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 23, 2025
Q4 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
676New |
$299K - $327K
|
676
$324K
|
|
|
Jan 23, 2025
Q4 2024
|
Summa Corp.
Tomball, TX |
SELL
|
- |
-260- 5.46% |
$115K - $126K
|
4.5K
$2.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
220+ 32.54% |
$97.3K - $106K
|
896
$429K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
5+ 0.23% |
$2.21K - $2.42K
|
2.21K
$1.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-590- 1.98% |
$261K - $285K
|
29.2K
$14M
|
|
|
Jan 23, 2025
Q4 2024
|
Cortland Associates Inc
|
SELL
|
- |
-8- 0.11% |
$3.54K - $3.86K
|
7.45K
$3.57M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
8+ 0.26% |
$3.54K - $3.86K
|
3.07K
$1.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
20+ 1.64% |
$8.85K - $9.66K
|
1.24K
$594K
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-301- 7.19% |
$133K - $145K
|
3.89K
$1.86M
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
50+ 2.89% |
$22.1K - $24.2K
|
1.78K
$852K
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-5- 0.93% |
$2.21K - $2.42K
|
530
$254K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
432+ 2.92% |
$191K - $209K
|
15.2K
$7.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
8.77KNew |
$3.88M - $4.23M
|
8.77K
$4.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-311- 0.42% |
$138K - $150K
|
74.4K
$35.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
2.94K+ 2.5% |
$1.3M - $1.42M
|
120K
$57.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-212- 1.13% |
$93.8K - $102K
|
18.6K
$8.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-348- 4.36% |
$154K - $168K
|
7.63K
$3.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
410+ 78.85% |
$181K - $198K
|
930
$445K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
8.6K+ 55.57% |
$3.8M - $4.15M
|
24.1K
$11.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
16+ 0.76% |
$7.08K - $7.73K
|
2.12K
$1.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Sippican Capital Advisors
|
BUY
|
- |
7+ 0.14% |
$3.1K - $3.38K
|
5.08K
$2.43M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-346- 3.02% |
$153K - $167K
|
11.1K
$5.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-837- 5.45% |
$370K - $404K
|
14.5K
$6.96M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
14+ 1.89% |
$6.19K - $6.76K
|
754
$361K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-846- 2.66% |
$374K - $409K
|
31K
$14.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-1.03K- 12.73% |
$456K - $499K
|
7.08K
$3.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
692+ 18.64% |
$306K - $334K
|
4.4K
$2.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-760- 10.66% |
$336K - $367K
|
6.37K
$3.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-90- 8.9% |
$39.8K - $43.5K
|
921
$441K
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-271- 4.36% |
$120K - $131K
|
5.95K
$2.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-483- 0.89% |
$214K - $233K
|
53.6K
$25.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.12KNew |
$495K - $541K
|
1.12K
$536K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-5.93K- 44.86% |
$2.62M - $2.86M
|
7.29K
$3.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
56.9K+ 117.64% |
$25.2M - $27.5M
|
105K
$50.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-295- 0.75% |
$130K - $143K
|
39.3K
$18.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
1.59KNew |
$701K - $766K
|
1.59K
$759K
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-69- 2.16% |
$30.5K - $33.3K
|
3.12K
$1.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
72+ 0.86% |
$31.8K - $34.8K
|
8.47K
$4.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
523+ 6.91% |
$231K - $253K
|
8.09K
$3.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
115+ 2.74% |
$50.9K - $55.6K
|
4.31K
$2.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
68+ 1.78% |
$30.1K - $32.8K
|
3.89K
$1.86M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
28+ 0.04% |
$12.4K - $13.5K
|
75K
$35.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
1.28KNew |
$567K - $620K
|
1.28K
$614K
|
|
|
Jan 23, 2025
Q4 2024
|
Hixon Zuercher, LLC
|
SELL
|
- |
-248- 2.43% |
$110K - $120K
|
9.98K
$4.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
135+ 4.2% |
$59.7K - $65.2K
|
3.35K
$1.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
398+ 1.3% |
$176K - $192K
|
30.9K
$14.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-7- 0.25% |
$3.1K - $3.38K
|
2.76K
$1.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-289K- 99.51% |
$128M - $140M
|
1.43K
$683K
|
|
|
Jan 23, 2025
Q4 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-37.7K- 28.2% |
$16.7M - $18.2M
|
96K
$46M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
27.9K+ 3.6% |
$12.3M - $13.5M
|
804K
$385M
|