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 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
1.61K+ 7.59% |
$713K - $778K
|
22.8K
$10.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.61K+ 8.01% |
$713K - $778K
|
21.7K
$10.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1.61K+ 15.19% |
$713K - $778K
|
12.2K
$5.77M
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
1.59K+ 12.87% |
$704K - $769K
|
14K
$6.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
1.59KNew |
$701K - $766K
|
1.59K
$748K
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
1.57KNew |
$695K - $759K
|
1.57K
$742K
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
1.56KNew |
$688K - $752K
|
1.56K
$735K
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
1.55KNew |
$685K - $748K
|
1.55K
$731K
|
|
|
Feb 07, 2025
Q4 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
1.55K+ 108.42% |
$684K - $747K
|
2.97K
$1.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.55K+ 6.01% |
$684K - $747K
|
27.3K
$12.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Unison Asset Management LLC
|
BUY
|
- |
1.54K+ 3.32% |
$679K - $742K
|
47.7K
$22.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.54K+ 1.02% |
$679K - $742K
|
152K
$71.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
1.53K+ 0.67% |
$678K - $741K
|
232K
$110M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
1.53K+ 2.41% |
$678K - $740K
|
65.1K
$30.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
1.53K+ 10.87% |
$674K - $737K
|
15.6K
$7.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Ttp Investments, Inc.
|
BUY
|
- |
1.52K+ 23.56% |
$674K - $736K
|
7.99K
$3.77M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
1.52KNew |
$674K - $736K
|
1.52K
$719K
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
1.52KNew |
$673K - $735K
|
1.52K
$718K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.5K+ 41.48% |
$665K - $726K
|
5.13K
$2.42M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.5KNew |
$664K - $726K
|
1.5K
$709K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.5K+ 9.29% |
$664K - $725K
|
17.7K
$8.33M
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
1.49K+ 18.77% |
$658K - $719K
|
9.42K
$4.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.45K+ 4.77% |
$641K - $700K
|
31.8K
$15M
|
|
|
Feb 07, 2025
Q4 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
1.45K+ 1.34% |
$640K - $699K
|
109K
$51.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
1.44K+ 40.07% |
$639K - $698K
|
5.05K
$2.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
1.41KNew |
$624K - $682K
|
1.41K
$666K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.4K+ 2.64% |
$619K - $676K
|
54.5K
$25.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Udine Wealth Management, Inc.
|
BUY
|
- |
1.37K+ 9.72% |
$604K - $660K
|
15.4K
$7.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
1.35KNew |
$598K - $654K
|
1.35K
$639K
|
|
|
Jan 14, 2025
Q4 2024
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
1.35KNew |
$598K - $654K
|
1.35K
$639K
|
|
|
Jan 16, 2025
Q4 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
1.35K+ 58.14% |
$597K - $652K
|
3.67K
$1.73M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.35K+ 139.19% |
$595K - $650K
|
2.31K
$1.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.33K+ 31.3% |
$589K - $643K
|
5.59K
$2.64M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.33K+ 7.64% |
$587K - $641K
|
18.7K
$8.83M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.33K+ 11.13% |
$586K - $640K
|
13.2K
$6.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
1.32KNew |
$585K - $639K
|
1.32K
$625K
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
1.32KNew |
$583K - $637K
|
1.32K
$622K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.32K+ 9.13% |
$582K - $636K
|
15.7K
$7.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.29K+ 1.1% |
$568K - $621K
|
118K
$55.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
1.28KNew |
$567K - $620K
|
1.28K
$606K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.28K+ 3.43% |
$567K - $619K
|
38.6K
$18.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
1.27KNew |
$563K - $615K
|
1.27K
$601K
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
BUY
|
- |
1.27K+ 15.18% |
$561K - $613K
|
9.62K
$4.54M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.27K+ 31.82% |
$560K - $612K
|
5.25K
$2.48M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
1.26K+ 5.73% |
$556K - $607K
|
23.2K
$11M
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.25K+ 3.47% |
$554K - $605K
|
37.3K
$17.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
1.25KNew |
$552K - $603K
|
1.25K
$589K
|
|
|
Feb 05, 2025
Q4 2024
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
1.23KNew |
$544K - $595K
|
1.23K
$581K
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.23K+ 7.58% |
$542K - $592K
|
17.4K
$8.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.22K+ 6.79% |
$538K - $588K
|
19.1K
$9.04M
|