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
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
9.79K+ 353.03% |
$4.33M - $4.73M
|
12.6K
$5.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
9.75KNew |
$4.31M - $4.71M
|
9.75K
$4.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
9.65K+ 31.79% |
$4.27M - $4.66M
|
40K
$18.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
9.51K+ 17.54% |
$4.21M - $4.59M
|
63.7K
$29.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
9.26K+ 72.67% |
$4.1M - $4.48M
|
22K
$10.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
8.77KNew |
$3.88M - $4.23M
|
8.77K
$4.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
8.6K+ 55.57% |
$3.8M - $4.15M
|
24.1K
$11.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
8.51K+ 6.19% |
$3.76M - $4.11M
|
146K
$68.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
8.41K+ 137.49% |
$3.72M - $4.06M
|
14.5K
$6.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
8.18K+ 3.66% |
$3.62M - $3.95M
|
232K
$109M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
7.81K+ 0.24% |
$3.46M - $3.77M
|
3.24M
$1.52B
|
|
|
Jan 29, 2025
Q4 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
7.73K+ 15.29% |
$3.42M - $3.73M
|
58.3K
$27.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
7.63K+ 1.47% |
$3.37M - $3.68M
|
528K
$247M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
7.51K+ 20.34% |
$3.32M - $3.63M
|
44.4K
$20.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
7.39KNew |
$3.27M - $3.57M
|
7.39K
$3.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
7.09KNew |
$3.13M - $3.42M
|
7.09K
$3.32M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
7.07KNew |
$3.13M - $3.41M
|
7.07K
$3.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
6.83KNew |
$3.02M - $3.3M
|
6.83K
$3.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
6.71K+ 0.97% |
$2.97M - $3.24M
|
696K
$326M
|
|
|
Jan 27, 2025
Q4 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
6.67K+ 10.47% |
$2.95M - $3.22M
|
70.4K
$33M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
6.36K+ 11.84% |
$2.81M - $3.07M
|
60.1K
$28.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
6.21KNew |
$2.75M - $3M
|
6.21K
$2.91M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.89K+ 11.87% |
$2.6M - $2.84M
|
55.5K
$26M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.84K+ 1.17% |
$2.58M - $2.82M
|
505K
$237M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
5.83K+ 2.16% |
$2.58M - $2.82M
|
276K
$129M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.71K+ 4.4% |
$2.53M - $2.76M
|
136K
$63.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
5.61K+ 7.3% |
$2.48M - $2.71M
|
82.5K
$38.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
5.58KNew |
$2.47M - $2.69M
|
5.58K
$2.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
5.57KNew |
$2.46M - $2.69M
|
5.57K
$2.61M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
5.33K+ 10.64% |
$2.36M - $2.58M
|
55.4K
$26M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
5.29K+ 111.11% |
$2.34M - $2.56M
|
10.1K
$4.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
5.21K+ 8.78% |
$2.31M - $2.52M
|
64.6K
$30.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
5.05K+ 167.32% |
$2.23M - $2.44M
|
8.07K
$3.78M
|
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
4.8KNew |
$2.12M - $2.32M
|
4.8K
$2.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
4.79KNew |
$2.12M - $2.31M
|
4.79K
$2.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Elevate Capital Advisors, LLC
Eagle, CO |
BUY
|
- |
4.76KNew |
$2.1M - $2.3M
|
4.76K
$2.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.72K+ 6.08% |
$2.09M - $2.28M
|
82.3K
$38.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
4.69KNew |
$2.07M - $2.26M
|
4.69K
$2.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.51KNew |
$2M - $2.18M
|
4.51K
$2.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Defender Capital, Llc.
|
BUY
|
- |
4.45K+ 4.48% |
$1.97M - $2.15M
|
104K
$48.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4.41K+ 8.96% |
$1.95M - $2.13M
|
53.7K
$25.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
4.37K+ 0.87% |
$1.93M - $2.11M
|
505K
$236M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
4.26K+ 40.27% |
$1.88M - $2.06M
|
14.8K
$6.95M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
4.18KNew |
$1.85M - $2.02M
|
4.18K
$1.96M
|
|
|
Jan 30, 2025
Q4 2024
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
4.15KNew |
$1.83M - $2M
|
4.15K
$1.94M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
4.14K+ 14.1% |
$1.83M - $2M
|
33.5K
$15.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
4.12KNew |
$1.82M - $1.99M
|
4.12K
$1.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Gam Holding Ag
|
BUY
|
- |
4.05KNew |
$1.79M - $1.96M
|
4.05K
$1.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
3.91K+ 13.64% |
$1.73M - $1.89M
|
32.6K
$15.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
3.91K+ 27.65% |
$1.73M - $1.89M
|
18K
$8.45M
|