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 08, 2025
Q1 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
1.44KNew |
$639K - $772K
|
1.44K
$700K
|
|
|
May 08, 2025
Q1 2025
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
37+ 2.18% |
$16.4K - $19.8K
|
1.74K
$842K
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-5.78K- 8.69% |
$2.56M - $3.09M
|
60.7K
$29.4M
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
10+ 1.71% |
$4.43K - $5.35K
|
595
$289K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-850- 2.91% |
$376K - $454K
|
28.4K
$13.8M
|
|
|
May 08, 2025
Q1 2025
|
Tredje Ap Fonden
|
BUY
|
- |
30.1K+ 9.67% |
$13.3M - $16.1M
|
342K
$166M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
495+ 3.81% |
$219K - $265K
|
13.5K
$6.54M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
14.4K+ 54.34% |
$6.36M - $7.68M
|
40.8K
$19.8M
|
|
|
May 08, 2025
Q1 2025
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-125- 18.17% |
$55.3K - $66.8K
|
563
$273K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-415- 0.87% |
$184K - $222K
|
47.2K
$22.9M
|
|
|
May 08, 2025
Q1 2025
|
Hall Capital Management CO Inc
|
BUY
|
- |
105+ 2.42% |
$46.5K - $56.1K
|
4.44K
$2.15M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-3.47K- 0.37% |
$1.54M - $1.85M
|
943K
$457M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
6.03K+ 9.7% |
$2.67M - $3.22M
|
68.2K
$33.1M
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
22+ 1.77% |
$9.74K - $11.8K
|
1.26K
$613K
|
|
|
May 08, 2025
Q1 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
280+ 18.79% |
$124K - $150K
|
1.77K
$858K
|
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
BUY
|
- |
750+ 3.47% |
$332K - $401K
|
22.4K
$10.8M
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-961- 4.14% |
$425K - $514K
|
22.2K
$10.8M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
11.6K+ 106.6% |
$5.13M - $6.19M
|
22.4K
$10.9M
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-13- 0.31% |
$5.75K - $6.95K
|
4.22K
$2.05M
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-1.39K- 5.15% |
$615K - $743K
|
25.6K
$12.4M
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
36.8K+ 9.14% |
$16.3M - $19.7M
|
439K
$213M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-53.9K- 59.11% |
$23.9M - $28.8M
|
37.3K
$18.1M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.16K+ 2.79% |
$514K - $621K
|
42.8K
$20.8M
|
|
|
May 08, 2025
Q1 2025
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-335- 1.17% |
$148K - $179K
|
28.3K
$13.7M
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.33K+ 95.96% |
$589K - $711K
|
2.72K
$1.32M
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
202+ 2.96% |
$89.4K - $108K
|
7.03K
$3.41M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-6- -0.0% |
$2.66K - $3.21K
|
244K
$118M
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-146K- 97.69% |
$64.5M - $77.9M
|
3.44K
$1.67M
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-2.39K- 17.92% |
$1.06M - $1.28M
|
11K
$5.31M
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
405New |
$179K - $216K
|
405
$196K
|
|
|
May 08, 2025
Q1 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-23- 3.07% |
$10.2K - $12.3K
|
727
$353K
|
|
|
May 08, 2025
Q1 2025
|
Anthracite Investment Company, Inc.
Fort Worth, TX |
SELL
|
- |
-2.51K- 35.84% |
$1.11M - $1.34M
|
4.49K
$2.18M
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
26+ 0.26% |
$11.5K - $13.9K
|
9.9K
$4.8M
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-247- 3.7% |
$109K - $132K
|
6.43K
$3.12M
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
280+ 4.01% |
$124K - $150K
|
7.26K
$3.52M
|
|
|
May 08, 2025
Q1 2025
|
Aldebaran Financial Inc.
|
SELL
|
- |
-176- 1.12% |
$77.9K - $94.1K
|
15.6K
$7.57M
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
267+ 4.63% |
$118K - $143K
|
6.04K
$2.93M
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
5.01K+ 5.85% |
$2.22M - $2.68M
|
90.7K
$44M
|
|
|
May 08, 2025
Q1 2025
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-11.9K- 52.21% |
$5.26M - $6.35M
|
10.9K
$5.27M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-10.3K- 11.28% |
$4.54M - $5.49M
|
80.7K
$39.1M
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
800+ 0.42% |
$354K - $428K
|
190K
$92M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-450- 90.0% |
$199K - $241K
|
50
$24.3K
|
|
|
May 08, 2025
Q1 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
400+ 68.14% |
$177K - $214K
|
987
$479K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-358- 0.36% |
$158K - $191K
|
99.5K
$48.2M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.11K+ 9.64% |
$490K - $592K
|
12.6K
$6.11M
|
|
|
May 08, 2025
Q1 2025
|
Seizert Capital Partners, LLC
|
BUY
|
- |
119+ 0.08% |
$52.7K - $63.6K
|
144K
$70.1M
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
289+ 0.93% |
$128K - $154K
|
31.3K
$15.2M
|
|
|
May 08, 2025
Q1 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
PUT |
-3.6K- 20.22% |
$1.59M - $1.92M
|
14.2K
$6.89M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
354+ 5.89% |
$157K - $189K
|
6.36K
$3.09M
|
|
|
May 08, 2025
Q1 2025
|
Gs Investments, Inc.
|
SELL
|
- |
-130- 1.27% |
$57.5K - $69.5K
|
10.1K
$4.9M
|