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 22, 2025
Q1 2025
|
Suncoast Equity Management
|
BUY
|
- |
793+ 1.67% |
$351K - $424K
|
48.4K
$23.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-317- 1.0% |
$140K - $169K
|
31.5K
$15.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
922+ 11.3% |
$408K - $493K
|
9.08K
$4.41M
|
|
|
Apr 22, 2025
Q1 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
12.2K+ 100.01% |
$5.4M - $6.52M
|
24.4K
$11.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
111+ 8.89% |
$49.1K - $59.3K
|
1.36K
$660K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
153+ 0.88% |
$67.7K - $81.8K
|
17.5K
$8.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
466+ 3.89% |
$206K - $249K
|
12.5K
$6.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-120- 2.24% |
$53.1K - $64.1K
|
5.25K
$2.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
1.64K+ 53.18% |
$726K - $876K
|
4.72K
$2.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Absher Wealth Management, LLC
|
SELL
|
- |
-5.72K- 11.35% |
$2.53M - $3.06M
|
44.7K
$21.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-24- 1.84% |
$10.6K - $12.8K
|
1.28K
$621K
|
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-976- 7.77% |
$432K - $522K
|
11.6K
$5.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
75+ 2.14% |
$33.2K - $40.1K
|
3.58K
$1.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Cross Staff Investments Inc
|
SELL
|
- |
-70- 0.45% |
$31K - $37.4K
|
15.5K
$7.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
316+ 21.05% |
$140K - $169K
|
1.82K
$881K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-27- 1.88% |
$12K - $14.4K
|
1.41K
$683K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-188- 1.14% |
$83.2K - $100K
|
16.3K
$7.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-123- 1.83% |
$54.4K - $65.7K
|
6.62K
$3.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
225+ 0.93% |
$99.6K - $120K
|
24.3K
$11.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-254- 36.87% |
$112K - $136K
|
435
$211K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-14- 1.25% |
$6.2K - $7.48K
|
1.11K
$536K
|
|
|
Apr 22, 2025
Q1 2025
|
Harvey Investment CO LLC
|
SELL
|
- |
-1.75K- 1.62% |
$773K - $934K
|
106K
$51.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Tandem Capital Management Corp
|
SELL
|
- |
-10- 0.3% |
$4.43K - $5.35K
|
3.38K
$1.64M
|
|
|
Apr 22, 2025
Q1 2025
|
North Point Portfolio Managers Corp
|
BUY
|
- |
394New |
$174K - $211K
|
394
$191K
|
|
|
Apr 22, 2025
Q1 2025
|
Portfolio Strategies, Inc.
|
BUY
|
- |
3+ 0.24% |
$1.33K - $1.6K
|
1.28K
$620K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-856- 0.68% |
$379K - $458K
|
125K
$60.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-10.5K- 16.46% |
$4.65M - $5.61M
|
53.3K
$25.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-308- 2.16% |
$136K - $165K
|
14K
$6.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
2+ 0.14% |
$885 - $1.07K
|
1.4K
$680K
|
|
|
Apr 22, 2025
Q1 2025
|
Verity Wealth Advisors
|
SELL
|
- |
-240- 11.57% |
$106K - $128K
|
1.84K
$890K
|
|
|
Apr 22, 2025
Q1 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
2+ 0.04% |
$885 - $1.07K
|
4.94K
$2.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.1K+ 1.9% |
$5.78M - $6.98M
|
699K
$339M
|
|
|
Apr 22, 2025
Q1 2025
|
Channing Global Advisors, LLC
|
BUY
|
- |
12+ 0.16% |
$5.31K - $6.41K
|
7.51K
$3.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
283+ 1.98% |
$125K - $151K
|
14.6K
$7.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
668New |
$296K - $357K
|
668
$324K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
87+ 2.02% |
$38.5K - $46.5K
|
4.4K
$2.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-14.6K- 65.08% |
$6.44M - $7.78M
|
7.81K
$3.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
151+ 3.95% |
$66.8K - $80.7K
|
3.97K
$1.93M
|
|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-152- 2.4% |
$67.3K - $81.2K
|
6.19K
$3M
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-123- 4.75% |
$54.4K - $65.7K
|
2.47K
$1.2M
|
|
|
Apr 22, 2025
Q1 2025
|
First Bancorp, Inc
|
SELL
|
- |
-9- 0.35% |
$3.98K - $4.81K
|
2.59K
$1.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Grace & White Inc
|
BUY
|
- |
300+ 30.0% |
$133K - $160K
|
1.3K
$631K
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-786- 1.17% |
$348K - $420K
|
66.5K
$32.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
13.3K+ 71.05% |
$5.88M - $7.1M
|
32K
$15.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-654- 0.61% |
$289K - $350K
|
106K
$51.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
53+ 2.39% |
$23.5K - $28.3K
|
2.27K
$1.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-28- 2.82% |
$12.4K - $15K
|
966
$469K
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-30- 1.86% |
$13.3K - $16K
|
1.59K
$769K
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
48+ 1.52% |
$21.2K - $25.7K
|
3.21K
$1.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
116+ 18.35% |
$51.3K - $62K
|
748
$363K
|