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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
440New |
$195K - $235K
|
440
$224K
|
|
|
Apr 14, 2025
Q1 2025
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
438New |
$194K - $234K
|
438
$223K
|
|
|
May 07, 2025
Q1 2025
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
430+ 83.5% |
$190K - $230K
|
945
$481K
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
BUY
|
- |
430New |
$190K - $230K
|
430
$219K
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
418New |
$185K - $223K
|
418
$213K
|
|
|
Apr 14, 2025
Q1 2025
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
414New |
$183K - $221K
|
414
$211K
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
412New |
$182K - $220K
|
412
$210K
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
409New |
$181K - $219K
|
409
$208K
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
400+ 23.81% |
$177K - $214K
|
2.08K
$1.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
398New |
$176K - $213K
|
398
$203K
|
|
|
Apr 22, 2025
Q1 2025
|
North Point Portfolio Managers Corp
|
BUY
|
- |
394New |
$174K - $211K
|
394
$201K
|
|
|
May 14, 2025
Q1 2025
|
Anson Funds Management LP
Dallas, TX |
BUY
|
- |
393+ 32.27% |
$174K - $210K
|
1.61K
$820K
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
393New |
$174K - $210K
|
393
$200K
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
384New |
$170K - $205K
|
384
$195K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
380New |
$168K - $203K
|
380
$193K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
379+ 54.93% |
$168K - $203K
|
1.07K
$544K
|
|
|
May 12, 2025
Q1 2025
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
379New |
$168K - $203K
|
379
$193K
|
|
|
May 15, 2025
Q1 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
377New |
$167K - $202K
|
377
$192K
|
|
|
May 12, 2025
Q1 2025
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
BUY
|
- |
377New |
$167K - $202K
|
377
$192K
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
376New |
$166K - $201K
|
376
$191K
|
|
|
May 13, 2025
Q1 2025
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
370+ 10.72% |
$164K - $198K
|
3.82K
$1.94M
|
|
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
314New |
$139K - $168K
|
314
$160K
|
|
|
Apr 22, 2025
Q1 2025
|
Grace & White Inc
|
BUY
|
- |
300+ 30.0% |
$133K - $160K
|
1.3K
$662K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
294+ 3.02% |
$130K - $157K
|
10K
$5.1M
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
285New |
$126K - $152K
|
285
$145K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
285New |
$126K - $152K
|
285
$145K
|
|
|
May 08, 2025
Q1 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
280+ 18.79% |
$124K - $150K
|
1.77K
$901K
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
270+ 69.23% |
$120K - $144K
|
660
$336K
|
|
|
May 12, 2025
Q1 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
260New |
$115K - $139K
|
260
$132K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
249+ 1.38% |
$110K - $133K
|
18.3K
$9.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
235+ 3.2% |
$104K - $126K
|
7.59K
$3.86M
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
218+ 29.66% |
$96.5K - $117K
|
953
$485K
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
203+ 1.96% |
$89.9K - $109K
|
10.6K
$5.39M
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
200+ 26.32% |
$88.5K - $107K
|
960
$489K
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
198+ 22.07% |
$87.6K - $106K
|
1.1K
$557K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
185+ 3.74% |
$81.9K - $98.9K
|
5.13K
$2.61M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
168+ 6.81% |
$74.4K - $89.8K
|
2.64K
$1.34M
|
|
|
May 05, 2025
Q1 2025
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
155+ 40.58% |
$68.6K - $82.9K
|
537
$273K
|
|
|
May 13, 2025
Q1 2025
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
152+ 18.16% |
$67.3K - $81.2K
|
989
$503K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
150+ 4.03% |
$66.4K - $80.2K
|
3.88K
$1.97M
|
|
|
May 06, 2025
Q1 2025
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
150New |
$66.4K - $80.2K
|
150
$76.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Sharpepoint LLC
Phoenix, AZ |
BUY
|
- |
149+ 24.83% |
$66K - $79.6K
|
749
$381K
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
133+ 0.31% |
$58.9K - $71.1K
|
42.4K
$21.6M
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
119+ 216.36% |
$52.7K - $63.6K
|
174
$88.6K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
115New |
$50.9K - $61.5K
|
115
$58.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
105+ 0.46% |
$46.5K - $56.1K
|
22.8K
$11.6M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
PUT |
100New |
$44.3K - $53.5K
|
100
$50.9K
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
100+ 2.38% |
$44.3K - $53.5K
|
4.31K
$2.19M
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
100+ 8.03% |
$44.3K - $53.5K
|
1.35K
$685K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
100+ 2.36% |
$44.3K - $53.5K
|
4.33K
$2.21M
|
|