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 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
144+ 56.03% |
$63.7K - $77K
|
401
$194K
|
|
|
Apr 08, 2025
Q1 2025
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-10- 0.26% |
$4.43K - $5.35K
|
3.9K
$1.89M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.31K- 2.02% |
$579K - $699K
|
63.5K
$30.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-218- 14.65% |
$96.5K - $117K
|
1.27K
$616K
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
21+ 0.57% |
$9.3K - $11.2K
|
3.69K
$1.79M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
45+ 0.51% |
$19.9K - $24.1K
|
8.81K
$4.27M
|
|
|
Apr 08, 2025
Q1 2025
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
23+ 0.87% |
$10.2K - $12.3K
|
2.66K
$1.29M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-84- 12.86% |
$37.2K - $44.9K
|
569
$276K
|
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
BUY
|
- |
239+ 8.63% |
$106K - $128K
|
3.01K
$1.46M
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
285+ 2.35% |
$126K - $152K
|
12.4K
$6.03M
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-588- 1.01% |
$260K - $314K
|
57.6K
$27.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Asset Management Advisors, LLC
|
SELL
|
- |
-143- 0.13% |
$63.3K - $76.4K
|
113K
$54.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-3- 0.39% |
$1.33K - $1.6K
|
772
$374K
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-52- 1.05% |
$23K - $27.8K
|
4.89K
$2.37M
|
|
|
Apr 08, 2025
Q1 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-85- 3.41% |
$37.6K - $45.4K
|
2.41K
$1.17M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.51K+ 4.8% |
$670K - $809K
|
33.1K
$16M
|
|
|
Apr 08, 2025
Q1 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
37+ 7.24% |
$16.4K - $19.8K
|
548
$266K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.55K+ 17.11% |
$687K - $830K
|
10.6K
$5.15M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
40+ 1.0% |
$17.7K - $21.4K
|
4.05K
$1.96M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-83- 11.74% |
$36.7K - $44.4K
|
624
$303K
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-512- 14.33% |
$227K - $274K
|
3.06K
$1.48M
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
676+ 139.67% |
$299K - $361K
|
1.16K
$563K
|
|
|
Apr 07, 2025
Q1 2025
|
Nexus Investment Management Ulc
|
BUY
|
- |
61New |
$27K - $32.6K
|
61
$29.6K
|
|
|
Apr 07, 2025
Q1 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
54+ 7.79% |
$23.9K - $28.9K
|
747
$362K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-57- 0.98% |
$25.2K - $30.5K
|
5.75K
$2.79M
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
220+ 4.18% |
$97.4K - $118K
|
5.49K
$2.66M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-3.04K- 13.88% |
$1.34M - $1.62M
|
18.9K
$9.14M
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-204- 5.18% |
$90.3K - $109K
|
3.73K
$1.81M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
249+ 3.08% |
$110K - $133K
|
8.34K
$4.04M
|
|
|
Apr 04, 2025
Q1 2025
|
Exeter Financial, LLC
|
SELL
|
- |
-220- 35.66% |
$97.4K - $118K
|
397
$193K
|
|
|
Apr 03, 2025
Q1 2025
|
Magnolia Capital Management LTD
|
BUY
|
- |
505+ 7.49% |
$224K - $270K
|
7.25K
$3.51M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-166- 0.68% |
$73.5K - $88.7K
|
24.2K
$11.7M
|
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-550- 0.7% |
$243K - $294K
|
78.5K
$38.1M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
260+ 45.94% |
$115K - $139K
|
826
$401K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
48+ 0.53% |
$21.2K - $25.7K
|
9.1K
$4.41M
|
|
|
Apr 01, 2025
Q1 2025
|
Centre Asset Management, LLC
|
BUY
|
- |
14.2KNew |
$6.29M - $7.6M
|
14.2K
$6.89M
|
|
| Q4 2024 | |||||||
|
Jul 16, 2025
Q4 2024
|
Smith Asset Management Co., LLC
Chiefland, FL |
SELL
|
- |
-856- 6.41% |
$379K - $414K
|
12.5K
$6.06M
|
|
|
Jul 16, 2025
Q4 2024
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
3.44KNew |
$1.52M - $1.66M
|
3.44K
$1.67M
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
4New |
$1.77K - $1.93K
|
4
$1.94K
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-500K- 14.73% |
$221M - $242M
|
2.89M
$1.4B
|
|
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
27.1K+ 10.4% |
$12M - $13.1M
|
287K
$139M
|
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
2.69KNew |
$1.19M - $1.3M
|
2.69K
$1.31M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-32.7K- 3.5% |
$14.5M - $15.8M
|
903K
$438M
|
|
|
Jun 04, 2025
Q4 2024
|
Legacy Capital Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
3.08KNew |
$1.36M - $1.49M
|
3.08K
$1.49M
|
|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-3.81K- 7.12% |
$1.68M - $1.84M
|
49.6K
$24.1M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-14.3K- 0.47% |
$6.33M - $6.91M
|
3.03M
$1.47B
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
12.5K+ 2.29% |
$5.53M - $6.05M
|
559K
$271M
|
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
13.6K+ 989.2% |
$6.03M - $6.59M
|
15K
$7.28M
|
|
|
May 14, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
110+ 0.81% |
$48.7K - $53.1K
|
13.8K
$6.68M
|
|
|
May 14, 2025
Q4 2024
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
SELL
|
- |
-14.2K- 49.96% |
$6.27M - $6.85M
|
14.2K
$6.89M
|
|