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
|
Detalus Advisors, LLC
|
BUY
|
- |
540New |
$239K - $289K
|
540
$262K
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
539New |
$239K - $288K
|
539
$261K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
537+ 26.6% |
$238K - $287K
|
2.56K
$1.24M
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
535+ 3.86% |
$237K - $286K
|
14.4K
$6.97M
|
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
535New |
$237K - $286K
|
535
$259K
|
|
|
May 05, 2025
Q1 2025
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
532+ 0.44% |
$235K - $284K
|
122K
$59.2M
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
524New |
$232K - $280K
|
524
$254K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
521+ 20.51% |
$231K - $278K
|
3.06K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
515+ 0.7% |
$228K - $275K
|
74.1K
$35.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
515+ 21.59% |
$228K - $275K
|
2.9K
$1.41M
|
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
514+ 67.01% |
$228K - $275K
|
1.28K
$621K
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
512+ 9.8% |
$227K - $274K
|
5.74K
$2.78M
|
|
|
Apr 09, 2025
Q1 2025
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
511+ 1.91% |
$226K - $273K
|
27.2K
$13.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
509+ 22.38% |
$225K - $272K
|
2.78K
$1.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
508New |
$225K - $272K
|
508
$246K
|
|
|
Apr 11, 2025
Q1 2025
|
Udine Wealth Management, Inc.
|
BUY
|
- |
508+ 3.29% |
$225K - $272K
|
15.9K
$7.73M
|
|
|
Apr 03, 2025
Q1 2025
|
Magnolia Capital Management LTD
|
BUY
|
- |
505+ 7.49% |
$224K - $270K
|
7.25K
$3.51M
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
504+ 26.97% |
$223K - $269K
|
2.37K
$1.15M
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
503+ 23.83% |
$223K - $269K
|
2.61K
$1.27M
|
|
|
Jul 14, 2025
Q1 2025
|
Strategic Planning, Inc.
Columbus, OH |
BUY
|
- |
502New |
$222K - $268K
|
502
$243K
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
501New |
$222K - $268K
|
501
$243K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
500+ 40.72% |
$221K - $267K
|
1.73K
$838K
|
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
498+ 16.41% |
$220K - $266K
|
3.53K
$1.71M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
497+ 53.5% |
$220K - $266K
|
1.43K
$692K
|
|
|
May 02, 2025
Q1 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
496New |
$220K - $265K
|
496
$241K
|
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
495+ 45.75% |
$219K - $265K
|
1.58K
$765K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
495+ 3.81% |
$219K - $265K
|
13.5K
$6.54M
|
|
|
May 13, 2025
Q1 2025
|
Manchester Financial Inc
|
BUY
|
- |
491+ 30.31% |
$217K - $262K
|
2.11K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
486New |
$215K - $260K
|
486
$236K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
485+ 7.76% |
$215K - $259K
|
6.73K
$3.27M
|
|
|
May 15, 2025
Q1 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
BUY
|
- |
481New |
$213K - $257K
|
481
$233K
|
|
|
Apr 09, 2025
Q1 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
477New |
$211K - $255K
|
477
$231K
|
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
BUY
|
- |
473New |
$209K - $253K
|
473
$229K
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
466+ 48.54% |
$206K - $249K
|
1.43K
$692K
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
466+ 27.32% |
$206K - $249K
|
2.17K
$1.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
466+ 3.89% |
$206K - $249K
|
12.5K
$6.04M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
463+ 23.84% |
$205K - $247K
|
2.41K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
461New |
$204K - $246K
|
461
$224K
|
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
459New |
$203K - $245K
|
459
$223K
|
|
|
May 08, 2025
Q1 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
457New |
$202K - $244K
|
457
$222K
|
|
|
Apr 18, 2025
Q1 2025
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
456+ 2.91% |
$202K - $244K
|
16.1K
$7.81M
|
|
|
May 12, 2025
Q1 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
455New |
$201K - $243K
|
455
$221K
|
|
|
May 09, 2025
Q1 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
454New |
$201K - $243K
|
454
$220K
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
453+ 4.28% |
$201K - $242K
|
11K
$5.35M
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
453New |
$201K - $242K
|
453
$220K
|
|
|
May 13, 2025
Q1 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
452New |
$200K - $242K
|
452
$219K
|
|
|
Apr 30, 2025
Q1 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
450+ 5.73% |
$199K - $241K
|
8.31K
$4.03M
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
449+ 1.8% |
$199K - $240K
|
25.4K
$12.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
448+ 8.79% |
$198K - $239K
|
5.55K
$2.69M
|
|
|
May 09, 2025
Q1 2025
|
Mitchell Capital Management CO
|
BUY
|
- |
445+ 1.36% |
$197K - $238K
|
33.1K
$16.1M
|