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 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
432+ 2.92% |
$191K - $209K
|
15.2K
$7.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
431+ 1.5% |
$191K - $208K
|
29.2K
$13.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
430+ 8.67% |
$190K - $208K
|
5.39K
$2.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
429+ 67.03% |
$190K - $207K
|
1.07K
$505K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
426+ 1.96% |
$188K - $206K
|
22.2K
$10.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
418+ 0.54% |
$185K - $202K
|
77.5K
$36.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
417+ 14.76% |
$184K - $201K
|
3.24K
$1.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
414+ 5.25% |
$183K - $200K
|
8.3K
$3.92M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
413+ 0.98% |
$183K - $200K
|
42.4K
$20M
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
411+ 3.04% |
$182K - $199K
|
13.9K
$6.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Ffg Partners, LLC
Fort Lauderdale, FL |
BUY
|
- |
410+ 1.92% |
$181K - $198K
|
21.7K
$10.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
410+ 78.85% |
$181K - $198K
|
930
$439K
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
409+ 15.6% |
$181K - $198K
|
3.03K
$1.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
405+ 12.7% |
$179K - $196K
|
3.59K
$1.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
404+ 1.41% |
$179K - $195K
|
29K
$13.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
403+ 5.62% |
$178K - $195K
|
7.57K
$3.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
402+ 3.41% |
$178K - $194K
|
12.2K
$5.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
402+ 20.71% |
$178K - $194K
|
2.34K
$1.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
401+ 2.02% |
$177K - $194K
|
20.3K
$9.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
401+ 42.93% |
$177K - $194K
|
1.34K
$630K
|
|
|
Feb 11, 2025
Q4 2024
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
400+ 0.48% |
$177K - $193K
|
83K
$39.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
400+ 9.32% |
$177K - $193K
|
4.69K
$2.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
398+ 1.3% |
$176K - $192K
|
30.9K
$14.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
396+ 3.87% |
$175K - $191K
|
10.6K
$5.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
396+ 9.01% |
$175K - $191K
|
4.79K
$2.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
395+ 0.81% |
$175K - $191K
|
49.2K
$23.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
391+ 9.59% |
$173K - $189K
|
4.47K
$2.11M
|
|
|
Jan 02, 2025
Q4 2024
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
391+ 5.24% |
$173K - $189K
|
7.86K
$3.71M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
387+ 3.12% |
$171K - $187K
|
12.8K
$6.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
BUY
|
- |
385+ 2.73% |
$170K - $186K
|
14.5K
$6.85M
|
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
379+ 14.41% |
$168K - $183K
|
3.01K
$1.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
BUY
|
- |
373+ 0.47% |
$165K - $180K
|
79.1K
$37.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
367+ 7.77% |
$162K - $177K
|
5.09K
$2.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
367+ 1.06% |
$162K - $177K
|
35.1K
$16.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
363+ 5.12% |
$161K - $175K
|
7.45K
$3.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
363+ 0.23% |
$161K - $175K
|
157K
$74.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
363+ 6.06% |
$161K - $175K
|
6.35K
$3M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
360New |
$159K - $174K
|
360
$170K
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
360+ 8.0% |
$159K - $174K
|
4.86K
$2.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
358+ 5.61% |
$158K - $173K
|
6.74K
$3.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
358+ 7.67% |
$158K - $173K
|
5.03K
$2.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
357+ 1.99% |
$158K - $172K
|
18.3K
$8.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
357+ 23.12% |
$158K - $172K
|
1.9K
$897K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
353+ 4.23% |
$156K - $171K
|
8.69K
$4.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
353+ 12.58% |
$156K - $171K
|
3.16K
$1.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
350+ 29.61% |
$155K - $169K
|
1.53K
$723K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
350+ 3.54% |
$155K - $169K
|
10.2K
$4.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
349+ 0.22% |
$154K - $169K
|
159K
$75M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
348+ 1.27% |
$154K - $168K
|
27.8K
$13.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
347+ 1.27% |
$153K - $168K
|
27.7K
$13.1M
|