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 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.18K+ 6.15% |
$521K - $629K
|
20.3K
$10.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
8+ 0.91% |
$3.54K - $4.28K
|
891
$471K
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
SELL
|
- |
-192- 4.73% |
$85K - $103K
|
3.87K
$2.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Professional Advisory Services Inc
|
SELL
|
- |
-8.57K- 13.64% |
$3.79M - $4.58M
|
54.2K
$28.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-4.54K- 19.11% |
$2.01M - $2.43M
|
19.2K
$10.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
412New |
$182K - $220K
|
412
$218K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-307- 2.11% |
$136K - $164K
|
14.2K
$7.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.32K+ 5.52% |
$1.47M - $1.77M
|
63.4K
$33.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
40+ 1.61% |
$17.7K - $21.4K
|
2.53K
$1.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-1- 0.12% |
$443 - $535
|
827
$437K
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-38- 5.65% |
$16.8K - $20.3K
|
635
$335K
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-698- 6.72% |
$309K - $373K
|
9.69K
$5.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
491+ 2.08% |
$217K - $262K
|
24.1K
$12.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-5- 0.13% |
$2.21K - $2.67K
|
3.9K
$2.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-3.75K- 12.89% |
$1.66M - $2M
|
25.3K
$13.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
190+ 7.97% |
$84.1K - $102K
|
2.57K
$1.36M
|
|
|
Apr 14, 2025
Q1 2025
|
Good Haven Capital Management, LLC
Millburn, NJ |
SELL
|
- |
-3.78K- 2.99% |
$1.67M - $2.02M
|
122K
$64.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6.24K+ 11.91% |
$2.76M - $3.33M
|
58.6K
$31M
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-38- 1.96% |
$16.8K - $20.3K
|
1.9K
$1.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
844+ 19.17% |
$374K - $451K
|
5.25K
$2.77M
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-4- 0.72% |
$1.77K - $2.14K
|
549
$290K
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
325+ 2.96% |
$144K - $174K
|
11.3K
$5.97M
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-16- 0.94% |
$7.08K - $8.55K
|
1.68K
$888K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.27K- 2.91% |
$1.01M - $1.21M
|
75.8K
$40M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-55- 3.63% |
$24.3K - $29.4K
|
1.46K
$772K
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
138+ 0.79% |
$61.1K - $73.8K
|
17.6K
$9.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Black Point Wealth Management
Naples, FL |
SELL
|
- |
-41.8K- 73.93% |
$18.5M - $22.4M
|
14.8K
$7.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Foundation Resource Management Inc
|
SELL
|
- |
-2.69K- 2.67% |
$1.19M - $1.44M
|
97.8K
$51.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
17.9KNew |
$7.9M - $9.54M
|
17.9K
$9.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-7- 0.72% |
$3.1K - $3.74K
|
967
$511K
|
|
|
Apr 14, 2025
Q1 2025
|
Fenimore Asset Management Inc
|
SELL
|
- |
-887- 5.33% |
$393K - $474K
|
15.8K
$8.32M
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-1.8K- 6.24% |
$797K - $963K
|
27.1K
$14.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Shorepath Capital Management LLC
Evanston, IL |
SELL
|
- |
-568- 3.34% |
$251K - $304K
|
16.4K
$8.67M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
291+ 1.4% |
$129K - $156K
|
21K
$11.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
2.61K+ 25.96% |
$1.16M - $1.4M
|
12.7K
$6.69M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
572+ 284.58% |
$253K - $306K
|
773
$408K
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-38- 1.83% |
$16.8K - $20.3K
|
2.04K
$1.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
258+ 2.94% |
$114K - $138K
|
9.02K
$4.77M
|
|
|
Apr 14, 2025
Q1 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
79+ 10.66% |
$35K - $42.2K
|
820
$433K
|
|
|
Apr 14, 2025
Q1 2025
|
Cmh Wealth Management LLC
|
SELL
|
- |
-450- 12.25% |
$199K - $241K
|
3.22K
$1.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-140- 0.77% |
$62K - $74.8K
|
18.1K
$9.55M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
617+ 7.27% |
$273K - $330K
|
9.11K
$4.81M
|
|
|
Apr 14, 2025
Q1 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
1+ 0.01% |
$443 - $535
|
15.4K
$8.12M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
693+ 4.23% |
$307K - $370K
|
17.1K
$9.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
669+ 1.33% |
$296K - $358K
|
50.8K
$26.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
546New |
$242K - $292K
|
546
$288K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.7K+ 29.24% |
$5.62M - $6.79M
|
56.1K
$29.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
15+ 2.42% |
$6.64K - $8.02K
|
635
$335K
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-424- 5.12% |
$188K - $227K
|
7.85K
$4.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
709+ 1.5% |
$314K - $379K
|
48.1K
$25.4M
|