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 03, 2025
Q4 2024
|
Jvl Associates LLC
|
BUY
|
- |
8+ 1.02% |
$3.54K - $3.86K
|
790
$378K
|
|
|
Jan 03, 2025
Q4 2024
|
Rk Asset Management, LLC
Grosse Pointe Farms, MI |
SELL
|
- |
-583- 4.04% |
$258K - $282K
|
13.9K
$6.63M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-6.8K- 4.39% |
$3.01M - $3.28M
|
148K
$70.8M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-76- 0.46% |
$33.6K - $36.7K
|
16.4K
$7.84M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-6- 1.05% |
$2.65K - $2.9K
|
566
$271K
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-248- 2.13% |
$110K - $120K
|
11.4K
$5.45M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
48+ 1.17% |
$21.2K - $23.2K
|
4.15K
$1.99M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
735+ 8.93% |
$325K - $355K
|
8.97K
$4.29M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.92K+ 9.35% |
$849K - $927K
|
22.4K
$10.7M
|
|
|
Jan 02, 2025
Q4 2024
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
391+ 5.24% |
$173K - $189K
|
7.86K
$3.76M
|
|
| Q3 2024 | |||||||
|
Feb 21, 2025
Q3 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
SELL
|
- |
-1.38K- 7.14% |
$559K - $660K
|
17.9K
$8.58M
|
|
|
Feb 20, 2025
Q3 2024
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-937- 0.22% |
$380K - $448K
|
418K
$200M
|
|
|
Feb 20, 2025
Q3 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
3.64K+ 50.64% |
$1.47M - $1.74M
|
10.8K
$5.18M
|
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-2.32K- 7.01% |
$940K - $1.11M
|
30.8K
$14.7M
|
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.01K- 8.54% |
$408K - $482K
|
10.8K
$5.17M
|
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
179+ 1.31% |
$72.5K - $85.7K
|
13.9K
$6.63M
|
|
|
Feb 10, 2025
Q3 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
10+ 0.8% |
$4.05K - $4.79K
|
1.26K
$603K
|
|
|
Jan 29, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
14+ 0.33% |
$5.67K - $6.7K
|
4.2K
$2.01M
|
|
|
Jan 29, 2025
Q3 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
4+ 0.33% |
$1.62K - $1.91K
|
1.21K
$578K
|
|
|
Jan 28, 2025
Q3 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
840New |
$340K - $402K
|
840
$402K
|
|
|
Jan 16, 2025
Q3 2024
|
Cim, LLC
|
SELL
|
- |
-37- 0.08% |
$15K - $17.7K
|
47.1K
$22.6M
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-75- 0.72% |
$30.4K - $35.9K
|
10.4K
$4.98M
|
|
|
Jan 06, 2025
Q3 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-5- 0.28% |
$2.03K - $2.39K
|
1.78K
$850K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-10.4K- 14.77% |
$4.22M - $4.99M
|
60.1K
$28.8M
|
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
492+ 79.87% |
$199K - $235K
|
1.11K
$530K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
692New |
$280K - $331K
|
692
$331K
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-130- 1.38% |
$52.7K - $62.2K
|
9.29K
$4.45M
|
|
|
Nov 29, 2024
Q3 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
15+ 0.82% |
$6.08K - $7.18K
|
1.85K
$887K
|
|
|
Nov 22, 2024
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
404+ 0.8% |
$164K - $193K
|
51.1K
$24.5M
|
|
|
Nov 18, 2024
Q3 2024
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
17.7KNew |
$7.19M - $8.49M
|
17.7K
$8.49M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
5+ 0.59% |
$2.03K - $2.39K
|
856
$410K
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-3.88K- 70.21% |
$1.57M - $1.86M
|
1.65K
$788K
|
|
|
Nov 15, 2024
Q3 2024
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-7.88K- 48.04% |
$3.19M - $3.77M
|
8.52K
$4.08M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-874- 0.29% |
$354K - $418K
|
299K
$143M
|
|
|
Nov 15, 2024
Q3 2024
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
485New |
$197K - $232K
|
485
$232K
|
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-1.56K- 46.39% |
$632K - $747K
|
1.8K
$863K
|
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-60- 5.15% |
$24.3K - $28.7K
|
1.11K
$529K
|
|
|
Nov 15, 2024
Q3 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-64- 0.81% |
$25.9K - $30.6K
|
7.81K
$3.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-439- 34.22% |
$178K - $210K
|
844
$404K
|
|
|
Nov 14, 2024
Q3 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
525New |
$213K - $251K
|
525
$251K
|
|
|
Nov 14, 2024
Q3 2024
|
Harspring Capital Management, LLC
New York, NY |
SELL
|
- |
-10.5K- 30.0% |
$4.25M - $5.02M
|
24.5K
$11.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Mangrove Partners
New York, NY |
BUY
|
- |
2.08KNew |
$843K - $996K
|
2.08K
$996K
|
|
|
Nov 14, 2024
Q3 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
80+ 3.16% |
$32.4K - $38.3K
|
2.61K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
BUY
|
- |
121+ 0.96% |
$49K - $57.9K
|
12.8K
$6.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
55+ 3.35% |
$22.3K - $26.3K
|
1.7K
$813K
|
|
|
Nov 14, 2024
Q3 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
170+ 2.5% |
$68.9K - $81.4K
|
6.98K
$3.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
588New |
$238K - $281K
|
588
$281K
|
|
|
Nov 14, 2024
Q3 2024
|
Consulta LTD
London, X0 |
BUY
|
- |
100KNew |
$40.5M - $47.9M
|
100K
$47.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
2.92KNew |
$1.18M - $1.4M
|
2.92K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
25+ 0.55% |
$10.1K - $12K
|
4.57K
$2.19M
|
|