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 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-10- 1.59% |
$4.42K - $4.83K
|
619
$296K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
552+ 2.19% |
$244K - $267K
|
25.7K
$12.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
476New |
$211K - $230K
|
476
$228K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.77K+ 25.06% |
$781K - $853K
|
8.81K
$4.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-242- 25.53% |
$107K - $117K
|
706
$338K
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
409+ 15.6% |
$181K - $198K
|
3.03K
$1.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Boit C F David
Boston, MA |
SELL
|
- |
-100- 0.32% |
$44.2K - $48.3K
|
31.6K
$15.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Founders Capital Management, LLC
|
SELL
|
- |
-417- 0.29% |
$184K - $201K
|
142K
$68M
|
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
82+ 5.5% |
$36.3K - $39.6K
|
1.57K
$753K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-199- 19.57% |
$88K - $96.1K
|
818
$392K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.25K+ 3.47% |
$554K - $605K
|
37.3K
$17.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
139+ 9.41% |
$61.5K - $67.1K
|
1.62K
$774K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-847- 5.08% |
$375K - $409K
|
15.8K
$7.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Cibc Capital Markets (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
15.4KNew |
$6.81M - $7.44M
|
15.4K
$7.37M
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
200+ 2.36% |
$88.5K - $96.6K
|
8.67K
$4.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-610- 1.75% |
$270K - $295K
|
34.3K
$16.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-1.72K- 14.43% |
$762K - $832K
|
10.2K
$4.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-287- 24.64% |
$127K - $139K
|
878
$420K
|
|
|
Jan 24, 2025
Q4 2024
|
Coerente Capital Management
|
SELL
|
- |
-20- 1.36% |
$8.85K - $9.66K
|
1.46K
$697K
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
334+ 1.8% |
$148K - $161K
|
18.9K
$9.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-42- 1.97% |
$18.6K - $20.3K
|
2.09K
$1M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
19.6K+ 3.75% |
$8.68M - $9.48M
|
543K
$260M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
100+ 4.97% |
$44.2K - $48.3K
|
2.11K
$1.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-217- 18.63% |
$96K - $105K
|
948
$454K
|
|
|
Jan 24, 2025
Q4 2024
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
2.01KNew |
$889K - $971K
|
2.01K
$963K
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-100- 3.73% |
$44.2K - $48.3K
|
2.58K
$1.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
2+ 0.1% |
$885 - $966
|
2.01K
$961K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
167+ 4.49% |
$73.9K - $80.7K
|
3.88K
$1.86M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.63K- 6.82% |
$1.16M - $1.27M
|
36K
$17.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
6+ 0.03% |
$2.65K - $2.9K
|
21.7K
$10.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-36- 0.9% |
$15.9K - $17.4K
|
3.98K
$1.91M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
463+ 4.08% |
$205K - $224K
|
11.8K
$5.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
2+ 0.1% |
$885 - $966
|
2.01K
$963K
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
3.91K+ 27.65% |
$1.73M - $1.89M
|
18K
$8.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
19+ 0.64% |
$8.4K - $9.18K
|
3.01K
$1.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Asset Planning Corporation
|
BUY
|
- |
904+ 2.4% |
$400K - $437K
|
38.6K
$18.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
122+ 7.0% |
$54K - $58.9K
|
1.86K
$892K
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
644+ 22.97% |
$285K - $311K
|
3.45K
$1.65M
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-35- 1.32% |
$15.5K - $16.9K
|
2.61K
$1.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
13.8K+ 1578.6% |
$6.1M - $6.67M
|
14.7K
$7.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
2.59KNew |
$1.15M - $1.25M
|
2.59K
$1.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-6- 2.42% |
$2.65K - $2.9K
|
242
$116K
|
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
BUY
|
- |
11+ 0.38% |
$4.87K - $5.31K
|
2.94K
$1.41M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
413+ 0.98% |
$183K - $200K
|
42.4K
$20.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-897- 0.64% |
$397K - $433K
|
140K
$66.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-348- 3.7% |
$154K - $168K
|
9.07K
$4.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Citadel Investment Advisory, Inc.
|
BUY
|
- |
338+ 0.31% |
$149K - $163K
|
109K
$52.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.37K- 0.95% |
$607K - $663K
|
143K
$68.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
66+ 1.32% |
$29.2K - $31.9K
|
5.06K
$2.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
207+ 3.94% |
$91.6K - $100K
|
5.47K
$2.62M
|