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
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
65+ 0.68% |
$28.7K - $31.4K
|
9.63K
$4.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
1.21KNew |
$537K - $586K
|
1.21K
$581K
|
|
|
Jan 23, 2025
Q4 2024
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
550New |
$243K - $266K
|
550
$263K
|
|
|
Jan 23, 2025
Q4 2024
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
456New |
$202K - $220K
|
456
$218K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-178- 1.78% |
$78.7K - $86K
|
9.81K
$4.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-151- 3.34% |
$66.8K - $72.9K
|
4.37K
$2.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Maj Invest Holding A
|
BUY
|
- |
28.1K+ 7.97% |
$12.4M - $13.6M
|
381K
$182M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-31- 0.66% |
$13.7K - $15K
|
4.65K
$2.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-524- 2.86% |
$232K - $253K
|
17.8K
$8.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
306+ 1.38% |
$135K - $148K
|
22.4K
$10.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
SELL
|
- |
-8.7K- 3.31% |
$3.85M - $4.2M
|
254K
$122M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
322+ 2.13% |
$142K - $156K
|
15.5K
$7.4M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-56- 1.06% |
$24.8K - $27.1K
|
5.22K
$2.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Clio Asset Management LLC
Charlottesville, VA |
SELL
|
- |
-691- 2.38% |
$306K - $334K
|
28.3K
$13.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
62+ 2.76% |
$27.4K - $30K
|
2.31K
$1.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
87.5KNew |
$38.7M - $42.3M
|
87.5K
$41.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
295+ 1.69% |
$130K - $143K
|
17.8K
$8.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-5.74K- 23.48% |
$2.54M - $2.77M
|
18.7K
$8.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
7.39KNew |
$3.27M - $3.57M
|
7.39K
$3.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-1.7K- 3.11% |
$754K - $823K
|
53.1K
$25.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-66- 0.59% |
$29.2K - $31.9K
|
11.1K
$5.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
109+ 0.27% |
$48.2K - $52.7K
|
40.4K
$19.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-440- 1.93% |
$195K - $213K
|
22.3K
$10.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
21.4K+ 14.35% |
$9.45M - $10.3M
|
170K
$81.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-326- 7.45% |
$144K - $157K
|
4.05K
$1.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-24- 0.51% |
$10.6K - $11.6K
|
4.71K
$2.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
783New |
$346K - $378K
|
783
$375K
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-577- 15.77% |
$255K - $279K
|
3.08K
$1.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-194- 1.58% |
$85.8K - $93.7K
|
12.1K
$5.78M
|
|
|
Jan 22, 2025
Q4 2024
|
James Hambro & Partners
|
BUY
|
- |
334+ 5.15% |
$148K - $161K
|
6.82K
$3.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-722- 2.37% |
$319K - $349K
|
29.8K
$14.3M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-27- 3.27% |
$11.9K - $13K
|
798
$382K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
8.51K+ 6.19% |
$3.76M - $4.11M
|
146K
$69.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
2.43K+ 7.09% |
$1.08M - $1.17M
|
36.7K
$17.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-11K- 99.91% |
$4.87M - $5.32M
|
10
$4.79K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-471- 5.62% |
$208K - $228K
|
7.91K
$3.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-520- 28.51% |
$230K - $251K
|
1.3K
$624K
|
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
357+ 23.12% |
$158K - $172K
|
1.9K
$910K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
11.5K+ 80.71% |
$5.1M - $5.57M
|
25.8K
$12.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
581+ 27.87% |
$257K - $281K
|
2.67K
$1.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Epiq Partners, LLC
|
SELL
|
- |
-899- 8.46% |
$398K - $434K
|
9.73K
$4.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
134+ 4.87% |
$59.3K - $64.7K
|
2.88K
$1.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
402+ 20.71% |
$178K - $194K
|
2.34K
$1.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-1.06K- 3.16% |
$468K - $512K
|
32.5K
$15.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
4+ 1.65% |
$1.77K - $1.93K
|
247
$118K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.44K+ 7.97% |
$1.08M - $1.18M
|
33.1K
$15.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
SELL
|
- |
-155- 14.98% |
$68.6K - $74.9K
|
880
$421K
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-4- 0.34% |
$1.77K - $1.93K
|
1.16K
$556K
|
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-1.32K- 9.82% |
$582K - $636K
|
12.1K
$5.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
611+ 3.64% |
$270K - $295K
|
17.4K
$8.33M
|