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 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-92- 1.11% |
$40.7K - $49.2K
|
8.22K
$3.99M
|
|
|
Apr 11, 2025
Q1 2025
|
626 Financial, LLC
|
BUY
|
- |
150+ 6.87% |
$66.4K - $80.2K
|
2.33K
$1.13M
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
49+ 2.05% |
$21.7K - $26.2K
|
2.43K
$1.18M
|
|
|
Apr 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
25+ 2.54% |
$11.1K - $13.4K
|
1.01K
$490K
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
160+ 4.17% |
$70.8K - $85.5K
|
4K
$1.94M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-7- 1.14% |
$3.1K - $3.74K
|
608
$295K
|
|
|
Apr 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
1K+ 22.94% |
$443K - $535K
|
5.36K
$2.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-64- 0.94% |
$28.3K - $34.2K
|
6.72K
$3.26M
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
200+ 0.28% |
$88.5K - $107K
|
71.4K
$34.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
775+ 24.46% |
$343K - $414K
|
3.94K
$1.91M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
22+ 0.81% |
$9.74K - $11.8K
|
2.72K
$1.32M
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-67- 2.36% |
$29.7K - $35.8K
|
2.78K
$1.35M
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
53+ 7.22% |
$23.5K - $28.3K
|
787
$382K
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
10+ 0.59% |
$4.43K - $5.35K
|
1.71K
$828K
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-56- 1.75% |
$24.8K - $29.9K
|
3.15K
$1.53M
|
|
|
Apr 11, 2025
Q1 2025
|
Udine Wealth Management, Inc.
|
BUY
|
- |
508+ 3.29% |
$225K - $272K
|
15.9K
$7.73M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.12K+ 40.92% |
$494K - $596K
|
3.84K
$1.86M
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-50- 1.12% |
$22.1K - $26.7K
|
4.42K
$2.15M
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
91+ 16.79% |
$40.3K - $48.6K
|
633
$307K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
227+ 71.61% |
$100K - $121K
|
544
$264K
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-56- 4.14% |
$24.8K - $29.9K
|
1.3K
$629K
|
|
|
Apr 11, 2025
Q1 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
440New |
$195K - $235K
|
440
$213K
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
65+ 2.81% |
$28.8K - $34.7K
|
2.38K
$1.15M
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-325- 20.63% |
$144K - $174K
|
1.25K
$606K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.07K+ 8.06% |
$472K - $570K
|
14.3K
$6.93M
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
56+ 0.36% |
$24.8K - $29.9K
|
15.6K
$7.55M
|
|
|
Apr 11, 2025
Q1 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
3+ 0.27% |
$1.33K - $1.6K
|
1.14K
$550K
|
|
|
Apr 11, 2025
Q1 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
SELL
|
- |
-245- 33.11% |
$108K - $131K
|
495
$240K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-120- 0.5% |
$53.1K - $64.1K
|
23.7K
$11.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Reliant Investment Management, LLC
|
BUY
|
- |
401+ 65.85% |
$178K - $214K
|
1.01K
$490K
|
|
|
Apr 11, 2025
Q1 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
1.64K+ 169.99% |
$725K - $875K
|
2.6K
$1.26M
|
|
|
Apr 11, 2025
Q1 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
SELL
|
- |
-108- 8.65% |
$47.8K - $57.7K
|
1.14K
$553K
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
18+ 3.61% |
$7.97K - $9.62K
|
517
$251K
|
|
|
Apr 11, 2025
Q1 2025
|
Compton Financial Group, LLC
|
SELL
|
- |
-50- 3.29% |
$22.1K - $26.7K
|
1.47K
$713K
|
|
|
Apr 11, 2025
Q1 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
137+ 10.02% |
$60.6K - $73.2K
|
1.5K
$729K
|
|
|
Apr 11, 2025
Q1 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
SELL
|
- |
-1.42K- 21.27% |
$630K - $761K
|
5.27K
$2.56M
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-77- 3.87% |
$34.1K - $41.2K
|
1.91K
$927K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
65+ 1.21% |
$28.8K - $34.7K
|
5.46K
$2.65M
|
|
|
Apr 11, 2025
Q1 2025
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-13- 0.53% |
$5.75K - $6.95K
|
2.45K
$1.19M
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
100+ 18.38% |
$44.3K - $53.5K
|
644
$312K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
19+ 8.68% |
$8.41K - $10.2K
|
238
$115K
|
|
|
Apr 11, 2025
Q1 2025
|
Menlo Advisors LLC
|
SELL
|
- |
-10.9K- 16.89% |
$4.81M - $5.81M
|
53.5K
$26M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-51- 0.71% |
$22.6K - $27.3K
|
7.09K
$3.44M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
63+ 5.21% |
$27.9K - $33.7K
|
1.27K
$617K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-88- 1.74% |
$39K - $47K
|
4.98K
$2.42M
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
10+ 0.26% |
$4.43K - $5.35K
|
3.86K
$1.87M
|
|
|
Apr 10, 2025
Q1 2025
|
Crestmont Private Wealth LLC
|
BUY
|
- |
197+ 15.54% |
$87.2K - $105K
|
1.47K
$711K
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
SELL
|
- |
-5.68K- 18.66% |
$2.52M - $3.04M
|
24.8K
$12M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-5- 0.44% |
$2.21K - $2.67K
|
1.12K
$545K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-6- 0.34% |
$2.66K - $3.21K
|
1.75K
$847K
|