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 06, 2025
Q1 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-895- 6.23% |
$396K - $478K
|
13.5K
$6.54M
|
|
May 06, 2025
Q1 2025
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
BUY
|
- |
20.7K+ 69.69% |
$9.18M - $11.1M
|
50.5K
$24.5M
|
|
May 06, 2025
Q1 2025
|
De Dora Capital, Inc.
|
SELL
|
- |
-83- 3.52% |
$36.7K - $44.4K
|
2.28K
$1.1M
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-822- 4.51% |
$364K - $439K
|
17.4K
$8.45M
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-150- 3.92% |
$66.4K - $80.2K
|
3.68K
$1.78M
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
295+ 17.98% |
$131K - $158K
|
1.94K
$939K
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
11.4K+ 2.43% |
$5.05M - $6.09M
|
480K
$233M
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
147+ 5.69% |
$65.1K - $78.6K
|
2.73K
$1.32M
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
2.82KNew |
$1.25M - $1.51M
|
2.82K
$1.37M
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-21- 2.86% |
$9.3K - $11.2K
|
714
$346K
|
|
May 06, 2025
Q1 2025
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
SELL
|
- |
-127- 0.13% |
$56.2K - $67.9K
|
96K
$46.6M
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
PUT |
1.3K+ 18.84% |
$575K - $695K
|
8.2K
$3.98M
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-685- 5.52% |
$303K - $366K
|
11.7K
$5.68M
|
|
May 06, 2025
Q1 2025
|
Somerville Kurt F
|
BUY
|
- |
200+ 6.42% |
$88.5K - $107K
|
3.31K
$1.61M
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-2.32K- 4.01% |
$1.03M - $1.24M
|
55.5K
$26.9M
|
|
May 06, 2025
Q1 2025
|
First National Bank Of Hutchinson
|
BUY
|
- |
4+ 0.06% |
$1.77K - $2.14K
|
6.4K
$3.1M
|
|
May 06, 2025
Q1 2025
|
Bcm Advisors, LLC
|
BUY
|
- |
9+ 0.8% |
$3.98K - $4.81K
|
1.13K
$548K
|
|
May 06, 2025
Q1 2025
|
Zevin Asset Management LLC
|
SELL
|
- |
-43- 4.69% |
$19K - $23K
|
874
$424K
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-200- 23.04% |
$88.5K - $107K
|
668
$324K
|
|
May 06, 2025
Q1 2025
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
69+ 79.31% |
$30.5K - $36.9K
|
156
$75.7K
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
SELL
|
- |
-354- 4.57% |
$157K - $189K
|
7.39K
$3.58M
|
|
May 06, 2025
Q1 2025
|
Close Asset Management LTD
|
BUY
|
- |
3.3K+ 2.71% |
$1.46M - $1.76M
|
125K
$60.5M
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-3.83K- 1.56% |
$1.7M - $2.05M
|
242K
$117M
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
5.1KNew |
$2.26M - $2.73M
|
5.1K
$2.47M
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-2.89K- 1.86% |
$1.28M - $1.55M
|
153K
$74M
|
|
May 06, 2025
Q1 2025
|
Auto Owners Insurance CO
Lansing, MI |
SELL
|
- |
-7.19K- 75.05% |
$3.18M - $3.84M
|
2.39K
$1.16M
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-10- 1.05% |
$4.43K - $5.35K
|
938
$455K
|
|
May 06, 2025
Q1 2025
|
Kidder Stephen W
|
SELL
|
- |
-50- 1.19% |
$22.1K - $26.7K
|
4.14K
$2.01M
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
503+ 23.83% |
$223K - $269K
|
2.61K
$1.27M
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
485+ 7.76% |
$215K - $259K
|
6.73K
$3.27M
|
|
May 06, 2025
Q1 2025
|
Granite Group Advisors, LLC
Stamford, CT |
BUY
|
- |
83+ 8.74% |
$36.7K - $44.4K
|
1.03K
$501K
|
|
May 06, 2025
Q1 2025
|
Dempze Nancy E
|
SELL
|
- |
-380- 12.39% |
$168K - $203K
|
2.69K
$1.3M
|
|
May 06, 2025
Q1 2025
|
Notis Mc Conarty Edward
|
BUY
|
- |
8+ 1.33% |
$3.54K - $4.28K
|
608
$295K
|
|
May 06, 2025
Q1 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-230- 8.25% |
$102K - $123K
|
2.56K
$1.24M
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
SELL
|
- |
-494- 0.23% |
$219K - $264K
|
219K
$106M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
7.1K+ 3.17% |
$3.14M - $3.79M
|
231K
$112M
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
BUY
|
- |
2.71K+ 73.94% |
$1.2M - $1.45M
|
6.38K
$3.1M
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-804- 14.67% |
$356K - $430K
|
4.68K
$2.27M
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-97- 0.84% |
$42.9K - $51.8K
|
11.4K
$5.55M
|
|
May 06, 2025
Q1 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-32- 0.47% |
$14.2K - $17.1K
|
6.71K
$3.26M
|
|
May 06, 2025
Q1 2025
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
150New |
$66.4K - $80.2K
|
150
$72.8K
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
615+ 28.98% |
$272K - $329K
|
2.74K
$1.33M
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
82+ 6.8% |
$36.3K - $43.8K
|
1.29K
$625K
|
|
May 06, 2025
Q1 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
728+ 1.62% |
$322K - $389K
|
45.6K
$22.1M
|
|
May 06, 2025
Q1 2025
|
Brooktree Capital Management
|
SELL
|
- |
-1.48K- 7.24% |
$655K - $791K
|
18.9K
$9.19M
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-136- 0.25% |
$60.2K - $72.7K
|
55.3K
$26.8M
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.47K+ 2.86% |
$652K - $788K
|
53K
$25.7M
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-343- 3.1% |
$152K - $183K
|
10.7K
$5.2M
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-83- 2.84% |
$36.7K - $44.4K
|
2.84K
$1.38M
|
|
May 06, 2025
Q1 2025
|
Ames National Corp
Ames, IA |
BUY
|
- |
1.54K+ 45.68% |
$680K - $822K
|
4.9K
$2.38M
|