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
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
553+ 51.97% |
$245K - $296K
|
1.62K
$784K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
631+ 3.87% |
$279K - $337K
|
16.9K
$8.21M
|
|
|
May 06, 2025
Q1 2025
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
4.27K+ 9.42% |
$1.89M - $2.28M
|
49.6K
$24.1M
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
663+ 11.79% |
$293K - $354K
|
6.29K
$3.05M
|
|
|
May 06, 2025
Q1 2025
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
1+ 0.04% |
$443 - $535
|
2.76K
$1.34M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
6.13KNew |
$2.71M - $3.28M
|
6.13K
$2.97M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
980+ 20.9% |
$434K - $524K
|
5.67K
$2.75M
|
|
|
May 05, 2025
Q1 2025
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-343- 2.31% |
$152K - $183K
|
14.5K
$7.03M
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-70.3K- 9.56% |
$31.1M - $37.6M
|
665K
$323M
|
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
320+ 11.6% |
$142K - $171K
|
3.08K
$1.49M
|
|
|
May 05, 2025
Q1 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-385- 32.99% |
$170K - $206K
|
782
$379K
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
342+ 8.7% |
$151K - $183K
|
4.27K
$2.07M
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
BUY
|
- |
685+ 10.75% |
$303K - $366K
|
7.06K
$3.42M
|
|
|
May 05, 2025
Q1 2025
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-14- 0.07% |
$6.2K - $7.48K
|
19K
$9.21M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-253- 0.46% |
$112K - $135K
|
55.3K
$26.8M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
243+ 3.39% |
$108K - $130K
|
7.4K
$3.59M
|
|
|
May 05, 2025
Q1 2025
|
Coleford Investment Management Ltd.
Toronto, Ontario, Z4 |
SELL
|
- |
-840- 1.97% |
$372K - $449K
|
41.7K
$20.2M
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-245- 5.13% |
$108K - $131K
|
4.54K
$2.2M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
8.92K+ 2.84% |
$3.95M - $4.77M
|
323K
$157M
|
|
|
May 05, 2025
Q1 2025
|
Washburn Capital Management, Inc.
|
BUY
|
- |
146+ 5.21% |
$64.6K - $78K
|
2.95K
$1.43M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-209- 1.43% |
$92.5K - $112K
|
14.4K
$7M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-651- 2.74% |
$288K - $348K
|
23.1K
$11.2M
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-97- 15.9% |
$42.9K - $51.8K
|
513
$249K
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-45- 0.72% |
$19.9K - $24.1K
|
6.19K
$3M
|
|
|
May 05, 2025
Q1 2025
|
Buckhead Capital Management LLC
|
SELL
|
- |
-1.26K- 5.69% |
$556K - $672K
|
20.8K
$10.1M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
176+ 1.64% |
$77.9K - $94.1K
|
10.9K
$5.29M
|
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-602- 43.78% |
$266K - $322K
|
773
$375K
|
|
|
May 05, 2025
Q1 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-2.05K- 6.75% |
$907K - $1.1M
|
28.3K
$13.7M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
54+ 0.59% |
$23.9K - $28.9K
|
9.18K
$4.45M
|
|
|
May 05, 2025
Q1 2025
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
155+ 40.58% |
$68.6K - $82.9K
|
537
$260K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
110+ 2.9% |
$48.7K - $58.8K
|
3.91K
$1.89M
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-18.6K- 53.67% |
$8.24M - $9.96M
|
16.1K
$7.8M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-100- 7.16% |
$44.3K - $53.5K
|
1.3K
$629K
|
|
|
May 05, 2025
Q1 2025
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
10+ 0.74% |
$4.43K - $5.35K
|
1.37K
$664K
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
BUY
|
- |
26+ 3.06% |
$11.5K - $13.9K
|
875
$424K
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
437New |
$193K - $234K
|
437
$212K
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
2.57K+ 9.12% |
$1.14M - $1.38M
|
30.8K
$14.9M
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
138+ 22.96% |
$61.1K - $73.8K
|
739
$358K
|
|
|
May 05, 2025
Q1 2025
|
Denali Advisors LLC
|
SELL
|
- |
-350- 2.99% |
$155K - $187K
|
11.4K
$5.51M
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
386+ 1.74% |
$171K - $206K
|
22.5K
$10.9M
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
153+ 3.37% |
$67.7K - $81.8K
|
4.7K
$2.28M
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
63+ 0.55% |
$27.9K - $33.7K
|
11.6K
$5.62M
|
|
|
May 05, 2025
Q1 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
8+ 0.51% |
$3.54K - $4.28K
|
1.58K
$768K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.38K+ 0.79% |
$613K - $740K
|
176K
$85.4M
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
17+ 1.83% |
$7.53K - $9.09K
|
947
$459K
|
|
|
May 05, 2025
Q1 2025
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
532+ 0.44% |
$235K - $284K
|
122K
$59.2M
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
45+ 2.84% |
$19.9K - $24.1K
|
1.63K
$791K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
77+ 0.48% |
$34.1K - $41.2K
|
16.1K
$7.82M
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
23+ 2.19% |
$10.2K - $12.3K
|
1.07K
$521K
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
2.65K+ 226.97% |
$1.17M - $1.42M
|
3.82K
$1.85M
|