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 |
---|---|---|---|---|---|---|---|
Feb 05, 2025
Q4 2024
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
500New |
$221K - $242K
|
500
$261K
|
|
Feb 04, 2025
Q4 2024
|
Denali Advisors LLC
|
BUY
|
- |
500+ 4.46% |
$221K - $242K
|
11.7K
$6.11M
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
CALL |
500New |
$221K - $242K
|
500
$261K
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
500New |
$221K - $242K
|
500
$261K
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
499+ 35.07% |
$221K - $241K
|
1.92K
$1M
|
|
Feb 11, 2025
Q4 2024
|
Forefront Wealth Management Inc.
|
BUY
|
- |
499New |
$221K - $241K
|
499
$260K
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
496+ 0.84% |
$219K - $240K
|
59.6K
$31.1M
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
496+ 1.19% |
$219K - $240K
|
42.3K
$22.1M
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
494New |
$218K - $239K
|
494
$258K
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
493+ 1.45% |
$218K - $238K
|
34.4K
$18M
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
492New |
$218K - $238K
|
492
$257K
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
491New |
$217K - $237K
|
491
$256K
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
491New |
$217K - $237K
|
491
$256K
|
|
Jan 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
491New |
$217K - $237K
|
491
$256K
|
|
Jan 21, 2025
Q4 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
491+ 1.52% |
$217K - $237K
|
32.9K
$17.1M
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
489+ 24.18% |
$216K - $236K
|
2.51K
$1.31M
|
|
Feb 13, 2025
Q4 2024
|
Fortune 45 LLC
|
BUY
|
- |
489+ 17.87% |
$216K - $236K
|
3.23K
$1.68M
|
|
Feb 11, 2025
Q4 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
489+ 74.43% |
$216K - $236K
|
1.15K
$598K
|
|
Jan 16, 2025
Q4 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
489+ 3.6% |
$216K - $236K
|
14.1K
$7.35M
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
488+ 3.88% |
$216K - $236K
|
13.1K
$6.83M
|
|
Feb 14, 2025
Q4 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
487+ 1.1% |
$215K - $235K
|
44.7K
$23.3M
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
487+ 11.98% |
$215K - $235K
|
4.55K
$2.38M
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
486+ 24.19% |
$215K - $235K
|
2.5K
$1.3M
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
484New |
$214K - $234K
|
484
$253K
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
482+ 9.11% |
$213K - $233K
|
5.77K
$3.01M
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
481New |
$213K - $232K
|
481
$251K
|
|
Feb 05, 2025
Q4 2024
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
481New |
$213K - $232K
|
481
$251K
|
|
Feb 10, 2025
Q4 2024
|
Halter Ferguson Financial Inc.
Carmel, IN |
BUY
|
- |
480New |
$212K - $232K
|
480
$251K
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
478+ 92.64% |
$211K - $231K
|
994
$519K
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
476New |
$211K - $230K
|
476
$248K
|
|
Feb 13, 2025
Q4 2024
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
473New |
$209K - $228K
|
473
$247K
|
|
Feb 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
BUY
|
- |
472New |
$209K - $228K
|
472
$246K
|
|
Feb 26, 2025
Q4 2024
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
471New |
$208K - $228K
|
471
$246K
|
|
Mar 03, 2025
Q4 2024
|
Fluent Financial, LLC
|
BUY
|
- |
470New |
$208K - $227K
|
470
$245K
|
|
Feb 12, 2025
Q4 2024
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
470New |
$208K - $227K
|
470
$245K
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
468New |
$207K - $226K
|
468
$244K
|
|
Feb 24, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
466+ 28.82% |
$206K - $225K
|
2.08K
$1.09M
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
464+ 2.41% |
$205K - $224K
|
19.7K
$10.3M
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
463+ 0.64% |
$205K - $224K
|
72.5K
$37.8M
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
463+ 4.08% |
$205K - $224K
|
11.8K
$6.16M
|
|
Jan 24, 2025
Q4 2024
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
BUY
|
- |
463New |
$205K - $224K
|
463
$242K
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
463+ 10.04% |
$205K - $224K
|
5.07K
$2.65M
|
|
Feb 07, 2025
Q4 2024
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
462New |
$204K - $223K
|
462
$241K
|
|
Jan 23, 2025
Q4 2024
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
456New |
$202K - $220K
|
456
$238K
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
456+ 4.67% |
$202K - $220K
|
10.2K
$5.34M
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
455+ 7.88% |
$201K - $220K
|
6.23K
$3.25M
|
|
Jan 30, 2025
Q4 2024
|
Compton Financial Group, LLC
|
BUY
|
- |
455+ 42.72% |
$201K - $220K
|
1.52K
$793K
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
BUY
|
- |
455New |
$201K - $220K
|
455
$237K
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
BUY
|
- |
454New |
$201K - $219K
|
454
$237K
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
454+ 23.55% |
$201K - $219K
|
2.38K
$1.24M
|