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
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-25- 0.59% |
$11.1K - $13.4K
|
4.18K
$2.03M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
41.7K+ 25.59% |
$18.5M - $22.3M
|
205K
$99.2M
|
|
|
May 06, 2025
Q1 2025
|
Dorsey Wright & Associates
|
BUY
|
- |
183+ 2.05% |
$81K - $97.8K
|
9.13K
$4.43M
|
|
|
May 06, 2025
Q1 2025
|
Acr Alpine Capital Research, LLC
|
SELL
|
- |
-228K- 49.88% |
$101M - $122M
|
229K
$111M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
550+ 7.71% |
$243K - $294K
|
7.69K
$3.73M
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
BUY
|
- |
39+ 3.5% |
$17.3K - $20.8K
|
1.15K
$559K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
2.62K+ 2.42% |
$1.16M - $1.4M
|
111K
$53.8M
|
|
|
May 06, 2025
Q1 2025
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-164- 0.59% |
$72.6K - $87.7K
|
27.6K
$13.4M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-255- 1.01% |
$113K - $136K
|
25K
$12.1M
|
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
1.6K+ 45.93% |
$710K - $857K
|
5.1K
$2.47M
|
|
|
May 06, 2025
Q1 2025
|
Diamond Hill Capital Management Inc
Columbus, OH |
SELL
|
- |
-33K- 2.1% |
$14.6M - $17.6M
|
1.54M
$745M
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-25- 2.13% |
$11.1K - $13.4K
|
1.15K
$556K
|
|
|
May 06, 2025
Q1 2025
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
1.23K+ 136.83% |
$543K - $655K
|
2.12K
$1.03M
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-87- 0.92% |
$38.5K - $46.5K
|
9.42K
$4.57M
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
214+ 6.66% |
$94.7K - $114K
|
3.43K
$1.66M
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-10- 2.82% |
$4.43K - $5.35K
|
345
$167K
|
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-53- 4.32% |
$23.5K - $28.3K
|
1.17K
$569K
|
|
|
May 06, 2025
Q1 2025
|
John G Ullman & Associates Inc
|
BUY
|
- |
25+ 1.41% |
$11.1K - $13.4K
|
1.8K
$873K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
21.9K+ 12.13% |
$9.7M - $11.7M
|
203K
$98.2M
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-202- 3.39% |
$89.4K - $108K
|
5.75K
$2.79M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
51.3K+ 8.02% |
$22.7M - $27.4M
|
691K
$335M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-73.2K- 42.99% |
$32.4M - $39.1M
|
97.1K
$47.1M
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
18+ 1.62% |
$7.97K - $9.62K
|
1.13K
$546K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.32K+ 11.21% |
$586K - $708K
|
13.1K
$6.37M
|
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
BUY
|
- |
721New |
$319K - $385K
|
721
$350K
|
|
|
May 06, 2025
Q1 2025
|
Davis Rea Ltd.
|
BUY
|
- |
707+ 153.7% |
$313K - $378K
|
1.17K
$566K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.34K+ 10.32% |
$1.04M - $1.25M
|
25.1K
$12.2M
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
5+ 0.27% |
$2.21K - $2.67K
|
1.85K
$897K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
90+ 5.3% |
$39.8K - $48.1K
|
1.79K
$868K
|
|
|
May 06, 2025
Q1 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-214- 10.27% |
$94.7K - $114K
|
1.87K
$906K
|
|
|
May 06, 2025
Q1 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-211- 0.86% |
$93.4K - $113K
|
24.4K
$11.8M
|
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
SELL
|
- |
-65- 0.87% |
$28.8K - $34.7K
|
7.39K
$3.59M
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
377+ 24.95% |
$167K - $202K
|
1.89K
$916K
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
343+ 35.92% |
$152K - $183K
|
1.3K
$630K
|
|
|
May 06, 2025
Q1 2025
|
Montgomery Investment Management Inc
|
SELL
|
- |
-60- 8.65% |
$26.6K - $32.1K
|
634
$307K
|
|
|
May 06, 2025
Q1 2025
|
Harry Burn
Sound Shore Management Inc
|
SELL
|
- |
-16.7K- 10.51% |
$7.39M - $8.92M
|
142K
$68.9M
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-570- 1.79% |
$252K - $305K
|
31.2K
$15.1M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-10.6K- 14.63% |
$4.69M - $5.66M
|
61.8K
$30M
|
|
|
May 06, 2025
Q1 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
12+ 0.25% |
$5.31K - $6.41K
|
4.8K
$2.33M
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
36+ 5.29% |
$15.9K - $19.2K
|
716
$347K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
3.96KNew |
$1.75M - $2.12M
|
3.96K
$1.92M
|
|
|
May 06, 2025
Q1 2025
|
Hedeker Wealth, LLC
|
SELL
|
- |
-366- 3.07% |
$162K - $196K
|
11.6K
$5.6M
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
832+ 37.56% |
$368K - $445K
|
3.05K
$1.48M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
13.5K+ 11.14% |
$5.97M - $7.21M
|
135K
$65.3M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1.25K- 56.64% |
$553K - $668K
|
957
$464K
|
|
|
May 06, 2025
Q1 2025
|
Rothschild & CO Wealth Management Uk LTD
|
SELL
|
- |
-8.27K- 0.59% |
$3.66M - $4.42M
|
1.4M
$677M
|
|
|
May 06, 2025
Q1 2025
|
Reik & Co., LLC
|
SELL
|
- |
-168- 0.21% |
$74.4K - $89.8K
|
79.4K
$38.5M
|
|
|
May 06, 2025
Q1 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-208- 16.87% |
$92.1K - $111K
|
1.03K
$497K
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-366- 2.42% |
$162K - $196K
|
14.8K
$7.16M
|
|
|
May 06, 2025
Q1 2025
|
Private Management Group Inc
|
SELL
|
- |
-13.5K- 8.45% |
$5.98M - $7.22M
|
146K
$71M
|