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 |
---|---|---|---|---|---|---|---|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
259+ 4.41% |
$115K - $138K
|
6.14K
$2.98M
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
255+ 2.82% |
$113K - $136K
|
9.3K
$4.51M
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
252+ 4.68% |
$112K - $135K
|
5.63K
$2.73M
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
252+ 8.32% |
$112K - $135K
|
3.28K
$1.59M
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
251+ 1.14% |
$111K - $134K
|
22.2K
$10.8M
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
250New |
$111K - $134K
|
250
$121K
|
|
May 08, 2025
Q1 2025
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
250+ 13.48% |
$111K - $134K
|
2.11K
$1.02M
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
249+ 1.38% |
$110K - $133K
|
18.3K
$8.87M
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
248+ 3.8% |
$110K - $133K
|
6.78K
$3.29M
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
244+ 5.33% |
$108K - $130K
|
4.83K
$2.34M
|
|
May 14, 2025
Q1 2025
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
244+ 10.05% |
$108K - $130K
|
2.67K
$1.3M
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
BUY
|
- |
244+ 24.09% |
$108K - $130K
|
1.26K
$610K
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
243+ 3.39% |
$108K - $130K
|
7.4K
$3.59M
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
BUY
|
- |
243+ 6.18% |
$108K - $130K
|
4.18K
$2.03M
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
241+ 19.22% |
$107K - $129K
|
1.5K
$725K
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
BUY
|
- |
239+ 8.63% |
$106K - $128K
|
3.01K
$1.46M
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
237+ 6.94% |
$105K - $127K
|
3.65K
$1.77M
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
235+ 6.9% |
$104K - $126K
|
3.64K
$1.77M
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
235+ 3.2% |
$104K - $126K
|
7.59K
$3.68M
|
|
Apr 15, 2025
Q1 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
235+ 204.35% |
$104K - $126K
|
350
$170K
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
234+ 2.44% |
$104K - $125K
|
9.81K
$4.76M
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
234+ 1.49% |
$104K - $125K
|
16K
$7.74M
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
BUY
|
- |
233+ 10.17% |
$103K - $125K
|
2.52K
$1.22M
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
232+ 1.15% |
$103K - $124K
|
20.5K
$9.94M
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
BUY
|
- |
229+ 2.06% |
$101K - $122K
|
11.3K
$5.49M
|
|
May 01, 2025
Q1 2025
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
229+ 4.45% |
$101K - $122K
|
5.37K
$2.61M
|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
227+ 1.09% |
$100K - $121K
|
21.1K
$10.2M
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
227+ 2.28% |
$100K - $121K
|
10.2K
$4.94M
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
227+ 71.61% |
$100K - $121K
|
544
$264K
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
225+ 27.27% |
$99.6K - $120K
|
1.05K
$509K
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
224+ 3.16% |
$99.2K - $120K
|
7.32K
$3.55M
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
220+ 15.45% |
$97.4K - $118K
|
1.64K
$797K
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
220+ 4.18% |
$97.4K - $118K
|
5.49K
$2.66M
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
218+ 29.66% |
$96.5K - $117K
|
953
$462K
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
218+ 9.97% |
$96.5K - $117K
|
2.4K
$1.17M
|
|
May 14, 2025
Q1 2025
|
F
|
BUY
|
- |
216+ 6.78% |
$95.6K - $115K
|
3.4K
$1.65M
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
216+ 0.95% |
$95.6K - $115K
|
23.1K
$11.2M
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
215+ 2.81% |
$95.2K - $115K
|
7.86K
$3.81M
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
215+ 11.21% |
$95.2K - $115K
|
2.13K
$1.03M
|
|
May 14, 2025
Q1 2025
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
214+ 0.89% |
$94.7K - $114K
|
24.4K
$11.8M
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
214+ 6.66% |
$94.7K - $114K
|
3.43K
$1.66M
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
213+ 5.05% |
$94.3K - $114K
|
4.43K
$2.15M
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
212+ 0.26% |
$93.8K - $113K
|
81.8K
$39.7M
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
210+ 6.73% |
$93K - $112K
|
3.33K
$1.62M
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
208+ 25.15% |
$92.1K - $111K
|
1.04K
$502K
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
208+ 46.64% |
$92.1K - $111K
|
654
$317K
|
|
May 07, 2025
Q1 2025
|
Allen Investment Management LLC
|
BUY
|
- |
206+ 0.17% |
$91.2K - $110K
|
121K
$58.8M
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
205+ 12.52% |
$90.7K - $110K
|
1.84K
$894K
|
|
Apr 28, 2025
Q1 2025
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
205+ 2.33% |
$90.7K - $110K
|
8.99K
$4.36M
|
|
May 14, 2025
Q1 2025
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
204+ 22.03% |
$90.3K - $109K
|
1.13K
$548K
|