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
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-186- 8.04% |
$82.3K - $99.4K
|
2.13K
$1.03M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
3.63K+ 13.69% |
$1.61M - $1.94M
|
30.1K
$14.6M
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-83- 4.11% |
$36.7K - $44.4K
|
1.94K
$939K
|
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-150- 15.61% |
$66.4K - $80.2K
|
811
$393K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
158K+ 24.23% |
$70.1M - $84.6M
|
812K
$394M
|
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-256- 26.26% |
$113K - $137K
|
719
$349K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
3.51K+ 6.09% |
$1.56M - $1.88M
|
61.2K
$29.7M
|
|
|
May 08, 2025
Q1 2025
|
Momentous Wealth Management, Inc.
Vancouver, WA |
BUY
|
- |
964+ 168.83% |
$427K - $515K
|
1.54K
$744K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-349- 1.83% |
$154K - $187K
|
18.7K
$9.09M
|
|
|
May 08, 2025
Q1 2025
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
250+ 13.48% |
$111K - $134K
|
2.11K
$1.02M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
142+ 0.52% |
$62.9K - $75.9K
|
27.3K
$13.2M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
2.49KNew |
$1.1M - $1.33M
|
2.49K
$1.21M
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-32- 3.3% |
$14.2K - $17.1K
|
938
$455K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1.71K- 2.72% |
$755K - $912K
|
60.9K
$29.6M
|
|
|
May 08, 2025
Q1 2025
|
Torray LLC
|
SELL
|
- |
-6.15K- 12.81% |
$2.72M - $3.29M
|
41.8K
$20.3M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-572- 0.23% |
$253K - $306K
|
254K
$123M
|
|
|
May 08, 2025
Q1 2025
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
58+ 3.2% |
$25.7K - $31K
|
1.87K
$906K
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
329+ 5.52% |
$146K - $176K
|
6.29K
$3.05M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
27+ 1.39% |
$12K - $14.4K
|
1.97K
$954K
|
|
|
May 08, 2025
Q1 2025
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-1- 0.06% |
$443 - $535
|
1.79K
$868K
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
702+ 10.52% |
$311K - $375K
|
7.38K
$3.58M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-509- 4.0% |
$225K - $272K
|
12.2K
$5.92M
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
148+ 4.95% |
$65.5K - $79.1K
|
3.14K
$1.52M
|
|
|
May 08, 2025
Q1 2025
|
Ackerman Asset Management, LLC
Rockville, MD |
BUY
|
- |
793New |
$351K - $424K
|
793
$385K
|
|
|
May 08, 2025
Q1 2025
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-216- 0.67% |
$95.6K - $115K
|
32.1K
$15.5M
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-20- 0.89% |
$8.85K - $10.7K
|
2.23K
$1.08M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
29KNew |
$12.8M - $15.5M
|
29K
$14.1M
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
6+ 0.65% |
$2.66K - $3.21K
|
935
$453K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
124+ 0.49% |
$54.9K - $66.3K
|
25.4K
$12.3M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-107K- 96.31% |
$47.4M - $57.3M
|
4.11K
$1.99M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
220+ 15.45% |
$97.4K - $118K
|
1.64K
$797K
|
|
|
May 08, 2025
Q1 2025
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-300- 9.89% |
$133K - $160K
|
2.73K
$1.33M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
123+ 0.51% |
$54.4K - $65.7K
|
24.2K
$11.7M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
252+ 4.68% |
$112K - $135K
|
5.63K
$2.73M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-6.27K- 25.57% |
$2.78M - $3.35M
|
18.2K
$8.85M
|
|
|
May 08, 2025
Q1 2025
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-581- 5.74% |
$257K - $311K
|
9.54K
$4.63M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-81- 0.24% |
$35.9K - $43.3K
|
33K
$16M
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-1.98K- 5.79% |
$876K - $1.06M
|
32.2K
$15.6M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
761+ 1.17% |
$337K - $407K
|
65.8K
$31.9M
|
|
|
May 08, 2025
Q1 2025
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-1.25K- 15.17% |
$552K - $666K
|
6.97K
$3.38M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-367- 1.92% |
$162K - $196K
|
18.8K
$9.1M
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
100+ 8.03% |
$44.3K - $53.5K
|
1.35K
$653K
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
627+ 14.06% |
$278K - $335K
|
5.09K
$2.47M
|
|
|
May 08, 2025
Q1 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
457New |
$202K - $244K
|
457
$222K
|
|
|
May 08, 2025
Q1 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
410New |
$181K - $219K
|
410
$199K
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-6.98K- 3.67% |
$3.09M - $3.73M
|
183K
$88.8M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-4.14K- 0.32% |
$1.83M - $2.22M
|
1.3M
$630M
|
|
|
May 08, 2025
Q1 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
600+ 5.04% |
$266K - $321K
|
12.5K
$6.06M
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-55- 9.79% |
$24.3K - $29.4K
|
507
$246K
|
|
|
May 08, 2025
Q1 2025
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-100- 1.3% |
$44.3K - $53.5K
|
7.61K
$3.69M
|