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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
259+ 4.41% |
$115K - $138K
|
6.14K
$2.98M
|
|
|
May 09, 2025
Q1 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-3.21K- 5.57% |
$1.42M - $1.72M
|
54.4K
$26.4M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
5.29K+ 116.85% |
$2.34M - $2.82M
|
9.81K
$4.76M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
159+ 8.96% |
$70.4K - $85K
|
1.93K
$938K
|
|
|
May 09, 2025
Q1 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
169+ 8.29% |
$74.8K - $90.3K
|
2.21K
$1.07M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
SELL
|
- |
-7- 0.77% |
$3.1K - $3.74K
|
905
$439K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-21.8K- 35.64% |
$9.63M - $11.6M
|
39.3K
$19.1M
|
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-45- 0.05% |
$19.9K - $24.1K
|
82.4K
$39.9M
|
|
|
May 09, 2025
Q1 2025
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
10+ 0.78% |
$4.43K - $5.35K
|
1.3K
$629K
|
|
|
May 09, 2025
Q1 2025
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-24.5K- 33.57% |
$10.9M - $13.1M
|
48.6K
$23.5M
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-276- 0.48% |
$122K - $148K
|
57.4K
$27.8M
|
|
|
May 09, 2025
Q1 2025
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
153+ 2.08% |
$67.7K - $81.8K
|
7.51K
$3.64M
|
|
|
May 09, 2025
Q1 2025
|
Geometric Wealth Advisors
|
SELL
|
- |
-18- 1.59% |
$7.97K - $9.62K
|
1.11K
$540K
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-43- 7.43% |
$19K - $23K
|
536
$260K
|
|
|
May 09, 2025
Q1 2025
|
Keeler T Homas Management LLC
|
SELL
|
- |
-6.21K- 28.69% |
$2.75M - $3.32M
|
15.4K
$7.48M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
101+ 0.63% |
$44.7K - $54K
|
16.2K
$7.86M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
10+ 0.17% |
$4.43K - $5.35K
|
6.01K
$2.91M
|
|
|
May 09, 2025
Q1 2025
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-77- 4.23% |
$34.1K - $41.2K
|
1.74K
$845K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
31.2K+ 0.29% |
$13.8M - $16.7M
|
10.9M
$5.28B
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
200+ 26.32% |
$88.5K - $107K
|
960
$466K
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-38- 7.63% |
$16.8K - $20.3K
|
460
$223K
|
|
|
May 09, 2025
Q1 2025
|
Coign Capital Advisors LLC
Draper, UT |
SELL
|
- |
-1.6K- 57.91% |
$710K - $857K
|
1.17K
$566K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-835- 0.52% |
$370K - $446K
|
160K
$77.7M
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
896+ 0.7% |
$397K - $479K
|
128K
$62.1M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
616+ 44.03% |
$273K - $329K
|
2.02K
$977K
|
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
375+ 51.3% |
$166K - $200K
|
1.11K
$536K
|
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
BUY
|
- |
315+ 4.0% |
$139K - $168K
|
8.19K
$3.97M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-330- 1.73% |
$146K - $176K
|
18.8K
$9.1M
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-13.1K- 13.22% |
$5.78M - $6.98M
|
85.8K
$41.6M
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-123- 0.95% |
$54.4K - $65.7K
|
12.8K
$6.2M
|
|
|
May 09, 2025
Q1 2025
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-40- 0.63% |
$17.7K - $21.4K
|
6.26K
$3.04M
|
|
|
May 09, 2025
Q1 2025
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
3.55KNew |
$1.57M - $1.89M
|
3.55K
$1.72M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-204- 0.64% |
$90.3K - $109K
|
31.5K
$15.3M
|
|
|
May 09, 2025
Q1 2025
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-15.7K- 12.41% |
$6.94M - $8.39M
|
111K
$53.7M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-961- 1.76% |
$425K - $514K
|
53.5K
$26M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-404- 0.54% |
$179K - $216K
|
74.8K
$36.3M
|
|
|
May 09, 2025
Q1 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
454New |
$201K - $243K
|
454
$220K
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-70.7K- 94.25% |
$31.3M - $37.8M
|
4.31K
$2.09M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-439- 97.12% |
$194K - $235K
|
13
$6.31K
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
135+ 1.69% |
$59.8K - $72.2K
|
8.13K
$3.94M
|
|
|
May 09, 2025
Q1 2025
|
Potentia Wealth
San Jose, CA |
SELL
|
- |
-8.66K- 34.94% |
$3.83M - $4.63M
|
16.1K
$7.82M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-5.24K- 5.47% |
$2.32M - $2.8M
|
90.5K
$43.9M
|
|
|
May 08, 2025
Q1 2025
|
Capricorn Fund Managers LTD
London, X0 |
SELL
|
- |
-3.04K- 15.81% |
$1.34M - $1.62M
|
16.2K
$7.84M
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-22.7K- 15.42% |
$10M - $12.1M
|
124K
$60.4M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
3.93K+ 18.51% |
$1.74M - $2.1M
|
25.2K
$12.2M
|
|
|
May 08, 2025
Q1 2025
|
S&Co Inc
Boston, MA |
SELL
|
- |
-64- 0.04% |
$28.3K - $34.2K
|
166K
$80.3M
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
170+ 31.89% |
$75.3K - $90.9K
|
703
$341K
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-102- 2.17% |
$45.2K - $54.5K
|
4.6K
$2.23M
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
449+ 1.8% |
$199K - $240K
|
25.4K
$12.3M
|
|
|
May 08, 2025
Q1 2025
|
Orca Wealth Management, LLC
New Port Richey, FL |
SELL
|
- |
-12- 0.39% |
$5.31K - $6.41K
|
3.06K
$1.48M
|