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 14, 2025
Q4 2024
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-175- 0.46% |
$77.4K - $84.5K
|
38.2K
$18.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-171- 1.59% |
$75.6K - $82.6K
|
10.6K
$5.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-66- 7.87% |
$29.2K - $31.9K
|
773
$370K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
42+ 0.56% |
$18.6K - $20.3K
|
7.6K
$3.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
2+ 0.03% |
$885 - $966
|
6.23K
$2.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-1.36K- 19.85% |
$602K - $657K
|
5.49K
$2.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
52+ 0.65% |
$23K - $25.1K
|
8.03K
$3.84M
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
109+ 6.74% |
$48.2K - $52.7K
|
1.73K
$826K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.29K+ 6.38% |
$568K - $621K
|
21.4K
$10.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
7.76KNew |
$3.43M - $3.75M
|
7.76K
$3.72M
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
390New |
$172K - $188K
|
390
$187K
|
|
|
Feb 14, 2025
Q4 2024
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
893New |
$395K - $431K
|
893
$428K
|
|
|
Feb 14, 2025
Q4 2024
|
Ames National Corp
Ames, IA |
BUY
|
- |
3.37KNew |
$1.49M - $1.63M
|
3.37K
$1.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
641New |
$284K - $310K
|
641
$307K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
3+ 0.53% |
$1.33K - $1.45K
|
565
$270K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-177- 0.37% |
$78.3K - $85.5K
|
47.4K
$22.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Aviva PLC
|
SELL
|
- |
-13.8K- 1.85% |
$6.12M - $6.68M
|
733K
$351M
|
|
|
Feb 13, 2025
Q4 2024
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
BUY
|
- |
12.3KNew |
$5.42M - $5.92M
|
12.3K
$5.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
39.5K+ 5.53% |
$17.5M - $19.1M
|
755K
$362M
|
|
|
Feb 13, 2025
Q4 2024
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-3.99K- 6.15% |
$1.76M - $1.93M
|
60.8K
$29.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Unigestion Holding Sa
|
SELL
|
- |
-10.1K- 24.91% |
$4.47M - $4.88M
|
30.5K
$14.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
14.5K+ 372.55% |
$6.4M - $6.99M
|
18.4K
$8.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
31.6K+ 27.3% |
$14M - $15.2M
|
147K
$70.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-25.2K- 63.75% |
$11.2M - $12.2M
|
14.3K
$6.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Park Circle CO
|
BUY
|
- |
212New |
$93.8K - $102K
|
212
$101K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-625K- 17.78% |
$277M - $302M
|
2.89M
$1.38B
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.05K- 1.28% |
$907K - $990K
|
159K
$75.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
26+ 3.3% |
$11.5K - $12.6K
|
814
$390K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.07K+ 17.37% |
$472K - $515K
|
7.21K
$3.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2.12K+ 9.33% |
$936K - $1.02M
|
24.8K
$11.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
125+ 4.75% |
$55.3K - $60.4K
|
2.76K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.1KNew |
$486K - $531K
|
1.1K
$526K
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
SELL
|
- |
-927- 7.97% |
$410K - $448K
|
10.7K
$5.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Concentrum Wealth Management
|
BUY
|
- |
1.66K+ 17.28% |
$734K - $802K
|
11.3K
$5.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
234+ 31.33% |
$103K - $113K
|
981
$470K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospector Partners LLC
Guilford, CT |
SELL
|
- |
-13.5K- 17.24% |
$5.97M - $6.52M
|
64.8K
$31M
|
|
|
Feb 13, 2025
Q4 2024
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-380- 16.24% |
$168K - $184K
|
1.96K
$938K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-16.2K- 2.12% |
$7.18M - $7.84M
|
750K
$359M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12.7K+ 2.05% |
$5.62M - $6.14M
|
634K
$303M
|
|
|
Feb 13, 2025
Q4 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-475- 17.62% |
$210K - $229K
|
2.22K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
2.93K+ 132.67% |
$1.3M - $1.42M
|
5.14K
$2.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-463- 11.59% |
$205K - $224K
|
3.53K
$1.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-220K- 98.98% |
$97.4M - $106M
|
2.27K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
63+ 2.02% |
$27.9K - $30.4K
|
3.18K
$1.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
20.3KNew |
$9M - $9.83M
|
20.3K
$9.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
65K+ 5.67% |
$28.7M - $31.4M
|
1.21M
$580M
|
|
|
Feb 13, 2025
Q4 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-16.7K- 5.31% |
$7.4M - $8.08M
|
298K
$143M
|
|
|
Feb 13, 2025
Q4 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-215- 3.18% |
$95.1K - $104K
|
6.54K
$3.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
473New |
$209K - $228K
|
473
$226K
|
|
|
Feb 13, 2025
Q4 2024
|
Muhlenkamp & CO Inc
|
BUY
|
- |
48+ 0.13% |
$21.2K - $23.2K
|
38.2K
$18.3M
|