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 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
249+ 51.34% |
$110K - $120K
|
734
$351K
|
|
Feb 10, 2025
Q4 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
248+ 3.87% |
$110K - $120K
|
6.66K
$3.19M
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
248+ 7.26% |
$110K - $120K
|
3.66K
$1.75M
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
248+ 1.82% |
$110K - $120K
|
13.9K
$6.66M
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
247+ 7.07% |
$109K - $119K
|
3.74K
$1.79M
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
246+ 5.24% |
$109K - $119K
|
4.94K
$2.37M
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
245+ 5.05% |
$108K - $118K
|
5.1K
$2.44M
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
245+ 10.43% |
$108K - $118K
|
2.59K
$1.24M
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
244+ 19.37% |
$108K - $118K
|
1.5K
$720K
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
242+ 1.18% |
$107K - $117K
|
20.7K
$9.91M
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
241+ 0.94% |
$107K - $116K
|
25.8K
$12.3M
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
241+ 3.04% |
$107K - $116K
|
8.16K
$3.91M
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
240+ 3.81% |
$106K - $116K
|
6.53K
$3.13M
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
240+ 9.74% |
$106K - $116K
|
2.7K
$1.29M
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
239+ 0.32% |
$106K - $115K
|
74.6K
$35.7M
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
238New |
$105K - $115K
|
238
$114K
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
236+ 1.69% |
$104K - $114K
|
14.2K
$6.81M
|
|
Jan 15, 2025
Q4 2024
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
236+ 2.84% |
$104K - $114K
|
8.54K
$4.09M
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
236New |
$104K - $114K
|
236
$113K
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
234+ 8.99% |
$103K - $113K
|
2.84K
$1.36M
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
234+ 31.33% |
$103K - $113K
|
981
$470K
|
|
Feb 04, 2025
Q4 2024
|
Hendley & CO Inc
|
BUY
|
- |
234+ 0.39% |
$103K - $113K
|
59.8K
$28.6M
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
234+ 2.98% |
$103K - $113K
|
8.09K
$3.87M
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
234+ 2.36% |
$103K - $113K
|
10.1K
$4.85M
|
|
Feb 14, 2025
Q4 2024
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
BUY
|
- |
233+ 0.1% |
$103K - $113K
|
238K
$114M
|
|
Feb 10, 2025
Q4 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
233+ 28.59% |
$103K - $113K
|
1.05K
$502K
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
232+ 9.28% |
$103K - $112K
|
2.73K
$1.31M
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
232+ 11.97% |
$103K - $112K
|
2.17K
$1.04M
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
231+ 2.18% |
$102K - $112K
|
10.8K
$5.18M
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
230+ 1.23% |
$102K - $111K
|
18.9K
$9.07M
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
229+ 14.62% |
$101K - $111K
|
1.8K
$859K
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
228+ 2.56% |
$101K - $110K
|
9.14K
$4.37M
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
228+ 9.61% |
$101K - $110K
|
2.6K
$1.24M
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
227+ 4.92% |
$100K - $110K
|
4.84K
$2.32M
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
227+ 9.22% |
$100K - $110K
|
2.69K
$1.29M
|
|
Jan 07, 2025
Q4 2024
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
227+ 2.06% |
$100K - $110K
|
11.2K
$5.38M
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
226+ 1.95% |
$100K - $109K
|
11.8K
$5.64M
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
225+ 3.07% |
$99.5K - $109K
|
7.55K
$3.61M
|
|
Jan 27, 2025
Q4 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
225+ 1.36% |
$99.5K - $109K
|
16.8K
$8.04M
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
224+ 0.14% |
$99.1K - $108K
|
155K
$74.4M
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
224+ 0.39% |
$99.1K - $108K
|
58.2K
$27.8M
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
223+ 122.53% |
$98.6K - $108K
|
405
$194K
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
222+ 5.24% |
$98.2K - $107K
|
4.46K
$2.14M
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
220+ 32.54% |
$97.3K - $106K
|
896
$429K
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
219+ 1.23% |
$96.9K - $106K
|
18K
$8.64M
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
219+ 6.61% |
$96.9K - $106K
|
3.53K
$1.69M
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
217New |
$96K - $105K
|
217
$104K
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
216+ 15.19% |
$95.5K - $104K
|
1.64K
$784K
|
|
Feb 11, 2025
Q4 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
216+ 2.64% |
$95.5K - $104K
|
8.4K
$4.02M
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
216+ 19.25% |
$95.5K - $104K
|
1.34K
$641K
|