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 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
23+ 2.07% |
$10.2K - $11.1K
|
1.13K
$591K
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
23+ 0.48% |
$10.2K - $11.1K
|
4.84K
$2.52M
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
23+ 1.67% |
$10.2K - $11.1K
|
1.4K
$730K
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
23+ 0.43% |
$10.2K - $11.1K
|
5.38K
$2.81M
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
23+ 1.77% |
$10.2K - $11.1K
|
1.32K
$690K
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
22+ 2.95% |
$9.73K - $10.6K
|
769
$401K
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
22+ 0.1% |
$9.73K - $10.6K
|
22.2K
$11.6M
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
22+ 1.99% |
$9.73K - $10.6K
|
1.13K
$589K
|
|
Feb 10, 2025
Q4 2024
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
BUY
|
- |
22+ 0.59% |
$9.73K - $10.6K
|
3.72K
$1.94M
|
|
Feb 04, 2025
Q4 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
22+ 33.85% |
$9.73K - $10.6K
|
87
$45.4K
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
22+ 0.3% |
$9.73K - $10.6K
|
7.3K
$3.81M
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
22+ 0.41% |
$9.73K - $10.6K
|
5.4K
$2.82M
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
22+ 3.86% |
$9.73K - $10.6K
|
592
$309K
|
|
Feb 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
21+ 0.3% |
$9.29K - $10.1K
|
7K
$3.65M
|
|
Feb 05, 2025
Q4 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
21+ 0.14% |
$9.29K - $10.1K
|
14.5K
$7.59M
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
21+ 2.58% |
$9.29K - $10.1K
|
835
$436K
|
|
Jan 22, 2025
Q4 2024
|
Chico Wealth Ria
|
BUY
|
- |
21+ 1.96% |
$9.29K - $10.1K
|
1.09K
$571K
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
21+ 0.07% |
$9.29K - $10.1K
|
30K
$15.7M
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
21+ 2.26% |
$9.29K - $10.1K
|
949
$495K
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
20+ 0.7% |
$8.85K - $9.66K
|
2.87K
$1.5M
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
20+ 2.91% |
$8.85K - $9.66K
|
707
$369K
|
|
Feb 12, 2025
Q4 2024
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
20+ 4.48% |
$8.85K - $9.66K
|
466
$243K
|
|
Feb 11, 2025
Q4 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
20+ 2.46% |
$8.85K - $9.66K
|
833
$435K
|
|
Feb 07, 2025
Q4 2024
|
Miramar Capital, LLC
|
BUY
|
- |
20+ 1.37% |
$8.85K - $9.66K
|
1.48K
$773K
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
20New |
$8.85K - $9.66K
|
20
$10.4K
|
|
Jan 27, 2025
Q4 2024
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
20+ 0.18% |
$8.85K - $9.66K
|
11K
$5.75M
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
20+ 1.64% |
$8.85K - $9.66K
|
1.24K
$647K
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
20+ 0.29% |
$8.85K - $9.66K
|
6.98K
$3.64M
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
20+ 4.01% |
$8.85K - $9.66K
|
519
$271K
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
19+ 0.14% |
$8.4K - $9.18K
|
13.6K
$7.08M
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
19+ 0.64% |
$8.4K - $9.18K
|
3.01K
$1.57M
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
19+ 0.05% |
$8.4K - $9.18K
|
39.5K
$20.6M
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
19+ 0.36% |
$8.4K - $9.18K
|
5.25K
$2.74M
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
BUY
|
- |
19+ 0.15% |
$8.4K - $9.18K
|
13K
$6.77M
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
18+ 0.13% |
$7.96K - $8.7K
|
13.9K
$7.26M
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
18New |
$7.96K - $8.7K
|
18
$9.39K
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
17+ 0.72% |
$7.52K - $8.21K
|
2.37K
$1.24M
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
17+ 2.67% |
$7.52K - $8.21K
|
653
$341K
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
17+ 0.42% |
$7.52K - $8.21K
|
4.09K
$2.13M
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
17+ 0.19% |
$7.52K - $8.21K
|
8.87K
$4.63M
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
17+ 2.95% |
$7.52K - $8.21K
|
593
$309K
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
17+ 0.46% |
$7.52K - $8.21K
|
3.75K
$1.96M
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
17+ 3.41% |
$7.52K - $8.21K
|
516
$269K
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
16+ 6.84% |
$7.08K - $7.73K
|
250
$130K
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
16+ 0.18% |
$7.08K - $7.73K
|
8.75K
$4.57M
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
16+ 0.31% |
$7.08K - $7.73K
|
5.12K
$2.67M
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
16+ 0.76% |
$7.08K - $7.73K
|
2.12K
$1.11M
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
16+ 3.04% |
$7.08K - $7.73K
|
542
$283K
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
16+ 0.43% |
$7.08K - $7.73K
|
3.74K
$1.95M
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
15+ 2.05% |
$6.63K - $7.25K
|
748
$390K
|