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 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
545+ 41.07% |
$241K - $291K
|
1.87K
$908K
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
565+ 34.96% |
$250K - $302K
|
2.18K
$1.06M
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
375+ 3.76% |
$166K - $200K
|
10.4K
$5.02M
|
|
|
May 12, 2025
Q1 2025
|
Saratoga Research & Investment Management
|
SELL
|
- |
-71- 0.03% |
$31.4K - $38K
|
279K
$135M
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
31+ 1033.33% |
$13.7K - $16.6K
|
34
$16.5K
|
|
|
May 12, 2025
Q1 2025
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
78+ 1.44% |
$34.5K - $41.7K
|
5.48K
$2.66M
|
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.06K- 2.11% |
$468K - $565K
|
49K
$23.8M
|
|
|
May 12, 2025
Q1 2025
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-575- 2.93% |
$255K - $307K
|
19K
$9.23M
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-7.51K- 3.97% |
$3.32M - $4.01M
|
181K
$88M
|
|
|
May 12, 2025
Q1 2025
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-10- 0.36% |
$4.43K - $5.35K
|
2.75K
$1.33M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-9.36K- 5.9% |
$4.15M - $5.01M
|
149K
$72.4M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.08K+ 28.9% |
$923K - $1.11M
|
9.3K
$4.51M
|
|
|
May 12, 2025
Q1 2025
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
BUY
|
- |
377New |
$167K - $202K
|
377
$183K
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
313+ 18.07% |
$139K - $167K
|
2.05K
$992K
|
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
SELL
|
- |
-163- 0.32% |
$72.2K - $87.1K
|
50.4K
$24.4M
|
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
1.84K+ 30.42% |
$815K - $984K
|
7.89K
$3.83M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
3.52K+ 3.77% |
$1.56M - $1.88M
|
96.9K
$47M
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
BUY
|
- |
1.57K+ 4.57% |
$696K - $840K
|
35.9K
$17.4M
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
100+ 2.38% |
$44.3K - $53.5K
|
4.31K
$2.09M
|
|
|
May 12, 2025
Q1 2025
|
Gouws Capital LLC
|
BUY
|
- |
71+ 6.04% |
$31.4K - $38K
|
1.25K
$604K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
3.93K+ 4.22% |
$1.74M - $2.1M
|
97.1K
$47.1M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
955+ 1.32% |
$423K - $510K
|
73.5K
$35.6M
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
50+ 1.08% |
$22.1K - $26.7K
|
4.7K
$2.28M
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-18- 1.57% |
$7.97K - $9.62K
|
1.13K
$549K
|
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
SELL
|
- |
-4.37K- 2.19% |
$1.93M - $2.34M
|
195K
$94.7M
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-8- 0.2% |
$3.54K - $4.28K
|
4.09K
$1.98M
|
|
|
May 12, 2025
Q1 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
1.17K+ 1.18% |
$516K - $623K
|
100K
$48.7M
|
|
|
May 12, 2025
Q1 2025
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-4.85K- 10.22% |
$2.15M - $2.59M
|
42.6K
$20.7M
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-481- 6.24% |
$213K - $257K
|
7.23K
$3.5M
|
|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
227+ 1.09% |
$100K - $121K
|
21.1K
$10.2M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-582- 4.11% |
$258K - $311K
|
13.6K
$6.59M
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.55K+ 163.49% |
$684K - $826K
|
2.49K
$1.21M
|
|
|
May 12, 2025
Q1 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
14.5K+ 2.85% |
$6.42M - $7.75M
|
523K
$254M
|
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-899- 17.68% |
$398K - $481K
|
4.19K
$2.03M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-550- 10.0% |
$243K - $294K
|
4.95K
$2.4M
|
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
30+ 2.91% |
$13.3K - $16K
|
1.06K
$515K
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-9.33K- 9.09% |
$4.13M - $4.99M
|
93.3K
$45.3M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-372- 3.79% |
$165K - $199K
|
9.44K
$4.58M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
633+ 19.7% |
$280K - $338K
|
3.85K
$1.87M
|
|
|
May 12, 2025
Q1 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
114+ 8.36% |
$50.5K - $60.9K
|
1.48K
$716K
|
|
|
May 12, 2025
Q1 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
5+ 0.17% |
$2.21K - $2.67K
|
2.98K
$1.45M
|
|
|
May 12, 2025
Q1 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
SELL
|
- |
-133- 5.03% |
$58.9K - $71.1K
|
2.51K
$1.22M
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
SELL
|
- |
-51- 0.56% |
$22.6K - $27.3K
|
8.99K
$4.36M
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
722+ 21.17% |
$320K - $386K
|
4.13K
$2M
|
|
|
May 12, 2025
Q1 2025
|
Athena Investment Management
|
SELL
|
- |
-177- 7.51% |
$78.4K - $94.6K
|
2.18K
$1.06M
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
877+ 6.17% |
$388K - $469K
|
15.1K
$7.32M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
11.5K+ 10.27% |
$5.07M - $6.12M
|
123K
$59.7M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
185+ 3.74% |
$81.9K - $98.9K
|
5.13K
$2.49M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-903- 4.83% |
$400K - $483K
|
17.8K
$8.63M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
4.44K+ 5.08% |
$1.96M - $2.37M
|
91.8K
$44.5M
|