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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
28+ 24.14% |
$13.5K - $15.1K
|
144
$73.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
27+ 1.72% |
$13.1K - $14.6K
|
1.6K
$813K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
27+ 29.35% |
$13.1K - $14.6K
|
119
$60.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
26+ 2.24% |
$12.6K - $14K
|
1.19K
$605K
|
|
|
Aug 14, 2025
Q2 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
25+ 49.02% |
$12.1K - $13.5K
|
76
$38.7K
|
|
|
Jul 09, 2025
Q2 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
25+ 0.32% |
$12.1K - $13.5K
|
7.87K
$4.01M
|
|
|
Aug 06, 2025
Q2 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
24+ 1.02% |
$11.6K - $13K
|
2.38K
$1.21M
|
|
|
Jul 25, 2025
Q2 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
24+ 1.01% |
$11.6K - $13K
|
2.39K
$1.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
23+ 3.61% |
$11.1K - $12.4K
|
661
$336K
|
|
|
Aug 13, 2025
Q2 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
22+ 0.69% |
$10.6K - $11.9K
|
3.21K
$1.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
22+ 1.91% |
$10.6K - $11.9K
|
1.17K
$597K
|
|
|
Jul 25, 2025
Q2 2025
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
21+ 1.15% |
$10.2K - $11.3K
|
1.85K
$943K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
20+ 1.83% |
$9.67K - $10.8K
|
1.12K
$567K
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
20+ 2.98% |
$9.67K - $10.8K
|
691
$352K
|
|
|
Aug 05, 2025
Q2 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
20+ 1.2% |
$9.67K - $10.8K
|
1.68K
$857K
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
20+ 3.26% |
$9.67K - $10.8K
|
634
$323K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
18+ 7.56% |
$8.7K - $9.72K
|
256
$130K
|
|
|
Jul 28, 2025
Q2 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
18+ 9.0% |
$8.7K - $9.72K
|
218
$111K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
17+ 0.68% |
$8.22K - $9.18K
|
2.51K
$1.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
17+ 4.66% |
$8.22K - $9.18K
|
382
$194K
|
|
|
Aug 06, 2025
Q2 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
16+ 1.44% |
$7.74K - $8.64K
|
1.13K
$575K
|
|
|
Aug 08, 2025
Q2 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
15+ 0.17% |
$7.25K - $8.1K
|
9.04K
$4.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Red Spruce Capital, LLC
|
BUY
|
- |
12+ 0.76% |
$5.8K - $6.48K
|
1.59K
$809K
|
|
|
Aug 14, 2025
Q2 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
10+ 0.9% |
$4.83K - $5.4K
|
1.12K
$571K
|
|
|
Aug 06, 2025
Q2 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
10New |
$4.83K - $5.4K
|
10
$5.09K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
10+ 0.57% |
$4.83K - $5.4K
|
1.78K
$903K
|
|
|
Jul 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
10+ 0.56% |
$4.83K - $5.4K
|
1.79K
$908K
|
|
|
Aug 12, 2025
Q2 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
9+ 0.16% |
$4.35K - $4.86K
|
5.49K
$2.79M
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
9+ 0.55% |
$4.35K - $4.86K
|
1.66K
$845K
|
|
|
Aug 05, 2025
Q2 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
9+ 0.78% |
$4.35K - $4.86K
|
1.17K
$595K
|
|
|
Jul 23, 2025
Q2 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
7+ 1.01% |
$3.38K - $3.78K
|
700
$356K
|
|
|
Jul 22, 2025
Q2 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
7+ 0.58% |
$3.38K - $3.78K
|
1.21K
$617K
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
6+ 0.19% |
$2.9K - $3.24K
|
3.16K
$1.61M
|
|
|
Aug 14, 2025
Q2 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
5+ 1.03% |
$2.42K - $2.7K
|
491
$250K
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
BUY
|
- |
5+ 1.11% |
$2.42K - $2.7K
|
457
$233K
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
5+ 1.49% |
$2.42K - $2.7K
|
340
$173K
|
|
|
Jul 17, 2025
Q2 2025
|
Forefront Wealth Management Inc.
|
BUY
|
- |
5+ 1.01% |
$2.42K - $2.7K
|
500
$254K
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
5+ 0.42% |
$2.42K - $2.7K
|
1.21K
$614K
|
|
|
Jul 09, 2025
Q2 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
5+ 0.19% |
$2.42K - $2.7K
|
2.58K
$1.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
4+ 0.1% |
$1.93K - $2.16K
|
4.09K
$2.08M
|
|
|
Jul 31, 2025
Q2 2025
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
4+ 0.28% |
$1.93K - $2.16K
|
1.46K
$742K
|
|
|
Jul 09, 2025
Q2 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
4+ 0.54% |
$1.93K - $2.16K
|
751
$382K
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
3+ 0.32% |
$1.45K - $1.62K
|
949
$483K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
PUT |
2New |
$967 - $1.08K
|
2
$1.02K
|
|
|
Jul 29, 2025
Q2 2025
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
2+ 0.26% |
$967 - $1.08K
|
765
$389K
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
1+ 0.16% |
$483 - $540
|
641
$326K
|
|
|
Jul 09, 2025
Q2 2025
|
Systrade Ag
Vaduz, N2 |
BUY
|
- |
1New |
$483 - $540
|
1
$509
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
171KNew |
$75.9M - $91.7M
|
171K
$87.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
CALL |
75.8KNew |
$33.6M - $40.5M
|
75.8K
$38.6M
|
|