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 23, 2025
Q1 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
431New |
$191K - $230K
|
431
$209K
|
|
|
Apr 23, 2025
Q1 2025
|
Saybrook Capital
|
SELL
|
- |
-1.59K- 1.53% |
$702K - $847K
|
102K
$49.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Ffg Partners, LLC
Fort Lauderdale, FL |
BUY
|
- |
6.96K+ 32.02% |
$3.08M - $3.72M
|
28.7K
$13.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
509+ 22.38% |
$225K - $272K
|
2.78K
$1.35M
|
|
|
Apr 23, 2025
Q1 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
159+ 8.17% |
$70.4K - $85K
|
2.11K
$1.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-95- 1.75% |
$42.1K - $50.8K
|
5.34K
$2.59M
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
2+ 0.32% |
$885 - $1.07K
|
620
$301K
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
1.41K+ 66.04% |
$625K - $755K
|
3.55K
$1.72M
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-39- 2.96% |
$17.3K - $20.8K
|
1.28K
$620K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-231- 4.29% |
$102K - $123K
|
5.16K
$2.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
SELL
|
- |
-107- 1.51% |
$47.4K - $57.2K
|
6.96K
$3.38M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-20.6K- 8.31% |
$9.11M - $11M
|
227K
$110M
|
|
|
Apr 23, 2025
Q1 2025
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-21- 0.4% |
$9.3K - $11.2K
|
5.23K
$2.54M
|
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
208+ 46.64% |
$92.1K - $111K
|
654
$317K
|
|
|
Apr 23, 2025
Q1 2025
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-1.55K- 54.87% |
$686K - $829K
|
1.28K
$618K
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-76- 2.28% |
$33.6K - $40.6K
|
3.26K
$1.58M
|
|
|
Apr 23, 2025
Q1 2025
|
Nvest Financial, LLC
|
SELL
|
- |
-289- 2.23% |
$128K - $154K
|
12.6K
$6.13M
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-150- 15.81% |
$66.4K - $80.2K
|
799
$388K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
249+ 1.38% |
$110K - $133K
|
18.3K
$8.87M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.05K+ 1.14% |
$467K - $563K
|
93.2K
$45.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
SELL
|
- |
-15- 0.01% |
$6.64K - $8.02K
|
111K
$54M
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-232- 11.69% |
$103K - $124K
|
1.75K
$850K
|
|
|
Apr 23, 2025
Q1 2025
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-20- 0.98% |
$8.85K - $10.7K
|
2.02K
$978K
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-430- 2.56% |
$190K - $230K
|
16.4K
$7.94M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
188+ 15.49% |
$83.2K - $100K
|
1.4K
$680K
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-14- 0.62% |
$6.2K - $7.48K
|
2.23K
$1.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
6.06K+ 233.69% |
$2.68M - $3.24M
|
8.66K
$4.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
181+ 2.65% |
$80.1K - $96.7K
|
7.01K
$3.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
1KNew |
$443K - $535K
|
1K
$485K
|
|
|
Apr 23, 2025
Q1 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
SELL
|
- |
-56- 4.11% |
$24.8K - $29.9K
|
1.31K
$634K
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
236+ 2.72% |
$104K - $126K
|
8.91K
$4.32M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
4.01K+ 18.64% |
$1.77M - $2.14M
|
25.5K
$12.4M
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-55- 7.89% |
$24.3K - $29.4K
|
642
$311K
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-346- 1.92% |
$153K - $185K
|
17.7K
$8.58M
|
|
|
Apr 23, 2025
Q1 2025
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
607+ 0.34% |
$269K - $324K
|
181K
$87.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1.6K- 17.41% |
$709K - $856K
|
7.59K
$3.68M
|
|
|
Apr 23, 2025
Q1 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
841New |
$372K - $450K
|
841
$408K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
16+ 0.93% |
$7.08K - $8.55K
|
1.74K
$846K
|
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-67- 1.66% |
$29.7K - $35.8K
|
3.96K
$1.92M
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
42+ 0.75% |
$18.6K - $22.4K
|
5.61K
$2.72M
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
SELL
|
- |
-101- 12.88% |
$44.7K - $54K
|
683
$331K
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2+ 0.1% |
$885 - $1.07K
|
1.93K
$938K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-107- 0.18% |
$47.4K - $57.2K
|
59.5K
$28.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Mayport, LLC
|
BUY
|
- |
379+ 20.23% |
$168K - $203K
|
2.25K
$1.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
5.01K+ 2.77% |
$2.22M - $2.68M
|
186K
$90.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-20- 1.02% |
$8.85K - $10.7K
|
1.95K
$944K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
12.1K+ 85.11% |
$5.34M - $6.44M
|
26.2K
$12.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Gam Holding Ag
|
BUY
|
- |
8.79K+ 217.27% |
$3.89M - $4.7M
|
12.8K
$6.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
7.38K+ 2.55% |
$3.27M - $3.94M
|
297K
$144M
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
275+ 5.39% |
$122K - $147K
|
5.38K
$2.61M
|