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 13, 2025
Q4 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-117- 1.68% |
$51.7K - $56.5K
|
6.87K
$3.29M
|
|
Feb 13, 2025
Q4 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-14- 0.9% |
$6.19K - $6.76K
|
1.55K
$741K
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.46K+ 4.23% |
$1.09M - $1.19M
|
60.5K
$29M
|
|
Feb 13, 2025
Q4 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-1.58K- 5.29% |
$701K - $765K
|
28.4K
$13.6M
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
16.8K+ 8.08% |
$7.41M - $8.09M
|
224K
$107M
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
516K+ 119.0% |
$228M - $249M
|
949K
$455M
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
4.91K+ 10.17% |
$2.17M - $2.37M
|
53.1K
$25.4M
|
|
Feb 13, 2025
Q4 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
30+ 2.85% |
$13.3K - $14.5K
|
1.08K
$518K
|
|
Feb 13, 2025
Q4 2024
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-1.15K- 0.89% |
$508K - $555K
|
127K
$60.9M
|
|
Feb 13, 2025
Q4 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-270- 4.27% |
$119K - $130K
|
6.05K
$2.9M
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
50.1K+ 5.26% |
$22.1M - $24.2M
|
1M
$480M
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-5.59K- 0.11% |
$2.47M - $2.7M
|
5.27M
$2.52B
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
137+ 1.89% |
$60.6K - $66.2K
|
7.39K
$3.54M
|
|
Feb 13, 2025
Q4 2024
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-9- 0.41% |
$3.98K - $4.35K
|
2.18K
$1.04M
|
|
Feb 13, 2025
Q4 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-2.23M- 26.34% |
$984M - $1.08B
|
6.22M
$2.98B
|
|
Feb 13, 2025
Q4 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
PUT |
600New |
$265K - $290K
|
600
$287K
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
72+ 2.4% |
$31.8K - $34.8K
|
3.08K
$1.47M
|
|
Feb 13, 2025
Q4 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-5- 0.79% |
$2.21K - $2.42K
|
631
$302K
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
126+ 5.37% |
$55.7K - $60.9K
|
2.47K
$1.18M
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
11.5KNew |
$5.07M - $5.53M
|
11.5K
$5.48M
|
|
Feb 13, 2025
Q4 2024
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
3.43KNew |
$1.52M - $1.66M
|
3.43K
$1.64M
|
|
Feb 13, 2025
Q4 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-1.15K- 3.79% |
$508K - $555K
|
29.2K
$14M
|
|
Feb 13, 2025
Q4 2024
|
Locust Wood Capital Advisers, LLC
|
SELL
|
- |
-17.6K- 19.13% |
$7.79M - $8.51M
|
74.5K
$35.7M
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
BUY
|
- |
15.2K+ 35.66% |
$6.72M - $7.34M
|
57.8K
$27.7M
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
1.56K+ 12.77% |
$690K - $754K
|
13.8K
$6.59M
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-130- 0.89% |
$57.5K - $62.8K
|
14.5K
$6.95M
|
|
Feb 13, 2025
Q4 2024
|
Paralel Advisors LLC
|
SELL
|
- |
-35K- 10.14% |
$15.5M - $16.9M
|
310K
$148M
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-641- 2.64% |
$284K - $310K
|
23.6K
$11.3M
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
5.87K+ 0.71% |
$2.59M - $2.83M
|
828K
$396M
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-218- 5.98% |
$96.4K - $105K
|
3.43K
$1.64M
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-12- 1.03% |
$5.31K - $5.8K
|
1.15K
$550K
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
18.1K+ 3.35% |
$7.99M - $8.72M
|
557K
$267M
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
240+ 3.81% |
$106K - $116K
|
6.53K
$3.13M
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-1.74K- 5.21% |
$771K - $842K
|
31.8K
$15.2M
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-65- 1.12% |
$28.7K - $31.4K
|
5.73K
$2.74M
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-477- 0.58% |
$211K - $230K
|
81.6K
$39M
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
89+ 0.86% |
$39.4K - $43K
|
10.4K
$4.97M
|
|
Feb 13, 2025
Q4 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
50+ 1.57% |
$22.1K - $24.2K
|
3.24K
$1.55M
|
|
Feb 13, 2025
Q4 2024
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-5.81K- 4.89% |
$2.57M - $2.81M
|
113K
$54M
|
|
Feb 13, 2025
Q4 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-400- 19.23% |
$177K - $193K
|
1.68K
$804K
|
|
Feb 13, 2025
Q4 2024
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-23.3K- 51.2% |
$10.3M - $11.3M
|
22.2K
$10.6M
|
|
Feb 13, 2025
Q4 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
4.65K+ 6.39% |
$2.06M - $2.25M
|
77.4K
$37M
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-187- 4.61% |
$82.7K - $90.3K
|
3.87K
$1.85M
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-82- 0.35% |
$36.3K - $39.6K
|
23.1K
$11.1M
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-448- 3.13% |
$198K - $216K
|
13.9K
$6.64M
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-343- 2.14% |
$152K - $166K
|
15.7K
$7.52M
|
|
Feb 13, 2025
Q4 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
162KNew |
$71.7M - $78.4M
|
162K
$77.7M
|
|
Feb 13, 2025
Q4 2024
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
8.24K+ 13.18% |
$3.64M - $3.98M
|
70.8K
$33.9M
|
|
Feb 13, 2025
Q4 2024
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
PUT |
30.8K+ 18.84% |
$13.6M - $14.9M
|
194K
$93M
|
|
Feb 13, 2025
Q4 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-242K- 3.21% |
$107M - $117M
|
7.3M
$3.49B
|