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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-350- 22.6% |
$139K - $147K
|
1.2K
$582K
|
|
|
Jul 17, 2024
Q2 2024
|
Tran Capital Management, L.P.
|
BUY
|
- |
500New |
$198K - $210K
|
500
$243K
|
|
|
Jul 17, 2024
Q2 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
4+ 0.44% |
$1.59K - $1.68K
|
922
$447K
|
|
|
Jul 17, 2024
Q2 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
2.05K+ 407.55% |
$813K - $861K
|
2.55K
$1.24M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
PUT |
5KNew |
$1.98M - $2.1M
|
5K
$2.43M
|
|
|
Jul 16, 2024
Q2 2024
|
Burt Wealth Advisors
|
BUY
|
- |
5.49KNew |
$2.18M - $2.31M
|
5.49K
$2.66M
|
|
|
Jul 15, 2024
Q2 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-11.5K- 94.48% |
$4.57M - $4.84M
|
673
$326K
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
PUT |
5.4KNew |
$2.14M - $2.27M
|
5.4K
$2.62M
|
|
|
Jul 15, 2024
Q2 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
605New |
$240K - $254K
|
605
$293K
|
|
|
Jul 15, 2024
Q2 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
98+ 13.35% |
$38.9K - $41.2K
|
832
$404K
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
70+ 12.5% |
$27.8K - $29.4K
|
630
$306K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
8.26K+ 127.78% |
$3.28M - $3.47M
|
14.7K
$7.14M
|
|
|
Jul 11, 2024
Q2 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-319- 5.8% |
$127K - $134K
|
5.18K
$2.51M
|
|
|
Jul 11, 2024
Q2 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
371+ 39.89% |
$147K - $156K
|
1.3K
$631K
|
|
|
Jul 11, 2024
Q2 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
5+ 0.05% |
$1.98K - $2.1K
|
10.1K
$4.88M
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
344+ 12.12% |
$136K - $145K
|
3.18K
$1.54M
|
|
|
Jul 05, 2024
Q2 2024
|
Rempart Asset Management Inc.
Montreal, Z4 |
BUY
|
- |
200+ 24.27% |
$79.3K - $84K
|
1.02K
$497K
|
|
| Q1 2024 | |||||||
|
Jul 09, 2025
Q1 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-4.13K- 25.27% |
$1.48M - $1.74M
|
12.2K
$5.93M
|
|
|
Jun 03, 2025
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.05K- 2.36% |
$378K - $443K
|
43.6K
$21.2M
|
|
|
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
10.9MNew |
$3.9B - $4.56B
|
10.9M
$5.26B
|
|
|
Jan 08, 2025
Q1 2024
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.81K+ 17.92% |
$651K - $762K
|
11.9K
$5.78M
|
|
|
Aug 28, 2024
Q1 2024
|
Gibson Wealth Advisors LLC
Tyler, TX |
SELL
|
- |
-7K- 88.89% |
$2.52M - $2.94M
|
875
$424K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
18.8K+ 445.03% |
$6.77M - $7.93M
|
23.1K
$11.2M
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
66+ 2.27% |
$23.7K - $27.8K
|
2.98K
$1.44M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-102- 0.42% |
$36.6K - $42.9K
|
24K
$11.6M
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-825- 2.58% |
$296K - $347K
|
31.1K
$15.1M
|
|
|
May 20, 2024
Q1 2024
|
Milestones Administradora De Recursos Ltda.
Jaragua Do Sul, D5 |
BUY
|
- |
2.08KNew |
$747K - $875K
|
2.08K
$1.01M
|
|
|
May 16, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
4.78K+ 8.64% |
$1.72M - $2.01M
|
60.1K
$29.1M
|
|
|
May 15, 2024
Q1 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
204KNew |
$73.2M - $85.7M
|
204K
$98.8M
|
|
|
May 15, 2024
Q1 2024
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-100- 11.11% |
$35.9K - $42.1K
|
800
$388K
|
|
|
May 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
33.7KNew |
$12.1M - $14.2M
|
33.7K
$16.3M
|
|
|
May 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
PUT |
7KNew |
$2.52M - $2.94M
|
7K
$3.4M
|
|
|
May 15, 2024
Q1 2024
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
525+ 77.21% |
$189K - $221K
|
1.21K
$584K
|
|
|
May 15, 2024
Q1 2024
|
Vontobel Asset Management Inc
New York, NY |
SELL
|
- |
-79K- 40.95% |
$28.4M - $33.2M
|
114K
$55.2M
|
|
|
May 15, 2024
Q1 2024
|
Nia Impact Advisors, LLC
|
BUY
|
- |
800New |
$287K - $336K
|
800
$388K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
17.1K+ 251.55% |
$6.14M - $7.18M
|
23.9K
$11.6M
|
|
|
May 15, 2024
Q1 2024
|
Qvr LLC
|
BUY
|
- |
5.23KNew |
$1.88M - $2.2M
|
5.23K
$2.53M
|
|
|
May 15, 2024
Q1 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-18.1K- 96.71% |
$6.49M - $7.6M
|
614
$298K
|
|
|
May 15, 2024
Q1 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
PUT |
-66K- 77.37% |
$23.7M - $27.8M
|
19.3K
$9.36M
|
|
|
May 15, 2024
Q1 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
1.5KNew |
$539K - $631K
|
1.5K
$728K
|
|
|
May 15, 2024
Q1 2024
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
295+ 13.82% |
$106K - $124K
|
2.43K
$1.18M
|
|
|
May 15, 2024
Q1 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
PUT |
25KNew |
$8.98M - $10.5M
|
25K
$12.1M
|
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-9- 0.44% |
$3.23K - $3.78K
|
2.03K
$984K
|
|
|
May 15, 2024
Q1 2024
|
Troluce Capital Advisors LLC
Dorado, PR |
BUY
|
- |
8.4KNew |
$3.02M - $3.53M
|
8.4K
$4.07M
|
|
|
May 15, 2024
Q1 2024
|
Oracle Alpha Inc.
Toronto, A6 |
BUY
|
- |
90+ 9.64% |
$32.3K - $37.8K
|
1.02K
$497K
|
|
|
May 15, 2024
Q1 2024
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
840+ 15.69% |
$302K - $353K
|
6.19K
$3M
|
|
|
May 15, 2024
Q1 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1.18KNew |
$423K - $495K
|
1.18K
$571K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
2.08KNew |
$749K - $876K
|
2.08K
$1.01M
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-676- 0.91% |
$243K - $284K
|
73.4K
$35.6M
|
|
|
May 14, 2024
Q1 2024
|
Core View Capital Management LTD
Hong Kong, K3 |
BUY
|
- |
9New |
$3.23K - $3.78K
|
9
$4.37K
|
|