% |
$94.7K - $114K
|
3.43K
$1.64M
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
213+ 5.05% |
$94.3K - $114K
|
4.43K
$2.12M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
212+ 0.26% |
$93.8K - $113K
|
81.8K
$39.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
210+ 6.73% |
$93K - $112K
|
3.33K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
208+ 25.15% |
$92.1K - $111K
|
1.04K
$495K
|
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
208+ 46.64% |
$92.1K - $111K
|
654
$313K
|
|
|
May 07, 2025
Q1 2025
|
Allen Investment Management LLC
|
BUY
|
- |
206+ 0.17% |
$91.2K - $110K
|
121K
$57.9M
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
205+ 12.52% |
$90.7K - $110K
|
1.84K
$881K
|
|
|
Apr 28, 2025
Q1 2025
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
205+ 2.33% |
$90.7K - $110K
|
8.99K
$4.3M
|
|
|
May 14, 2025
Q1 2025
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
204+ 22.03% |
$90.3K - $109K
|
1.13K
$540K
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
203+ 1.96% |
$89.9K - $109K
|
10.6K
$5.06M
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
202+ 2.96% |
$89.4K - $108K
|
7.03K
$3.36M
|
|
|
Apr 23, 2025
Q1 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
202New |
$89.4K - $108K
|
202
$96.6K
|
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
201+ 4.1% |
$89K - $107K
|
5.11K
$2.44M
|
|
|
May 14, 2025
Q1 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
201+ 25.06% |
$89K - $107K
|
1K
$480K
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
200+ 4.05% |
$88.5K - $107K
|
5.14K
$2.46M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Quantitative Investments LLC
Bellevue, WA |
BUY
|
- |
200+ 10.64% |
$88.5K - $107K
|
2.08K
$995K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
200+ 1.73% |
$88.5K - $107K
|
11.8K
$5.64M
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
200+ 26.32% |
$88.5K - $107K
|
960
$459K
|
|
|
May 08, 2025
Q1 2025
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
BUY
|
- |
200+ 0.21% |
$88.5K - $107K
|
93.8K
$44.8M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
200+ 6.45% |
$88.5K - $107K
|
3.3K
$1.58M
|
|
|
May 06, 2025
Q1 2025
|
Somerville Kurt F
|
BUY
|
- |
200+ 6.42% |
$88.5K - $107K
|
3.31K
$1.58M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
200+ 5.33% |
$88.5K - $107K
|
3.96K
$1.89M
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
200+ 0.28% |
$88.5K - $107K
|
71.4K
$34.2M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
199+ 3.45% |
$88.1K - $106K
|
5.96K
$2.85M
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
198+ 22.07% |
$87.6K - $106K
|
1.1K
$524K
|
|
|
Apr 10, 2025
Q1 2025
|
Crestmont Private Wealth LLC
|
BUY
|
- |
197+ 15.54% |
$87.2K - $105K
|
1.47K
$700K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
195+ 0.68% |
$86.3K - $104K
|
28.8K
$13.7M
|
|
|
May 05, 2025
Q1 2025
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
195+ 4.9% |
$86.3K - $104K
|
4.17K
$1.99M
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
194+ 17.03% |
$85.9K - $104K
|
1.33K
$637K
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
193+ 7.91% |
$85.4K - $103K
|
2.63K
$1.26M
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
190+ 13.81% |
$84.1K - $102K
|
1.57K
$749K
|