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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
6+ 0.5% |
$2.66K - $3.21K
|
1.21K
$589K
|
|
|
Apr 29, 2025
Q1 2025
|
Quattro Financial Advisors LLC
|
BUY
|
- |
425New |
$188K - $227K
|
425
$206K
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
262+ 21.21% |
$116K - $140K
|
1.5K
$726K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
SELL
|
- |
-212- 8.39% |
$93.8K - $113K
|
2.32K
$1.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-12.5K- 4.14% |
$5.52M - $6.66M
|
288K
$140M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
SELL
|
- |
-127- 3.22% |
$56.2K - $67.9K
|
3.81K
$1.85M
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
15+ 0.63% |
$6.64K - $8.02K
|
2.41K
$1.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
163+ 7.48% |
$72.2K - $87.1K
|
2.34K
$1.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
100+ 6.83% |
$44.3K - $53.5K
|
1.57K
$759K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
584+ 21.13% |
$259K - $312K
|
3.35K
$1.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
SELL
|
- |
-985- 50.77% |
$436K - $527K
|
955
$463K
|
|
|
Apr 29, 2025
Q1 2025
|
Northstar Asset Management LLC
|
BUY
|
- |
10+ 0.03% |
$4.43K - $5.35K
|
33.8K
$16.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
5+ 0.14% |
$2.21K - $2.67K
|
3.6K
$1.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-824- 4.85% |
$365K - $440K
|
16.2K
$7.84M
|
|
|
Apr 29, 2025
Q1 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-1.26K- 11.23% |
$556K - $672K
|
9.94K
$4.82M
|
|
|
Apr 29, 2025
Q1 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
1.17KNew |
$517K - $624K
|
1.17K
$566K
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-130- 1.34% |
$57.5K - $69.5K
|
9.6K
$4.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-182- 0.96% |
$80.6K - $97.3K
|
18.8K
$9.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
68+ 5.19% |
$30.1K - $36.3K
|
1.38K
$669K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
139New |
$61.5K - $74.3K
|
139
$67.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
168+ 6.81% |
$74.4K - $89.8K
|
2.64K
$1.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-57.3K- 4.47% |
$25.4M - $30.6M
|
1.23M
$594M
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-181- 17.27% |
$80.1K - $96.7K
|
867
$420K
|
|
|
Apr 29, 2025
Q1 2025
|
Hendley & CO Inc
|
SELL
|
- |
-213- 0.36% |
$94.3K - $114K
|
59.6K
$28.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-11- 1.09% |
$4.87K - $5.88K
|
996
$483K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-2.56K- 53.17% |
$1.13M - $1.37M
|
2.25K
$1.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-103- 1.51% |
$45.6K - $55.1K
|
6.71K
$3.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-2.38K- 1.31% |
$1.05M - $1.27M
|
179K
$86.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-1.47K- 5.19% |
$650K - $785K
|
26.8K
$13M
|
|
|
Apr 29, 2025
Q1 2025
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-4- 0.02% |
$1.77K - $2.14K
|
16.2K
$7.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2.14K- 99.3% |
$945K - $1.14M
|
15
$7.28K
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
51New |
$22.6K - $27.3K
|
51
$24.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
95+ 2.91% |
$42.1K - $50.8K
|
3.37K
$1.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
2.02K+ 88.46% |
$893K - $1.08M
|
4.3K
$2.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
44+ 2.25% |
$19.5K - $23.5K
|
2K
$968K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
4.42K+ 3.15% |
$1.96M - $2.36M
|
145K
$70.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.08K+ 19.87% |
$479K - $578K
|
6.53K
$3.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
19+ 0.54% |
$8.41K - $10.2K
|
3.51K
$1.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
3+ 0.09% |
$1.33K - $1.6K
|
3.38K
$1.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-450- 9.88% |
$199K - $241K
|
4.1K
$1.99M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
BUY
|
- |
243+ 6.18% |
$108K - $130K
|
4.18K
$2.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
14.2K+ 382.95% |
$6.28M - $7.59M
|
17.9K
$8.68M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
5.54K+ 3.04% |
$2.45M - $2.96M
|
188K
$91M
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
301+ 2.44% |
$133K - $161K
|
12.6K
$6.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
SELL
|
- |
-96- 4.94% |
$42.5K - $51.3K
|
1.85K
$896K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
3.9K+ 5.47% |
$1.73M - $2.08M
|
75.2K
$36.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
102+ 3.01% |
$45.2K - $54.5K
|
3.5K
$1.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-19K- 1.67% |
$8.39M - $10.1M
|
1.12M
$541M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
SELL
|
- |
-75- 10.9% |
$33.2K - $40.1K
|
613
$297K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
149+ 3.72% |
$66K - $79.6K
|
4.15K
$2.01M
|