Latest Institutional Transactions on Berkshire Hathaway Inc Class B (BRK-B)
This table provides information on the latest institutional transactions involving Berkshire Hathaway Inc Class B (BRK-B) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-1.06K- 24.64% |
$471K - $569K
|
3.25K
$1.58M
|
|
|
May 14, 2025
Q1 2025
|
Sprott Inc.
Toronto, A6 |
SELL
|
- |
-13K- 23.8% |
$5.76M - $6.95M
|
41.6K
$20.2M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.11KNew |
$1.38M - $1.66M
|
3.11K
$1.51M
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
83+ 8.82% |
$36.7K - $44.4K
|
1.02K
$497K
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-1.79K- 58.59% |
$794K - $959K
|
1.27K
$615K
|
|
|
May 14, 2025
Q1 2025
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
588+ 4.86% |
$260K - $314K
|
12.7K
$6.16M
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
99+ 1.55% |
$43.8K - $52.9K
|
6.49K
$3.15M
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
68+ 3.62% |
$30.1K - $36.3K
|
1.95K
$944K
|
|
|
May 14, 2025
Q1 2025
|
Resolute Advisors LLC
|
SELL
|
- |
-797- 95.33% |
$353K - $426K
|
39
$18.9K
|
|
|
May 14, 2025
Q1 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
75+ 3.38% |
$33.2K - $40.1K
|
2.3K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
10.9K+ 14.06% |
$4.82M - $5.81M
|
88.2K
$42.8M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
65.5K+ 102.55% |
$29M - $35M
|
129K
$62.7M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-339- 2.67% |
$150K - $181K
|
12.4K
$6M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
79.6K+ 4.41% |
$35.2M - $42.6M
|
1.89M
$915M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-18.3K- 31.54% |
$8.09M - $9.77M
|
39.7K
$19.2M
|
|
|
May 14, 2025
Q1 2025
|
Venator Management LLC
Pittsburgh, PA |
SELL
|
- |
-6.5K- 25.5% |
$2.88M - $3.48M
|
19K
$9.21M
|
|
|
May 14, 2025
Q1 2025
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-384- 16.21% |
$170K - $205K
|
1.99K
$963K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
38+ 14.34% |
$16.8K - $20.3K
|
303
$147K
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.42K- 46.34% |
$630K - $761K
|
1.65K
$800K
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
121+ 3.29% |
$53.6K - $64.7K
|
3.8K
$1.84M
|
|
|
May 14, 2025
Q1 2025
|
Gould Capital, LLC
|
SELL
|
- |
-986- 12.19% |
$436K - $527K
|
7.11K
$3.45M
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
50+ 0.48% |
$22.1K - $26.7K
|
10.5K
$5.11M
|
|
|
May 14, 2025
Q1 2025
|
Dash Acquisitions Inc.
|
SELL
|
- |
-596- 5.52% |
$264K - $319K
|
10.2K
$4.95M
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
3.2K+ 217.92% |
$1.42M - $1.71M
|
4.67K
$2.26M
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
150+ 3.27% |
$66.4K - $80.2K
|
4.74K
$2.3M
|
|
|
May 14, 2025
Q1 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1- 0.04% |
$443 - $535
|
2.7K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-67- 0.38% |
$29.7K - $35.8K
|
17.4K
$8.46M
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
753+ 0.3% |
$333K - $402K
|
255K
$123M
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
154K+ 49.01% |
$67.9M - $82.1M
|
467K
$226M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.07K+ 12.14% |
$472K - $570K
|
9.85K
$4.77M
|
|
|
May 14, 2025
Q1 2025
|
Stone Run Capital, LLC
New York, NY |
SELL
|
- |
-40- 0.19% |
$17.7K - $21.4K
|
21.1K
$10.3M
|
|
|
May 14, 2025
Q1 2025
|
Stansberry Asset Management, LLC
New York, NY |
SELL
|
- |
-9.82K- 59.85% |
$4.35M - $5.25M
|
6.59K
$3.19M
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
45+ 3.32% |
$19.9K - $24.1K
|
1.4K
$679K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-65.4K- 3.4% |
$28.9M - $35M
|
1.86M
$902M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.76K+ 24.41% |
$3.44M - $4.15M
|
39.6K
$19.2M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
PUT |
100New |
$44.3K - $53.5K
|
100
$48.5K
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-123- 15.99% |
$54.4K - $65.7K
|
646
$313K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-32- 2.92% |
$14.2K - $17.1K
|
1.07K
$517K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-104- 0.28% |
$46K - $55.6K
|
37.2K
$18M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-137- 1.01% |
$60.6K - $73.2K
|
13.4K
$6.51M
|
|
|
May 14, 2025
Q1 2025
|
F
|
BUY
|
- |
216+ 6.78% |
$95.6K - $115K
|
3.4K
$1.65M
|
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-65- 6.63% |
$28.8K - $34.7K
|
915
$444K
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-9- 0.09% |
$3.98K - $4.81K
|
9.61K
$4.66M
|
|
|
May 14, 2025
Q1 2025
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
846New |
$374K - $452K
|
846
$410K
|
|
|
May 14, 2025
Q1 2025
|
Portland Investment Counsel Inc.
Burlington, A6 |
SELL
|
- |
-450- 0.42% |
$199K - $241K
|
106K
$51.6M
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
60+ 0.35% |
$26.6K - $32.1K
|
17.2K
$8.34M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
72.8K+ 18.21% |
$32.2M - $38.9M
|
473K
$229M
|
|
|
May 14, 2025
Q1 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-163- 7.89% |
$72.2K - $87.1K
|
1.9K
$923K
|
|
|
May 14, 2025
Q1 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-396- 8.07% |
$175K - $212K
|
4.51K
$2.19M
|
|
|
May 14, 2025
Q1 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
90+ 17.65% |
$39.8K - $48.1K
|
600
$291K
|