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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
13+ 1.06% |
$5.27K - $6.22K
|
1.24K
$603K
|
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
100+ 16.13% |
$40.5K - $47.9K
|
720
$349K
|
|
|
Oct 15, 2024
Q3 2024
|
Touchstone Capital, Inc.
|
SELL
|
- |
-50- 8.91% |
$20.3K - $23.9K
|
511
$248K
|
|
|
Oct 15, 2024
Q3 2024
|
Parkside Investments, LLC
|
BUY
|
- |
495New |
$201K - $237K
|
495
$240K
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-45- 3.02% |
$18.2K - $21.5K
|
1.44K
$700K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-165- 8.82% |
$66.9K - $79K
|
1.71K
$827K
|
|
|
Oct 11, 2024
Q3 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
2.11KNew |
$855K - $1.01M
|
2.11K
$1.02M
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
25+ 2.19% |
$10.1K - $12K
|
1.16K
$565K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
834+ 1283.08% |
$338K - $399K
|
899
$436K
|
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
2.16KNew |
$874K - $1.03M
|
2.16K
$1.05M
|
|
|
Oct 10, 2024
Q3 2024
|
Atwater Malick LLC
|
BUY
|
- |
11+ 0.43% |
$4.46K - $5.26K
|
2.59K
$1.26M
|
|
|
Oct 10, 2024
Q3 2024
|
Guardian Investment Management
|
SELL
|
- |
-1.81K- 26.66% |
$733K - $866K
|
4.98K
$2.42M
|
|
|
Oct 10, 2024
Q3 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-1.6K- 0.62% |
$648K - $766K
|
255K
$123M
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
488New |
$198K - $234K
|
488
$237K
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
28+ 3.75% |
$11.3K - $13.4K
|
774
$375K
|
|
|
Oct 09, 2024
Q3 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-87- 6.81% |
$35.3K - $41.6K
|
1.19K
$578K
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
10.2KNew |
$4.12M - $4.87M
|
10.2K
$4.93M
|
|
|
Oct 08, 2024
Q3 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-50- 3.43% |
$20.3K - $23.9K
|
1.41K
$683K
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
SELL
|
- |
-322- 2.15% |
$130K - $154K
|
14.7K
$7.12M
|
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-21- 2.59% |
$8.51K - $10K
|
791
$384K
|
|
|
Oct 07, 2024
Q3 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
734New |
$297K - $351K
|
734
$356K
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
14+ 1.02% |
$5.67K - $6.7K
|
1.39K
$675K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
796+ 1.59% |
$323K - $381K
|
50.9K
$24.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
215+ 6.23% |
$87.1K - $103K
|
3.67K
$1.78M
|
|
|
Oct 07, 2024
Q3 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
462New |
$187K - $221K
|
462
$224K
|
|
|
Oct 07, 2024
Q3 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
616New |
$250K - $295K
|
616
$299K
|
|
|
Oct 07, 2024
Q3 2024
|
Eastover Investment Advisors LLC
|
BUY
|
- |
10+ 1.43% |
$4.05K - $4.79K
|
711
$345K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-148- 4.77% |
$60K - $70.8K
|
2.95K
$1.43M
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-10- 0.43% |
$4.05K - $4.79K
|
2.31K
$1.12M
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-601- 0.95% |
$244K - $288K
|
62.6K
$30.4M
|
|
| Q2 2024 | |||||||
|
Jul 10, 2025
Q2 2024
|
Veridan Wealth LLC
West Linn, OR |
SELL
|
- |
-19- 1.4% |
$7.54K - $7.98K
|
1.34K
$650K
|
|
|
Jul 10, 2025
Q2 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
37+ 2.59% |
$14.7K - $15.5K
|
1.46K
$710K
|
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
183+ 2.31% |
$72.6K - $76.9K
|
8.11K
$3.93M
|
|
|
Feb 13, 2025
Q2 2024
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-2.31KClosed |
$916K - $971K
|
0
$0
|
|
|
Jan 27, 2025
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
10+ 1.18% |
$3.97K - $4.2K
|
861
$418K
|
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
13+ 48.15% |
$5.16K - $5.46K
|
40
$19.4K
|
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
4.8KNew |
$1.9M - $2.02M
|
4.8K
$2.33M
|
|
|
Nov 13, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-3- 0.13% |
$1.19K - $1.26K
|
2.32K
$1.13M
|
|
|
Oct 30, 2024
Q2 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
16+ 1.14% |
$6.35K - $6.72K
|
1.42K
$687K
|
|
|
Oct 07, 2024
Q2 2024
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-16.6KClosed |
$6.59M - $6.98M
|
0
$0
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
1.22KNew |
$485K - $514K
|
1.22K
$593K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
500New |
$198K - $210K
|
500
$243K
|
|
|
Aug 15, 2024
Q2 2024
|
Ascension Asset Management LLC
|
SELL
|
- |
-800- 16.42% |
$317K - $336K
|
4.07K
$1.97M
|
|
|
Aug 15, 2024
Q2 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
100New |
$39.7K - $42K
|
100
$48.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-60- 10.6% |
$23.8K - $25.2K
|
506
$245K
|
|
|
Aug 14, 2024
Q2 2024
|
Jentner Corp
|
SELL
|
- |
-548- 24.9% |
$217K - $230K
|
1.65K
$802K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-30- 2.54% |
$11.9K - $12.6K
|
1.15K
$558K
|
|
|
Aug 14, 2024
Q2 2024
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-167K- 14.38% |
$66.4M - $70.4M
|
997K
$484M
|
|
|
Aug 14, 2024
Q2 2024
|
Interval Partners, LP
New York, NY |
BUY
|
PUT |
106New |
$42.1K - $44.5K
|
106
$51.4K
|
|