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 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-103- 1.51% |
$45.6K - $55.1K
|
6.71K
$3.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-2.38K- 1.31% |
$1.05M - $1.27M
|
179K
$86.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-1.47K- 5.19% |
$650K - $785K
|
26.8K
$13M
|
|
|
Apr 29, 2025
Q1 2025
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-4- 0.02% |
$1.77K - $2.14K
|
16.2K
$7.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2.14K- 99.3% |
$945K - $1.14M
|
15
$7.28K
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
51New |
$22.6K - $27.3K
|
51
$24.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
95+ 2.91% |
$42.1K - $50.8K
|
3.37K
$1.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
2.02K+ 88.46% |
$893K - $1.08M
|
4.3K
$2.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
44+ 2.25% |
$19.5K - $23.5K
|
2K
$968K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
4.42K+ 3.15% |
$1.96M - $2.36M
|
145K
$70.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.08K+ 19.87% |
$479K - $578K
|
6.53K
$3.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
19+ 0.54% |
$8.41K - $10.2K
|
3.51K
$1.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
3+ 0.09% |
$1.33K - $1.6K
|
3.38K
$1.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-450- 9.88% |
$199K - $241K
|
4.1K
$1.99M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
BUY
|
- |
243+ 6.18% |
$108K - $130K
|
4.18K
$2.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
14.2K+ 382.95% |
$6.28M - $7.59M
|
17.9K
$8.68M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
5.54K+ 3.04% |
$2.45M - $2.96M
|
188K
$91M
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
301+ 2.44% |
$133K - $161K
|
12.6K
$6.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
SELL
|
- |
-96- 4.94% |
$42.5K - $51.3K
|
1.85K
$896K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
3.9K+ 5.47% |
$1.73M - $2.08M
|
75.2K
$36.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
102+ 3.01% |
$45.2K - $54.5K
|
3.5K
$1.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-19K- 1.67% |
$8.39M - $10.1M
|
1.12M
$541M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
SELL
|
- |
-75- 10.9% |
$33.2K - $40.1K
|
613
$297K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
149+ 3.72% |
$66K - $79.6K
|
4.15K
$2.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-37- 1.19% |
$16.4K - $19.8K
|
3.09K
$1.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-36- 0.62% |
$15.9K - $19.2K
|
5.79K
$2.81M
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-1.33K- 2.86% |
$587K - $708K
|
45K
$21.8M
|
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
836+ 12.74% |
$370K - $447K
|
7.4K
$3.59M
|
|
|
Apr 29, 2025
Q1 2025
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-240- 1.95% |
$106K - $128K
|
12K
$5.84M
|
|
|
Apr 29, 2025
Q1 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
12+ 0.43% |
$5.31K - $6.41K
|
2.77K
$1.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-59- 1.67% |
$26.1K - $31.5K
|
3.47K
$1.68M
|
|
|
Apr 29, 2025
Q1 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
1.65KNew |
$729K - $880K
|
1.65K
$799K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-580- 2.1% |
$257K - $310K
|
27K
$13.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
3.27K+ 102.51% |
$1.45M - $1.75M
|
6.46K
$3.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-12.9K- 61.41% |
$5.69M - $6.87M
|
8.08K
$3.92M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
57+ 0.46% |
$25.2K - $30.5K
|
12.4K
$6M
|
|
|
Apr 29, 2025
Q1 2025
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
411New |
$182K - $220K
|
411
$199K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
10+ 1.24% |
$4.43K - $5.35K
|
814
$395K
|
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
548New |
$243K - $293K
|
548
$266K
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
1.95KNew |
$863K - $1.04M
|
1.95K
$946K
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-8- 0.37% |
$3.54K - $4.28K
|
2.15K
$1.04M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.47% |
$2.66K - $3.21K
|
1.28K
$618K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
1.94K+ 0.84% |
$858K - $1.04M
|
232K
$113M
|
|
|
Apr 28, 2025
Q1 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
69+ 1.48% |
$30.5K - $36.9K
|
4.72K
$2.29M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-74- 0.01% |
$32.8K - $39.6K
|
543K
$263M
|
|
|
Apr 28, 2025
Q1 2025
|
Phraction Management LLC
Stamford, CT |
SELL
|
- |
-9.45K- 30.93% |
$4.18M - $5.05M
|
21.1K
$10.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
621+ 49.56% |
$275K - $332K
|
1.87K
$909K
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
2.19KNew |
$968K - $1.17M
|
2.19K
$1.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
4.04K+ 860.0% |
$1.79M - $2.16M
|
4.51K
$2.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-714- 35.26% |
$316K - $382K
|
1.31K
$636K
|