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 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
4.04K+ 860.0% |
$1.79M - $2.16M
|
4.51K
$2.19M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
4.01K+ 18.64% |
$1.77M - $2.14M
|
25.5K
$12.4M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
3.96KNew |
$1.75M - $2.12M
|
3.96K
$1.92M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.95K+ 2.48% |
$1.75M - $2.11M
|
163K
$79M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
3.93K+ 4.22% |
$1.74M - $2.1M
|
97.1K
$47.1M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
3.93K+ 18.51% |
$1.74M - $2.1M
|
25.2K
$12.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
3.9K+ 5.47% |
$1.73M - $2.08M
|
75.2K
$36.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
3.89KNew |
$1.72M - $2.08M
|
3.89K
$1.89M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3.86KNew |
$1.71M - $2.06M
|
3.86K
$1.87M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
3.84K+ 7.53% |
$1.7M - $2.05M
|
54.9K
$26.6M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
3.83K+ 7.16% |
$1.69M - $2.04M
|
57.3K
$27.8M
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
3.8K+ 8.88% |
$1.68M - $2.03M
|
46.5K
$22.6M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.77K+ 10.31% |
$1.67M - $2.01M
|
40.3K
$19.5M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.76K+ 6.66% |
$1.66M - $2.01M
|
60.2K
$29.2M
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
3.73K+ 156.09% |
$1.65M - $1.99M
|
6.12K
$2.97M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
3.66K+ 6.33% |
$1.62M - $1.95M
|
61.4K
$29.8M
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
3.65KNew |
$1.62M - $1.95M
|
3.65K
$1.77M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.64K+ 34.03% |
$1.61M - $1.94M
|
14.3K
$6.95M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
3.63K+ 13.69% |
$1.61M - $1.94M
|
30.1K
$14.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.58K+ 7.68% |
$1.58M - $1.91M
|
50.2K
$24.4M
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
3.57K+ 1.29% |
$1.58M - $1.91M
|
279K
$135M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
3.56K+ 34.77% |
$1.57M - $1.9M
|
13.8K
$6.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
3.55KNew |
$1.57M - $1.9M
|
3.55K
$1.72M
|
|
|
May 09, 2025
Q1 2025
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
3.55KNew |
$1.57M - $1.89M
|
3.55K
$1.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
3.53K+ 46.85% |
$1.56M - $1.89M
|
11.1K
$5.36M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
3.52K+ 3.77% |
$1.56M - $1.88M
|
96.9K
$47M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
3.52K+ 2.88% |
$1.56M - $1.88M
|
126K
$60.9M
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
3.52K+ 47.05% |
$1.56M - $1.88M
|
11K
$5.33M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
3.51K+ 6.09% |
$1.56M - $1.88M
|
61.2K
$29.7M
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
3.45K+ 14.25% |
$1.53M - $1.84M
|
27.7K
$13.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.44K+ 16.07% |
$1.52M - $1.84M
|
24.8K
$12M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
3.43K+ 9.51% |
$1.52M - $1.83M
|
39.4K
$19.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
3.4K+ 56.15% |
$1.51M - $1.82M
|
9.46K
$4.59M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
3.39K+ 1.33% |
$1.5M - $1.81M
|
259K
$126M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
3.38KNew |
$1.49M - $1.81M
|
3.38K
$1.64M
|
|
|
May 13, 2025
Q1 2025
|
Hutner Capital Management Inc
Manchester, VT |
BUY
|
- |
3.38K+ 9.76% |
$1.49M - $1.8M
|
38K
$18.4M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.35K+ 1.65% |
$1.48M - $1.79M
|
206K
$100M
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
3.34KNew |
$1.48M - $1.78M
|
3.34K
$1.62M
|
|
|
May 06, 2025
Q1 2025
|
Close Asset Management LTD
|
BUY
|
- |
3.3K+ 2.71% |
$1.46M - $1.76M
|
125K
$60.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
3.27K+ 102.51% |
$1.45M - $1.75M
|
6.46K
$3.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
3.25K+ 1.5% |
$1.44M - $1.73M
|
220K
$107M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
3.2K+ 302.84% |
$1.42M - $1.71M
|
4.26K
$2.07M
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
3.2K+ 217.92% |
$1.42M - $1.71M
|
4.67K
$2.26M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
3.18K+ 64.5% |
$1.41M - $1.7M
|
8.11K
$3.93M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
3.14K+ 5.24% |
$1.39M - $1.68M
|
63K
$30.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
BUY
|
- |
3.13K+ 63.83% |
$1.39M - $1.67M
|
8.04K
$3.9M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.11KNew |
$1.38M - $1.66M
|
3.11K
$1.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.1K+ 17.54% |
$1.37M - $1.65M
|
20.7K
$10.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.1K+ 14.92% |
$1.37M - $1.65M
|
23.8K
$11.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
3.09K+ 39.34% |
$1.37M - $1.65M
|
10.9K
$5.31M
|