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
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
190+ 1.93% |
$84K - $91.8K
|
10K
$4.74M
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
189+ 6.13% |
$83.6K - $91.3K
|
3.27K
$1.54M
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
189+ 15.62% |
$83.6K - $91.3K
|
1.4K
$660K
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
189+ 22.37% |
$83.6K - $91.3K
|
1.03K
$488K
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
188+ 2.0% |
$83.2K - $90.8K
|
9.58K
$4.52M
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
187+ 1.13% |
$82.7K - $90.3K
|
16.7K
$7.88M
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
BUY
|
- |
187+ 10.55% |
$82.7K - $90.3K
|
1.96K
$925K
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
187+ 5.41% |
$82.7K - $90.3K
|
3.64K
$1.72M
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
186+ 0.66% |
$82.3K - $89.9K
|
28.2K
$13.3M
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
185+ 1.38% |
$81.8K - $89.4K
|
13.6K
$6.41M
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
183+ 4.16% |
$80.9K - $88.4K
|
4.59K
$2.16M
|
|
Feb 13, 2025
Q4 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
182+ 9.0% |
$80.5K - $87.9K
|
2.2K
$1.04M
|
|
Feb 10, 2025
Q4 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
182+ 1.26% |
$80.5K - $87.9K
|
14.6K
$6.91M
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
182+ 0.72% |
$80.5K - $87.9K
|
25.3K
$11.9M
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
181+ 17.37% |
$80.1K - $87.4K
|
1.22K
$577K
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
180New |
$79.6K - $87K
|
180
$84.9K
|
|
Feb 06, 2025
Q4 2024
|
Bellecapital International Ltd.
|
BUY
|
- |
180+ 1.56% |
$79.6K - $87K
|
11.7K
$5.51M
|
|
Jan 21, 2025
Q4 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
180+ 6.12% |
$79.6K - $87K
|
3.12K
$1.47M
|
|
Jan 13, 2025
Q4 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
180New |
$79.6K - $87K
|
180
$84.9K
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
179+ 1.74% |
$79.2K - $86.5K
|
10.5K
$4.94M
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
179+ 2.76% |
$79.2K - $86.5K
|
6.67K
$3.15M
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
178+ 1.1% |
$78.7K - $86K
|
16.3K
$7.69M
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
177+ 17.82% |
$78.3K - $85.5K
|
1.17K
$552K
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
176+ 1.06% |
$77.8K - $85K
|
16.7K
$7.88M
|
|
Feb 04, 2025
Q4 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
175+ 17.71% |
$77.4K - $84.5K
|
1.16K
$549K
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
175+ 2.34% |
$77.4K - $84.5K
|
7.66K
$3.61M
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
174+ 8.96% |
$77K - $84.1K
|
2.12K
$998K
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
BUY
|
- |
172+ 11.88% |
$76.1K - $83.1K
|
1.62K
$764K
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
170+ 0.64% |
$75.2K - $82.1K
|
26.6K
$12.6M
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
BUY
|
- |
170+ 23.35% |
$75.2K - $82.1K
|
898
$424K
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
170+ 2.34% |
$75.2K - $82.1K
|
7.44K
$3.51M
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
170+ 29.36% |
$75.2K - $82.1K
|
749
$353K
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
170+ 0.91% |
$75.2K - $82.1K
|
18.9K
$8.92M
|
|
Feb 06, 2025
Q4 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
169+ 4.6% |
$74.7K - $81.6K
|
3.84K
$1.81M
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
169+ 1.71% |
$74.7K - $81.6K
|
10K
$4.73M
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
168+ 1.59% |
$74.3K - $81.2K
|
10.7K
$5.07M
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
167+ 1.39% |
$73.9K - $80.7K
|
12.2K
$5.76M
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
167+ 11.68% |
$73.9K - $80.7K
|
1.6K
$753K
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
BUY
|
- |
167+ 2.29% |
$73.9K - $80.7K
|
7.46K
$3.52M
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
167+ 4.49% |
$73.9K - $80.7K
|
3.88K
$1.83M
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
165+ 0.91% |
$73K - $79.7K
|
18.2K
$8.59M
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
164+ 2.67% |
$72.5K - $79.2K
|
6.32K
$2.98M
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
161+ 6.15% |
$71.2K - $77.8K
|
2.78K
$1.31M
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
161+ 10.2% |
$71.2K - $77.8K
|
1.74K
$821K
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
161+ 1.61% |
$71.2K - $77.8K
|
10.2K
$4.79M
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
160+ 6.87% |
$70.8K - $77.3K
|
2.49K
$1.17M
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
158+ 3.66% |
$69.9K - $76.3K
|
4.48K
$2.11M
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
155+ 12.65% |
$68.6K - $74.9K
|
1.38K
$651K
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
154+ 2.11% |
$68.1K - $74.4K
|
7.46K
$3.52M
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
154+ 0.62% |
$68.1K - $74.4K
|
25.1K
$11.8M
|