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 28, 2025
Q4 2024
|
Chronos Wealth Management, LLC
|
BUY
|
- |
295+ 1.29% |
$130K - $143K
|
23.1K
$11.1M
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
295+ 1.69% |
$130K - $143K
|
17.8K
$8.5M
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
295+ 5.37% |
$130K - $143K
|
5.79K
$2.77M
|
|
Jan 30, 2025
Q4 2024
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
294+ 3.3% |
$130K - $142K
|
9.19K
$4.4M
|
|
Feb 13, 2025
Q4 2024
|
Timucuan Asset Management Inc
Jacksonville, FL |
BUY
|
- |
293+ 0.09% |
$130K - $142K
|
339K
$162M
|
|
Feb 10, 2025
Q4 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
293+ 6.85% |
$130K - $142K
|
4.57K
$2.19M
|
|
Jan 28, 2025
Q4 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
292+ 11.63% |
$129K - $141K
|
2.8K
$1.34M
|
|
Feb 11, 2025
Q4 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
291+ 0.03% |
$129K - $141K
|
880K
$421M
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
291+ 2.91% |
$129K - $141K
|
10.3K
$4.93M
|
|
Feb 14, 2025
Q4 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
289+ 53.72% |
$128K - $140K
|
827
$396K
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
289+ 0.74% |
$128K - $140K
|
39.1K
$18.7M
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
289+ 5.76% |
$128K - $140K
|
5.3K
$2.54M
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
287+ 3.64% |
$127K - $139K
|
8.16K
$3.91M
|
|
Feb 06, 2025
Q4 2024
|
Mayport, LLC
|
BUY
|
- |
286+ 18.02% |
$126K - $138K
|
1.87K
$897K
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
285+ 166.67% |
$126K - $138K
|
456
$218K
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
285+ 4.21% |
$126K - $138K
|
7.06K
$3.38M
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
283+ 2.28% |
$125K - $137K
|
12.7K
$6.07M
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
280+ 16.79% |
$124K - $135K
|
1.95K
$933K
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
278+ 5.4% |
$123K - $134K
|
5.43K
$2.6M
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
277+ 65.95% |
$123K - $134K
|
697
$334K
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
275+ 10.58% |
$122K - $133K
|
2.88K
$1.38M
|
|
Feb 10, 2025
Q4 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
275+ 4.91% |
$122K - $133K
|
5.88K
$2.81M
|
|
Jan 16, 2025
Q4 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
275+ 27.31% |
$122K - $133K
|
1.28K
$614K
|
|
Feb 13, 2025
Q4 2024
|
Dagco, Inc.
|
BUY
|
- |
272+ 2.15% |
$120K - $131K
|
12.9K
$6.18M
|
|
Feb 14, 2025
Q4 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
270+ 4.2% |
$119K - $130K
|
6.7K
$3.21M
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
270+ 0.95% |
$119K - $130K
|
28.7K
$13.7M
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
269+ 3.33% |
$119K - $130K
|
8.36K
$4M
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
268+ 3.93% |
$119K - $129K
|
7.09K
$3.4M
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
267+ 10.02% |
$118K - $129K
|
2.93K
$1.4M
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
266+ 1.3% |
$118K - $128K
|
20.8K
$9.95M
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
265New |
$117K - $128K
|
265
$127K
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
265+ 27.92% |
$117K - $128K
|
1.21K
$581K
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
261+ 3.09% |
$115K - $126K
|
8.7K
$4.16M
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
260New |
$115K - $126K
|
260
$124K
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
259+ 23.87% |
$115K - $125K
|
1.34K
$643K
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
BUY
|
- |
258+ 8.34% |
$114K - $125K
|
3.35K
$1.6M
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
258+ 5.02% |
$114K - $125K
|
5.39K
$2.58M
|
|
Feb 14, 2025
Q4 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
257+ 16.8% |
$114K - $124K
|
1.79K
$856K
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
257New |
$114K - $124K
|
257
$123K
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
256+ 0.68% |
$113K - $124K
|
37.7K
$18.1M
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
255+ 10.08% |
$113K - $123K
|
2.78K
$1.33M
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
254+ 8.18% |
$112K - $123K
|
3.36K
$1.61M
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
253+ 1.66% |
$112K - $122K
|
15.5K
$7.43M
|
|
Feb 06, 2025
Q4 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
252+ 0.25% |
$111K - $122K
|
103K
$49.1M
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
252+ 0.14% |
$111K - $122K
|
175K
$83.7M
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
251+ 0.8% |
$111K - $121K
|
31.8K
$15.2M
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
251+ 12.86% |
$111K - $121K
|
2.2K
$1.05M
|
|
Jan 16, 2025
Q4 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
251+ 0.65% |
$111K - $121K
|
38.7K
$18.5M
|
|
Feb 13, 2025
Q4 2024
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
250New |
$111K - $121K
|
250
$120K
|
|
Feb 12, 2025
Q4 2024
|
Allie Family Office LLC
|
BUY
|
- |
250+ 28.41% |
$111K - $121K
|
1.13K
$541K
|