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 13, 2025
Q1 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
20+ 0.6% |
$8.85K - $10.7K
|
3.37K
$1.61M
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
20+ 0.21% |
$8.85K - $10.7K
|
9.65K
$4.61M
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
20+ 0.81% |
$8.85K - $10.7K
|
2.5K
$1.2M
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
BUY
|
- |
20+ 0.36% |
$8.85K - $10.7K
|
5.64K
$2.7M
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
19+ 0.22% |
$8.41K - $10.2K
|
8.77K
$4.19M
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
19+ 1.61% |
$8.41K - $10.2K
|
1.2K
$574K
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
19+ 0.85% |
$8.41K - $10.2K
|
2.26K
$1.08M
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
19+ 0.54% |
$8.41K - $10.2K
|
3.51K
$1.68M
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
19+ 2.94% |
$8.41K - $10.2K
|
665
$318K
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
19+ 8.68% |
$8.41K - $10.2K
|
238
$114K
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
18+ 0.6% |
$7.97K - $9.62K
|
3.03K
$1.45M
|
|
May 07, 2025
Q1 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
18+ 0.49% |
$7.97K - $9.62K
|
3.72K
$1.78M
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
18+ 1.62% |
$7.97K - $9.62K
|
1.13K
$538K
|
|
Apr 15, 2025
Q1 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
18+ 0.67% |
$7.97K - $9.62K
|
2.7K
$1.29M
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
17+ 2.27% |
$7.53K - $9.09K
|
765
$366K
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
17+ 0.33% |
$7.53K - $9.09K
|
5.12K
$2.45M
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
17+ 2.97% |
$7.53K - $9.09K
|
589
$282K
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
17+ 0.19% |
$7.53K - $9.09K
|
8.78K
$4.2M
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
17+ 1.83% |
$7.53K - $9.09K
|
947
$453K
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
17+ 0.67% |
$7.53K - $9.09K
|
2.54K
$1.21M
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
17+ 0.4% |
$7.53K - $9.09K
|
4.28K
$2.05M
|
|
May 14, 2025
Q1 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
16+ 0.5% |
$7.08K - $8.55K
|
3.19K
$1.52M
|
|
May 09, 2025
Q1 2025
|
Campbell Capital Management Inc
|
BUY
|
- |
16+ 0.51% |
$7.08K - $8.55K
|
3.15K
$1.51M
|
|
Apr 25, 2025
Q1 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
16+ 1.92% |
$7.08K - $8.55K
|
848
$405K
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
16+ 0.93% |
$7.08K - $8.55K
|
1.74K
$834K
|
|
May 16, 2025
Q1 2025
|
Ckw Financial Group
|
BUY
|
- |
15+ 0.56% |
$6.64K - $8.02K
|
2.68K
$1.28M
|
|
May 14, 2025
Q1 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
15+ 0.22% |
$6.64K - $8.02K
|
6.74K
$3.22M
|
|
May 13, 2025
Q1 2025
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
15+ 1.3% |
$6.64K - $8.02K
|
1.17K
$557K
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
15+ 0.48% |
$6.64K - $8.02K
|
3.13K
$1.5M
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
15+ 1.67% |
$6.64K - $8.02K
|
915
$437K
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
15+ 0.96% |
$6.64K - $8.02K
|
1.57K
$751K
|
|
Apr 30, 2025
Q1 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
BUY
|
- |
15+ 2.71% |
$6.64K - $8.02K
|
569
$272K
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
15+ 0.63% |
$6.64K - $8.02K
|
2.41K
$1.15M
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
15+ 0.28% |
$6.64K - $8.02K
|
5.35K
$2.56M
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
BUY
|
- |
15+ 0.86% |
$6.64K - $8.02K
|
1.75K
$837K
|
|
Apr 17, 2025
Q1 2025
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
15+ 1.29% |
$6.64K - $8.02K
|
1.18K
$564K
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
14+ 0.47% |
$6.2K - $7.48K
|
3K
$1.44M
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
14+ 0.08% |
$6.2K - $7.48K
|
17.4K
$8.33M
|
|
May 14, 2025
Q1 2025
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
13+ 2.26% |
$5.75K - $6.95K
|
587
$281K
|
|
May 14, 2025
Q1 2025
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
13+ 2.39% |
$5.75K - $6.95K
|
556
$266K
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
13+ 0.31% |
$5.75K - $6.95K
|
4.25K
$2.03M
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
13+ 2.45% |
$5.75K - $6.95K
|
543
$260K
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
12+ 0.38% |
$5.31K - $6.41K
|
3.17K
$1.51M
|
|
May 13, 2025
Q1 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
12+ 0.11% |
$5.31K - $6.41K
|
10.6K
$5.08M
|
|
Apr 29, 2025
Q1 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
12+ 0.43% |
$5.31K - $6.41K
|
2.77K
$1.33M
|
|
Apr 22, 2025
Q1 2025
|
Channing Global Advisors, LLC
|
BUY
|
- |
12+ 0.16% |
$5.31K - $6.41K
|
7.51K
$3.59M
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
12+ 2.13% |
$5.31K - $6.41K
|
576
$275K
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
12+ 1.42% |
$5.31K - $6.41K
|
856
$409K
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
11+ 275.0% |
$4.87K - $5.88K
|
15
$7.17K
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
11+ 1.62% |
$4.87K - $5.88K
|
692
$331K
|