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 01, 2025
Q1 2025
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-632- 2.5% |
$280K - $338K
|
24.6K
$11.9M
|
|
|
May 01, 2025
Q1 2025
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-828- 24.97% |
$367K - $443K
|
2.49K
$1.21M
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-66- 0.38% |
$29.2K - $35.3K
|
17.3K
$8.4M
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
38+ 1.27% |
$16.8K - $20.3K
|
3.03K
$1.47M
|
|
|
May 01, 2025
Q1 2025
|
Dock Street Asset Management Inc
|
SELL
|
- |
-3.81K- 12.93% |
$1.68M - $2.03M
|
25.6K
$12.4M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
43.8K+ 16.5% |
$19.4M - $23.4M
|
309K
$150M
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
905+ 30.68% |
$401K - $484K
|
3.86K
$1.87M
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-33- 1.07% |
$14.6K - $17.6K
|
3.04K
$1.47M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
24+ 4.4% |
$10.6K - $12.8K
|
569
$276K
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
1.76K+ 24.33% |
$777K - $938K
|
8.97K
$4.35M
|
|
|
May 01, 2025
Q1 2025
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-310- 4.55% |
$137K - $166K
|
6.51K
$3.16M
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
41+ 0.38% |
$18.1K - $21.9K
|
10.8K
$5.22M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
156+ 2.04% |
$69.1K - $83.4K
|
7.81K
$3.79M
|
|
|
May 01, 2025
Q1 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
2.43K+ 515.68% |
$1.08M - $1.3M
|
2.91K
$1.41M
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-132- 55.46% |
$58.4K - $70.6K
|
106
$51.4K
|
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
390+ 10.76% |
$173K - $208K
|
4.02K
$1.95M
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1+ 0.02% |
$443 - $535
|
5.48K
$2.66M
|
|
|
May 01, 2025
Q1 2025
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
107+ 13.19% |
$47.4K - $57.2K
|
918
$445K
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
58+ 0.93% |
$25.7K - $31K
|
6.29K
$3.05M
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
251+ 1.14% |
$111K - $134K
|
22.2K
$10.8M
|
|
|
May 01, 2025
Q1 2025
|
Parker Investment Management, LLC
|
BUY
|
- |
36.8KNew |
$16.3M - $19.6M
|
36.8K
$17.8M
|
|
|
May 01, 2025
Q1 2025
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-130- 5.04% |
$57.5K - $69.5K
|
2.45K
$1.19M
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
83+ 5.52% |
$36.7K - $44.4K
|
1.59K
$770K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.89K+ 5.3% |
$1.28M - $1.54M
|
57.4K
$27.8M
|
|
|
May 01, 2025
Q1 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
5.09KNew |
$2.25M - $2.72M
|
5.09K
$2.47M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
3.18K+ 64.5% |
$1.41M - $1.7M
|
8.11K
$3.93M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
66+ 1.52% |
$29.2K - $35.3K
|
4.41K
$2.14M
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.37K- 1.39% |
$607K - $733K
|
97.1K
$47.1M
|
|
|
May 01, 2025
Q1 2025
|
Mqs Management LLC
|
BUY
|
- |
659New |
$292K - $352K
|
659
$320K
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
SELL
|
- |
-1.34K- 8.82% |
$591K - $714K
|
13.8K
$6.69M
|
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-143- 3.2% |
$63.3K - $76.4K
|
4.32K
$2.1M
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-9- 0.25% |
$3.98K - $4.81K
|
3.53K
$1.71M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
463+ 23.84% |
$205K - $247K
|
2.41K
$1.17M
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-9- 0.13% |
$3.98K - $4.81K
|
6.98K
$3.38M
|
|
|
May 01, 2025
Q1 2025
|
Elite Wealth Management, Inc.
|
BUY
|
- |
628New |
$278K - $336K
|
628
$305K
|
|
|
May 01, 2025
Q1 2025
|
Check Capital Management Inc
|
SELL
|
- |
-40.2K- 3.65% |
$17.8M - $21.5M
|
1.06M
$515M
|
|
|
May 01, 2025
Q1 2025
|
Check Capital Management Inc
|
SELL
|
CALL |
-524K- 12.87% |
$232M - $280M
|
3.55M
$1.72B
|
|
|
May 01, 2025
Q1 2025
|
Slow Capital, Inc.
|
BUY
|
- |
176+ 1.45% |
$77.9K - $94.1K
|
12.3K
$5.95M
|
|
|
May 01, 2025
Q1 2025
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-1.3K- 40.37% |
$575K - $694K
|
1.92K
$930K
|
|
|
May 01, 2025
Q1 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-582- 11.43% |
$258K - $311K
|
4.51K
$2.19M
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
178+ 3.88% |
$78.8K - $95.1K
|
4.76K
$2.31M
|
|
|
May 01, 2025
Q1 2025
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-1.18K- 2.26% |
$520K - $628K
|
50.8K
$24.6M
|
|
|
May 01, 2025
Q1 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
78+ 0.47% |
$34.5K - $41.7K
|
16.8K
$8.13M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.48K+ 2.53% |
$657K - $793K
|
60.1K
$29.1M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.25K+ 10.67% |
$3.65M - $4.41M
|
85.5K
$41.5M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-4.5K- 78.92% |
$1.99M - $2.41M
|
1.2K
$583K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
234+ 2.44% |
$104K - $125K
|
9.81K
$4.76M
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-5.25K- 14.88% |
$2.32M - $2.8M
|
30K
$14.6M
|
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-5.95K- 7.57% |
$2.63M - $3.18M
|
72.7K
$35.2M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
64+ 3.41% |
$28.3K - $34.2K
|
1.94K
$941K
|