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 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
95+ 1.97% |
$42K - $45.9K
|
4.91K
$2.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
94+ 0.88% |
$41.6K - $45.4K
|
10.7K
$5.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
94+ 0.4% |
$41.6K - $45.4K
|
23.9K
$11.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
93+ 13.66% |
$41.1K - $44.9K
|
774
$371K
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
93+ 0.18% |
$41.1K - $44.9K
|
50.6K
$24.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
93+ 8.14% |
$41.1K - $44.9K
|
1.24K
$592K
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
92New |
$40.7K - $44.4K
|
92
$44.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
BUY
|
- |
91+ 1.19% |
$40.2K - $44K
|
7.74K
$3.71M
|
|
|
Feb 05, 2025
Q4 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
91+ 2.44% |
$40.2K - $44K
|
3.82K
$1.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
91+ 4.15% |
$40.2K - $44K
|
2.28K
$1.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
90+ 1.01% |
$39.8K - $43.5K
|
9.04K
$4.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
90+ 9.1% |
$39.8K - $43.5K
|
1.08K
$517K
|
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
89+ 0.86% |
$39.4K - $43K
|
10.4K
$4.98M
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
89+ 0.62% |
$39.4K - $43K
|
14.4K
$6.91M
|
|
|
Feb 11, 2025
Q4 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
89+ 2.44% |
$39.4K - $43K
|
3.74K
$1.79M
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
89+ 12.7% |
$39.4K - $43K
|
790
$379K
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
89+ 18.5% |
$39.4K - $43K
|
570
$273K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
89+ 4.32% |
$39.4K - $43K
|
2.15K
$1.03M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
88New |
$38.9K - $42.5K
|
88
$42.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
87+ 4.14% |
$38.5K - $42K
|
2.19K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
86+ 5.45% |
$38K - $41.5K
|
1.66K
$798K
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
86+ 7.0% |
$38K - $41.5K
|
1.31K
$630K
|
|
|
Jan 13, 2025
Q4 2024
|
Shorepath Capital Management LLC
Evanston, IL |
BUY
|
- |
86+ 0.51% |
$38K - $41.5K
|
17K
$8.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Management CO
|
BUY
|
- |
85+ 13.49% |
$37.6K - $41.1K
|
715
$343K
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
BUY
|
- |
85+ 0.9% |
$37.6K - $41.1K
|
9.54K
$4.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
84New |
$37.2K - $40.6K
|
84
$40.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
84+ 8.2% |
$37.2K - $40.6K
|
1.11K
$531K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
84+ 4.38% |
$37.2K - $40.6K
|
2K
$960K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
84+ 18.34% |
$37.2K - $40.6K
|
542
$260K
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
84+ 1.73% |
$37.2K - $40.6K
|
4.93K
$2.36M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
84+ 4.29% |
$37.2K - $40.6K
|
2.04K
$978K
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
82+ 1.85% |
$36.3K - $39.6K
|
4.51K
$2.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
82+ 5.5% |
$36.3K - $39.6K
|
1.57K
$754K
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
82+ 1.52% |
$36.3K - $39.6K
|
5.47K
$2.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
81+ 4.83% |
$35.8K - $39.1K
|
1.76K
$843K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
81+ 67.5% |
$35.8K - $39.1K
|
201
$96.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
80+ 16.77% |
$35.4K - $38.6K
|
557
$267K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
79+ 0.06% |
$34.9K - $38.2K
|
123K
$59M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
79+ 1.71% |
$34.9K - $38.2K
|
4.69K
$2.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
79+ 1.19% |
$34.9K - $38.2K
|
6.74K
$3.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
78+ 9.11% |
$34.5K - $37.7K
|
934
$448K
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
78+ 6.66% |
$34.5K - $37.7K
|
1.25K
$599K
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
78+ 7.75% |
$34.5K - $37.7K
|
1.08K
$520K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
77+ 0.87% |
$34.1K - $37.2K
|
8.93K
$4.28M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
77+ 8.57% |
$34.1K - $37.2K
|
975
$468K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
76+ 0.29% |
$33.6K - $36.7K
|
26.4K
$12.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Hemenway Trust CO LLC
|
BUY
|
- |
76+ 2.66% |
$33.6K - $36.7K
|
2.94K
$1.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Good Haven Capital Management, LLC
Millburn, NJ |
BUY
|
- |
75+ 0.06% |
$33.2K - $36.2K
|
126K
$60.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
75+ 0.35% |
$33.2K - $36.2K
|
21.4K
$10.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
75+ 3.4% |
$33.2K - $36.2K
|
2.28K
$1.09M
|