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 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
696New |
$308K - $336K
|
696
$333K
|
|
|
Feb 04, 2025
Q4 2024
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
993New |
$439K - $480K
|
993
$475K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
257New |
$114K - $124K
|
257
$123K
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
3.23KNew |
$1.43M - $1.56M
|
3.23K
$1.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Satovsky Asset Management LLC
|
SELL
|
- |
-629- 1.18% |
$278K - $304K
|
52.5K
$25.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-592- 6.32% |
$262K - $286K
|
8.78K
$4.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Banyan Capital Management, Inc.
Atlanta, GA |
SELL
|
- |
-1.02K- 2.27% |
$449K - $491K
|
43.7K
$20.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
14+ 0.12% |
$6.19K - $6.76K
|
12.1K
$5.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
3.03KNew |
$1.34M - $1.46M
|
3.03K
$1.45M
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-18- 1.03% |
$7.96K - $8.7K
|
1.73K
$827K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-170- 0.5% |
$75.2K - $82.1K
|
33.8K
$16.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-251- 3.29% |
$111K - $121K
|
7.37K
$3.53M
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
324+ 14.25% |
$143K - $157K
|
2.6K
$1.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
23.1K+ 49.52% |
$10.2M - $11.2M
|
69.9K
$33.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
46.7K+ 10.07% |
$20.7M - $22.6M
|
511K
$245M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
5.28KNew |
$2.34M - $2.55M
|
5.28K
$2.53M
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
BUY
|
- |
258+ 8.34% |
$114K - $125K
|
3.35K
$1.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-481- 5.24% |
$213K - $232K
|
8.7K
$4.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
190+ 0.95% |
$84K - $91.8K
|
20.3K
$9.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
167+ 1.39% |
$73.9K - $80.7K
|
12.2K
$5.85M
|
|
|
Feb 03, 2025
Q4 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
112+ 1.05% |
$49.5K - $54.1K
|
10.8K
$5.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Ing Groep Nv
|
SELL
|
- |
-9.54K- 85.88% |
$4.22M - $4.61M
|
1.57K
$751K
|
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-5- 0.22% |
$2.21K - $2.42K
|
2.26K
$1.08M
|
|
|
Feb 03, 2025
Q4 2024
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
1.13K+ 30.21% |
$498K - $544K
|
4.85K
$2.32M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
31+ 0.11% |
$13.7K - $15K
|
27.7K
$13.3M
|
|
|
Feb 03, 2025
Q4 2024
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-697- 2.21% |
$308K - $337K
|
30.9K
$14.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Flossbach Von Storch Ag
Cologne, 2M |
BUY
|
- |
7.91K+ 0.18% |
$3.5M - $3.82M
|
4.5M
$2.15B
|
|
|
Feb 03, 2025
Q4 2024
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-1.59K- 1.14% |
$704K - $769K
|
138K
$65.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.89K+ 10.93% |
$2.61M - $2.85M
|
59.8K
$28.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
PUT |
1.8KNew |
$796K - $870K
|
1.8K
$862K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
318+ 28.86% |
$141K - $154K
|
1.42K
$680K
|
|
|
Feb 03, 2025
Q4 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-200- 0.64% |
$88.5K - $96.6K
|
30.9K
$14.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
411+ 3.04% |
$182K - $199K
|
13.9K
$6.67M
|
|
|
Feb 03, 2025
Q4 2024
|
Suncoast Equity Management
|
SELL
|
- |
-715- 1.48% |
$316K - $345K
|
47.6K
$22.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
104+ 0.33% |
$46K - $50.2K
|
31.9K
$15.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-1.73K- 1.36% |
$767K - $838K
|
126K
$60.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
8+ 0.36% |
$3.54K - $3.86K
|
2.22K
$1.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-3.12K- 11.58% |
$1.38M - $1.51M
|
23.9K
$11.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
212+ 8.0% |
$93.8K - $102K
|
2.86K
$1.37M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-403- 9.28% |
$178K - $195K
|
3.94K
$1.89M
|
|
|
Feb 03, 2025
Q4 2024
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
6.38K+ 4.22% |
$2.82M - $3.08M
|
158K
$75.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
93+ 0.18% |
$41.1K - $44.9K
|
50.6K
$24.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
4.75K+ 1.17% |
$2.1M - $2.3M
|
410K
$197M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
14.1K+ 13.54% |
$6.24M - $6.81M
|
118K
$56.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.01K+ 14.68% |
$448K - $489K
|
7.91K
$3.79M
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
5.96KNew |
$2.64M - $2.88M
|
5.96K
$2.85M
|
|
|
Feb 03, 2025
Q4 2024
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
2.83KNew |
$1.25M - $1.37M
|
2.83K
$1.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
554New |
$245K - $268K
|
554
$265K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.46K- 5.86% |
$645K - $705K
|
23.4K
$11.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-1.2K- 24.67% |
$531K - $580K
|
3.66K
$1.75M
|