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
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
80.2KNew |
$35.5M - $38.7M
|
80.2K
$38.9M
|
|
|
Apr 23, 2025
Q4 2024
|
Galilei Investment Office LLP
London, X0 |
BUY
|
- |
12.9KNew |
$5.71M - $6.24M
|
12.9K
$6.27M
|
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
35New |
$15.5K - $16.9K
|
35
$17K
|
|
|
Apr 11, 2025
Q4 2024
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
820New |
$363K - $396K
|
820
$398K
|
|
|
Apr 10, 2025
Q4 2024
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
1.35KNew |
$597K - $652K
|
1.35K
$655K
|
|
|
Apr 09, 2025
Q4 2024
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
2.32KNew |
$1.03M - $1.12M
|
2.32K
$1.13M
|
|
|
Apr 09, 2025
Q4 2024
|
Compass Investment Advisers LLC
Portland, OR |
BUY
|
- |
3.03KNew |
$1.34M - $1.46M
|
3.03K
$1.47M
|
|
|
Apr 03, 2025
Q4 2024
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
5.81KNew |
$2.57M - $2.81M
|
5.81K
$2.82M
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
4.85KNew |
$2.15M - $2.34M
|
4.85K
$2.35M
|
|
|
Mar 25, 2025
Q4 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-10- 1.2% |
$4.42K - $4.83K
|
820
$398K
|
|
|
Mar 21, 2025
Q4 2024
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
BUY
|
- |
948New |
$419K - $458K
|
948
$460K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
253New |
$112K - $122K
|
253
$123K
|
|
|
Mar 18, 2025
Q4 2024
|
Thoma Capital Management LLC
Towson, MD |
BUY
|
- |
1.52KNew |
$671K - $732K
|
1.52K
$735K
|
|
|
Mar 18, 2025
Q4 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
102+ 4.97% |
$45.1K - $49.3K
|
2.15K
$1.04M
|
|
|
Mar 12, 2025
Q4 2024
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
1.38KNew |
$610K - $666K
|
1.38K
$669K
|
|
|
Mar 12, 2025
Q4 2024
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
1.78KNew |
$787K - $860K
|
1.78K
$863K
|
|
|
Mar 11, 2025
Q4 2024
|
Lighthouse Financial LLC
Largo, FL |
BUY
|
- |
980New |
$433K - $473K
|
980
$475K
|
|
|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-44- 0.63% |
$19.5K - $21.3K
|
6.91K
$3.35M
|
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
12+ 0.65% |
$5.31K - $5.8K
|
1.86K
$904K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
515New |
$228K - $249K
|
515
$250K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.45K+ 7.66% |
$642K - $701K
|
20.4K
$9.9M
|
|
|
Feb 25, 2025
Q4 2024
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
1.48KNew |
$655K - $715K
|
1.48K
$718K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.39K- 10.63% |
$2.83M - $3.09M
|
53.8K
$26.1M
|
|
|
Feb 24, 2025
Q4 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-274- 1.07% |
$121K - $132K
|
25.3K
$12.3M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
5.55KNew |
$2.45M - $2.68M
|
5.55K
$2.69M
|
|
|
Feb 24, 2025
Q4 2024
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
709New |
$314K - $343K
|
709
$344K
|
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
3.65KNew |
$1.62M - $1.76M
|
3.65K
$1.77M
|
|
|
Feb 20, 2025
Q4 2024
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
100New |
$44.2K - $48.3K
|
100
$48.5K
|
|
|
Feb 19, 2025
Q4 2024
|
Warm Springs Advisors Inc.
Larkspur, CA |
BUY
|
- |
3.21KNew |
$1.42M - $1.55M
|
3.21K
$1.56M
|
|
|
Feb 19, 2025
Q4 2024
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
1.17KNew |
$519K - $567K
|
1.17K
$569K
|
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
CALL |
3.1KNew |
$1.37M - $1.5M
|
3.1K
$1.5M
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-145- 0.93% |
$64.1K - $70K
|
15.5K
$7.5M
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-59- 8.08% |
$26.1K - $28.5K
|
671
$325K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
5.75K+ 31.74% |
$2.54M - $2.78M
|
23.9K
$11.6M
|
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-50- 47.17% |
$22.1K - $24.2K
|
56
$27.2K
|
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
1.33KNew |
$588K - $642K
|
1.33K
$645K
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
1.67KNew |
$739K - $807K
|
1.67K
$810K
|
|
|
Feb 18, 2025
Q4 2024
|
Josh Arnold Investment Consultant, LLC
Edina, MN |
SELL
|
- |
-125- 12.63% |
$55.3K - $60.4K
|
865
$420K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.51K+ 3.5% |
$666K - $728K
|
44.5K
$21.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
4.81KNew |
$2.13M - $2.32M
|
4.81K
$2.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-5.06K- 84.95% |
$2.24M - $2.44M
|
896
$435K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-182K- 3.05% |
$80.6M - $88M
|
5.8M
$2.81B
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-300K- 43.61% |
$133M - $145M
|
388K
$188M
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-30- 0.11% |
$13.3K - $14.5K
|
26.5K
$12.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Goldstream Capital Management LTD
|
SELL
|
- |
-1.51K- 53.52% |
$666K - $728K
|
1.31K
$634K
|
|
|
Feb 14, 2025
Q4 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.93KNew |
$1.3M - $1.42M
|
2.93K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
135+ 1.93% |
$59.7K - $65.2K
|
7.12K
$3.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-55- 2.68% |
$24.3K - $26.6K
|
2K
$970K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
110KNew |
$48.7M - $53.1M
|
110K
$53.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Arnhold LLC
|
SELL
|
- |
-2.31K- 6.2% |
$1.02M - $1.12M
|
34.9K
$16.9M
|