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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-375- 1.67% |
$166K - $200K
|
22.1K
$10.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
710+ 20.1% |
$314K - $380K
|
4.24K
$2.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
5.88K+ 16.99% |
$2.6M - $3.14M
|
40.5K
$19.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-150- 4.28% |
$66.4K - $80.2K
|
3.35K
$1.63M
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-262- 15.18% |
$116K - $140K
|
1.46K
$710K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-59- 2.09% |
$26.1K - $31.5K
|
2.76K
$1.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
227+ 2.28% |
$100K - $121K
|
10.2K
$4.94M
|
|
|
Apr 30, 2025
Q1 2025
|
Arcadia Investment Management Corp
|
SELL
|
- |
-5- 0.75% |
$2.21K - $2.67K
|
663
$322K
|
|
|
Apr 30, 2025
Q1 2025
|
Gfg Capital, LLC
|
BUY
|
- |
406+ 5.44% |
$180K - $217K
|
7.86K
$3.81M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.33K+ 0.45% |
$590K - $713K
|
296K
$144M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
289+ 0.68% |
$128K - $154K
|
42.7K
$20.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Prodigy Asset Management LLC
Omaha, NE |
BUY
|
- |
1.5K+ 27.11% |
$664K - $802K
|
7.03K
$3.41M
|
|
|
Apr 30, 2025
Q1 2025
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-95K- 20.14% |
$42.1M - $50.8M
|
377K
$183M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
200+ 5.33% |
$88.5K - $107K
|
3.96K
$1.92M
|
|
|
Apr 30, 2025
Q1 2025
|
Flossbach Von Storch Ag
Cologne, 2M |
SELL
|
- |
-902K- 20.06% |
$399M - $482M
|
3.6M
$1.74B
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
438+ 7.72% |
$194K - $234K
|
6.11K
$2.97M
|
|
|
Apr 30, 2025
Q1 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
BUY
|
- |
15+ 2.71% |
$6.64K - $8.02K
|
569
$276K
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
36+ 3.03% |
$15.9K - $19.2K
|
1.22K
$594K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.56K- 5.66% |
$691K - $834K
|
26K
$12.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-63.6K- 18.59% |
$28.2M - $34M
|
279K
$135M
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-397- 3.76% |
$176K - $212K
|
10.2K
$4.93M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-40- 2.65% |
$17.7K - $21.4K
|
1.47K
$712K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
74+ 3.04% |
$32.8K - $39.6K
|
2.51K
$1.22M
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
789New |
$349K - $422K
|
789
$383K
|
|
|
Apr 30, 2025
Q1 2025
|
Harvey Capital Management Inc
|
SELL
|
- |
-876- 4.35% |
$388K - $468K
|
19.3K
$9.35M
|
|
|
Apr 30, 2025
Q1 2025
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-120- 0.39% |
$53.1K - $64.1K
|
30.8K
$14.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-6.68K- 17.44% |
$2.96M - $3.57M
|
31.6K
$15.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
64+ 7.66% |
$28.3K - $34.2K
|
899
$436K
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
159+ 9.2% |
$70.4K - $85K
|
1.89K
$915K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.7K- 1.95% |
$753K - $909K
|
85.7K
$41.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
92+ 0.28% |
$40.7K - $49.2K
|
32.6K
$15.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-278- 12.94% |
$123K - $149K
|
1.87K
$907K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
303+ 1.2% |
$134K - $162K
|
25.6K
$12.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Cooper Capital Advisors LLC
Encinitas, CA |
BUY
|
- |
9+ 0.03% |
$3.98K - $4.81K
|
32.6K
$15.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-8.69K- 2.17% |
$3.85M - $4.65M
|
392K
$190M
|
|
|
Apr 30, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-1.6K- 0.96% |
$710K - $857K
|
165K
$79.8M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.97K- 8.62% |
$871K - $1.05M
|
20.9K
$10.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
1.99K+ 1.81% |
$879K - $1.06M
|
111K
$54M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
934+ 8.61% |
$413K - $499K
|
11.8K
$5.71M
|
|
|
Apr 30, 2025
Q1 2025
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
9+ 0.49% |
$3.98K - $4.81K
|
1.83K
$888K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
733+ 15.81% |
$324K - $392K
|
5.37K
$2.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
2+ 0.2% |
$885 - $1.07K
|
1.02K
$493K
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
48+ 6.99% |
$21.2K - $25.7K
|
735
$356K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
9+ 7.2% |
$3.98K - $4.81K
|
134
$65K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
500+ 40.72% |
$221K - $267K
|
1.73K
$838K
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
41+ 10.96% |
$18.1K - $21.9K
|
415
$201K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
741+ 0.51% |
$328K - $396K
|
147K
$71.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Galibier Capital Management Ltd.
|
SELL
|
- |
-557- 13.96% |
$247K - $298K
|
3.43K
$1.67M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
1.05K+ 34.93% |
$465K - $561K
|
4.06K
$1.97M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-295- 4.61% |
$131K - $158K
|
6.1K
$2.96M
|