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
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-291K- 97.69% |
$129M - $141M
|
6.86K
$3.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
29.5K+ 16.81% |
$13.1M - $14.3M
|
205K
$98.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
CALL |
300New |
$133K - $145K
|
300
$144K
|
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-1.55K- 6.56% |
$683K - $746K
|
22K
$10.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
171+ 10.4% |
$75.6K - $82.6K
|
1.82K
$869K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
1.6K+ 6.59% |
$709K - $775K
|
26K
$12.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
2.67K+ 7.55% |
$1.18M - $1.29M
|
38K
$18.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
3.41K+ 3.69% |
$1.51M - $1.65M
|
95.8K
$45.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Alta Advisers LTD
|
BUY
|
- |
1.07K+ 21.44% |
$473K - $516K
|
6.06K
$2.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Arnhold LLC
|
SELL
|
- |
-2.31K- 6.2% |
$1.02M - $1.12M
|
34.9K
$16.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-4- 0.28% |
$1.77K - $1.93K
|
1.41K
$674K
|
|
|
Feb 14, 2025
Q4 2024
|
Symmetry Investments LP
|
BUY
|
- |
7K+ 350.0% |
$3.1M - $3.38M
|
9K
$4.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
481New |
$213K - $232K
|
481
$230K
|
|
|
Feb 14, 2025
Q4 2024
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
1.28K+ 0.55% |
$564K - $616K
|
233K
$112M
|
|
|
Feb 14, 2025
Q4 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
6.24K+ 19.2% |
$2.76M - $3.01M
|
38.7K
$18.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
559New |
$247K - $270K
|
559
$268K
|
|
|
Feb 14, 2025
Q4 2024
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-4.66K- 90.21% |
$2.06M - $2.25M
|
506
$242K
|
|
|
Feb 14, 2025
Q4 2024
|
Aldebaran Financial Inc.
|
SELL
|
- |
-120- 0.76% |
$53.1K - $58K
|
15.8K
$7.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
1.32K+ 14.87% |
$586K - $640K
|
10.2K
$4.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-106K- 8.52% |
$46.8M - $51.1M
|
1.14M
$544M
|
|
|
Feb 14, 2025
Q4 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-1.05K- 5.27% |
$464K - $507K
|
18.9K
$9.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Clear Street LLC
|
BUY
|
- |
1+ 0.0% |
$442 - $483
|
230K
$110M
|
|
|
Feb 14, 2025
Q4 2024
|
Fidato Wealth LLC
|
BUY
|
- |
1.1KNew |
$484K - $529K
|
1.1K
$524K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
912K+ 210.98% |
$403M - $440M
|
1.34M
$643M
|
|
|
Feb 14, 2025
Q4 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-285- 5.71% |
$126K - $138K
|
4.71K
$2.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.35K- 2.12% |
$1.04M - $1.13M
|
108K
$51.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
37+ 0.58% |
$16.4K - $17.9K
|
6.39K
$3.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
652+ 6.65% |
$288K - $315K
|
10.5K
$5.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Cheviot Value Management, LLC
|
SELL
|
- |
-1.16K- 0.48% |
$514K - $562K
|
242K
$116M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.3K+ 16.27% |
$1.02M - $1.11M
|
16.5K
$7.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-370- 1.52% |
$164K - $179K
|
24K
$11.5M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
25.7K+ 161.45% |
$11.4M - $12.4M
|
41.6K
$19.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
18+ 0.13% |
$7.96K - $8.7K
|
13.9K
$6.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-26.9K- 5.98% |
$11.9M - $13M
|
423K
$202M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-253- 2.58% |
$112K - $122K
|
9.56K
$4.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
668+ 4.36% |
$295K - $323K
|
16K
$7.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Wills Financial Group, Inc.
|
SELL
|
- |
-420- 0.89% |
$186K - $203K
|
46.8K
$22.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
15.9K+ 24.65% |
$7.02M - $7.67M
|
80.3K
$38.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.29K+ 6.19% |
$1.46M - $1.59M
|
56.4K
$27M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-187- 1.58% |
$82.7K - $90.3K
|
11.6K
$5.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
78.6KNew |
$34.7M - $38M
|
78.6K
$37.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-154K- 2.74% |
$68.1M - $74.4M
|
5.47M
$2.62B
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
PUT |
-194K- 22.53% |
$86M - $93.9M
|
668K
$320M
|
|
|
Feb 14, 2025
Q4 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-331- 1.04% |
$146K - $160K
|
31.5K
$15.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
10+ 0.3% |
$4.42K - $4.83K
|
3.35K
$1.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
1.11K+ 26.8% |
$493K - $538K
|
5.27K
$2.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
76.3K+ 3.24% |
$33.7M - $36.9M
|
2.43M
$1.17B
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
911+ 12.01% |
$403K - $440K
|
8.5K
$4.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
809+ 9.17% |
$358K - $391K
|
9.63K
$4.61M
|
|
|
Feb 14, 2025
Q4 2024
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-26.8K- 29.84% |
$11.9M - $12.9M
|
63K
$30.2M
|