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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-56- 0.7% |
$24.8K - $27.1K
|
7.91K
$3.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Ffg Partners, LLC
Fort Lauderdale, FL |
BUY
|
- |
410+ 1.92% |
$181K - $198K
|
21.7K
$10.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
3.16K+ 27.4% |
$1.4M - $1.53M
|
14.7K
$7.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
2.1KNew |
$927K - $1.01M
|
2.1K
$1M
|
|
|
Jan 28, 2025
Q4 2024
|
Harvey Investment CO LLC
|
SELL
|
- |
-1.48K- 1.36% |
$655K - $715K
|
108K
$51.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.15K- 59.26% |
$510K - $557K
|
792
$379K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
323+ 46.95% |
$143K - $156K
|
1.01K
$484K
|
|
|
Jan 28, 2025
Q4 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
604+ 19.97% |
$267K - $292K
|
3.63K
$1.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-5- 0.41% |
$2.21K - $2.42K
|
1.2K
$576K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.33K+ 31.3% |
$589K - $643K
|
5.59K
$2.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-98- 0.69% |
$43.3K - $47.3K
|
14.2K
$6.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
34+ 0.14% |
$15K - $16.4K
|
23.7K
$11.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
SELL
|
- |
-395- 2.79% |
$175K - $191K
|
13.7K
$6.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-125- 3.22% |
$55.3K - $60.4K
|
3.76K
$1.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Dock Street Asset Management Inc
|
SELL
|
- |
-1.13K- 3.71% |
$502K - $548K
|
29.4K
$14.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
SELL
|
- |
-18- 0.54% |
$7.96K - $8.7K
|
3.31K
$1.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
SELL
|
- |
-20- 0.99% |
$8.85K - $9.66K
|
2K
$957K
|
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-131- 22.7% |
$57.9K - $63.3K
|
446
$214K
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
11+ 0.05% |
$4.87K - $5.31K
|
21.9K
$10.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
154+ 0.62% |
$68.1K - $74.4K
|
25.1K
$12M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
3.47K+ 7.29% |
$1.53M - $1.67M
|
51K
$24.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
357+ 1.99% |
$158K - $172K
|
18.3K
$8.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-581- 4.68% |
$257K - $281K
|
11.8K
$5.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-505- 21.94% |
$223K - $244K
|
1.8K
$860K
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-573- 0.25% |
$253K - $277K
|
232K
$111M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
120+ 4.92% |
$53.1K - $58K
|
2.56K
$1.23M
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-597- 0.79% |
$264K - $288K
|
74.6K
$35.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
47+ 1.46% |
$20.8K - $22.7K
|
3.28K
$1.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-12.1K- 20.62% |
$5.34M - $5.84M
|
46.5K
$22.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-45- 1.39% |
$19.9K - $21.7K
|
3.19K
$1.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
52+ 1.74% |
$23K - $25.1K
|
3.03K
$1.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-6- 0.21% |
$2.65K - $2.9K
|
2.8K
$1.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-265- 2.6% |
$117K - $128K
|
9.92K
$4.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
14+ 1.46% |
$6.19K - $6.76K
|
973
$466K
|
|
|
Jan 28, 2025
Q4 2024
|
Chronos Wealth Management, LLC
|
BUY
|
- |
295+ 1.29% |
$130K - $143K
|
23.1K
$11.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
900+ 3.36% |
$398K - $435K
|
27.7K
$13.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Unison Asset Management LLC
|
BUY
|
- |
1.54K+ 3.32% |
$679K - $742K
|
47.7K
$22.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-31- 0.99% |
$13.7K - $15K
|
3.09K
$1.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
14.7K+ 23.42% |
$6.49M - $7.09M
|
77.3K
$37M
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
2.03K+ 24.05% |
$900K - $983K
|
10.5K
$5.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-3- 0.31% |
$1.33K - $1.45K
|
958
$459K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
488+ 3.88% |
$216K - $236K
|
13.1K
$6.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
50+ 3.24% |
$22.1K - $24.2K
|
1.59K
$763K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.15K- 3.99% |
$507K - $554K
|
27.6K
$13.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Strid Group, LLC
|
BUY
|
- |
66+ 2.27% |
$29.2K - $31.9K
|
2.97K
$1.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
315+ 35.55% |
$139K - $152K
|
1.2K
$575K
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
326+ 2.63% |
$144K - $157K
|
12.7K
$6.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-2.25K- 1.02% |
$994K - $1.09M
|
219K
$105M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.09K- 1.07% |
$483K - $528K
|
101K
$48.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
115+ 2.08% |
$50.9K - $55.6K
|
5.63K
$2.7M
|