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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
113New |
$50K - $54.6K
|
113
$54.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
100+ 20.0% |
$44.2K - $48.3K
|
600
$291K
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
SELL
|
- |
-150- 10.87% |
$66.3K - $72.5K
|
1.23K
$597K
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
26+ 4.97% |
$11.5K - $12.6K
|
549
$266K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3.38K- 77.21% |
$1.5M - $1.63M
|
998
$484K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
22+ 3.86% |
$9.73K - $10.6K
|
592
$287K
|
|
|
Jan 15, 2025
Q4 2024
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-11- 1.21% |
$4.87K - $5.31K
|
900
$437K
|
|
|
Jan 15, 2025
Q4 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
97+ 33.33% |
$42.9K - $46.9K
|
388
$188K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
236New |
$104K - $114K
|
236
$114K
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
70+ 10.22% |
$31K - $33.8K
|
755
$366K
|
|
|
Jan 15, 2025
Q4 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-58.5K- 35.58% |
$25.9M - $28.3M
|
106K
$51.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Goal Fusion Wealth Management, LLC
|
SELL
|
- |
-28- 4.92% |
$12.4K - $13.5K
|
541
$262K
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-244- 8.1% |
$108K - $118K
|
2.77K
$1.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
1.35KNew |
$598K - $654K
|
1.35K
$656K
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-458- 21.27% |
$203K - $221K
|
1.7K
$822K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-20- 17.86% |
$8.85K - $9.66K
|
92
$44.6K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
100+ 34.97% |
$44.2K - $48.3K
|
386
$187K
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-45- 10.37% |
$19.9K - $21.7K
|
389
$189K
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
219+ 6.61% |
$96.9K - $106K
|
3.53K
$1.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-35- 3.9% |
$15.5K - $16.9K
|
862
$418K
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
1.13KNew |
$498K - $543K
|
1.13K
$546K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
132+ 1.38% |
$58.4K - $63.8K
|
9.68K
$4.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-152- 10.9% |
$67.2K - $73.4K
|
1.24K
$603K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-65- 5.49% |
$28.7K - $31.4K
|
1.12K
$543K
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
87+ 4.14% |
$38.5K - $42K
|
2.19K
$1.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
6.21KNew |
$2.75M - $3M
|
6.21K
$3.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
100New |
$44.2K - $48.3K
|
100
$48.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
180New |
$79.6K - $87K
|
180
$87.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-692- 60.7% |
$306K - $334K
|
448
$217K
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-2.02K- 22.23% |
$893K - $975K
|
7.06K
$3.43M
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
SELL
|
- |
-2- 0.7% |
$885 - $966
|
282
$137K
|
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
18.7KNew |
$8.27M - $9.03M
|
18.7K
$9.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
150+ 8.56% |
$66.3K - $72.5K
|
1.9K
$922K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-2- 0.33% |
$885 - $966
|
604
$293K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
226+ 1.95% |
$100K - $109K
|
11.8K
$5.72M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
84+ 4.29% |
$37.2K - $40.6K
|
2.04K
$989K
|
|
|
Jan 07, 2025
Q4 2024
|
Birch Capital Management, LLC
|
SELL
|
- |
-7- 21.88% |
$3.1K - $3.38K
|
25
$12.1K
|
|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
525New |
$232K - $254K
|
525
$255K
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
200+ 19.84% |
$88.5K - $96.6K
|
1.21K
$586K
|
|
|
Jan 03, 2025
Q4 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
75+ 0.9% |
$33.2K - $36.2K
|
8.38K
$4.06M
|
|
|
Jan 03, 2025
Q4 2024
|
Jvl Associates LLC
|
BUY
|
- |
8+ 1.02% |
$3.54K - $3.86K
|
790
$383K
|
|
| Q3 2024 | |||||||
|
May 19, 2025
Q3 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-25- 1.13% |
$10.1K - $12K
|
2.19K
$1.06M
|
|
|
May 15, 2025
Q3 2024
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
24.3K+ 34.61% |
$9.85M - $11.6M
|
94.5K
$45.8M
|
|
|
May 14, 2025
Q3 2024
|
Torno Capital, LLC
Cohasset, MA |
SELL
|
- |
-500- 25.0% |
$203K - $239K
|
1.5K
$728K
|
|
|
May 12, 2025
Q3 2024
|
Allianz Se
Munich, 2M |
SELL
|
- |
-6.36K- 11.32% |
$2.58M - $3.04M
|
49.8K
$24.1M
|
|
|
May 07, 2025
Q3 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
56+ 11.81% |
$22.7K - $26.8K
|
530
$257K
|
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.01K- 8.54% |
$408K - $482K
|
10.8K
$5.24M
|
|
|
Jan 06, 2025
Q3 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-5- 0.28% |
$2.03K - $2.39K
|
1.78K
$861K
|
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
492+ 79.87% |
$199K - $235K
|
1.11K
$537K
|
|
|
Nov 18, 2024
Q3 2024
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
17.7KNew |
$7.19M - $8.49M
|
17.7K
$8.6M
|
|