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 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
112+ 3.43% |
$49.6K - $59.9K
|
3.38K
$1.64M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
112+ 5.19% |
$49.6K - $59.9K
|
2.27K
$1.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
112+ 0.81% |
$49.6K - $59.9K
|
14K
$6.8M
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Capital Management LLC
Alexandria, VA |
BUY
|
- |
111+ 0.43% |
$49.1K - $59.3K
|
26K
$12.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
111+ 8.89% |
$49.1K - $59.3K
|
1.36K
$660K
|
|
|
May 15, 2025
Q1 2025
|
Steinberg Asset Management LLC
New York, NY |
BUY
|
- |
110+ 2.17% |
$48.7K - $58.8K
|
5.17K
$2.51M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
110+ 2.9% |
$48.7K - $58.8K
|
3.91K
$1.89M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
110+ 5.49% |
$48.7K - $58.8K
|
2.11K
$1.03M
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
109+ 11.5% |
$48.2K - $58.3K
|
1.06K
$513K
|
|
|
May 01, 2025
Q1 2025
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
107+ 13.19% |
$47.4K - $57.2K
|
918
$445K
|
|
|
May 08, 2025
Q1 2025
|
Hall Capital Management CO Inc
|
BUY
|
- |
105+ 2.42% |
$46.5K - $56.1K
|
4.44K
$2.15M
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
105+ 0.83% |
$46.5K - $56.1K
|
12.7K
$6.17M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
105+ 0.46% |
$46.5K - $56.1K
|
22.8K
$11.1M
|
|
|
May 14, 2025
Q1 2025
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
104+ 23.11% |
$46K - $55.6K
|
554
$269K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
104+ 9.21% |
$46K - $55.6K
|
1.23K
$598K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
102+ 3.01% |
$45.2K - $54.5K
|
3.5K
$1.7M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
101+ 0.63% |
$44.7K - $54K
|
16.2K
$7.86M
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
BUY
|
- |
101+ 0.87% |
$44.7K - $54K
|
11.8K
$5.71M
|
|
|
May 15, 2025
Q1 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
100+ 0.47% |
$44.3K - $53.5K
|
21.4K
$10.4M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
PUT |
100New |
$44.3K - $53.5K
|
100
$48.5K
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
100+ 2.38% |
$44.3K - $53.5K
|
4.31K
$2.09M
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
100+ 8.03% |
$44.3K - $53.5K
|
1.35K
$653K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
100+ 2.36% |
$44.3K - $53.5K
|
4.33K
$2.1M
|
|
|
May 01, 2025
Q1 2025
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
100+ 0.13% |
$44.3K - $53.5K
|
74.9K
$36.3M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.03% |
$44.3K - $53.5K
|
345K
$167M
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
100+ 6.83% |
$44.3K - $53.5K
|
1.57K
$759K
|
|
|
Apr 23, 2025
Q1 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
100+ 7.11% |
$44.3K - $53.5K
|
1.51K
$730K
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
100+ 10.44% |
$44.3K - $53.5K
|
1.06K
$513K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
100+ 18.38% |
$44.3K - $53.5K
|
644
$312K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
100+ 4.12% |
$44.3K - $53.5K
|
2.53K
$1.23M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
100+ 3.76% |
$44.3K - $53.5K
|
2.76K
$1.34M
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
99+ 0.97% |
$43.8K - $52.9K
|
10.3K
$5M
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
99+ 5.45% |
$43.8K - $52.9K
|
1.91K
$928K
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
99+ 4.38% |
$43.8K - $52.9K
|
2.36K
$1.14M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
98+ 0.17% |
$43.4K - $52.4K
|
58.3K
$28.3M
|
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
98+ 9.61% |
$43.4K - $52.4K
|
1.12K
$542K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
97+ 0.24% |
$42.9K - $51.8K
|
40.2K
$19.5M
|
|
|
May 12, 2025
Q1 2025
|
Asset Planning Corporation
|
BUY
|
- |
96+ 0.25% |
$42.5K - $51.3K
|
38.7K
$18.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
96+ 2.37% |
$42.5K - $51.3K
|
4.15K
$2.01M
|
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
95+ 2.41% |
$42.1K - $50.8K
|
4.03K
$1.95M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
95+ 2.91% |
$42.1K - $50.8K
|
3.37K
$1.63M
|
|
|
May 13, 2025
Q1 2025
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
93+ 1.35% |
$41.2K - $49.7K
|
6.99K
$3.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
92+ 0.28% |
$40.7K - $49.2K
|
32.6K
$15.8M
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
91+ 36.4% |
$40.3K - $48.6K
|
341
$165K
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
91+ 16.79% |
$40.3K - $48.6K
|
633
$307K
|
|
|
May 14, 2025
Q1 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
90+ 17.65% |
$39.8K - $48.1K
|
600
$291K
|
|
|
May 13, 2025
Q1 2025
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
90+ 2.17% |
$39.8K - $48.1K
|
4.24K
$2.06M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
90+ 5.3% |
$39.8K - $48.1K
|
1.79K
$868K
|
|
|
Apr 28, 2025
Q1 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
90+ 2.56% |
$39.8K - $48.1K
|
3.61K
$1.75M
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
90+ 2.32% |
$39.8K - $48.1K
|
3.98K
$1.93M
|