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 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
835+ 49.35% |
$369K - $403K
|
2.53K
$1.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
832New |
$368K - $402K
|
832
$398K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
827+ 280.34% |
$366K - $400K
|
1.12K
$537K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
826+ 34.6% |
$365K - $399K
|
3.21K
$1.54M
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
826+ 2.1% |
$365K - $399K
|
40.2K
$19.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
825New |
$365K - $399K
|
825
$395K
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
825New |
$365K - $399K
|
825
$395K
|
|
|
Feb 05, 2025
Q4 2024
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
820+ 12.54% |
$363K - $396K
|
7.36K
$3.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
818New |
$362K - $395K
|
818
$392K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
816+ 2.94% |
$361K - $394K
|
28.6K
$13.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
815+ 4.26% |
$360K - $394K
|
20K
$9.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
811New |
$359K - $392K
|
811
$388K
|
|
|
Feb 13, 2025
Q4 2024
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
810New |
$358K - $391K
|
810
$388K
|
|
|
Feb 14, 2025
Q4 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
809+ 9.17% |
$358K - $391K
|
9.63K
$4.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
807+ 8.13% |
$357K - $390K
|
10.7K
$5.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
804New |
$356K - $388K
|
804
$385K
|
|
|
Feb 10, 2025
Q4 2024
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
802New |
$355K - $387K
|
802
$384K
|
|
|
Feb 14, 2025
Q4 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
796New |
$352K - $385K
|
796
$381K
|
|
|
Feb 12, 2025
Q4 2024
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
795New |
$352K - $384K
|
795
$381K
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
795+ 24.3% |
$352K - $384K
|
4.07K
$1.95M
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
795+ 8.34% |
$352K - $384K
|
10.3K
$4.94M
|
|
|
Jan 21, 2025
Q4 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
790+ 1.16% |
$349K - $382K
|
68.7K
$32.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
784New |
$347K - $379K
|
784
$375K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
783+ 3.98% |
$346K - $378K
|
20.4K
$9.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
783New |
$346K - $378K
|
783
$375K
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
783+ 21.78% |
$346K - $378K
|
4.38K
$2.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
780+ 1.65% |
$345K - $377K
|
48K
$23M
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
780+ 9.47% |
$345K - $377K
|
9.02K
$4.32M
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
774+ 10.11% |
$342K - $374K
|
8.43K
$4.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
771New |
$341K - $372K
|
771
$369K
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
767+ 14.87% |
$339K - $371K
|
5.92K
$2.84M
|
|
|
Feb 11, 2025
Q4 2024
|
Steginsky Capital LLC
|
BUY
|
- |
765+ 1.21% |
$338K - $370K
|
64.1K
$30.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
762New |
$337K - $368K
|
762
$365K
|
|
|
Jan 08, 2025
Q4 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
762+ 37.54% |
$337K - $368K
|
2.79K
$1.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
761+ 10.22% |
$337K - $368K
|
8.21K
$3.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
750+ 25.67% |
$332K - $362K
|
3.67K
$1.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
750+ 99.34% |
$332K - $362K
|
1.51K
$721K
|
|
|
Jan 31, 2025
Q4 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
750+ 24.61% |
$332K - $362K
|
3.8K
$1.82M
|
|
|
Jan 17, 2025
Q4 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
749+ 10.54% |
$331K - $362K
|
7.86K
$3.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Old West Investment Management, LLC
Los Angeles, CA |
BUY
|
- |
748+ 4.59% |
$331K - $361K
|
17K
$8.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
748+ 0.41% |
$331K - $361K
|
185K
$88.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
746+ 34.35% |
$330K - $360K
|
2.92K
$1.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
745+ 631.36% |
$330K - $360K
|
863
$413K
|
|
|
Feb 12, 2025
Q4 2024
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
740New |
$327K - $357K
|
740
$354K
|
|
|
Jan 31, 2025
Q4 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
739+ 8.97% |
$327K - $357K
|
8.98K
$4.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
738+ 14.57% |
$326K - $357K
|
5.8K
$2.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
736+ 144.31% |
$326K - $356K
|
1.25K
$597K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
735+ 8.93% |
$325K - $355K
|
8.97K
$4.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
733+ 26.55% |
$324K - $354K
|
3.49K
$1.67M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
731New |
$323K - $353K
|
731
$350K
|