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
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
874+ 6.68% |
$387K - $467K
|
14K
$6.77M
|
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
11+ 0.56% |
$4.87K - $5.88K
|
1.98K
$958K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
40.7K+ 452688.88% |
$18M - $21.8M
|
40.8K
$19.8M
|
|
|
May 01, 2025
Q1 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
6.4K+ 33.15% |
$2.83M - $3.42M
|
25.7K
$12.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
10+ 0.21% |
$4.43K - $5.35K
|
4.81K
$2.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-743- 16.7% |
$329K - $397K
|
3.71K
$1.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Highview Capital Management LLC
|
SELL
|
- |
-52- 3.6% |
$23K - $27.8K
|
1.39K
$676K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-352- 3.84% |
$156K - $188K
|
8.8K
$4.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Hourglass Capital, LLC
|
BUY
|
- |
30+ 0.42% |
$13.3K - $16K
|
7.26K
$3.52M
|
|
|
Apr 30, 2025
Q1 2025
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
757+ 0.78% |
$335K - $405K
|
97.9K
$47.5M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
297KNew |
$131M - $159M
|
297K
$144M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.91K- 7.07% |
$845K - $1.02M
|
25.1K
$12.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8.71K- 10.58% |
$3.86M - $4.66M
|
73.6K
$35.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-3.72K- 42.35% |
$1.65M - $1.99M
|
5.07K
$2.46M
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
1.65K+ 0.27% |
$732K - $884K
|
609K
$295M
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
BUY
|
- |
6.01K+ 11.35% |
$2.66M - $3.21M
|
59K
$28.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-26- 2.07% |
$11.5K - $13.9K
|
1.23K
$598K
|
|
|
Apr 30, 2025
Q1 2025
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-375- 1.67% |
$166K - $200K
|
22.1K
$10.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
710+ 20.1% |
$314K - $380K
|
4.24K
$2.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
5.88K+ 16.99% |
$2.6M - $3.14M
|
40.5K
$19.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-150- 4.28% |
$66.4K - $80.2K
|
3.35K
$1.63M
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-262- 15.18% |
$116K - $140K
|
1.46K
$710K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-59- 2.09% |
$26.1K - $31.5K
|
2.76K
$1.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
227+ 2.28% |
$100K - $121K
|
10.2K
$4.94M
|
|
|
Apr 30, 2025
Q1 2025
|
Arcadia Investment Management Corp
|
SELL
|
- |
-5- 0.75% |
$2.21K - $2.67K
|
663
$322K
|
|
|
Apr 30, 2025
Q1 2025
|
Gfg Capital, LLC
|
BUY
|
- |
406+ 5.44% |
$180K - $217K
|
7.86K
$3.81M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.33K+ 0.45% |
$590K - $713K
|
296K
$144M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
289+ 0.68% |
$128K - $154K
|
42.7K
$20.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Prodigy Asset Management LLC
Omaha, NE |
BUY
|
- |
1.5K+ 27.11% |
$664K - $802K
|
7.03K
$3.41M
|
|
|
Apr 30, 2025
Q1 2025
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-95K- 20.14% |
$42.1M - $50.8M
|
377K
$183M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
200+ 5.33% |
$88.5K - $107K
|
3.96K
$1.92M
|
|
|
Apr 30, 2025
Q1 2025
|
Flossbach Von Storch Ag
Cologne, 2M |
SELL
|
- |
-902K- 20.06% |
$399M - $482M
|
3.6M
$1.74B
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
438+ 7.72% |
$194K - $234K
|
6.11K
$2.97M
|
|
|
Apr 30, 2025
Q1 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
BUY
|
- |
15+ 2.71% |
$6.64K - $8.02K
|
569
$276K
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
36+ 3.03% |
$15.9K - $19.2K
|
1.22K
$594K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.56K- 5.66% |
$691K - $834K
|
26K
$12.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-63.6K- 18.59% |
$28.2M - $34M
|
279K
$135M
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-397- 3.76% |
$176K - $212K
|
10.2K
$4.93M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-40- 2.65% |
$17.7K - $21.4K
|
1.47K
$712K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
74+ 3.04% |
$32.8K - $39.6K
|
2.51K
$1.22M
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
789New |
$349K - $422K
|
789
$383K
|
|
|
Apr 30, 2025
Q1 2025
|
Harvey Capital Management Inc
|
SELL
|
- |
-876- 4.35% |
$388K - $468K
|
19.3K
$9.35M
|
|
|
Apr 30, 2025
Q1 2025
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-120- 0.39% |
$53.1K - $64.1K
|
30.8K
$14.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-6.68K- 17.44% |
$2.96M - $3.57M
|
31.6K
$15.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
64+ 7.66% |
$28.3K - $34.2K
|
899
$436K
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
159+ 9.2% |
$70.4K - $85K
|
1.89K
$915K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.7K- 1.95% |
$753K - $909K
|
85.7K
$41.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
92+ 0.28% |
$40.7K - $49.2K
|
32.6K
$15.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-278- 12.94% |
$123K - $149K
|
1.87K
$907K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
303+ 1.2% |
$134K - $162K
|
25.6K
$12.4M
|