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 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
346+ 5.58% |
$153K - $167K
|
6.55K
$3.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
340+ 3.27% |
$150K - $164K
|
10.7K
$5.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
339+ 2.88% |
$150K - $164K
|
12.1K
$5.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Citadel Investment Advisory, Inc.
|
BUY
|
- |
338+ 0.31% |
$149K - $163K
|
109K
$52.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
337+ 5.84% |
$149K - $163K
|
6.11K
$2.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
337+ 69.06% |
$149K - $163K
|
825
$395K
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
336+ 7.67% |
$149K - $162K
|
4.72K
$2.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
334+ 1.8% |
$148K - $161K
|
18.9K
$9.05M
|
|
|
Jan 22, 2025
Q4 2024
|
James Hambro & Partners
|
BUY
|
- |
334+ 5.15% |
$148K - $161K
|
6.82K
$3.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
333+ 3.0% |
$147K - $161K
|
11.4K
$5.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
333+ 11.72% |
$147K - $161K
|
3.17K
$1.52M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
333New |
$147K - $161K
|
333
$159K
|
|
|
Feb 13, 2025
Q4 2024
|
Whelan Financial
|
BUY
|
- |
332+ 25.64% |
$147K - $160K
|
1.63K
$779K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
332+ 0.15% |
$147K - $160K
|
217K
$104M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
332+ 0.82% |
$147K - $160K
|
40.7K
$19.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
331New |
$146K - $160K
|
331
$158K
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
328+ 11.78% |
$145K - $158K
|
3.11K
$1.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
328+ 2.22% |
$145K - $158K
|
15.1K
$7.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
327+ 75.0% |
$145K - $158K
|
763
$365K
|
|
|
Feb 05, 2025
Q4 2024
|
Terril Brothers, Inc.
|
BUY
|
- |
326+ 18.11% |
$144K - $157K
|
2.13K
$1.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
326+ 2.63% |
$144K - $157K
|
12.7K
$6.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
325+ 4.39% |
$144K - $157K
|
7.73K
$3.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
325+ 3.38% |
$144K - $157K
|
9.95K
$4.76M
|
|
|
Feb 04, 2025
Q4 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
325+ 39.88% |
$144K - $157K
|
1.14K
$546K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
324+ 38.8% |
$143K - $157K
|
1.16K
$555K
|
|
|
Feb 06, 2025
Q4 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
324+ 1.89% |
$143K - $157K
|
17.5K
$8.37M
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
324+ 14.25% |
$143K - $157K
|
2.6K
$1.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
324+ 10.08% |
$143K - $157K
|
3.54K
$1.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
323+ 46.95% |
$143K - $156K
|
1.01K
$484K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
323+ 3.11% |
$143K - $156K
|
10.7K
$5.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
322+ 2.13% |
$142K - $156K
|
15.5K
$7.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
321+ 1.54% |
$142K - $155K
|
21.1K
$10.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
320+ 1.79% |
$142K - $155K
|
18.2K
$8.73M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
318+ 28.86% |
$141K - $154K
|
1.42K
$680K
|
|
|
Jan 31, 2025
Q4 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
318+ 13.92% |
$141K - $154K
|
2.6K
$1.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
316+ 0.55% |
$140K - $153K
|
57.4K
$27.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
316+ 0.48% |
$140K - $153K
|
66.6K
$31.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
315+ 5.81% |
$139K - $152K
|
5.74K
$2.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
315+ 35.55% |
$139K - $152K
|
1.2K
$575K
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
314+ 26.79% |
$139K - $152K
|
1.49K
$711K
|
|
|
Feb 14, 2025
Q4 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
313+ 8.12% |
$138K - $151K
|
4.17K
$2M
|
|
|
Feb 14, 2025
Q4 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
312+ 12.34% |
$138K - $151K
|
2.84K
$1.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
310+ 3.61% |
$137K - $150K
|
8.89K
$4.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
310+ 12.19% |
$137K - $150K
|
2.85K
$1.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
306+ 1.38% |
$135K - $148K
|
22.4K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
303+ 3.17% |
$134K - $146K
|
9.87K
$4.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
CALL |
300New |
$133K - $145K
|
300
$144K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
300+ 0.4% |
$133K - $145K
|
75.4K
$36.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
297+ 11.46% |
$131K - $143K
|
2.89K
$1.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
297+ 0.13% |
$131K - $143K
|
230K
$110M
|