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 28, 2025
Q1 2025
|
Davidson Trust CO
|
BUY
|
- |
3.13K+ 63.83% |
$1.39M - $1.67M
|
8.04K
$3.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
218+ 9.97% |
$96.5K - $117K
|
2.4K
$1.17M
|
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-99- 0.72% |
$43.8K - $52.9K
|
13.7K
$6.67M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
24.3K+ 9.2% |
$10.8M - $13M
|
289K
$140M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
CALL |
75.8KNew |
$33.6M - $40.5M
|
75.8K
$36.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
898+ 8.65% |
$398K - $480K
|
11.3K
$5.47M
|
|
|
Apr 28, 2025
Q1 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-258- 0.82% |
$114K - $138K
|
31.2K
$15.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
33+ 0.18% |
$14.6K - $17.6K
|
18.6K
$9.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
736+ 1.27% |
$326K - $393K
|
58.9K
$28.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
140+ 0.66% |
$62K - $74.8K
|
21.3K
$10.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
189+ 1.12% |
$83.7K - $101K
|
17.1K
$8.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
10+ 0.76% |
$4.43K - $5.35K
|
1.32K
$642K
|
|
|
Apr 28, 2025
Q1 2025
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
BUY
|
- |
260+ 56.16% |
$115K - $139K
|
723
$351K
|
|
|
Apr 28, 2025
Q1 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
1.38K+ 837.58% |
$612K - $739K
|
1.55K
$750K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
15+ 0.28% |
$6.64K - $8.02K
|
5.35K
$2.59M
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
32.4K+ 1.0% |
$14.3M - $17.3M
|
3.28M
$1.59B
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-14- 1.81% |
$6.2K - $7.48K
|
759
$368K
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
SELL
|
- |
-92.8K- 36.55% |
$41.1M - $49.6M
|
161K
$78.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Skylands Capital, LLC
|
SELL
|
- |
-200- 13.79% |
$88.5K - $107K
|
1.25K
$606K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
697+ 4.39% |
$309K - $373K
|
16.6K
$8.04M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
8.43KNew |
$3.73M - $4.51M
|
8.43K
$4.09M
|
|
|
Apr 25, 2025
Q1 2025
|
Strid Group, LLC
|
SELL
|
- |
-16- 0.54% |
$7.08K - $8.55K
|
2.96K
$1.43M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-633- 1.98% |
$280K - $338K
|
31.3K
$15.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
504+ 26.97% |
$223K - $269K
|
2.37K
$1.15M
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
453New |
$201K - $242K
|
453
$220K
|
|
|
Apr 25, 2025
Q1 2025
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
654New |
$289K - $350K
|
654
$317K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
232+ 1.15% |
$103K - $124K
|
20.5K
$9.94M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
234+ 1.49% |
$104K - $125K
|
16K
$7.74M
|
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-1.2K- 25.48% |
$531K - $641K
|
3.51K
$1.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
16+ 1.92% |
$7.08K - $8.55K
|
848
$411K
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-72.1K- 4.45% |
$31.9M - $38.5M
|
1.55M
$750M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-271- 0.07% |
$120K - $145K
|
385K
$187M
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
BUY
|
- |
53+ 5.81% |
$23.5K - $28.3K
|
965
$468K
|
|
|
Apr 25, 2025
Q1 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
185+ 4.23% |
$81.9K - $98.9K
|
4.56K
$2.21M
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
3.89KNew |
$1.72M - $2.08M
|
3.89K
$1.89M
|
|
|
Apr 25, 2025
Q1 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
140+ 30.17% |
$62K - $74.8K
|
604
$293K
|
|
|
Apr 25, 2025
Q1 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
148+ 16.17% |
$65.5K - $79.1K
|
1.06K
$516K
|
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
BUY
|
- |
244+ 24.09% |
$108K - $130K
|
1.26K
$610K
|
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
BUY
|
- |
144+ 4.9% |
$63.7K - $77K
|
3.08K
$1.49M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-26K- 41.6% |
$11.5M - $13.9M
|
36.5K
$17.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-227- 7.06% |
$100K - $121K
|
2.99K
$1.45M
|
|
|
Apr 25, 2025
Q1 2025
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-5- 2.07% |
$2.21K - $2.67K
|
237
$115K
|
|
|
Apr 25, 2025
Q1 2025
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-30- 1.88% |
$13.3K - $16K
|
1.56K
$758K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
8+ 0.46% |
$3.54K - $4.28K
|
1.75K
$848K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
2.47K+ 15.89% |
$1.09M - $1.32M
|
18K
$8.74M
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
699+ 132.14% |
$309K - $374K
|
1.23K
$596K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
11+ 0.12% |
$4.87K - $5.88K
|
9.08K
$4.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-4.78K- 5.76% |
$2.12M - $2.55M
|
78.1K
$37.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
54+ 8.93% |
$23.9K - $28.9K
|
659
$320K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 0.08% |
$443 - $535
|
1.29K
$623K
|