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 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2K+ 5.3% |
$885K - $1.07M
|
39.7K
$19.3M
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
2.69K+ 1.68% |
$1.19M - $1.44M
|
162K
$78.6M
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-494- 2.71% |
$219K - $264K
|
17.7K
$8.59M
|
|
May 15, 2025
Q1 2025
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
5.14K+ 16.92% |
$2.28M - $2.75M
|
35.5K
$17.2M
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
564K+ 0.79% |
$250M - $302M
|
72.2M
$35B
|
|
May 15, 2025
Q1 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
54+ 0.3% |
$23.9K - $28.9K
|
18.3K
$8.88M
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.1K+ 5.26% |
$487K - $589K
|
22.1K
$10.7M
|
|
May 15, 2025
Q1 2025
|
Kemnay Advisory Services Inc.
New York, NY |
BUY
|
- |
8.06K+ 33.6% |
$3.57M - $4.31M
|
32.1K
$15.5M
|
|
May 15, 2025
Q1 2025
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-34K- 2.7% |
$15.1M - $18.2M
|
1.23M
$594M
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
28.6K+ 7157.0% |
$12.7M - $15.3M
|
29K
$14.1M
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
SELL
|
CALL |
-9.8K- 93.33% |
$4.34M - $5.24M
|
700
$340K
|
|
May 15, 2025
Q1 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-336- 17.79% |
$149K - $180K
|
1.55K
$753K
|
|
May 15, 2025
Q1 2025
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-14.9K- 33.86% |
$6.62M - $7.99M
|
29.2K
$14.2M
|
|
May 15, 2025
Q1 2025
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-99- 1.78% |
$43.8K - $52.9K
|
5.46K
$2.65M
|
|
May 15, 2025
Q1 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
22.5K+ 23.43% |
$9.97M - $12M
|
119K
$57.5M
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
3.34KNew |
$1.48M - $1.78M
|
3.34K
$1.62M
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
51+ 28.33% |
$22.6K - $27.3K
|
231
$112K
|
|
May 15, 2025
Q1 2025
|
Kdt Advisors, LLC
New York, NY |
SELL
|
- |
-103- 1.63% |
$45.6K - $55.1K
|
6.21K
$3.01M
|
|
May 15, 2025
Q1 2025
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-55- 0.16% |
$24.3K - $29.4K
|
34.3K
$16.6M
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
1.33K+ 47.67% |
$587K - $709K
|
4.11K
$1.99M
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
397+ 17.87% |
$176K - $212K
|
2.62K
$1.27M
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
412+ 0.38% |
$182K - $220K
|
110K
$53.3M
|
|
May 15, 2025
Q1 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
280+ 50.09% |
$124K - $150K
|
839
$407K
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
200+ 4.05% |
$88.5K - $107K
|
5.14K
$2.49M
|
|
May 15, 2025
Q1 2025
|
Shapiro Capital Management LLC
Atlanta, GA |
SELL
|
- |
-30.6K- 13.56% |
$13.5M - $16.4M
|
195K
$94.6M
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
9+ 0.9% |
$3.98K - $4.81K
|
1.01K
$490K
|
|
May 15, 2025
Q1 2025
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-88- 9.42% |
$39K - $47K
|
846
$410K
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.77K+ 10.31% |
$1.67M - $2.01M
|
40.3K
$19.5M
|
|
May 15, 2025
Q1 2025
|
Vienna Asset Management LLC
Cupertino, CA |
SELL
|
- |
-2.25K- 14.35% |
$995K - $1.2M
|
13.4K
$6.51M
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-4.76K- 1.7% |
$2.11M - $2.55M
|
275K
$133M
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
PUT |
17KNew |
$7.53M - $9.09M
|
17K
$8.25M
|
|
May 15, 2025
Q1 2025
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
14.9K+ 12.28% |
$6.58M - $7.94M
|
136K
$65.9M
|
|
May 15, 2025
Q1 2025
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
673+ 5.38% |
$298K - $360K
|
13.2K
$6.39M
|
|
May 15, 2025
Q1 2025
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
PUT |
20KNew |
$8.85M - $10.7M
|
20K
$9.7M
|
|
May 15, 2025
Q1 2025
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-539- 53.9% |
$239K - $288K
|
461
$224K
|
|
May 15, 2025
Q1 2025
|
Caxton Corp
Princeton, NJ |
SELL
|
- |
-666- 58.78% |
$295K - $356K
|
467
$226K
|
|
May 15, 2025
Q1 2025
|
Gilder Gagnon Howe & CO LLC
New York, NY |
BUY
|
- |
22+ 0.5% |
$9.74K - $11.8K
|
4.45K
$2.16M
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
PUT |
196K+ 105.66% |
$86.8M - $105M
|
382K
$185M
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-2.58K- 14.48% |
$1.14M - $1.38M
|
15.2K
$7.39M
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
PUT |
-2.1K- 28.77% |
$930K - $1.12M
|
5.2K
$2.52M
|
|
May 15, 2025
Q1 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-573- 0.23% |
$254K - $306K
|
245K
$119M
|
|
May 15, 2025
Q1 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
SELL
|
- |
-3- 0.01% |
$1.33K - $1.6K
|
26.4K
$12.8M
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
2.2K+ 13.74% |
$972K - $1.17M
|
18.2K
$8.81M
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
68.6K+ 58.52% |
$30.4M - $36.7M
|
186K
$90.1M
|
|
May 15, 2025
Q1 2025
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-3- 0.34% |
$1.33K - $1.6K
|
870
$422K
|
|
May 15, 2025
Q1 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
288+ 26.28% |
$127K - $154K
|
1.38K
$671K
|
|
May 15, 2025
Q1 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
379New |
$168K - $203K
|
379
$184K
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
8.77K+ 2.3% |
$3.88M - $4.69M
|
390K
$189M
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
235+ 6.9% |
$104K - $126K
|
3.64K
$1.77M
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
57.3KNew |
$25.4M - $30.6M
|
57.3K
$27.8M
|