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 15, 2025
Q2 2025
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
680+ 10.58% |
$329K - $367K
|
7.11K
$3.45M
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
674+ 1.21% |
$326K - $364K
|
56.3K
$27.3M
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
BUY
|
- |
668+ 1.76% |
$323K - $361K
|
38.7K
$18.8M
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
659New |
$319K - $356K
|
659
$320K
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
653+ 43.56% |
$316K - $352K
|
2.15K
$1.04M
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
650+ 6.29% |
$314K - $351K
|
11K
$5.33M
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
BUY
|
- |
643New |
$311K - $347K
|
643
$312K
|
|
Jul 16, 2025
Q2 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
642New |
$310K - $347K
|
642
$311K
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
637+ 6.15% |
$308K - $344K
|
11K
$5.34M
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
628+ 1.57% |
$304K - $339K
|
40.6K
$19.7M
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
624+ 3.5% |
$302K - $337K
|
18.5K
$8.95M
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
621+ 1.24% |
$300K - $335K
|
50.7K
$24.6M
|
|
Jul 08, 2025
Q2 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
615+ 86.99% |
$297K - $332K
|
1.32K
$641K
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
600+ 9.62% |
$290K - $324K
|
6.84K
$3.32M
|
|
Jul 11, 2025
Q2 2025
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
589New |
$285K - $318K
|
589
$286K
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
583+ 9.78% |
$282K - $315K
|
6.54K
$3.17M
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
577+ 0.63% |
$279K - $311K
|
92.8K
$45M
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
575+ 1.4% |
$278K - $310K
|
41.6K
$20.2M
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
572+ 12.31% |
$277K - $309K
|
5.22K
$2.53M
|
|
Jul 18, 2025
Q2 2025
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
563+ 5.14% |
$272K - $304K
|
11.5K
$5.58M
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
560+ 3.64% |
$271K - $302K
|
15.9K
$7.73M
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
555+ 15.52% |
$268K - $300K
|
4.13K
$2M
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
552+ 6.41% |
$267K - $298K
|
9.17K
$4.45M
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
550+ 5.47% |
$266K - $297K
|
10.6K
$5.15M
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
544+ 2.79% |
$263K - $294K
|
20.1K
$9.74M
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
544+ 0.7% |
$263K - $294K
|
78.3K
$38M
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
541+ 7.35% |
$262K - $292K
|
7.9K
$3.83M
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
539+ 1.4% |
$261K - $291K
|
39.1K
$19M
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
BUY
|
- |
536+ 20.82% |
$259K - $289K
|
3.11K
$1.51M
|
|
Jul 17, 2025
Q2 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
527New |
$255K - $284K
|
527
$256K
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
521New |
$252K - $281K
|
521
$253K
|
|
Jul 17, 2025
Q2 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
518+ 2.15% |
$250K - $280K
|
24.6K
$11.9M
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
516+ 4.05% |
$249K - $279K
|
13.3K
$6.43M
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
515+ 24.86% |
$249K - $278K
|
2.59K
$1.25M
|
|
Jul 10, 2025
Q2 2025
|
Sky Investment Group LLC
|
BUY
|
- |
504+ 3.48% |
$244K - $272K
|
15K
$7.28M
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
500+ 7.02% |
$242K - $270K
|
7.63K
$3.7M
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
500+ 4.79% |
$242K - $270K
|
10.9K
$5.31M
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
500+ 2.61% |
$242K - $270K
|
19.7K
$9.53M
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
489+ 4.7% |
$236K - $264K
|
10.9K
$5.28M
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
489+ 0.71% |
$236K - $264K
|
69.4K
$33.7M
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
487+ 14.43% |
$235K - $263K
|
3.86K
$1.87M
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
474+ 4.42% |
$229K - $256K
|
11.2K
$5.43M
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
464New |
$224K - $250K
|
464
$225K
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
458+ 2.4% |
$221K - $247K
|
19.6K
$9.49M
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
449+ 8.52% |
$217K - $242K
|
5.72K
$2.77M
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
448New |
$217K - $242K
|
448
$217K
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
446+ 105.69% |
$216K - $241K
|
868
$421K
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
444+ 18.26% |
$215K - $240K
|
2.88K
$1.39M
|
|
Jul 11, 2025
Q2 2025
|
Wright Investors Service Inc
|
BUY
|
- |
440+ 14.22% |
$213K - $238K
|
3.54K
$1.71M
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
437+ 4.94% |
$211K - $236K
|
9.29K
$4.5M
|