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 24, 2024
Q1 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
400+ 29.3% |
$144K - $168K
|
1.77K
$856K
|
|
|
Apr 24, 2024
Q1 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
3.92KNew |
$1.41M - $1.65M
|
3.92K
$1.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-179- 6.53% |
$64.3K - $75.3K
|
2.56K
$1.24M
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-201- 18.21% |
$72.2K - $84.5K
|
903
$438K
|
|
|
Apr 22, 2024
Q1 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
57+ 2.85% |
$20.5K - $24K
|
2.06K
$999K
|
|
|
Apr 22, 2024
Q1 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
200+ 11.52% |
$71.9K - $84.1K
|
1.94K
$939K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
17.5KNew |
$6.3M - $7.38M
|
17.5K
$8.51M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
PUT |
2.2KNew |
$790K - $925K
|
2.2K
$1.07M
|
|
|
Apr 22, 2024
Q1 2024
|
Retireful, LLC
|
BUY
|
- |
3.09KNew |
$1.11M - $1.3M
|
3.09K
$1.5M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
28+ 1.03% |
$10.1K - $11.8K
|
2.74K
$1.33M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-5.6K- 95.45% |
$2.01M - $2.36M
|
267
$129K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-23.6K- 95.16% |
$8.48M - $9.92M
|
1.2K
$582K
|
|
|
Apr 19, 2024
Q1 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
20+ 1.83% |
$7.19K - $8.41K
|
1.11K
$540K
|
|
|
Apr 19, 2024
Q1 2024
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-190- 13.48% |
$68.3K - $79.9K
|
1.22K
$591K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
48+ 14.63% |
$17.2K - $20.2K
|
376
$182K
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
30.7KNew |
$11M - $12.9M
|
30.7K
$14.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Amarillo National Bank
|
SELL
|
- |
-50- 1.64% |
$18K - $21K
|
3K
$1.45M
|
|
|
Apr 19, 2024
Q1 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
526New |
$189K - $221K
|
526
$255K
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
PUT |
2New |
$719 - $841
|
2
$970
|
|
|
Apr 18, 2024
Q1 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-300- 16.41% |
$108K - $126K
|
1.53K
$741K
|
|
|
Apr 18, 2024
Q1 2024
|
Raub Brock Capital Management LP
|
BUY
|
- |
500New |
$180K - $210K
|
500
$243K
|
|
|
Apr 18, 2024
Q1 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
149New |
$53.5K - $62.7K
|
149
$72.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
SELL
|
- |
-200- 4.02% |
$71.9K - $84.1K
|
4.77K
$2.31M
|
|
|
Apr 17, 2024
Q1 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
500New |
$180K - $210K
|
500
$243K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
346+ 2.87% |
$124K - $145K
|
12.4K
$6.02M
|
|
|
Apr 17, 2024
Q1 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-3- 0.16% |
$1.08K - $1.26K
|
1.84K
$892K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-444- 3.44% |
$160K - $187K
|
12.5K
$6.05M
|
|
|
Apr 16, 2024
Q1 2024
|
Sara Bay Financial
|
BUY
|
- |
535New |
$192K - $225K
|
535
$259K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
1.26K+ 17.33% |
$454K - $531K
|
8.55K
$4.15M
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-3- 0.31% |
$1.08K - $1.26K
|
972
$471K
|
|
|
Apr 15, 2024
Q1 2024
|
Portman Square Capital LLP
London, X0 |
SELL
|
- |
-247- 33.07% |
$88.7K - $104K
|
500
$243K
|
|
|
Apr 15, 2024
Q1 2024
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
3KNew |
$1.08M - $1.26M
|
3K
$1.46M
|
|
|
Apr 15, 2024
Q1 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
500New |
$180K - $210K
|
500
$243K
|
|
|
Apr 12, 2024
Q1 2024
|
Triad Investment Management
|
SELL
|
- |
-171- 6.05% |
$61.4K - $71.9K
|
2.66K
$1.29M
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
1.97KNew |
$707K - $828K
|
1.97K
$954K
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
7K+ 489.92% |
$2.52M - $2.94M
|
8.43K
$4.09M
|
|
|
Apr 10, 2024
Q1 2024
|
Tl Private Wealth
|
BUY
|
- |
548New |
$197K - $230K
|
548
$266K
|
|
|
Apr 10, 2024
Q1 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
24+ 0.43% |
$8.62K - $10.1K
|
5.56K
$2.7M
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-130- 11.74% |
$46.7K - $54.7K
|
977
$474K
|
|
|
Apr 01, 2024
Q1 2024
|
A.P. Gilfoyle & Co., L.P.
San Francisco, CA |
BUY
|
- |
200New |
$71.9K - $84.1K
|
200
$97K
|
|
| Q4 2023 | |||||||
|
Jun 10, 2025
Q4 2023
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
BUY
|
- |
322+ 15.05% |
$107K - $117K
|
2.46K
$1.19M
|
|
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
655K+ 10.63% |
$217M - $238M
|
6.82M
$3.31B
|
|
|
Dec 03, 2024
Q4 2023
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
603New |
$200K - $219K
|
603
$292K
|
|
|
Sep 17, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
62+ 0.65% |
$20.6K - $22.5K
|
9.66K
$4.68M
|
|
|
Sep 06, 2024
Q4 2023
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
590New |
$196K - $214K
|
590
$286K
|
|
|
Aug 06, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
4.42KNew |
$1.47M - $1.6M
|
4.42K
$2.14M
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-186- 3.01% |
$61.7K - $67.5K
|
6K
$2.91M
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
50New |
$16.6K - $18.1K
|
50
$24.3K
|
|
|
Feb 22, 2024
Q4 2023
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
18.1KNew |
$6.01M - $6.57M
|
18.1K
$8.79M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
173New |
$57.4K - $62.7K
|
173
$83.9K
|
|