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
|
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
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-426- 1.6% |
$189K - $228K
|
26.2K
$12.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
1.55K+ 25.67% |
$687K - $830K
|
7.6K
$3.69M
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-55- 8.73% |
$24.3K - $29.4K
|
575
$279K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
448+ 8.79% |
$198K - $239K
|
5.55K
$2.69M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
112+ 5.19% |
$49.6K - $59.9K
|
2.27K
$1.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
63+ 1.11% |
$27.9K - $33.7K
|
5.72K
$2.77M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
93.5K+ 14.76% |
$41.4M - $50M
|
727K
$353M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
237+ 6.94% |
$105K - $127K
|
3.65K
$1.77M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharpepoint LLC
Phoenix, AZ |
BUY
|
- |
149+ 24.83% |
$66K - $79.6K
|
749
$363K
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-31- 0.53% |
$13.7K - $16.6K
|
5.85K
$2.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1.37KNew |
$605K - $731K
|
1.37K
$663K
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
35+ 0.81% |
$15.5K - $18.7K
|
4.34K
$2.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-2.27K- 1.65% |
$1M - $1.21M
|
135K
$65.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-19- 0.13% |
$8.41K - $10.2K
|
14.5K
$7.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
43+ 6.28% |
$19K - $23K
|
728
$353K
|
|
|
Apr 30, 2025
Q1 2025
|
Investment Management Associates Inc
|
BUY
|
- |
1.65K+ 16.4% |
$728K - $879K
|
11.7K
$5.66M
|
|
|
Apr 30, 2025
Q1 2025
|
Mcdonald Capital Investors Inc
|
SELL
|
- |
-4.5K- 1.33% |
$1.99M - $2.4M
|
334K
$162M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.03% |
$44.3K - $53.5K
|
345K
$167M
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
1.75K+ 8.79% |
$773K - $934K
|
21.6K
$10.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
767+ 4.18% |
$340K - $410K
|
19.1K
$9.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-225- 0.44% |
$99.6K - $120K
|
50.5K
$24.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
BUY
|
- |
101+ 0.87% |
$44.7K - $54K
|
11.8K
$5.71M
|
|
|
Apr 30, 2025
Q1 2025
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-2K- 8.38% |
$885K - $1.07M
|
21.9K
$10.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Mar Vista Investment Partners LLC
Los Angeles, CA |
SELL
|
- |
-14.5K- 15.97% |
$6.42M - $7.75M
|
76.3K
$37M
|
|
|
Apr 30, 2025
Q1 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
6.44KNew |
$2.85M - $3.44M
|
6.44K
$3.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
70+ 0.71% |
$31K - $37.4K
|
9.99K
$4.85M
|
|
|
Apr 30, 2025
Q1 2025
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-62- 4.97% |
$27.4K - $33.1K
|
1.19K
$575K
|
|
|
Apr 30, 2025
Q1 2025
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-354- 3.94% |
$157K - $189K
|
8.63K
$4.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-2- 0.4% |
$885 - $1.07K
|
493
$239K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-124- 0.19% |
$54.9K - $66.3K
|
65.4K
$31.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Callahan Advisors, LLC
|
SELL
|
- |
-2.3K- 3.79% |
$1.02M - $1.23M
|
58.4K
$28.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Chapman Investment Management, LLC
|
SELL
|
- |
-50- 2.09% |
$22.1K - $26.7K
|
2.34K
$1.14M
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
443New |
$196K - $237K
|
443
$215K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
2KNew |
$885K - $1.07M
|
2K
$970K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
SELL
|
- |
-376- 0.17% |
$166K - $201K
|
225K
$109M
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
1.52K+ 23.37% |
$674K - $814K
|
8.04K
$3.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-520- 9.01% |
$230K - $278K
|
5.25K
$2.55M
|