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
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-588- 3.13% |
$260K - $314K
|
18.2K
$8.82M
|
|
May 13, 2025
Q1 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-113- 0.39% |
$50K - $60.4K
|
28.9K
$14M
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
400+ 23.81% |
$177K - $214K
|
2.08K
$1.01M
|
|
May 13, 2025
Q1 2025
|
Burgundy Asset Management Ltd.
Toronto, A6 |
SELL
|
- |
-7.07K- 6.68% |
$3.13M - $3.78M
|
98.8K
$47.9M
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-269K- 1.63% |
$119M - $144M
|
16.2M
$7.86B
|
|
May 13, 2025
Q1 2025
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-61- 0.24% |
$27K - $32.6K
|
25K
$12.1M
|
|
May 13, 2025
Q1 2025
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
900+ 8.62% |
$398K - $481K
|
11.3K
$5.5M
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-273- 3.7% |
$121K - $146K
|
7.12K
$3.45M
|
|
May 13, 2025
Q1 2025
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
370+ 10.72% |
$164K - $198K
|
3.82K
$1.85M
|
|
May 13, 2025
Q1 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
1.14K+ 10.51% |
$506K - $610K
|
12K
$5.82M
|
|
May 13, 2025
Q1 2025
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-300- 0.7% |
$133K - $160K
|
42.9K
$20.8M
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-633- 2.94% |
$280K - $338K
|
20.9K
$10.1M
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
120+ 4.74% |
$53.1K - $64.1K
|
2.65K
$1.29M
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
355+ 9.12% |
$157K - $190K
|
4.25K
$2.06M
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
3.56K+ 34.77% |
$1.57M - $1.9M
|
13.8K
$6.69M
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-223- 1.31% |
$98.7K - $119K
|
16.8K
$8.15M
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-6- 0.18% |
$2.66K - $3.21K
|
3.36K
$1.63M
|
|
May 13, 2025
Q1 2025
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-372- 0.69% |
$165K - $199K
|
53.2K
$25.8M
|
|
May 13, 2025
Q1 2025
|
Aviso Financial Inc.
Toronto, A6 |
SELL
|
- |
-644- 4.53% |
$285K - $344K
|
13.6K
$6.59M
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
2.74KNew |
$1.21M - $1.47M
|
2.74K
$1.33M
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-4- 0.5% |
$1.77K - $2.14K
|
791
$384K
|
|
May 13, 2025
Q1 2025
|
Corient Ia LLC
Miami, FL |
BUY
|
- |
919New |
$407K - $491K
|
919
$446K
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
58New |
$25.7K - $31K
|
58
$28.1K
|
|
May 13, 2025
Q1 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
1KNew |
$444K - $536K
|
1K
$486K
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
199+ 3.45% |
$88.1K - $106K
|
5.96K
$2.89M
|
|
May 13, 2025
Q1 2025
|
Bsn Capital Partners LTD
|
SELL
|
- |
-380K- 27.54% |
$168M - $203M
|
1M
$485M
|
|
May 13, 2025
Q1 2025
|
America First Investment Advisors, LLC
|
SELL
|
- |
-14- 0.16% |
$6.2K - $7.48K
|
8.99K
$4.36M
|
|
May 13, 2025
Q1 2025
|
Paralel Advisors LLC
|
SELL
|
- |
-59K- 19.03% |
$26.1M - $31.5M
|
251K
$122M
|
|
May 13, 2025
Q1 2025
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-5.15K- 6.05% |
$2.28M - $2.75M
|
79.9K
$38.8M
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
SELL
|
- |
-9- 1.58% |
$3.98K - $4.81K
|
559
$271K
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bancshares Inc
|
BUY
|
- |
9+ 1.71% |
$3.98K - $4.81K
|
535
$259K
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
1.25K+ 72.9% |
$552K - $667K
|
2.96K
$1.44M
|
|
May 13, 2025
Q1 2025
|
Bronte Capital Management Pty Ltd.
|
SELL
|
- |
-1.81K- 0.82% |
$799K - $965K
|
218K
$106M
|
|
May 13, 2025
Q1 2025
|
Allie Family Office LLC
|
SELL
|
- |
-96- 8.5% |
$42.5K - $51.3K
|
1.03K
$501K
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
15.2K+ 8.96% |
$6.75M - $8.15M
|
185K
$89.9M
|
|
May 13, 2025
Q1 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
119+ 6.16% |
$52.7K - $63.6K
|
2.05K
$994K
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
848+ 3.67% |
$375K - $453K
|
24K
$11.6M
|
|
May 13, 2025
Q1 2025
|
Nfc Investments, LLC
Memphis, TN |
SELL
|
- |
-356- 30.02% |
$158K - $190K
|
830
$403K
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-25- 0.4% |
$11.1K - $13.4K
|
6.3K
$3.05M
|
|
May 13, 2025
Q1 2025
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-1.72K- 12.69% |
$762K - $920K
|
11.8K
$5.74M
|
|
May 13, 2025
Q1 2025
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-132- 0.73% |
$58.4K - $70.6K
|
18K
$8.71M
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
119+ 216.36% |
$52.7K - $63.6K
|
174
$84.4K
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-29.3K- 2.99% |
$13M - $15.7M
|
953K
$462M
|
|
May 13, 2025
Q1 2025
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
2.55KNew |
$1.13M - $1.36M
|
2.55K
$1.24M
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-148- 1.04% |
$65.5K - $79.1K
|
14.1K
$6.83M
|
|
May 13, 2025
Q1 2025
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
14.2K+ 49.61% |
$6.29M - $7.6M
|
42.9K
$20.8M
|
|
May 13, 2025
Q1 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
452New |
$200K - $242K
|
452
$219K
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
2.13K+ 90.96% |
$945K - $1.14M
|
4.48K
$2.17M
|
|
May 13, 2025
Q1 2025
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-6- 0.2% |
$2.66K - $3.21K
|
2.99K
$1.45M
|
|
May 13, 2025
Q1 2025
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
90+ 2.17% |
$39.8K - $48.1K
|
4.24K
$2.06M
|