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 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
376New |
$166K - $201K
|
376
$191K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
150+ 4.03% |
$66.4K - $80.2K
|
3.88K
$1.97M
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-31- 4.01% |
$13.7K - $16.6K
|
742
$378K
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
SELL
|
- |
-199- 49.87% |
$88.1K - $106K
|
200
$102K
|
|
|
May 13, 2025
Q1 2025
|
Amica Mutual Insurance CO
|
SELL
|
- |
-6.88K- 16.7% |
$3.05M - $3.68M
|
34.3K
$17.5M
|
|
|
May 13, 2025
Q1 2025
|
Amica Retiree Medical Trust
|
SELL
|
- |
-1.73K- 36.19% |
$768K - $927K
|
3.06K
$1.56M
|
|
|
May 13, 2025
Q1 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
603New |
$267K - $322K
|
603
$307K
|
|
|
May 13, 2025
Q1 2025
|
Silicon Valley Community Foundation
Mountain View, CA |
BUY
|
- |
45+ 23.32% |
$19.9K - $24.1K
|
238
$121K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
6.3KNew |
$2.79M - $3.37M
|
6.3K
$3.21M
|
|
|
May 13, 2025
Q1 2025
|
English Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.12K- 60.72% |
$938K - $1.13M
|
1.37K
$698K
|
|
|
May 13, 2025
Q1 2025
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-100- 8.89% |
$44.3K - $53.5K
|
1.03K
$522K
|
|
|
May 13, 2025
Q1 2025
|
Holowesko Partners Ltd.
Nassau, C5 |
SELL
|
- |
-1.5K- 76.34% |
$664K - $802K
|
465
$237K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
15+ 1.3% |
$6.64K - $8.02K
|
1.17K
$593K
|
|
|
May 13, 2025
Q1 2025
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
1.82KNew |
$807K - $974K
|
1.82K
$927K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
PUT |
-100- 3.7% |
$44.3K - $53.5K
|
2.6K
$1.32M
|
|
|
May 13, 2025
Q1 2025
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-108- 42.19% |
$47.8K - $57.7K
|
148
$75.3K
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-23- 3.39% |
$10.2K - $12.3K
|
656
$334K
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
270+ 69.23% |
$120K - $144K
|
660
$336K
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
10+ 1.14% |
$4.43K - $5.35K
|
891
$453K
|
|
|
May 13, 2025
Q1 2025
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
152+ 18.16% |
$67.3K - $81.2K
|
989
$503K
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
400+ 23.81% |
$177K - $214K
|
2.08K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
370+ 10.72% |
$164K - $198K
|
3.82K
$1.94M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
58New |
$25.7K - $31K
|
58
$29.5K
|
|
|
May 13, 2025
Q1 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
1KNew |
$444K - $536K
|
1K
$510K
|
|
|
May 13, 2025
Q1 2025
|
Paralel Advisors LLC
|
SELL
|
- |
-59K- 19.03% |
$26.1M - $31.5M
|
251K
$128M
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
119+ 216.36% |
$52.7K - $63.6K
|
174
$88.6K
|
|
|
May 12, 2025
Q1 2025
|
Caisse Des Depots Et Consignations
Paris, I0 |
BUY
|
- |
13.8KNew |
$6.13M - $7.4M
|
13.8K
$7.04M
|
|
|
May 12, 2025
Q1 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
455New |
$201K - $243K
|
455
$232K
|
|
|
May 12, 2025
Q1 2025
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
379New |
$168K - $203K
|
379
$193K
|
|
|
May 12, 2025
Q1 2025
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-37- 0.95% |
$16.4K - $19.8K
|
3.84K
$1.95M
|
|
|
May 12, 2025
Q1 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
1+ 0.07% |
$443 - $535
|
1.5K
$765K
|
|
|
May 12, 2025
Q1 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
260New |
$115K - $139K
|
260
$132K
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-27K- 15.52% |
$11.9M - $14.4M
|
147K
$74.7M
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
565+ 34.96% |
$250K - $302K
|
2.18K
$1.11M
|
|
|
May 12, 2025
Q1 2025
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
BUY
|
- |
377New |
$167K - $202K
|
377
$192K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
3.52K+ 3.77% |
$1.56M - $1.88M
|
96.9K
$49.3M
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
100+ 2.38% |
$44.3K - $53.5K
|
4.31K
$2.19M
|
|
|
May 12, 2025
Q1 2025
|
Gouws Capital LLC
|
BUY
|
- |
71+ 6.04% |
$31.4K - $38K
|
1.25K
$634K
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
50+ 1.08% |
$22.1K - $26.7K
|
4.7K
$2.39M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
185+ 3.74% |
$81.9K - $98.9K
|
5.13K
$2.61M
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
203+ 1.96% |
$89.9K - $109K
|
10.6K
$5.39M
|
|
|
May 12, 2025
Q1 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
10+ 1.49% |
$4.43K - $5.35K
|
681
$347K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
80+ 0.27% |
$35.4K - $42.8K
|
30.2K
$15.4M
|
|
|
May 09, 2025
Q1 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-67- 2.44% |
$29.7K - $35.8K
|
2.68K
$1.36M
|
|
|
May 09, 2025
Q1 2025
|
Weitz Investment Management, Inc.
Omaha, NE |
SELL
|
- |
-36.4K- 11.25% |
$16.1M - $19.4M
|
287K
$146M
|
|
|
May 09, 2025
Q1 2025
|
American Assets Investment Management, LLC
|
BUY
|
- |
2.25KNew |
$996K - $1.2M
|
2.25K
$1.15M
|
|
|
May 09, 2025
Q1 2025
|
Leisure Capital Management
|
BUY
|
- |
40+ 1.18% |
$17.7K - $21.4K
|
3.42K
$1.74M
|
|
|
May 09, 2025
Q1 2025
|
Campbell Capital Management Inc
|
BUY
|
- |
16+ 0.51% |
$7.08K - $8.55K
|
3.15K
$1.6M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
SELL
|
- |
-7- 0.77% |
$3.1K - $3.74K
|
905
$461K
|
|
|
May 09, 2025
Q1 2025
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
10+ 0.78% |
$4.43K - $5.35K
|
1.3K
$660K
|
|