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 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
200+ 26.32% |
$88.5K - $107K
|
960
$489K
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-38- 7.63% |
$16.8K - $20.3K
|
460
$234K
|
|
|
May 08, 2025
Q1 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
1.44KNew |
$639K - $772K
|
1.44K
$735K
|
|
|
May 08, 2025
Q1 2025
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-125- 18.17% |
$55.3K - $66.8K
|
563
$287K
|
|
|
May 08, 2025
Q1 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
280+ 18.79% |
$124K - $150K
|
1.77K
$901K
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-146K- 97.69% |
$64.5M - $77.9M
|
3.44K
$1.75M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-450- 90.0% |
$199K - $241K
|
50
$25.4K
|
|
|
May 08, 2025
Q1 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
PUT |
-3.6K- 20.22% |
$1.59M - $1.92M
|
14.2K
$7.23M
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-32- 3.3% |
$14.2K - $17.1K
|
938
$477K
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
100+ 8.03% |
$44.3K - $53.5K
|
1.35K
$685K
|
|
|
May 08, 2025
Q1 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
457New |
$202K - $244K
|
457
$233K
|
|
|
May 08, 2025
Q1 2025
|
Jcp Investment Management, LLC
|
SELL
|
- |
-1K- 3.79% |
$443K - $535K
|
25.4K
$12.9M
|
|
|
May 08, 2025
Q1 2025
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-258- 2.94% |
$114K - $138K
|
8.52K
$4.33M
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-6- 1.34% |
$2.66K - $3.21K
|
441
$224K
|
|
|
May 07, 2025
Q1 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
2.57K+ 357.86% |
$1.14M - $1.38M
|
3.29K
$1.68M
|
|
|
May 07, 2025
Q1 2025
|
Sam Advisors, LLC
|
SELL
|
- |
-633- 3.09% |
$280K - $338K
|
19.9K
$10.1M
|
|
|
May 07, 2025
Q1 2025
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-28- 1.89% |
$12.4K - $15K
|
1.45K
$738K
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-55- 6.78% |
$24.3K - $29.4K
|
756
$385K
|
|
|
May 07, 2025
Q1 2025
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-50- 4.76% |
$22.1K - $26.7K
|
1K
$509K
|
|
|
May 07, 2025
Q1 2025
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
430+ 83.5% |
$190K - $230K
|
945
$481K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
17+ 0.19% |
$7.53K - $9.09K
|
8.78K
$4.47M
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
218+ 29.66% |
$96.5K - $117K
|
953
$485K
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-171- 1.49% |
$75.7K - $91.4K
|
11.3K
$5.77M
|
|
|
May 07, 2025
Q1 2025
|
University Of Texas
|
SELL
|
- |
-311- 74.22% |
$138K - $166K
|
108
$55K
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
27KNew |
$12M - $14.5M
|
27K
$13.8M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
380New |
$168K - $203K
|
380
$193K
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
198+ 22.07% |
$87.6K - $106K
|
1.1K
$557K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
CALL |
6KNew |
$2.66M - $3.21M
|
6K
$3.05M
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-250- 6.36% |
$111K - $134K
|
3.68K
$1.87M
|
|
|
May 06, 2025
Q1 2025
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
SELL
|
- |
-127- 0.13% |
$56.2K - $67.9K
|
96K
$48.9M
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
PUT |
1.3K+ 18.84% |
$575K - $695K
|
8.2K
$4.17M
|
|
|
May 06, 2025
Q1 2025
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
69+ 79.31% |
$30.5K - $36.9K
|
156
$79.4K
|
|
|
May 06, 2025
Q1 2025
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
150New |
$66.4K - $80.2K
|
150
$76.3K
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-10- 2.82% |
$4.43K - $5.35K
|
345
$176K
|
|
|
May 06, 2025
Q1 2025
|
Montgomery Investment Management Inc
|
SELL
|
- |
-60- 8.65% |
$26.6K - $32.1K
|
634
$323K
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-97- 15.9% |
$42.9K - $51.8K
|
513
$261K
|
|
|
May 05, 2025
Q1 2025
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
155+ 40.58% |
$68.6K - $82.9K
|
537
$273K
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-18.6K- 53.67% |
$8.24M - $9.96M
|
16.1K
$8.18M
|
|
|
May 05, 2025
Q1 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
8+ 0.51% |
$3.54K - $4.28K
|
1.58K
$806K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.39K- 6.4% |
$617K - $745K
|
20.4K
$10.4M
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
15+ 1.67% |
$6.64K - $8.02K
|
915
$466K
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
BUY
|
- |
7.45KNew |
$3.3M - $3.98M
|
7.45K
$3.79M
|
|
|
May 05, 2025
Q1 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
10+ 0.27% |
$4.43K - $5.35K
|
3.69K
$1.88M
|
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
422New |
$187K - $226K
|
422
$215K
|
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-33- 6.72% |
$14.6K - $17.6K
|
458
$233K
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
4.09K+ 356.89% |
$1.81M - $2.19M
|
5.24K
$2.66M
|
|
|
May 02, 2025
Q1 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
SELL
|
- |
-15- 16.3% |
$6.64K - $8.02K
|
77
$39.2K
|
|
|
May 02, 2025
Q1 2025
|
Provident Trust CO
|
BUY
|
- |
38+ 0.63% |
$16.8K - $20.3K
|
6.05K
$3.08M
|
|
|
May 02, 2025
Q1 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
11+ 0.48% |
$4.87K - $5.88K
|
2.3K
$1.17M
|
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
BUY
|
- |
473New |
$209K - $253K
|
473
$241K
|
|