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
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-37- 1.19% |
$16.4K - $19.8K
|
3.09K
$1.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-36- 0.62% |
$15.9K - $19.2K
|
5.79K
$2.81M
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-1.33K- 2.86% |
$587K - $708K
|
45K
$21.8M
|
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
836+ 12.74% |
$370K - $447K
|
7.4K
$3.59M
|
|
|
Apr 29, 2025
Q1 2025
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-240- 1.95% |
$106K - $128K
|
12K
$5.84M
|
|
|
Apr 29, 2025
Q1 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
12+ 0.43% |
$5.31K - $6.41K
|
2.77K
$1.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-59- 1.67% |
$26.1K - $31.5K
|
3.47K
$1.68M
|
|
|
Apr 29, 2025
Q1 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
1.65KNew |
$729K - $880K
|
1.65K
$799K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-580- 2.1% |
$257K - $310K
|
27K
$13.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
3.27K+ 102.51% |
$1.45M - $1.75M
|
6.46K
$3.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-12.9K- 61.41% |
$5.69M - $6.87M
|
8.08K
$3.92M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
57+ 0.46% |
$25.2K - $30.5K
|
12.4K
$6M
|
|
|
Apr 29, 2025
Q1 2025
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
411New |
$182K - $220K
|
411
$199K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
10+ 1.24% |
$4.43K - $5.35K
|
814
$395K
|
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
548New |
$243K - $293K
|
548
$266K
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO
|
SELL
|
- |
-58- 1.75% |
$25.7K - $31K
|
3.25K
$1.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
1.95KNew |
$863K - $1.04M
|
1.95K
$946K
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-8- 0.37% |
$3.54K - $4.28K
|
2.15K
$1.04M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.47% |
$2.66K - $3.21K
|
1.28K
$618K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
1.94K+ 0.84% |
$858K - $1.04M
|
232K
$113M
|
|
|
Apr 28, 2025
Q1 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
69+ 1.48% |
$30.5K - $36.9K
|
4.72K
$2.29M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-74- 0.01% |
$32.8K - $39.6K
|
543K
$263M
|
|
|
Apr 28, 2025
Q1 2025
|
Phraction Management LLC
Stamford, CT |
SELL
|
- |
-9.45K- 30.93% |
$4.18M - $5.05M
|
21.1K
$10.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
621+ 49.56% |
$275K - $332K
|
1.87K
$909K
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
2.19KNew |
$968K - $1.17M
|
2.19K
$1.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
4.04K+ 860.0% |
$1.79M - $2.16M
|
4.51K
$2.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-714- 35.26% |
$316K - $382K
|
1.31K
$636K
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-997- 2.17% |
$441K - $533K
|
44.9K
$21.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Durante & Waters, LLC
Brewster, NY |
SELL
|
- |
-400- 11.49% |
$177K - $214K
|
3.08K
$1.49M
|
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
80+ 13.47% |
$35.4K - $42.8K
|
674
$327K
|
|
|
Apr 28, 2025
Q1 2025
|
Sippican Capital Advisors
|
SELL
|
- |
-5- 0.1% |
$2.21K - $2.67K
|
5.08K
$2.46M
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
540New |
$239K - $289K
|
540
$262K
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-4.22K- 1.97% |
$1.87M - $2.25M
|
209K
$102M
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
20+ 0.81% |
$8.85K - $10.7K
|
2.5K
$1.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-508- 31.28% |
$225K - $272K
|
1.12K
$541K
|
|
|
Apr 28, 2025
Q1 2025
|
Tlw Wealth Management, LLC
|
BUY
|
- |
178+ 0.42% |
$78.8K - $95.1K
|
42.7K
$20.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
899+ 13.34% |
$398K - $481K
|
7.64K
$3.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
157+ 0.21% |
$69.5K - $83.9K
|
74.6K
$36.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-5.3K- 6.83% |
$2.35M - $2.83M
|
72.3K
$35.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
75+ 9.92% |
$33.2K - $40.1K
|
831
$403K
|
|
|
Apr 28, 2025
Q1 2025
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
39+ 8.39% |
$17.3K - $20.8K
|
504
$244K
|
|
|
Apr 28, 2025
Q1 2025
|
Defender Capital, Llc.
|
SELL
|
- |
-6.69K- 6.44% |
$2.96M - $3.57M
|
97.1K
$47.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
172+ 0.23% |
$76.1K - $91.9K
|
74.8K
$36.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-7.51K- 35.57% |
$3.33M - $4.02M
|
13.6K
$6.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
175+ 33.02% |
$77.5K - $93.5K
|
705
$342K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
19+ 2.94% |
$8.41K - $10.2K
|
665
$323K
|
|
|
Apr 28, 2025
Q1 2025
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-550- 11.0% |
$243K - $294K
|
4.45K
$2.16M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.17K+ 1.73% |
$517K - $625K
|
68.6K
$33.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-203- 0.37% |
$89.9K - $109K
|
54.8K
$26.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-160- 2.93% |
$70.8K - $85.5K
|
5.31K
$2.57M
|