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 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
36+ 3.03% |
$15.9K - $19.2K
|
1.22K
$594K
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
36+ 211.76% |
$15.9K - $19.2K
|
53
$25.7K
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
36+ 2.31% |
$15.9K - $19.2K
|
1.59K
$772K
|
|
Apr 21, 2025
Q1 2025
|
Summa Corp.
Tomball, TX |
BUY
|
- |
36+ 0.8% |
$15.9K - $19.2K
|
4.54K
$2.2M
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
35+ 12.46% |
$15.5K - $18.7K
|
316
$153K
|
|
May 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
35+ 1.29% |
$15.5K - $18.7K
|
2.74K
$1.33M
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
35+ 14.17% |
$15.5K - $18.7K
|
282
$137K
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
35+ 0.81% |
$15.5K - $18.7K
|
4.34K
$2.11M
|
|
Apr 24, 2025
Q1 2025
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
35+ 7.13% |
$15.5K - $18.7K
|
526
$255K
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
35+ 1.55% |
$15.5K - $18.7K
|
2.3K
$1.12M
|
|
Apr 14, 2025
Q1 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
35+ 1.01% |
$15.5K - $18.7K
|
3.49K
$1.69M
|
|
May 23, 2025
Q1 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
34+ 1.2% |
$15.1K - $18.2K
|
2.87K
$1.39M
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
34+ 0.4% |
$15.1K - $18.2K
|
8.52K
$4.13M
|
|
May 07, 2025
Q1 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
33+ 0.06% |
$14.6K - $17.6K
|
54.3K
$26.3M
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
33+ 0.18% |
$14.6K - $17.6K
|
18.6K
$9.02M
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
31+ 0.8% |
$13.7K - $16.6K
|
3.9K
$1.89M
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
31+ 1033.33% |
$13.7K - $16.6K
|
34
$16.5K
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
31+ 0.3% |
$13.7K - $16.6K
|
10.2K
$4.96M
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
30+ 0.55% |
$13.3K - $16K
|
5.46K
$2.65M
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
30+ 2.91% |
$13.3K - $16K
|
1.06K
$515K
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
30+ 0.31% |
$13.3K - $16K
|
9.69K
$4.7M
|
|
Apr 30, 2025
Q1 2025
|
Hourglass Capital, LLC
|
BUY
|
- |
30+ 0.42% |
$13.3K - $16K
|
7.26K
$3.52M
|
|
Apr 16, 2025
Q1 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
30+ 0.51% |
$13.3K - $16K
|
5.95K
$2.89M
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
28New |
$12.4K - $15K
|
28
$13.6K
|
|
Apr 30, 2025
Q1 2025
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
28+ 5.09% |
$12.4K - $15K
|
578
$280K
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
28+ 0.72% |
$12.4K - $15K
|
3.9K
$1.89M
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
27+ 1.39% |
$12K - $14.4K
|
1.97K
$954K
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
27+ 0.19% |
$12K - $14.4K
|
13.9K
$6.76M
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
27+ 4.82% |
$12K - $14.4K
|
587
$285K
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
27+ 1.69% |
$12K - $14.4K
|
1.62K
$786K
|
|
May 28, 2025
Q1 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
26+ 0.21% |
$11.5K - $13.9K
|
12.2K
$5.94M
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
26+ 0.17% |
$11.5K - $13.9K
|
15.6K
$7.55M
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
26+ 0.26% |
$11.5K - $13.9K
|
9.9K
$4.8M
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
BUY
|
- |
26+ 3.06% |
$11.5K - $13.9K
|
875
$424K
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
26New |
$11.5K - $13.9K
|
26
$12.6K
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
26+ 0.71% |
$11.5K - $13.9K
|
3.69K
$1.79M
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
25New |
$11.1K - $13.4K
|
25
$12.1K
|
|
May 15, 2025
Q1 2025
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
25+ 0.23% |
$11.1K - $13.4K
|
10.7K
$5.19M
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
25+ 1.86% |
$11.1K - $13.4K
|
1.37K
$663K
|
|
May 06, 2025
Q1 2025
|
John G Ullman & Associates Inc
|
BUY
|
- |
25+ 1.41% |
$11.1K - $13.4K
|
1.8K
$873K
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
BUY
|
- |
25+ 1.04% |
$11.1K - $13.4K
|
2.44K
$1.18M
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
25+ 8.68% |
$11.1K - $13.4K
|
313
$152K
|
|
Apr 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
25+ 2.54% |
$11.1K - $13.4K
|
1.01K
$490K
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
24+ 0.46% |
$10.6K - $12.8K
|
5.22K
$2.53M
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
24+ 4.4% |
$10.6K - $12.8K
|
569
$276K
|
|
Apr 29, 2025
Q1 2025
|
Brickley Wealth Management
|
BUY
|
- |
24+ 2.55% |
$10.6K - $12.8K
|
965
$468K
|
|
Apr 24, 2025
Q1 2025
|
Corundum Trust Company, Inc
Sioux Falls, SD |
BUY
|
- |
24+ 3.73% |
$10.6K - $12.8K
|
667
$323K
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
24+ 2.0% |
$10.6K - $12.8K
|
1.22K
$593K
|
|
May 21, 2025
Q1 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
BUY
|
- |
23+ 0.8% |
$10.2K - $12.3K
|
2.9K
$1.4M
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
23+ 0.05% |
$10.2K - $12.3K
|
47.2K
$22.9M
|