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 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-18.6K- 53.67% |
$8.24M - $9.96M
|
16.1K
$7.8M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-100- 7.16% |
$44.3K - $53.5K
|
1.3K
$629K
|
|
|
May 05, 2025
Q1 2025
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
10+ 0.74% |
$4.43K - $5.35K
|
1.37K
$664K
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
BUY
|
- |
26+ 3.06% |
$11.5K - $13.9K
|
875
$424K
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
437New |
$193K - $234K
|
437
$212K
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
2.57K+ 9.12% |
$1.14M - $1.38M
|
30.8K
$14.9M
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
138+ 22.96% |
$61.1K - $73.8K
|
739
$358K
|
|
|
May 05, 2025
Q1 2025
|
Denali Advisors LLC
|
SELL
|
- |
-350- 2.99% |
$155K - $187K
|
11.4K
$5.51M
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
386+ 1.74% |
$171K - $206K
|
22.5K
$10.9M
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
153+ 3.37% |
$67.7K - $81.8K
|
4.7K
$2.28M
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
63+ 0.55% |
$27.9K - $33.7K
|
11.6K
$5.62M
|
|
|
May 05, 2025
Q1 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
8+ 0.51% |
$3.54K - $4.28K
|
1.58K
$768K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.38K+ 0.79% |
$613K - $740K
|
176K
$85.4M
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
17+ 1.83% |
$7.53K - $9.09K
|
947
$459K
|
|
|
May 05, 2025
Q1 2025
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
532+ 0.44% |
$235K - $284K
|
122K
$59.2M
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
45+ 2.84% |
$19.9K - $24.1K
|
1.63K
$791K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
77+ 0.48% |
$34.1K - $41.2K
|
16.1K
$7.82M
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
23+ 2.19% |
$10.2K - $12.3K
|
1.07K
$521K
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
2.65K+ 226.97% |
$1.17M - $1.42M
|
3.82K
$1.85M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
3.2K+ 302.84% |
$1.42M - $1.71M
|
4.26K
$2.07M
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
5.68K+ 11.34% |
$2.52M - $3.04M
|
55.8K
$27.1M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
3.39K+ 1.33% |
$1.5M - $1.81M
|
259K
$126M
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
SELL
|
- |
-5.16K- 35.67% |
$2.28M - $2.76M
|
9.3K
$4.51M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-35- 0.55% |
$15.5K - $18.7K
|
6.32K
$3.07M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
32.5K+ 101.61% |
$14.4M - $17.4M
|
64.5K
$31.3M
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
20+ 0.21% |
$8.85K - $10.7K
|
9.65K
$4.68M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
46K+ 86.24% |
$20.3M - $24.6M
|
99.3K
$48.1M
|
|
|
May 05, 2025
Q1 2025
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-1K- 7.14% |
$444K - $537K
|
13.1K
$6.33M
|
|
|
May 05, 2025
Q1 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
412+ 0.26% |
$182K - $220K
|
158K
$76.9M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
19+ 1.61% |
$8.41K - $10.2K
|
1.2K
$582K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-68- 5.87% |
$30.1K - $36.3K
|
1.09K
$529K
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-140- 6.16% |
$62K - $74.8K
|
2.13K
$1.03M
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.12K- 3.29% |
$495K - $598K
|
32.9K
$15.9M
|
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-1.88K- 6.63% |
$833K - $1.01M
|
26.5K
$12.8M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-751- 1.53% |
$332K - $401K
|
48.4K
$23.5M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1.01K+ 8.09% |
$448K - $540K
|
13.5K
$6.55M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-858- 3.09% |
$380K - $459K
|
26.9K
$13.1M
|
|
|
May 05, 2025
Q1 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-177- 13.39% |
$78.4K - $94.6K
|
1.15K
$555K
|
|
|
May 05, 2025
Q1 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
1.1KNew |
$488K - $590K
|
1.1K
$535K
|
|
|
May 05, 2025
Q1 2025
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
11+ 0.11% |
$4.87K - $5.88K
|
9.67K
$4.69M
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-380- 2.04% |
$168K - $203K
|
18.2K
$8.85M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.39K- 6.4% |
$617K - $745K
|
20.4K
$9.89M
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
336+ 27.47% |
$149K - $180K
|
1.56K
$756K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
181K+ 44.0% |
$79.9M - $96.5M
|
591K
$287M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
58.3K+ 49.32% |
$25.8M - $31.2M
|
177K
$85.6M
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
5.68K+ 4.17% |
$2.51M - $3.03M
|
142K
$68.7M
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
15+ 1.67% |
$6.64K - $8.02K
|
915
$444K
|
|
|
May 05, 2025
Q1 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-4- 0.22% |
$1.77K - $2.14K
|
1.78K
$863K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
63New |
$27.9K - $33.7K
|
63
$30.6K
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
BUY
|
- |
621+ 3.71% |
$275K - $332K
|
17.4K
$8.42M
|