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 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-15- 7.18% |
$6.64K - $8.02K
|
194
$98.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
420New |
$186K - $224K
|
420
$214K
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
418New |
$185K - $223K
|
418
$213K
|
|
|
Apr 23, 2025
Q1 2025
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-352- 35.31% |
$156K - $188K
|
645
$328K
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
36+ 2.31% |
$15.9K - $19.2K
|
1.59K
$810K
|
|
|
Apr 23, 2025
Q1 2025
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
398New |
$176K - $213K
|
398
$203K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
249+ 1.38% |
$110K - $133K
|
18.3K
$9.31M
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
SELL
|
- |
-101- 12.88% |
$44.7K - $54K
|
683
$348K
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-20- 1.02% |
$8.85K - $10.7K
|
1.95K
$991K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
75+ 2.14% |
$33.2K - $40.1K
|
3.58K
$1.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-123- 1.83% |
$54.4K - $65.7K
|
6.62K
$3.37M
|
|
|
Apr 22, 2025
Q1 2025
|
North Point Portfolio Managers Corp
|
BUY
|
- |
394New |
$174K - $211K
|
394
$201K
|
|
|
Apr 22, 2025
Q1 2025
|
Verity Wealth Advisors
|
SELL
|
- |
-240- 11.57% |
$106K - $128K
|
1.84K
$934K
|
|
|
Apr 22, 2025
Q1 2025
|
Grace & White Inc
|
BUY
|
- |
300+ 30.0% |
$133K - $160K
|
1.3K
$662K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-28- 2.82% |
$12.4K - $15K
|
966
$492K
|
|
|
Apr 22, 2025
Q1 2025
|
Blossom Wealth Management
|
SELL
|
- |
-60- 13.19% |
$26.6K - $32.1K
|
395
$201K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-3- 0.77% |
$1.33K - $1.6K
|
389
$198K
|
|
|
Apr 21, 2025
Q1 2025
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
604New |
$267K - $323K
|
604
$307K
|
|
|
Apr 21, 2025
Q1 2025
|
Clark & Stuart, Inc
Portland, ME |
SELL
|
- |
-3- 0.49% |
$1.33K - $1.6K
|
607
$309K
|
|
|
Apr 21, 2025
Q1 2025
|
Kraft Asset Management, LLC
|
BUY
|
- |
2+ 0.42% |
$885 - $1.07K
|
477
$243K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
PUT |
1.2KNew |
$531K - $641K
|
1.2K
$611K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
SELL
|
- |
-1.39K- 10.65% |
$617K - $745K
|
11.7K
$5.95M
|
|
|
Apr 17, 2025
Q1 2025
|
Retirement Solution Inc.
|
BUY
|
- |
2.37KNew |
$1.05M - $1.27M
|
2.37K
$1.21M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
12+ 1.42% |
$5.31K - $6.41K
|
856
$436K
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
60+ 4.47% |
$26.6K - $32.1K
|
1.4K
$714K
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
386New |
$171K - $206K
|
386
$196K
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
554+ 68.91% |
$245K - $296K
|
1.36K
$691K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
235+ 3.2% |
$104K - $126K
|
7.59K
$3.86M
|
|
|
Apr 17, 2025
Q1 2025
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
15+ 1.29% |
$6.64K - $8.02K
|
1.18K
$601K
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
50+ 8.29% |
$22.1K - $26.7K
|
653
$332K
|
|
|
Apr 17, 2025
Q1 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-65- 11.17% |
$28.8K - $34.7K
|
517
$263K
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
171KNew |
$75.9M - $91.7M
|
171K
$87.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-194- 4.61% |
$85.9K - $104K
|
4.01K
$2.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-144- 3.06% |
$63.7K - $77K
|
4.57K
$2.32M
|
|
|
Apr 16, 2025
Q1 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
30+ 0.51% |
$13.3K - $16K
|
5.95K
$3.03M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
105+ 0.46% |
$46.5K - $56.1K
|
22.8K
$11.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
BUY
|
- |
430New |
$190K - $230K
|
430
$219K
|
|
|
Apr 15, 2025
Q1 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
18+ 0.67% |
$7.97K - $9.62K
|
2.7K
$1.37M
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-40- 7.29% |
$17.7K - $21.4K
|
509
$259K
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-74- 16.41% |
$32.8K - $39.6K
|
377
$192K
|
|
|
Apr 15, 2025
Q1 2025
|
Bradyco, Inc.
Cambridge, MA |
SELL
|
- |
-5.34K- 9.4% |
$2.36M - $2.86M
|
51.5K
$26.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-374- 9.53% |
$166K - $200K
|
3.55K
$1.81M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
412New |
$182K - $220K
|
412
$210K
|
|
|
Apr 14, 2025
Q1 2025
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
438New |
$194K - $234K
|
438
$223K
|
|
|
Apr 14, 2025
Q1 2025
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
414New |
$183K - $221K
|
414
$211K
|
|
|
Apr 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
25+ 2.54% |
$11.1K - $13.4K
|
1.01K
$514K
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-56- 4.14% |
$24.8K - $29.9K
|
1.3K
$660K
|
|
|
Apr 11, 2025
Q1 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
440New |
$195K - $235K
|
440
$224K
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-325- 20.63% |
$144K - $174K
|
1.25K
$636K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
10+ 0.26% |
$4.43K - $5.35K
|
3.86K
$1.97M
|
|