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 02, 2025
Q1 2025
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-1.03K- 11.83% |
$454K - $548K
|
7.65K
$3.71M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-63- 1.82% |
$27.9K - $33.7K
|
3.4K
$1.65M
|
|
|
May 02, 2025
Q1 2025
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
408+ 18.45% |
$181K - $218K
|
2.62K
$1.27M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
40+ 0.19% |
$17.7K - $21.4K
|
20.6K
$9.99M
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
74+ 0.31% |
$32.8K - $39.6K
|
24.1K
$11.7M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.78K+ 13.43% |
$1.23M - $1.49M
|
23.5K
$11.4M
|
|
|
May 02, 2025
Q1 2025
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-109- 7.64% |
$48.2K - $58.3K
|
1.32K
$639K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
21+ 1.05% |
$9.3K - $11.2K
|
2.02K
$981K
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
24+ 0.46% |
$10.6K - $12.8K
|
5.22K
$2.53M
|
|
|
May 02, 2025
Q1 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-20- 3.53% |
$8.85K - $10.7K
|
547
$265K
|
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
170+ 1.4% |
$75.3K - $90.9K
|
12.3K
$5.96M
|
|
|
May 02, 2025
Q1 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
59+ 4.49% |
$26.1K - $31.5K
|
1.37K
$666K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
294+ 3.02% |
$130K - $157K
|
10K
$4.86M
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
SELL
|
- |
-401- 15.48% |
$178K - $214K
|
2.19K
$1.06M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-394- 3.69% |
$174K - $211K
|
10.3K
$4.99M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.67K- 7.9% |
$1.63M - $1.96M
|
42.8K
$20.8M
|
|
|
May 02, 2025
Q1 2025
|
Cooke & Bieler LP
|
SELL
|
- |
-68.7K- 44.61% |
$30.4M - $36.7M
|
85.3K
$41.4M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
617+ 2.2% |
$273K - $330K
|
28.7K
$13.9M
|
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-205- 0.87% |
$90.7K - $110K
|
23.2K
$11.3M
|
|
|
May 02, 2025
Q1 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
2.6K+ 10.85% |
$1.15M - $1.39M
|
26.5K
$12.9M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
9.59K+ 600.25% |
$4.24M - $5.12M
|
11.2K
$5.42M
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
9+ 1.34% |
$3.98K - $4.81K
|
679
$329K
|
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
BUY
|
- |
601+ 3.43% |
$266K - $321K
|
18.1K
$8.8M
|
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
389+ 2.85% |
$172K - $208K
|
14K
$6.81M
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
535+ 3.86% |
$237K - $286K
|
14.4K
$6.97M
|
|
|
May 02, 2025
Q1 2025
|
Pecaut & Co.
|
SELL
|
- |
-3.23K- 4.92% |
$1.43M - $1.73M
|
62.4K
$30.3M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-75- 2.52% |
$33.2K - $40.1K
|
2.9K
$1.4M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-3.64K- 10.6% |
$1.61M - $1.95M
|
30.7K
$14.9M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-199- 7.53% |
$88.1K - $106K
|
2.44K
$1.18M
|
|
|
May 02, 2025
Q1 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-5- 0.05% |
$2.21K - $2.67K
|
10.3K
$4.99M
|
|
|
May 02, 2025
Q1 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
496New |
$220K - $265K
|
496
$241K
|
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
252+ 8.32% |
$112K - $135K
|
3.28K
$1.59M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-1.09K- 49.93% |
$483K - $584K
|
1.1K
$531K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-12.5K- 9.3% |
$5.54M - $6.69M
|
122K
$59.2M
|
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
BUY
|
- |
233+ 10.17% |
$103K - $125K
|
2.52K
$1.22M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
61+ 53.51% |
$27K - $32.6K
|
175
$84.9K
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
2.24K+ 12.37% |
$993K - $1.2M
|
20.4K
$9.88M
|
|
|
May 01, 2025
Q1 2025
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-6- 0.96% |
$2.66K - $3.21K
|
620
$301K
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
52+ 11.71% |
$23K - $27.8K
|
496
$241K
|
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-216- 1.29% |
$95.6K - $115K
|
16.5K
$8M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-85- 1.66% |
$37.6K - $45.4K
|
5.04K
$2.44M
|
|
|
May 01, 2025
Q1 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
345+ 30.26% |
$153K - $184K
|
1.49K
$720K
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
14+ 0.08% |
$6.2K - $7.48K
|
17.4K
$8.44M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
100+ 2.36% |
$44.3K - $53.5K
|
4.33K
$2.1M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
53+ 0.97% |
$23.5K - $28.3K
|
5.52K
$2.68M
|
|
|
May 01, 2025
Q1 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-886- 25.29% |
$392K - $474K
|
2.62K
$1.27M
|
|
|
May 01, 2025
Q1 2025
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
100+ 0.13% |
$44.3K - $53.5K
|
74.9K
$36.3M
|
|
|
May 01, 2025
Q1 2025
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-43- 4.98% |
$19K - $23K
|
820
$398K
|
|
|
May 01, 2025
Q1 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
BUY
|
- |
1.01K+ 16.34% |
$448K - $541K
|
7.21K
$3.5M
|
|
|
May 01, 2025
Q1 2025
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
229+ 4.45% |
$101K - $122K
|
5.37K
$2.61M
|