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 15, 2025
Q1 2025
|
Strategic Equity Management
|
BUY
|
- |
430New |
$190K - $230K
|
430
$209K
|
|
May 15, 2025
Q1 2025
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
428New |
$189K - $229K
|
428
$208K
|
|
Apr 29, 2025
Q1 2025
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
428New |
$189K - $229K
|
428
$208K
|
|
May 14, 2025
Q1 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
424+ 27.89% |
$188K - $227K
|
1.94K
$943K
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
424+ 6.2% |
$188K - $227K
|
7.26K
$3.52M
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
422+ 3.43% |
$187K - $226K
|
12.7K
$6.17M
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
422New |
$187K - $226K
|
422
$205K
|
|
May 09, 2025
Q1 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
420+ 84.0% |
$186K - $224K
|
920
$446K
|
|
Apr 24, 2025
Q1 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
420New |
$186K - $224K
|
420
$204K
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
419+ 0.95% |
$185K - $224K
|
44.5K
$21.6M
|
|
Apr 25, 2025
Q1 2025
|
Dean, Jacobson Financial Services, LLC
|
BUY
|
- |
419New |
$185K - $224K
|
419
$203K
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
418+ 6.24% |
$185K - $223K
|
7.12K
$3.45M
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
418New |
$185K - $223K
|
418
$203K
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
418+ 1.73% |
$185K - $223K
|
24.5K
$11.9M
|
|
May 13, 2025
Q1 2025
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
416+ 23.27% |
$184K - $222K
|
2.2K
$1.07M
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
415+ 0.56% |
$184K - $222K
|
74K
$35.9M
|
|
May 15, 2025
Q1 2025
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
414New |
$183K - $221K
|
414
$201K
|
|
Apr 14, 2025
Q1 2025
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
414New |
$183K - $221K
|
414
$201K
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
413+ 4.57% |
$183K - $221K
|
9.45K
$4.58M
|
|
Apr 10, 2025
Q1 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
413New |
$183K - $221K
|
413
$200K
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
412+ 0.38% |
$182K - $220K
|
110K
$53.3M
|
|
May 05, 2025
Q1 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
412+ 0.26% |
$182K - $220K
|
158K
$76.9M
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
412New |
$182K - $220K
|
412
$200K
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
411+ 0.42% |
$182K - $220K
|
99.1K
$48.1M
|
|
Apr 29, 2025
Q1 2025
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
411New |
$182K - $220K
|
411
$199K
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
411+ 15.28% |
$182K - $220K
|
3.1K
$1.5M
|
|
May 08, 2025
Q1 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
410New |
$181K - $219K
|
410
$199K
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
409New |
$181K - $219K
|
409
$198K
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
408+ 15.45% |
$181K - $218K
|
3.05K
$1.48M
|
|
May 02, 2025
Q1 2025
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
408+ 18.45% |
$181K - $218K
|
2.62K
$1.27M
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
407+ 4.91% |
$180K - $218K
|
8.7K
$4.22M
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
407New |
$180K - $218K
|
407
$197K
|
|
May 02, 2025
Q1 2025
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
406+ 6.92% |
$180K - $217K
|
6.27K
$3.04M
|
|
Apr 30, 2025
Q1 2025
|
Gfg Capital, LLC
|
BUY
|
- |
406+ 5.44% |
$180K - $217K
|
7.86K
$3.81M
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
405New |
$179K - $216K
|
405
$196K
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
405New |
$179K - $216K
|
405
$196K
|
|
May 15, 2025
Q1 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
403New |
$178K - $215K
|
403
$195K
|
|
Apr 11, 2025
Q1 2025
|
Reliant Investment Management, LLC
|
BUY
|
- |
401+ 65.85% |
$178K - $214K
|
1.01K
$490K
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
400+ 23.81% |
$177K - $214K
|
2.08K
$1.01M
|
|
May 12, 2025
Q1 2025
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
400+ 39.06% |
$177K - $214K
|
1.42K
$691K
|
|
May 08, 2025
Q1 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
400+ 68.14% |
$177K - $214K
|
987
$479K
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
399New |
$177K - $213K
|
399
$194K
|
|
Apr 23, 2025
Q1 2025
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
398New |
$176K - $213K
|
398
$193K
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
397+ 17.87% |
$176K - $212K
|
2.62K
$1.27M
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
397+ 3.45% |
$176K - $212K
|
11.9K
$5.78M
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
395+ 3.39% |
$175K - $211K
|
12K
$5.84M
|
|
Apr 22, 2025
Q1 2025
|
North Point Portfolio Managers Corp
|
BUY
|
- |
394New |
$174K - $211K
|
394
$191K
|
|
May 14, 2025
Q1 2025
|
Anson Funds Management LP
Dallas, TX |
BUY
|
- |
393+ 32.27% |
$174K - $210K
|
1.61K
$781K
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
393New |
$174K - $210K
|
393
$191K
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
BUY
|
- |
392+ 2.64% |
$174K - $210K
|
15.3K
$7.4M
|