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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
B&L Asset Management LLC
Boston, MA |
SELL
|
- |
-19- 3.59% |
$8.4K - $9.18K
|
510
$244K
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
3+ 0.58% |
$1.33K - $1.45K
|
518
$248K
|
|
|
Feb 14, 2025
Q4 2024
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
13.7KNew |
$6.04M - $6.6M
|
13.7K
$6.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
14KNew |
$6.21M - $6.79M
|
14K
$6.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
3.9KNew |
$1.72M - $1.88M
|
3.9K
$1.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
1.4KNew |
$620K - $677K
|
1.4K
$671K
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
3.62KNew |
$1.6M - $1.75M
|
3.62K
$1.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
27.1KNew |
$12M - $13.1M
|
27.1K
$13M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
57.8KNew |
$25.6M - $27.9M
|
57.8K
$27.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
4New |
$1.77K - $1.93K
|
4
$1.91K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
238New |
$105K - $115K
|
238
$114K
|
|
|
Feb 14, 2025
Q4 2024
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
4.16KNew |
$1.84M - $2.01M
|
4.16K
$1.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
1.19KNew |
$528K - $577K
|
1.19K
$572K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
2.44KNew |
$1.08M - $1.18M
|
2.44K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
533New |
$236K - $257K
|
533
$255K
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
2.07KNew |
$916K - $1M
|
2.07K
$991K
|
|
|
Feb 14, 2025
Q4 2024
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
2.44KNew |
$1.08M - $1.18M
|
2.44K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
5.17KNew |
$2.29M - $2.5M
|
5.17K
$2.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
5.85KNew |
$2.59M - $2.82M
|
5.85K
$2.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Avos Capital Management, LLC
Seattle, WA |
BUY
|
- |
1.41KNew |
$625K - $683K
|
1.41K
$677K
|
|
|
Feb 14, 2025
Q4 2024
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
16.7KNew |
$7.37M - $8.05M
|
16.7K
$7.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
181New |
$80.1K - $87.4K
|
181
$86.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
1.21KNew |
$536K - $585K
|
1.21K
$580K
|
|
|
Feb 14, 2025
Q4 2024
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
CALL |
2KNew |
$885K - $966K
|
2K
$957K
|
|
|
Feb 14, 2025
Q4 2024
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
784New |
$347K - $379K
|
784
$375K
|
|
|
Feb 14, 2025
Q4 2024
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
3.8KNew |
$1.68M - $1.84M
|
3.8K
$1.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
450New |
$199K - $217K
|
450
$215K
|
|
|
Feb 14, 2025
Q4 2024
|
Kdt Advisors, LLC
New York, NY |
BUY
|
- |
6.31KNew |
$2.79M - $3.05M
|
6.31K
$3.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
809KNew |
$358M - $391M
|
809K
$387M
|
|
|
Feb 14, 2025
Q4 2024
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
3.27KNew |
$1.45M - $1.58M
|
3.27K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
3.07KNew |
$1.36M - $1.48M
|
3.07K
$1.47M
|
|
|
Feb 14, 2025
Q4 2024
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
593New |
$262K - $286K
|
593
$284K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
3.27KNew |
$1.45M - $1.58M
|
3.27K
$1.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
2.38KNew |
$1.05M - $1.15M
|
2.38K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
505New |
$223K - $244K
|
505
$242K
|
|
|
Feb 14, 2025
Q4 2024
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.33KNew |
$588K - $642K
|
1.33K
$637K
|
|
|
Feb 14, 2025
Q4 2024
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
52KNew |
$23M - $25.1M
|
52K
$24.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-189K- 11.72% |
$83.8M - $91.5M
|
1.43M
$683M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.51M+ 5.68% |
$666M - $728M
|
28.1M
$13.4B
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-3.22K- 35.05% |
$1.42M - $1.55M
|
5.96K
$2.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrow Financial Corp
|
SELL
|
- |
-119- 0.82% |
$52.6K - $57.5K
|
14.5K
$6.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
946+ 15.66% |
$418K - $457K
|
6.99K
$3.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
29.1K+ 33.63% |
$12.9M - $14.1M
|
116K
$55.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-13.7K- 3.82% |
$6.04M - $6.6M
|
344K
$165M
|
|
|
Feb 14, 2025
Q4 2024
|
Peterson Wealth Management
|
BUY
|
- |
194+ 3.51% |
$85.8K - $93.7K
|
5.73K
$2.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Searle & Co.
|
BUY
|
- |
9.39KNew |
$4.15M - $4.54M
|
9.39K
$4.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
BUY
|
- |
176+ 0.27% |
$77.8K - $85K
|
64.8K
$31M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-2- 0.16% |
$885 - $966
|
1.24K
$592K
|
|
|
Feb 14, 2025
Q4 2024
|
Jcp Investment Management, LLC
|
BUY
|
- |
154+ 0.59% |
$68.1K - $74.4K
|
26.4K
$12.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-13.3K- 12.77% |
$5.87M - $6.41M
|
90.7K
$43.4M
|