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
|
Renaissance Investment Group LLC
|
BUY
|
- |
35+ 2.6% |
$15.5K - $16.9K
|
1.38K
$660K
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
34+ 0.82% |
$15K - $16.4K
|
4.2K
$2.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
34+ 0.14% |
$15K - $16.4K
|
23.7K
$11.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
34+ 1.44% |
$15K - $16.4K
|
2.4K
$1.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
34+ 0.53% |
$15K - $16.4K
|
6.41K
$3.07M
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
34+ 0.07% |
$15K - $16.4K
|
47.5K
$22.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
33+ 0.22% |
$14.6K - $15.9K
|
15K
$7.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
32+ 0.74% |
$14.2K - $15.5K
|
4.37K
$2.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
32+ 3.03% |
$14.2K - $15.5K
|
1.09K
$521K
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
32+ 2.09% |
$14.2K - $15.5K
|
1.56K
$747K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
32+ 0.31% |
$14.2K - $15.5K
|
10.4K
$4.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
31+ 0.77% |
$13.7K - $15K
|
4.04K
$1.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
31+ 0.72% |
$13.7K - $15K
|
4.32K
$2.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
31+ 0.13% |
$13.7K - $15K
|
24.8K
$11.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
31+ 0.11% |
$13.7K - $15K
|
27.7K
$13.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
31+ 1.24% |
$13.7K - $15K
|
2.53K
$1.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
31+ 0.46% |
$13.7K - $15K
|
6.76K
$3.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
31+ 7.03% |
$13.7K - $15K
|
472
$226K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
31+ 6.43% |
$13.7K - $15K
|
513
$246K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
31+ 0.28% |
$13.7K - $15K
|
11.2K
$5.36M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
31+ 2.93% |
$13.7K - $15K
|
1.09K
$521K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
30+ 5.65% |
$13.3K - $14.5K
|
561
$269K
|
|
|
Feb 13, 2025
Q4 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
30+ 2.85% |
$13.3K - $14.5K
|
1.08K
$518K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Counsel LLC
New York, NY |
BUY
|
- |
30+ 0.57% |
$13.3K - $14.5K
|
5.27K
$2.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
30+ 0.93% |
$13.3K - $14.5K
|
3.27K
$1.57M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
30+ 0.28% |
$13.3K - $14.5K
|
10.6K
$5.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
30+ 1.57% |
$13.3K - $14.5K
|
1.94K
$930K
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
30+ 3.14% |
$13.3K - $14.5K
|
985
$472K
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
30+ 0.87% |
$13.3K - $14.5K
|
3.49K
$1.67M
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
30+ 1.02% |
$13.3K - $14.5K
|
2.97K
$1.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
30+ 4.85% |
$13.3K - $14.5K
|
649
$311K
|
|
|
Feb 13, 2025
Q4 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
29+ 5.7% |
$12.8K - $14K
|
538
$258K
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
29+ 0.52% |
$12.8K - $14K
|
5.58K
$2.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
29+ 1.47% |
$12.8K - $14K
|
2.01K
$960K
|
|
|
Feb 13, 2025
Q4 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
28+ 2.44% |
$12.4K - $13.5K
|
1.18K
$563K
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
28+ 0.62% |
$12.4K - $13.5K
|
4.55K
$2.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
28+ 0.04% |
$12.4K - $13.5K
|
75K
$35.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
28+ 0.41% |
$12.4K - $13.5K
|
6.89K
$3.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
27+ 0.58% |
$11.9K - $13K
|
4.7K
$2.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
27+ 0.47% |
$11.9K - $13K
|
5.81K
$2.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
26+ 1.19% |
$11.5K - $12.6K
|
2.2K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
26+ 3.3% |
$11.5K - $12.6K
|
814
$390K
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
26+ 2.4% |
$11.5K - $12.6K
|
1.11K
$530K
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
26+ 4.97% |
$11.5K - $12.6K
|
549
$263K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
26+ 0.88% |
$11.5K - $12.6K
|
2.99K
$1.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
25+ 0.38% |
$11.1K - $12.1K
|
6.67K
$3.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
25+ 2.18% |
$11.1K - $12.1K
|
1.17K
$561K
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
25+ 1.79% |
$11.1K - $12.1K
|
1.42K
$679K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
25+ 0.27% |
$11.1K - $12.1K
|
9.38K
$4.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
25+ 1.0% |
$11.1K - $12.1K
|
2.53K
$1.21M
|