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 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
146+ 8.2% |
$64.6K - $78K
|
1.93K
$934K
|
|
|
Apr 25, 2025
Q1 2025
|
Cypress Capital, LLC
|
SELL
|
- |
-36- 4.25% |
$15.9K - $19.2K
|
811
$393K
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-32- 0.67% |
$14.2K - $17.1K
|
4.72K
$2.29M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
26New |
$11.5K - $13.9K
|
26
$12.6K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-8- 0.7% |
$3.54K - $4.28K
|
1.13K
$550K
|
|
|
Apr 25, 2025
Q1 2025
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-427- 2.53% |
$189K - $228K
|
16.5K
$7.99M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Jay Asset Management Inc.
Toronto, A6 |
BUY
|
- |
6.5KNew |
$2.88M - $3.47M
|
6.5K
$3.15M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
840New |
$372K - $449K
|
840
$407K
|
|
|
Apr 25, 2025
Q1 2025
|
Riverstone Advisors, LLC
|
BUY
|
- |
704+ 3.25% |
$312K - $376K
|
22.4K
$10.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
17+ 0.4% |
$7.53K - $9.09K
|
4.28K
$2.08M
|
|
|
Apr 25, 2025
Q1 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-50- 1.68% |
$22.1K - $26.7K
|
2.94K
$1.42M
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2+ 1.05% |
$885 - $1.07K
|
193
$93.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
608+ 14.41% |
$269K - $325K
|
4.83K
$2.34M
|
|
|
Apr 25, 2025
Q1 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
SELL
|
- |
-35- 0.43% |
$15.5K - $18.7K
|
8.15K
$3.95M
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.08KNew |
$479K - $578K
|
1.08K
$524K
|
|
|
Apr 25, 2025
Q1 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
8+ 0.08% |
$3.54K - $4.28K
|
9.99K
$4.84M
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
3.4K+ 56.15% |
$1.51M - $1.82M
|
9.46K
$4.59M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-253- 2.76% |
$112K - $135K
|
8.93K
$4.33M
|
|
|
Apr 25, 2025
Q1 2025
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
128+ 1.39% |
$56.7K - $68.4K
|
9.32K
$4.52M
|
|
|
Apr 25, 2025
Q1 2025
|
Unified Investment Management
Atlanta, GA |
SELL
|
- |
-237- 23.82% |
$105K - $127K
|
758
$368K
|
|
|
Apr 25, 2025
Q1 2025
|
West Bancorporation Inc
|
BUY
|
- |
574+ 95.67% |
$254K - $307K
|
1.17K
$569K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.1K+ 205.8% |
$927K - $1.12M
|
3.11K
$1.51M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
3.84K+ 7.53% |
$1.7M - $2.05M
|
54.9K
$26.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
SELL
|
- |
-13- 2.04% |
$5.75K - $6.95K
|
623
$302K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
521+ 20.51% |
$231K - $278K
|
3.06K
$1.48M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-4.05K- 2.99% |
$1.79M - $2.17M
|
132K
$63.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Better Wealth, LLC
|
SELL
|
- |
-97- 5.07% |
$42.9K - $51.8K
|
1.82K
$882K
|
|
|
Apr 25, 2025
Q1 2025
|
Dean, Jacobson Financial Services, LLC
|
BUY
|
- |
419New |
$185K - $224K
|
419
$203K
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
46+ 9.37% |
$20.4K - $24.6K
|
537
$260K
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
9.78KNew |
$4.33M - $5.22M
|
9.78K
$4.74M
|
|
|
Apr 25, 2025
Q1 2025
|
Elevate Capital Advisors, LLC
Eagle, CO |
SELL
|
- |
-138- 2.9% |
$61.1K - $73.8K
|
4.62K
$2.24M
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
325+ 9.68% |
$144K - $174K
|
3.68K
$1.79M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-329- 1.97% |
$146K - $176K
|
16.4K
$7.95M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
411+ 15.28% |
$182K - $220K
|
3.1K
$1.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-19- 0.28% |
$8.41K - $10.2K
|
6.87K
$3.33M
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-39- 1.63% |
$17.3K - $20.8K
|
2.35K
$1.14M
|
|
|
Apr 24, 2025
Q1 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
56+ 6.75% |
$24.8K - $29.9K
|
886
$430K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-4- 0.08% |
$1.77K - $2.14K
|
5K
$2.42M
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
963+ 7.48% |
$426K - $515K
|
13.8K
$6.71M
|
|
|
Apr 24, 2025
Q1 2025
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
35+ 7.13% |
$15.5K - $18.7K
|
526
$255K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
5+ 0.44% |
$2.21K - $2.67K
|
1.14K
$551K
|
|
|
Apr 24, 2025
Q1 2025
|
Waverton Investment Management LTD
|
SELL
|
- |
-13- 0.02% |
$5.75K - $6.95K
|
70.2K
$34M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
749+ 14.63% |
$332K - $400K
|
5.87K
$2.85M
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
3.25K+ 1.5% |
$1.44M - $1.73M
|
220K
$107M
|
|
|
Apr 24, 2025
Q1 2025
|
Reston Wealth Management LLC
|
SELL
|
- |
-60- 6.7% |
$26.6K - $32.1K
|
836
$405K
|
|
|
Apr 24, 2025
Q1 2025
|
Quilter PLC
|
SELL
|
- |
-292K- 54.2% |
$129M - $156M
|
247K
$120M
|
|
|
Apr 24, 2025
Q1 2025
|
Corundum Trust Company, Inc
Sioux Falls, SD |
BUY
|
- |
24+ 3.73% |
$10.6K - $12.8K
|
667
$323K
|
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
50New |
$22.1K - $26.7K
|
50
$24.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
44.6K+ 190.47% |
$19.8M - $23.9M
|
68.1K
$33M
|
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-14.2K- 11.21% |
$6.27M - $7.57M
|
112K
$54.4M
|