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 10, 2025
Q2 2025
|
Sky Investment Group LLC
|
BUY
|
- |
504+ 3.48% |
$244K - $272K
|
15K
$7.28M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
500+ 4.79% |
$242K - $270K
|
10.9K
$5.31M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
500+ 2.61% |
$242K - $270K
|
19.7K
$9.53M
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
489+ 0.71% |
$236K - $264K
|
69.4K
$33.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
474+ 4.42% |
$229K - $256K
|
11.2K
$5.43M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
458+ 2.4% |
$221K - $247K
|
19.6K
$9.49M
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
449+ 8.52% |
$217K - $242K
|
5.72K
$2.77M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
446+ 105.69% |
$216K - $241K
|
868
$421K
|
|
|
Jul 11, 2025
Q2 2025
|
Wright Investors Service Inc
|
BUY
|
- |
440+ 14.22% |
$213K - $238K
|
3.54K
$1.71M
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
427New |
$206K - $230K
|
427
$207K
|
|
|
Jul 07, 2025
Q2 2025
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
425+ 5.92% |
$205K - $229K
|
7.6K
$3.69M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
424+ 40.57% |
$205K - $229K
|
1.47K
$712K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
423+ 6.94% |
$205K - $228K
|
6.52K
$3.16M
|
|
|
Jul 07, 2025
Q2 2025
|
Value Partners Investments Inc.
|
BUY
|
- |
420+ 10.34% |
$203K - $227K
|
4.48K
$2.17M
|
|
|
Jul 07, 2025
Q2 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
418+ 3.95% |
$202K - $226K
|
11K
$5.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
412New |
$199K - $222K
|
412
$200K
|
|
|
Jul 10, 2025
Q2 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
411+ 6.52% |
$199K - $222K
|
6.72K
$3.26M
|
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
409+ 4.71% |
$198K - $221K
|
9.08K
$4.41M
|
|
|
Jul 15, 2025
Q2 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
404+ 1.27% |
$195K - $218K
|
32.3K
$15.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
404+ 4.99% |
$195K - $218K
|
8.5K
$4.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
394+ 4.73% |
$190K - $213K
|
8.73K
$4.23M
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
385+ 9.27% |
$186K - $208K
|
4.54K
$2.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
380+ 13.64% |
$184K - $205K
|
3.17K
$1.54M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
379+ 0.16% |
$183K - $205K
|
233K
$113M
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
376+ 0.85% |
$182K - $203K
|
44.6K
$21.6M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
365+ 3.95% |
$176K - $197K
|
9.61K
$4.66M
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
353+ 28.63% |
$171K - $191K
|
1.59K
$769K
|
|
|
Jul 10, 2025
Q2 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
350+ 2.98% |
$169K - $189K
|
12.1K
$5.86M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
342+ 24.62% |
$165K - $185K
|
1.73K
$840K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
338+ 5.99% |
$163K - $182K
|
5.98K
$2.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Martin Capital Advisors, LLP
|
BUY
|
- |
326+ 22.31% |
$158K - $176K
|
1.79K
$867K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
316+ 10.22% |
$153K - $171K
|
3.41K
$1.65M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
313+ 2.28% |
$151K - $169K
|
14.1K
$6.82M
|
|
|
Jul 15, 2025
Q2 2025
|
Banyan Capital Management, Inc.
Atlanta, GA |
BUY
|
- |
302+ 0.7% |
$146K - $163K
|
43.3K
$21M
|
|
|
Jul 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
300+ 23.89% |
$145K - $162K
|
1.56K
$755K
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
299+ 2.89% |
$145K - $161K
|
10.6K
$5.16M
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
295+ 3.21% |
$143K - $159K
|
9.5K
$4.61M
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
BUY
|
- |
290+ 2.7% |
$140K - $157K
|
11K
$5.36M
|
|
|
Jul 15, 2025
Q2 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
287+ 4.19% |
$139K - $155K
|
7.14K
$3.46M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
287+ 7.46% |
$139K - $155K
|
4.13K
$2M
|
|
|
Jul 11, 2025
Q2 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
284+ 3.15% |
$137K - $153K
|
9.31K
$4.51M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
281+ 7.16% |
$136K - $152K
|
4.2K
$2.04M
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
268+ 62.33% |
$130K - $145K
|
698
$339K
|
|
|
Jul 09, 2025
Q2 2025
|
Threadgill Financial, LLC
|
BUY
|
- |
263+ 21.88% |
$127K - $142K
|
1.47K
$711K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
254+ 2.0% |
$123K - $137K
|
13K
$6.29M
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
250+ 26.18% |
$121K - $135K
|
1.21K
$584K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
248+ 2.13% |
$120K - $134K
|
11.9K
$5.77M
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
233+ 0.4% |
$113K - $126K
|
58.5K
$28.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
231+ 2.09% |
$112K - $125K
|
11.3K
$5.48M
|
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
BUY
|
- |
225+ 0.24% |
$109K - $121K
|
95.8K
$46.5M
|