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 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
CALL |
-190K- 33.04% |
$84.1M - $102M
|
385K
$196M
|
|
|
Apr 10, 2025
Q1 2025
|
Fluent Financial, LLC
|
SELL
|
- |
-92- 19.57% |
$40.7K - $49.2K
|
378
$192K
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-530- 1.71% |
$235K - $283K
|
30.5K
$15.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
100+ 4.12% |
$44.3K - $53.5K
|
2.53K
$1.29M
|
|
|
Apr 09, 2025
Q1 2025
|
Gunderson Capital Management Inc.
|
BUY
|
- |
2+ 0.22% |
$885 - $1.07K
|
905
$461K
|
|
|
Apr 09, 2025
Q1 2025
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-35- 1.53% |
$15.5K - $18.7K
|
2.25K
$1.15M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-84- 12.86% |
$37.2K - $44.9K
|
569
$290K
|
|
|
Apr 04, 2025
Q1 2025
|
Exeter Financial, LLC
|
SELL
|
- |
-220- 35.66% |
$97.4K - $118K
|
397
$202K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-166- 0.68% |
$73.5K - $88.7K
|
24.2K
$12.3M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
48+ 0.53% |
$21.2K - $25.7K
|
9.1K
$4.63M
|
|
|
Apr 01, 2025
Q1 2025
|
Centre Asset Management, LLC
|
BUY
|
- |
14.2KNew |
$6.29M - $7.6M
|
14.2K
$7.23M
|
|
| Q4 2024 | |||||||
|
Jan 05, 2026
Q4 2024
|
Catherine Avery Investment Management LLC
Longboat Key, FL |
SELL
|
- |
-9- 29.03% |
$3.98K - $4.35K
|
22
$11.2K
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
BUY
|
- |
1.23K+ 4.42% |
$544K - $594K
|
29.1K
$14.8M
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Asset Management LTD
London, |
SELL
|
- |
-794- 8.79% |
$351K - $384K
|
8.24K
$4.19M
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management Services LTD
London, |
SELL
|
- |
-9.75K- 20.74% |
$4.31M - $4.71M
|
37.3K
$19M
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management LLP
London, |
SELL
|
- |
-12.8K- 4.93% |
$5.65M - $6.17M
|
246K
$125M
|
|
|
Oct 10, 2025
Q4 2024
|
Delta Wealth Advisors LLC
Indianapolis, IN |
BUY
|
- |
41+ 8.72% |
$18.1K - $19.8K
|
511
$260K
|
|
|
Aug 08, 2025
Q4 2024
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
1New |
$442 - $483
|
1
$509
|
|
|
Jun 04, 2025
Q4 2024
|
Legacy Capital Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
3.08KNew |
$1.36M - $1.49M
|
3.08K
$1.57M
|
|
|
Apr 23, 2025
Q4 2024
|
Galilei Investment Office LLP
London, X0 |
BUY
|
- |
12.9KNew |
$5.71M - $6.24M
|
12.9K
$6.58M
|
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
35New |
$15.5K - $16.9K
|
35
$17.8K
|
|
|
Apr 11, 2025
Q4 2024
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
820New |
$363K - $396K
|
820
$417K
|
|
|
Apr 10, 2025
Q4 2024
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
1.35KNew |
$597K - $652K
|
1.35K
$687K
|
|
|
Apr 09, 2025
Q4 2024
|
Compass Investment Advisers LLC
Portland, OR |
BUY
|
- |
3.03KNew |
$1.34M - $1.46M
|
3.03K
$1.54M
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
4.85KNew |
$2.15M - $2.34M
|
4.85K
$2.47M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
253New |
$112K - $122K
|
253
$129K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
515New |
$228K - $249K
|
515
$262K
|
|
|
Feb 20, 2025
Q4 2024
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
100New |
$44.2K - $48.3K
|
100
$50.9K
|
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
CALL |
3.1KNew |
$1.37M - $1.5M
|
3.1K
$1.58M
|
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-50- 47.17% |
$22.1K - $24.2K
|
56
$28.5K
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
1.67KNew |
$739K - $807K
|
1.67K
$850K
|
|
|
Feb 18, 2025
Q4 2024
|
Josh Arnold Investment Consultant, LLC
Edina, MN |
SELL
|
- |
-125- 12.63% |
$55.3K - $60.4K
|
865
$440K
|
|
|
Feb 14, 2025
Q4 2024
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
4.81KNew |
$2.13M - $2.32M
|
4.81K
$2.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-182K- 3.05% |
$80.6M - $88M
|
5.8M
$2.95B
|
|
|
Feb 14, 2025
Q4 2024
|
Goldstream Capital Management LTD
|
SELL
|
- |
-1.51K- 53.52% |
$666K - $728K
|
1.31K
$666K
|
|
|
Feb 14, 2025
Q4 2024
|
Arnhold LLC
|
SELL
|
- |
-2.31K- 6.2% |
$1.02M - $1.12M
|
34.9K
$17.8M
|
|
|
Feb 14, 2025
Q4 2024
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-4.66K- 90.21% |
$2.06M - $2.25M
|
506
$258K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-253- 2.58% |
$112K - $122K
|
9.56K
$4.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
668+ 4.36% |
$295K - $323K
|
16K
$8.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Wills Financial Group, Inc.
|
SELL
|
- |
-420- 0.89% |
$186K - $203K
|
46.8K
$23.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
336+ 7.67% |
$149K - $162K
|
4.72K
$2.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Grand Jean Capital Management Inc
San Francisco, CA |
SELL
|
- |
-393- 0.41% |
$174K - $190K
|
95.3K
$48.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
109New |
$48.2K - $52.7K
|
109
$55.5K
|
|
|
Feb 14, 2025
Q4 2024
|
H&H International Investment, LLC
Palo Alto, CA |
BUY
|
PUT |
3.62MNew |
$1.6B - $1.75B
|
3.62M
$1.84B
|
|
|
Feb 14, 2025
Q4 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
700New |
$310K - $338K
|
700
$356K
|
|
|
Feb 14, 2025
Q4 2024
|
Davis Asset Management, L.P.
Sausalito, CA |
SELL
|
- |
-20K- 10.0% |
$8.85M - $9.66M
|
180K
$91.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Epacria Capital Partners, LLC
Boulder, CO |
SELL
|
- |
-17.6K- 45.41% |
$7.78M - $8.5M
|
21.2K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Whitford Management LLC
New York, NY |
SELL
|
- |
-228- 28.29% |
$101K - $110K
|
578
$294K
|
|
|
Feb 14, 2025
Q4 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
520+ 40.75% |
$230K - $251K
|
1.8K
$914K
|
|
|
Feb 14, 2025
Q4 2024
|
Avos Capital Management, LLC
Seattle, WA |
BUY
|
- |
1.41KNew |
$625K - $683K
|
1.41K
$720K
|
|