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 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
220K+ 20.42% |
$97.6M - $118M
|
1.3M
$631M
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-26- 0.36% |
$11.5K - $13.9K
|
7.14K
$3.46M
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
9.74K+ 29.63% |
$4.31M - $5.21M
|
42.6K
$20.7M
|
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-20- 0.13% |
$8.85K - $10.7K
|
15.8K
$7.69M
|
|
|
May 13, 2025
Q1 2025
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-100- 8.89% |
$44.3K - $53.5K
|
1.03K
$497K
|
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-50.1K- 7.12% |
$22.2M - $26.8M
|
654K
$317M
|
|
|
May 13, 2025
Q1 2025
|
Hutner Capital Management Inc
Manchester, VT |
BUY
|
- |
3.38K+ 9.76% |
$1.49M - $1.8M
|
38K
$18.4M
|
|
|
May 13, 2025
Q1 2025
|
Holowesko Partners Ltd.
Nassau, C5 |
SELL
|
- |
-1.5K- 76.34% |
$664K - $802K
|
465
$226K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
33.1K+ 14.86% |
$14.6M - $17.7M
|
256K
$124M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-42.3K- 8.71% |
$18.7M - $22.6M
|
443K
$215M
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
1.41M+ 3.7% |
$623M - $752M
|
39.4M
$19.1B
|
|
|
May 13, 2025
Q1 2025
|
Oak Grove Capital LLC
North Hampton, NH |
SELL
|
- |
-831- 11.04% |
$368K - $444K
|
6.7K
$3.25M
|
|
|
May 13, 2025
Q1 2025
|
Skba Capital Management LLC
San Francisco, CA |
BUY
|
- |
1.03K+ 78.01% |
$455K - $550K
|
2.35K
$1.14M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.1K+ 6.57% |
$4.48M - $5.41M
|
164K
$79.6M
|
|
|
May 13, 2025
Q1 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-10- 1.23% |
$4.43K - $5.35K
|
801
$388K
|
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-12.6K- 1.94% |
$5.59M - $6.75M
|
637K
$309M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.96K+ 0.35% |
$2.64M - $3.19M
|
1.7M
$826M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.7K+ 2.45% |
$750K - $906K
|
70.9K
$34.4M
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
968+ 10.87% |
$428K - $517K
|
9.87K
$4.79M
|
|
|
May 13, 2025
Q1 2025
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
93+ 1.35% |
$41.2K - $49.7K
|
6.99K
$3.39M
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
155+ 8.15% |
$68.6K - $82.9K
|
2.06K
$998K
|
|
|
May 13, 2025
Q1 2025
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-309- 5.94% |
$137K - $165K
|
4.9K
$2.37M
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-518- 1.67% |
$229K - $277K
|
30.4K
$14.8M
|
|
|
May 13, 2025
Q1 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
551New |
$244K - $295K
|
551
$267K
|
|
|
May 13, 2025
Q1 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
1.02K+ 2.5% |
$449K - $543K
|
41.6K
$20.2M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-7- 11.86% |
$3.1K - $3.74K
|
52
$25.2K
|
|
|
May 13, 2025
Q1 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
1.7KNew |
$754K - $911K
|
1.7K
$826K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
34+ 0.4% |
$15.1K - $18.2K
|
8.52K
$4.13M
|
|
|
May 13, 2025
Q1 2025
|
Inkwell Capital LLC
Miami, FL |
SELL
|
- |
-2.39K- 14.13% |
$1.06M - $1.28M
|
14.6K
$7.06M
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
56New |
$24.8K - $29.9K
|
56
$27.2K
|
|
|
May 13, 2025
Q1 2025
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-106K- 8.26% |
$47.1M - $56.8M
|
1.18M
$573M
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-258- 3.76% |
$114K - $138K
|
6.6K
$3.2M
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-9- 0.78% |
$3.98K - $4.81K
|
1.14K
$553K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-12.3K- 12.77% |
$5.46M - $6.59M
|
84.3K
$40.9M
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
2+ 0.13% |
$885 - $1.07K
|
1.5K
$725K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.38K- 5.83% |
$610K - $737K
|
22.3K
$10.8M
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
73+ 2.51% |
$32.3K - $39K
|
2.98K
$1.45M
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-1.03K- 37.53% |
$454K - $548K
|
1.71K
$827K
|
|
|
May 13, 2025
Q1 2025
|
Progressive Investment Management Corp
|
BUY
|
- |
1.49K+ 89.64% |
$659K - $795K
|
3.15K
$1.53M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-30- 0.23% |
$13.3K - $16K
|
12.7K
$6.18M
|
|
|
May 13, 2025
Q1 2025
|
Fidato Wealth LLC
|
SELL
|
- |
-66- 6.03% |
$29.2K - $35.3K
|
1.03K
$499K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
866+ 4.52% |
$383K - $463K
|
20K
$9.71M
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
117+ 9.46% |
$51.8K - $62.5K
|
1.35K
$657K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.13K- 2.77% |
$2.27M - $2.74M
|
180K
$87.3M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
15+ 1.3% |
$6.64K - $8.02K
|
1.17K
$565K
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-145- 0.54% |
$64.2K - $77.5K
|
26.7K
$12.9M
|
|
|
May 13, 2025
Q1 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
20+ 0.6% |
$8.85K - $10.7K
|
3.37K
$1.63M
|
|
|
May 13, 2025
Q1 2025
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
89+ 11.22% |
$39.4K - $47.6K
|
882
$428K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
3.57K+ 1.29% |
$1.58M - $1.91M
|
279K
$135M
|
|
|
May 13, 2025
Q1 2025
|
Chuck Akre
Akre Capital Management LLC | Middleburg, Va
|
SELL
|
- |
-99- 0.65% |
$43.8K - $52.9K
|
15.2K
$7.36M
|