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 |
|---|---|---|---|---|---|---|---|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
80+ 11.58% |
$35.4K - $42.8K
|
771
$392K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
25New |
$11.1K - $13.4K
|
25
$12.7K
|
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
SELL
|
- |
-75- 8.31% |
$33.2K - $40.1K
|
828
$421K
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
973New |
$431K - $520K
|
973
$495K
|
|
|
May 21, 2025
Q1 2025
|
Chelsea Counsel CO
|
SELL
|
- |
-50- 5.32% |
$22.1K - $26.7K
|
889
$452K
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
384New |
$170K - $205K
|
384
$195K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-130- 3.55% |
$57.5K - $69.5K
|
3.53K
$1.8M
|
|
|
May 16, 2025
Q1 2025
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-1.4K- 14.95% |
$620K - $748K
|
7.96K
$4.05M
|
|
|
May 16, 2025
Q1 2025
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-30- 34.48% |
$13.3K - $16K
|
57
$29K
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
409New |
$181K - $219K
|
409
$208K
|
|
|
May 15, 2025
Q1 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
377New |
$167K - $202K
|
377
$192K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
51+ 28.33% |
$22.6K - $27.3K
|
231
$118K
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
PUT |
17KNew |
$7.53M - $9.09M
|
17K
$8.65M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.05K+ 5.07% |
$2.23M - $2.7M
|
105K
$53.3M
|
|
|
May 15, 2025
Q1 2025
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
630+ 23.51% |
$279K - $337K
|
3.31K
$1.68M
|
|
|
May 15, 2025
Q1 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-194- 23.46% |
$85.9K - $104K
|
633
$322K
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
486New |
$215K - $260K
|
486
$247K
|
|
|
May 15, 2025
Q1 2025
|
Clear Street LLC
|
SELL
|
- |
-37.5K- 16.3% |
$16.6M - $20M
|
193K
$98M
|
|
|
May 15, 2025
Q1 2025
|
Clear Street LLC
|
SELL
|
PUT |
-37.5K- 16.3% |
$16.6M - $20M
|
193K
$98M
|
|
|
May 15, 2025
Q1 2025
|
Brandes Investment Partners, LP
La Jolla, CA |
SELL
|
- |
-732- 1.01% |
$324K - $391K
|
72K
$36.7M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
CALL |
1.1K+ 47.83% |
$487K - $588K
|
3.4K
$1.73M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.35K+ 1.65% |
$1.48M - $1.79M
|
206K
$105M
|
|
|
May 15, 2025
Q1 2025
|
Old Well Partners, LLC
Charlotte, NC |
SELL
|
- |
-2.37K- 76.29% |
$1.05M - $1.26M
|
735
$374K
|
|
|
May 15, 2025
Q1 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
BUY
|
- |
481New |
$213K - $257K
|
481
$245K
|
|
|
May 15, 2025
Q1 2025
|
Blackstone Inc
New York, NY |
BUY
|
- |
1.31KNew |
$579K - $699K
|
1.31K
$665K
|
|
|
May 15, 2025
Q1 2025
|
Belmont Capital, LLC
|
BUY
|
- |
2.1K+ 91.9% |
$930K - $1.12M
|
4.39K
$2.23M
|
|
|
May 15, 2025
Q1 2025
|
Searle & Co.
|
SELL
|
- |
-22- 0.23% |
$9.74K - $11.8K
|
9.37K
$4.77M
|
|
|
May 15, 2025
Q1 2025
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-3.89K- 93.96% |
$1.72M - $2.08M
|
250
$127K
|
|
|
May 15, 2025
Q1 2025
|
Georgetown University
Washington, DC |
SELL
|
- |
-5.74K- 10.03% |
$2.54M - $3.07M
|
51.5K
$26.2M
|
|
|
May 15, 2025
Q1 2025
|
May Tech Global Investments, LLC
New York, NY |
SELL
|
- |
-51- 6.86% |
$22.6K - $27.3K
|
692
$352K
|
|
|
May 15, 2025
Q1 2025
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
7+ 1.05% |
$3.1K - $3.74K
|
673
$343K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
115New |
$50.9K - $61.5K
|
115
$58.5K
|
|
|
May 15, 2025
Q1 2025
|
Freestone Grove Partners LP
San Francisco, CA |
BUY
|
- |
38.1KNew |
$16.9M - $20.4M
|
38.1K
$19.4M
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
133+ 0.31% |
$58.9K - $71.1K
|
42.4K
$21.6M
|
|
|
May 14, 2025
Q1 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
SELL
|
- |
-48- 0.82% |
$21.2K - $25.7K
|
5.8K
$2.95M
|
|
|
May 14, 2025
Q1 2025
|
Marsico Capital Management LLC
Denver, CO |
BUY
|
- |
60.4K+ 3853.06% |
$26.7M - $32.3M
|
62K
$31.5M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-886- 19.21% |
$392K - $474K
|
3.73K
$1.9M
|
|
|
May 14, 2025
Q1 2025
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-5- 0.27% |
$2.21K - $2.67K
|
1.88K
$954K
|
|
|
May 14, 2025
Q1 2025
|
Resolute Advisors LLC
|
SELL
|
- |
-797- 95.33% |
$353K - $426K
|
39
$19.8K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
PUT |
100New |
$44.3K - $53.5K
|
100
$50.9K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-104- 0.28% |
$46K - $55.6K
|
37.2K
$18.9M
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
379+ 54.93% |
$168K - $203K
|
1.07K
$544K
|
|
|
May 14, 2025
Q1 2025
|
Cutler Capital Management, LLC
Worcester, MA |
SELL
|
- |
-6- 0.45% |
$2.66K - $3.21K
|
1.33K
$677K
|
|
|
May 14, 2025
Q1 2025
|
Hap Trading, LLC
New York, NY |
SELL
|
CALL |
-15K- 12.93% |
$6.64M - $8.02M
|
101K
$51.4M
|
|
|
May 14, 2025
Q1 2025
|
Smead Capital Management, Inc.
Phoenix, AZ |
SELL
|
- |
-17.9K- 8.64% |
$7.92M - $9.56M
|
189K
$96.2M
|
|
|
May 14, 2025
Q1 2025
|
Anson Funds Management LP
Dallas, TX |
BUY
|
- |
393+ 32.27% |
$174K - $210K
|
1.61K
$820K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
2.94K+ 50.73% |
$1.3M - $1.57M
|
8.75K
$4.45M
|
|
|
May 14, 2025
Q1 2025
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
52+ 1.13% |
$23K - $27.8K
|
4.66K
$2.37M
|
|
|
May 14, 2025
Q1 2025
|
Torno Capital, LLC
Cohasset, MA |
SELL
|
CALL |
-20KClosed |
$8.85M - $10.7M
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-15- 1.68% |
$6.64K - $8.02K
|
877
$446K
|
|