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 14, 2025
Q1 2025
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-59- 0.72% |
$26.1K - $31.5K
|
8.12K
$3.94M
|
|
|
Apr 14, 2025
Q1 2025
|
Arbor Wealth Advisors LLC
Troy, MI |
SELL
|
- |
-450- 10.86% |
$199K - $241K
|
3.69K
$1.79M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
50+ 0.71% |
$22.1K - $26.7K
|
7.14K
$3.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Griffith & Werner, Inc.
Canton, GA |
SELL
|
- |
-7- 0.74% |
$3.1K - $3.74K
|
938
$455K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
141+ 2.2% |
$62.4K - $75.4K
|
6.55K
$3.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
415+ 0.56% |
$184K - $222K
|
74K
$35.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.18K+ 6.15% |
$521K - $629K
|
20.3K
$9.86M
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
8+ 0.91% |
$3.54K - $4.28K
|
891
$432K
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
SELL
|
- |
-192- 4.73% |
$85K - $103K
|
3.87K
$1.88M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
412New |
$182K - $220K
|
412
$200K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-307- 2.11% |
$136K - $164K
|
14.2K
$6.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
40+ 1.61% |
$17.7K - $21.4K
|
2.53K
$1.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-1- 0.12% |
$443 - $535
|
827
$401K
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-38- 5.65% |
$16.8K - $20.3K
|
635
$308K
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-698- 6.72% |
$309K - $373K
|
9.69K
$4.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Good Haven Capital Management, LLC
Millburn, NJ |
SELL
|
- |
-3.78K- 2.99% |
$1.67M - $2.02M
|
122K
$59.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-38- 1.96% |
$16.8K - $20.3K
|
1.9K
$923K
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-4- 0.72% |
$1.77K - $2.14K
|
549
$266K
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
325+ 2.96% |
$144K - $174K
|
11.3K
$5.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-16- 0.94% |
$7.08K - $8.55K
|
1.68K
$816K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.27K- 2.91% |
$1.01M - $1.21M
|
75.8K
$36.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-55- 3.63% |
$24.3K - $29.4K
|
1.46K
$709K
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
138+ 0.79% |
$61.1K - $73.8K
|
17.6K
$8.55M
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
17.9KNew |
$7.9M - $9.54M
|
17.9K
$8.66M
|
|
|
Apr 14, 2025
Q1 2025
|
Fenimore Asset Management Inc
|
SELL
|
- |
-887- 5.33% |
$393K - $474K
|
15.8K
$7.64M
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-1.8K- 6.24% |
$797K - $963K
|
27.1K
$13.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Shorepath Capital Management LLC
Evanston, IL |
SELL
|
- |
-568- 3.34% |
$251K - $304K
|
16.4K
$7.96M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
2.61K+ 25.96% |
$1.16M - $1.4M
|
12.7K
$6.14M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
572+ 284.58% |
$253K - $306K
|
773
$375K
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-38- 1.83% |
$16.8K - $20.3K
|
2.04K
$990K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
617+ 7.27% |
$273K - $330K
|
9.11K
$4.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
546New |
$242K - $292K
|
546
$265K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
709+ 1.5% |
$314K - $379K
|
48.1K
$23.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-4.35K- 33.21% |
$1.93M - $2.33M
|
8.75K
$4.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
26+ 0.71% |
$11.5K - $13.9K
|
3.69K
$1.79M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
286+ 0.12% |
$127K - $153K
|
245K
$119M
|
|
|
Apr 14, 2025
Q1 2025
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
438New |
$194K - $234K
|
438
$212K
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
7.32K+ 148.48% |
$3.24M - $3.91M
|
12.2K
$5.94M
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.15K+ 8.47% |
$507K - $613K
|
14.7K
$7.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
134+ 16.54% |
$59.3K - $71.6K
|
944
$458K
|
|
|
Apr 14, 2025
Q1 2025
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-382- 14.37% |
$169K - $204K
|
2.28K
$1.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.63K- 14.91% |
$723K - $873K
|
9.32K
$4.52M
|
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
SELL
|
- |
-10- 0.82% |
$4.43K - $5.35K
|
1.21K
$589K
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-849- 19.06% |
$376K - $454K
|
3.61K
$1.75M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
1.4K+ 71.36% |
$620K - $748K
|
3.36K
$1.63M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-34- 0.14% |
$15.1K - $18.2K
|
25.1K
$12.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
862+ 23.98% |
$382K - $461K
|
4.46K
$2.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
414New |
$183K - $221K
|
414
$201K
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
275+ 15.53% |
$122K - $147K
|
2.05K
$992K
|
|
|
Apr 11, 2025
Q1 2025
|
Krs Capital Management, LLC
|
SELL
|
- |
-30- 2.35% |
$13.3K - $16K
|
1.25K
$605K
|