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
|
Total Wealth Planning, LLC
|
BUY
|
- |
129+ 30.14% |
$62.4K - $69.6K
|
557
$270K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
129+ 4.76% |
$62.4K - $69.6K
|
2.84K
$1.38M
|
|
|
Jul 07, 2025
Q2 2025
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
125+ 1.01% |
$60.4K - $67.5K
|
12.5K
$6.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
BUY
|
- |
123+ 12.42% |
$59.5K - $66.4K
|
1.11K
$540K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
121+ 0.16% |
$58.5K - $65.3K
|
76.5K
$37.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
120+ 22.64% |
$58K - $64.8K
|
650
$315K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
118+ 1.08% |
$57.1K - $63.7K
|
11.1K
$5.36M
|
|
|
Jul 14, 2025
Q2 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
117+ 8.47% |
$56.6K - $63.2K
|
1.5K
$727K
|
|
|
Jul 15, 2025
Q2 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
115+ 19.86% |
$55.6K - $62.1K
|
694
$337K
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
113+ 3.19% |
$54.6K - $61K
|
3.65K
$1.77M
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
112+ 4.64% |
$54.1K - $60.5K
|
2.53K
$1.23M
|
|
|
Jul 16, 2025
Q2 2025
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
111+ 2.79% |
$53.7K - $59.9K
|
4.1K
$1.99M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
111+ 14.59% |
$53.7K - $59.9K
|
872
$423K
|
|
|
Jul 16, 2025
Q2 2025
|
Meyer Handelman CO
|
BUY
|
- |
110+ 2.17% |
$53.2K - $59.4K
|
5.19K
$2.52M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
110+ 1.51% |
$53.2K - $59.4K
|
7.38K
$3.58M
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
109+ 0.1% |
$52.7K - $58.8K
|
112K
$54.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
107+ 5.48% |
$51.7K - $57.8K
|
2.06K
$998K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
106+ 0.97% |
$51.2K - $57.2K
|
11K
$5.35M
|
|
|
Jul 10, 2025
Q2 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
105+ 15.44% |
$50.8K - $56.7K
|
785
$381K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
102+ 3.26% |
$49.3K - $55.1K
|
3.23K
$1.57M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
101+ 13.12% |
$48.8K - $54.5K
|
871
$422K
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
100+ 3.37% |
$48.3K - $54K
|
3.07K
$1.49M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
100+ 2.48% |
$48.3K - $54K
|
4.14K
$2.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
BUY
|
- |
100+ 4.27% |
$48.3K - $54K
|
2.44K
$1.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Asio Capital, LLC
|
BUY
|
- |
99+ 13.94% |
$47.9K - $53.4K
|
809
$392K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
99+ 6.68% |
$47.9K - $53.4K
|
1.58K
$766K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
97+ 1.36% |
$46.9K - $52.4K
|
7.23K
$3.51M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
95+ 2.1% |
$45.9K - $51.3K
|
4.61K
$2.24M
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
89+ 0.36% |
$43K - $48K
|
24.9K
$12.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
88+ 0.54% |
$42.5K - $47.5K
|
16.3K
$7.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
85+ 5.44% |
$41.1K - $45.9K
|
1.65K
$799K
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
85+ 10.88% |
$41.1K - $45.9K
|
866
$420K
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
85+ 3.74% |
$41.1K - $45.9K
|
2.36K
$1.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
84+ 1.32% |
$40.6K - $45.3K
|
6.43K
$3.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
82+ 2.78% |
$39.6K - $44.3K
|
3.04K
$1.47M
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
BUY
|
- |
81+ 2.74% |
$39.2K - $43.7K
|
3.04K
$1.47M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
81+ 2.7% |
$39.2K - $43.7K
|
3.08K
$1.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
79+ 0.68% |
$38.2K - $42.6K
|
11.7K
$5.69M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
79+ 1.91% |
$38.2K - $42.6K
|
4.22K
$2.05M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
77+ 102.67% |
$37.2K - $41.6K
|
152
$73.7K
|
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
75+ 1.63% |
$36.3K - $40.5K
|
4.69K
$2.27M
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
73+ 0.89% |
$35.3K - $39.4K
|
8.23K
$3.99M
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
73+ 1.8% |
$35.3K - $39.4K
|
4.14K
$2.01M
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
72+ 0.05% |
$34.8K - $38.9K
|
134K
$64.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
70+ 0.76% |
$33.8K - $37.8K
|
9.24K
$4.48M
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
69+ 0.76% |
$33.4K - $37.2K
|
9.19K
$4.46M
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
68+ 7.61% |
$32.9K - $36.7K
|
961
$466K
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
68+ 4.14% |
$32.9K - $36.7K
|
1.71K
$830K
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
BUY
|
- |
68+ 7.75% |
$32.9K - $36.7K
|
945
$458K
|
|
|
Jul 08, 2025
Q2 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
67+ 5.71% |
$32.4K - $36.2K
|
1.24K
$601K
|