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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
395+ 0.81% |
$175K - $191K
|
49.2K
$26M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
391+ 9.59% |
$173K - $189K
|
4.47K
$2.36M
|
|
|
Jan 02, 2025
Q4 2024
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
391+ 5.24% |
$173K - $189K
|
7.86K
$4.15M
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
390New |
$172K - $188K
|
390
$206K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
387+ 3.12% |
$171K - $187K
|
12.8K
$6.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
386+ 0.49% |
$171K - $186K
|
78.8K
$41.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
BUY
|
- |
385+ 2.73% |
$170K - $186K
|
14.5K
$7.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
384+ 3.21% |
$170K - $186K
|
12.4K
$6.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
379+ 1.7% |
$168K - $183K
|
22.7K
$12M
|
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
379+ 14.41% |
$168K - $183K
|
3.01K
$1.59M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
377New |
$167K - $182K
|
377
$199K
|
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
BUY
|
- |
373+ 0.47% |
$165K - $180K
|
79.1K
$41.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
367+ 7.77% |
$162K - $177K
|
5.09K
$2.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
367+ 1.06% |
$162K - $177K
|
35.1K
$18.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
363+ 5.12% |
$161K - $175K
|
7.45K
$3.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
363+ 0.23% |
$161K - $175K
|
157K
$83.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
363+ 6.06% |
$161K - $175K
|
6.35K
$3.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
360New |
$159K - $174K
|
360
$190K
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
360+ 8.0% |
$159K - $174K
|
4.86K
$2.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
358+ 5.61% |
$158K - $173K
|
6.74K
$3.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
358+ 7.67% |
$158K - $173K
|
5.03K
$2.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
357+ 1.99% |
$158K - $172K
|
18.3K
$9.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
357+ 23.12% |
$158K - $172K
|
1.9K
$1.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
353+ 4.23% |
$156K - $171K
|
8.69K
$4.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
353+ 12.58% |
$156K - $171K
|
3.16K
$1.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
351+ 16.08% |
$155K - $170K
|
2.53K
$1.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
350+ 29.61% |
$155K - $169K
|
1.53K
$810K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
350+ 3.54% |
$155K - $169K
|
10.2K
$5.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
349+ 0.22% |
$154K - $169K
|
159K
$84M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
348+ 1.27% |
$154K - $168K
|
27.8K
$14.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
347+ 1.27% |
$153K - $168K
|
27.7K
$14.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
346+ 37.32% |
$153K - $167K
|
1.27K
$673K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
346+ 5.58% |
$153K - $167K
|
6.55K
$3.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
340+ 3.27% |
$150K - $164K
|
10.7K
$5.67M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
339+ 2.88% |
$150K - $164K
|
12.1K
$6.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Citadel Investment Advisory, Inc.
|
BUY
|
- |
338+ 0.31% |
$149K - $163K
|
109K
$57.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
337+ 5.84% |
$149K - $163K
|
6.11K
$3.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
337+ 69.06% |
$149K - $163K
|
825
$436K
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
336+ 7.67% |
$149K - $162K
|
4.72K
$2.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
334+ 1.8% |
$148K - $161K
|
18.9K
$10M
|
|
|
Jan 22, 2025
Q4 2024
|
James Hambro & Partners
|
BUY
|
- |
334+ 5.15% |
$148K - $161K
|
6.82K
$3.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
333+ 3.0% |
$147K - $161K
|
11.4K
$6.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
333+ 11.72% |
$147K - $161K
|
3.17K
$1.68M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
333New |
$147K - $161K
|
333
$176K
|
|
|
Feb 13, 2025
Q4 2024
|
Whelan Financial
|
BUY
|
- |
332+ 25.64% |
$147K - $160K
|
1.63K
$860K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
332+ 0.15% |
$147K - $160K
|
217K
$115M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
332+ 0.82% |
$147K - $160K
|
40.7K
$21.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
331New |
$146K - $160K
|
331
$175K
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
328+ 11.78% |
$145K - $158K
|
3.11K
$1.65M
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
328+ 2.22% |
$145K - $158K
|
15.1K
$8M
|