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 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
61+ 0.31% |
$27K - $32.6K
|
19.5K
$9.44M
|
|
|
Apr 24, 2025
Q1 2025
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-295- 0.56% |
$131K - $158K
|
52.8K
$25.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
321+ 3.16% |
$142K - $172K
|
10.5K
$5.08M
|
|
|
Apr 24, 2025
Q1 2025
|
Pacific Global Investment Management CO
|
SELL
|
- |
-486- 15.5% |
$215K - $260K
|
2.65K
$1.28M
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-125- 0.74% |
$55.3K - $66.8K
|
16.7K
$8.09M
|
|
|
Apr 24, 2025
Q1 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-10- 1.27% |
$4.43K - $5.35K
|
775
$376K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
38.8K+ 25.35% |
$17.2M - $20.8M
|
192K
$93.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
SELL
|
- |
-1.71K- 1.42% |
$757K - $915K
|
119K
$57.6M
|
|
|
Apr 24, 2025
Q1 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-160- 26.98% |
$70.8K - $85.5K
|
433
$210K
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
89+ 0.53% |
$39.4K - $47.6K
|
16.8K
$8.15M
|
|
|
Apr 24, 2025
Q1 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
21+ 1.65% |
$9.3K - $11.2K
|
1.29K
$628K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
50+ 2.19% |
$22.1K - $26.7K
|
2.34K
$1.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-300- 7.58% |
$133K - $160K
|
3.66K
$1.78M
|
|
|
Apr 24, 2025
Q1 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-50- 4.99% |
$22.1K - $26.7K
|
952
$462K
|
|
|
Apr 24, 2025
Q1 2025
|
Jag Capital Management, LLC
|
SELL
|
- |
-100- 1.46% |
$44.3K - $53.5K
|
6.77K
$3.28M
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-12- 0.47% |
$5.31K - $6.41K
|
2.53K
$1.23M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
78+ 1.57% |
$34.5K - $41.7K
|
5.03K
$2.44M
|
|
|
Apr 24, 2025
Q1 2025
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-100- 6.44% |
$44.3K - $53.5K
|
1.45K
$705K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-84- 1.03% |
$37.2K - $44.9K
|
8.08K
$3.92M
|
|
|
Apr 24, 2025
Q1 2025
|
Mcdaniel Terry & CO
|
SELL
|
- |
-726- 2.79% |
$321K - $388K
|
25.3K
$12.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
255+ 2.82% |
$113K - $136K
|
9.3K
$4.51M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-270- 0.92% |
$120K - $144K
|
28.9K
$14M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
27K+ 7.51% |
$12M - $14.4M
|
387K
$188M
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-418- 83.6% |
$185K - $223K
|
82
$39.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
SELL
|
- |
-21- 0.43% |
$9.3K - $11.2K
|
4.83K
$2.34M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
8+ 0.4% |
$3.54K - $4.28K
|
2.02K
$980K
|
|
|
Apr 24, 2025
Q1 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
1.41K+ 3.85% |
$625K - $755K
|
38.1K
$18.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
SELL
|
- |
-12- 0.85% |
$5.31K - $6.41K
|
1.4K
$677K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.29K+ 10.03% |
$572K - $691K
|
14.2K
$6.87M
|
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-15- 7.18% |
$6.64K - $8.02K
|
194
$94.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
SELL
|
- |
-2.37K- 33.1% |
$1.05M - $1.27M
|
4.8K
$2.33M
|
|
|
Apr 24, 2025
Q1 2025
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-17K- 25.19% |
$7.52M - $9.08M
|
50.5K
$24.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-469- 9.66% |
$208K - $251K
|
4.38K
$2.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-6.52K- 53.41% |
$2.88M - $3.48M
|
5.68K
$2.76M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
110+ 5.49% |
$48.7K - $58.8K
|
2.11K
$1.03M
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
865+ 8.48% |
$383K - $462K
|
11.1K
$5.37M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.6K+ 10.36% |
$1.15M - $1.39M
|
27.7K
$13.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-732- 21.69% |
$324K - $391K
|
2.64K
$1.28M
|
|
|
Apr 24, 2025
Q1 2025
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
89+ 0.31% |
$39.4K - $47.6K
|
28.9K
$14M
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
36+ 211.76% |
$15.9K - $19.2K
|
53
$25.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-228- 1.24% |
$101K - $122K
|
18.1K
$8.78M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-335- 2.45% |
$148K - $179K
|
13.3K
$6.46M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-920- 29.8% |
$407K - $492K
|
2.17K
$1.05M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-430- 1.27% |
$190K - $230K
|
33.3K
$16.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
12.4KNew |
$5.5M - $6.64M
|
12.4K
$6.03M
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
131+ 2.49% |
$58K - $70K
|
5.39K
$2.61M
|
|
|
Apr 24, 2025
Q1 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
420New |
$186K - $224K
|
420
$204K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
307+ 6.03% |
$136K - $164K
|
5.4K
$2.62M
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
24+ 2.0% |
$10.6K - $12.8K
|
1.22K
$593K
|
|
|
Apr 24, 2025
Q1 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
21+ 0.84% |
$9.3K - $11.2K
|
2.52K
$1.22M
|