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 |
|---|---|---|---|---|---|---|---|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
17.5KNew |
$7.73M - $8.45M
|
17.5K
$8.43M
|
|
|
Feb 21, 2025
Q4 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
139+ 3.93% |
$61.5K - $67.1K
|
3.68K
$1.77M
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
3.7KNew |
$1.64M - $1.79M
|
3.7K
$1.78M
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
43+ 0.35% |
$19K - $20.8K
|
12.5K
$6.02M
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
1.4K+ 17.58% |
$619K - $676K
|
9.36K
$4.51M
|
|
|
Feb 21, 2025
Q4 2024
|
Gould Capital, LLC
|
SELL
|
- |
-147- 1.78% |
$65K - $71K
|
8.09K
$3.9M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
659+ 3.4% |
$291K - $318K
|
20K
$9.65M
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-733- 7.33% |
$324K - $354K
|
9.27K
$4.47M
|
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
3.65KNew |
$1.62M - $1.76M
|
3.65K
$1.76M
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
1.57KNew |
$696K - $760K
|
1.57K
$758K
|
|
|
Feb 20, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.62KNew |
$715K - $781K
|
1.62K
$779K
|
|
|
Feb 20, 2025
Q4 2024
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
945New |
$418K - $457K
|
945
$455K
|
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
10.3K+ 47.99% |
$4.54M - $4.96M
|
31.7K
$15.3M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
117+ 1.82% |
$51.7K - $56.5K
|
6.56K
$3.16M
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
BUY
|
- |
1+ 0.02% |
$442 - $483
|
4.23K
$2.04M
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-85- 0.79% |
$37.6K - $41.1K
|
10.7K
$5.17M
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
2.39KNew |
$1.06M - $1.15M
|
2.39K
$1.15M
|
|
|
Feb 19, 2025
Q4 2024
|
Warm Springs Advisors Inc.
Larkspur, CA |
BUY
|
- |
3.21KNew |
$1.42M - $1.55M
|
3.21K
$1.55M
|
|
|
Feb 19, 2025
Q4 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-781- 3.13% |
$345K - $377K
|
24.2K
$11.6M
|
|
|
Feb 19, 2025
Q4 2024
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
1.17KNew |
$519K - $567K
|
1.17K
$565K
|
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-3.1K- 0.77% |
$1.37M - $1.5M
|
399K
$192M
|
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
CALL |
3.1KNew |
$1.37M - $1.5M
|
3.1K
$1.49M
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-77- 11.21% |
$34.1K - $37.2K
|
610
$294K
|
|
|
Feb 19, 2025
Q4 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-749- 36.1% |
$331K - $362K
|
1.33K
$639K
|
|
|
Feb 19, 2025
Q4 2024
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
6.88KNew |
$3.04M - $3.32M
|
6.88K
$3.31M
|
|
|
Feb 18, 2025
Q4 2024
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
SELL
|
- |
-12.9K- 30.26% |
$5.71M - $6.24M
|
29.8K
$14.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.21K+ 2.81% |
$536K - $585K
|
44.3K
$21.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-47- 0.53% |
$20.8K - $22.7K
|
8.79K
$4.24M
|
|
|
Feb 18, 2025
Q4 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
1.02K+ 18.19% |
$449K - $491K
|
6.6K
$3.18M
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
86+ 0.52% |
$38K - $41.5K
|
16.5K
$7.96M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-452- 12.86% |
$200K - $218K
|
3.06K
$1.48M
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-138- 2.72% |
$61K - $66.7K
|
4.94K
$2.38M
|
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
1.21KNew |
$533K - $583K
|
1.21K
$581K
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-145- 0.93% |
$64.1K - $70K
|
15.5K
$7.45M
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-59- 8.08% |
$26.1K - $28.5K
|
671
$323K
|
|
|
Feb 18, 2025
Q4 2024
|
Burgundy Asset Management Ltd.
Toronto, A6 |
SELL
|
- |
-25.7K- 19.55% |
$11.4M - $12.4M
|
106K
$51M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
377New |
$167K - $182K
|
377
$182K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
190+ 2.9% |
$84K - $91.8K
|
6.74K
$3.25M
|
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
SELL
|
- |
-105- 5.12% |
$46.4K - $50.7K
|
1.94K
$937K
|
|
|
Feb 18, 2025
Q4 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
556+ 40.58% |
$246K - $269K
|
1.93K
$928K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
5.75K+ 31.74% |
$2.54M - $2.78M
|
23.9K
$11.5M
|
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-50- 47.17% |
$22.1K - $24.2K
|
56
$27K
|
|
|
Feb 18, 2025
Q4 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
1.49K+ 152.72% |
$659K - $719K
|
2.46K
$1.19M
|
|
|
Feb 18, 2025
Q4 2024
|
Bip Alliance, LLC
Atlanta, GA |
BUY
|
- |
837New |
$370K - $404K
|
837
$403K
|
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
1.33KNew |
$588K - $642K
|
1.33K
$640K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-613- 6.35% |
$271K - $296K
|
9.05K
$4.36M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-19- 0.62% |
$8.4K - $9.18K
|
3.05K
$1.47M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.85K+ 23.58% |
$1.26M - $1.38M
|
14.9K
$7.2M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-89.9K- 92.71% |
$39.8M - $43.4M
|
7.07K
$3.4M
|
|
|
Feb 18, 2025
Q4 2024
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
3.94KNew |
$1.74M - $1.9M
|
3.94K
$1.9M
|