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 13, 2025
Q1 2025
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
1.82KNew |
$807K - $974K
|
1.82K
$884K
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-2.16K- 8.12% |
$957K - $1.16M
|
24.5K
$11.9M
|
|
|
May 13, 2025
Q1 2025
|
Sprucegrove Investment Management LTD
Toronto, A6 |
SELL
|
- |
-27.3K- 36.04% |
$12.1M - $14.6M
|
48.5K
$23.5M
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.6K- 2.61% |
$706K - $853K
|
59.5K
$28.9M
|
|
|
May 13, 2025
Q1 2025
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-99.5K- 2.04% |
$44.1M - $53.2M
|
4.77M
$2.32B
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-105- 2.04% |
$46.5K - $56.1K
|
5.04K
$2.44M
|
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
495+ 45.75% |
$219K - $265K
|
1.58K
$765K
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.47K- 1.69% |
$652K - $788K
|
85.5K
$41.5M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.18K+ 1.82% |
$1.85M - $2.23M
|
233K
$113M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
PUT |
-100- 3.7% |
$44.3K - $53.5K
|
2.6K
$1.26M
|
|
|
May 13, 2025
Q1 2025
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
SELL
|
- |
-2.22K- 0.44% |
$982K - $1.19M
|
503K
$244M
|
|
|
May 13, 2025
Q1 2025
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-5.25K- 34.16% |
$2.32M - $2.8M
|
10.1K
$4.9M
|
|
|
May 13, 2025
Q1 2025
|
Lfl Advisers, LLC
Evanston, IL |
SELL
|
- |
-761- 2.55% |
$337K - $407K
|
29.1K
$14.1M
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-632- 1.06% |
$280K - $338K
|
58.9K
$28.6M
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-7.15K- 3.06% |
$3.16M - $3.82M
|
227K
$110M
|
|
|
May 13, 2025
Q1 2025
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-2.15K- 4.83% |
$952K - $1.15M
|
42.3K
$20.5M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
294+ 3.7% |
$130K - $157K
|
8.24K
$4M
|
|
|
May 13, 2025
Q1 2025
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-14.3K- 13.2% |
$6.31M - $7.62M
|
93.7K
$45.5M
|
|
|
May 13, 2025
Q1 2025
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-108- 42.19% |
$47.8K - $57.7K
|
148
$71.8K
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
55+ 17.08% |
$24.3K - $29.4K
|
377
$183K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6.78K- 3.08% |
$3M - $3.62M
|
213K
$103M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
CALL |
-200- 3.77% |
$88.5K - $107K
|
5.1K
$2.47M
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-23- 3.39% |
$10.2K - $12.3K
|
656
$318K
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-234- 5.35% |
$104K - $125K
|
4.14K
$2.01M
|
|
|
May 13, 2025
Q1 2025
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-127- 5.84% |
$56.2K - $67.9K
|
2.05K
$994K
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
2.36MNew |
$1.04B - $1.26B
|
2.36M
$1.14B
|
|
|
May 13, 2025
Q1 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
4.06KNew |
$1.8M - $2.17M
|
4.06K
$1.97M
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
113+ 3.19% |
$50K - $60.4K
|
3.66K
$1.78M
|
|
|
May 13, 2025
Q1 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
383+ 17.28% |
$170K - $205K
|
2.6K
$1.26M
|
|
|
May 13, 2025
Q1 2025
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
416+ 23.27% |
$184K - $222K
|
2.2K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
514+ 67.01% |
$228K - $275K
|
1.28K
$621K
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
137+ 3.66% |
$60.6K - $73.2K
|
3.88K
$1.88M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
11.6K+ 0.3% |
$5.14M - $6.21M
|
3.89M
$1.89B
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
2K+ 33.49% |
$883K - $1.07M
|
7.95K
$3.86M
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
SELL
|
- |
-65- 1.36% |
$28.8K - $34.7K
|
4.7K
$2.28M
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
270+ 69.23% |
$120K - $144K
|
660
$320K
|
|
|
May 13, 2025
Q1 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
1+ 0.08% |
$443 - $535
|
1.23K
$596K
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
10+ 1.14% |
$4.43K - $5.35K
|
891
$432K
|
|
|
May 13, 2025
Q1 2025
|
Muhlenkamp & CO Inc
|
SELL
|
- |
-34- 0.09% |
$15.1K - $18.2K
|
38.1K
$18.5M
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
8.44K+ 39.12% |
$3.74M - $4.51M
|
30K
$14.6M
|
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-48- 1.27% |
$21.2K - $25.7K
|
3.73K
$1.81M
|
|
|
May 13, 2025
Q1 2025
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
152+ 18.16% |
$67.3K - $81.2K
|
989
$480K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-32.9K- 28.46% |
$14.6M - $17.6M
|
82.8K
$40.1M
|
|
|
May 13, 2025
Q1 2025
|
George Kaiser Family Foundation
|
BUY
|
- |
597New |
$264K - $319K
|
597
$290K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
511K+ 9.34% |
$226M - $273M
|
5.98M
$2.9B
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
PUT |
-60.1K- 8.99% |
$26.6M - $32.1M
|
608K
$295M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
326+ 0.39% |
$144K - $174K
|
83K
$40.3M
|
|
|
May 13, 2025
Q1 2025
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
1.02K+ 6.6% |
$449K - $543K
|
16.4K
$7.95M
|
|
|
May 13, 2025
Q1 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
335+ 13.01% |
$148K - $179K
|
2.91K
$1.41M
|
|
|
May 13, 2025
Q1 2025
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-1.03K- 52.3% |
$454K - $548K
|
935
$453K
|