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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
4.18KNew |
$1.85M - $2.02M
|
4.18K
$2.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
64+ 0.66% |
$28.3K - $30.9K
|
9.69K
$4.93M
|
|
|
Jan 27, 2025
Q4 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-195- 12.46% |
$86.2K - $94.2K
|
1.37K
$697K
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
1.62KNew |
$716K - $782K
|
1.62K
$823K
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
289+ 0.74% |
$128K - $140K
|
39.1K
$19.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Boit C F David
Boston, MA |
SELL
|
- |
-100- 0.32% |
$44.2K - $48.3K
|
31.6K
$16.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-13- 2.68% |
$5.75K - $6.28K
|
472
$240K
|
|
|
Jan 24, 2025
Q4 2024
|
Caas Capital Management LP
New York, NY |
SELL
|
PUT |
-18.8K- 98.43% |
$8.32M - $9.08M
|
300
$153K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
88New |
$38.9K - $42.5K
|
88
$44.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
1.21KNew |
$537K - $586K
|
1.21K
$618K
|
|
|
Jan 23, 2025
Q4 2024
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
456New |
$202K - $220K
|
456
$232K
|
|
|
Jan 21, 2025
Q4 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-500- 4.17% |
$221K - $242K
|
11.5K
$5.85M
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
113+ 6.02% |
$50K - $54.6K
|
1.99K
$1.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
447New |
$198K - $216K
|
447
$227K
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
BUY
|
- |
1.14KNew |
$504K - $550K
|
1.14K
$580K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
110+ 14.88% |
$48.7K - $53.1K
|
849
$432K
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
562New |
$249K - $271K
|
562
$286K
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-25- 1.77% |
$11.1K - $12.1K
|
1.39K
$706K
|
|
|
Jan 17, 2025
Q4 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
147+ 2.34% |
$65K - $71K
|
6.42K
$3.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
113New |
$50K - $54.6K
|
113
$57.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
26+ 4.97% |
$11.5K - $12.6K
|
549
$279K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3.38K- 77.21% |
$1.5M - $1.63M
|
998
$508K
|
|
|
Jan 15, 2025
Q4 2024
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-11- 1.21% |
$4.87K - $5.31K
|
900
$458K
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
70+ 10.22% |
$31K - $33.8K
|
755
$384K
|
|
|
Jan 15, 2025
Q4 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-58.5K- 35.58% |
$25.9M - $28.3M
|
106K
$53.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Goal Fusion Wealth Management, LLC
|
SELL
|
- |
-28- 4.92% |
$12.4K - $13.5K
|
541
$275K
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-35- 3.9% |
$15.5K - $16.9K
|
862
$439K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
132+ 1.38% |
$58.4K - $63.8K
|
9.68K
$4.93M
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
6.21KNew |
$2.75M - $3M
|
6.21K
$3.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
100New |
$44.2K - $48.3K
|
100
$50.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
180New |
$79.6K - $87K
|
180
$91.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-692- 60.7% |
$306K - $334K
|
448
$228K
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-2.02K- 22.23% |
$893K - $975K
|
7.06K
$3.59M
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
SELL
|
- |
-2- 0.7% |
$885 - $966
|
282
$144K
|
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
18.7KNew |
$8.27M - $9.03M
|
18.7K
$9.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-2- 0.33% |
$885 - $966
|
604
$307K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
84+ 4.29% |
$37.2K - $40.6K
|
2.04K
$1.04M
|
|
|
Jan 07, 2025
Q4 2024
|
Birch Capital Management, LLC
|
SELL
|
- |
-7- 21.88% |
$3.1K - $3.38K
|
25
$12.7K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2025
Q3 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
371K+ 5.03% |
$150M - $178M
|
7.75M
$3.94B
|
|
|
Sep 24, 2025
Q3 2024
|
Burrus Financial Services, Inc.
Salt Lake City, UT |
BUY
|
- |
126+ 12.48% |
$51.1K - $60.3K
|
1.14K
$578K
|
|
|
Aug 01, 2025
Q3 2024
|
Tetrad Corp
Omaha, NE |
BUY
|
- |
923K+ 92.31% |
$374M - $442M
|
1.92M
$979M
|
|
|
May 14, 2025
Q3 2024
|
Torno Capital, LLC
Cohasset, MA |
SELL
|
- |
-500- 25.0% |
$203K - $239K
|
1.5K
$763K
|
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.01K- 8.54% |
$408K - $482K
|
10.8K
$5.5M
|
|
|
Nov 18, 2024
Q3 2024
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
17.7KNew |
$7.19M - $8.49M
|
17.7K
$9.03M
|
|
|
Nov 15, 2024
Q3 2024
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-7.88K- 48.04% |
$3.19M - $3.77M
|
8.52K
$4.34M
|
|
|
Nov 15, 2024
Q3 2024
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
485New |
$197K - $232K
|
485
$247K
|
|
|
Nov 14, 2024
Q3 2024
|
Harspring Capital Management, LLC
New York, NY |
SELL
|
- |
-10.5K- 30.0% |
$4.25M - $5.02M
|
24.5K
$12.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Mangrove Partners
New York, NY |
BUY
|
- |
2.08KNew |
$843K - $996K
|
2.08K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
588New |
$238K - $281K
|
588
$299K
|
|
|
Nov 14, 2024
Q3 2024
|
Consulta LTD
London, X0 |
BUY
|
- |
100KNew |
$40.5M - $47.9M
|
100K
$50.9M
|
|