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 10, 2025
Q4 2024
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-133- 5.81% |
$58.8K - $64.2K
|
2.16K
$954K
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
BUY
|
- |
55+ 5.79% |
$24.3K - $26.6K
|
1.01K
$445K
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
BUY
|
- |
8+ 0.69% |
$3.54K - $3.86K
|
1.16K
$514K
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.64K+ 32.25% |
$1.17M - $1.27M
|
10.8K
$4.79M
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.67K+ 8.75% |
$737K - $805K
|
20.7K
$9.17M
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
119K+ 12.12% |
$52.5M - $57.3M
|
1.1M
$486M
|
|
Jan 10, 2025
Q4 2024
|
Weybosset Research & Management LLC
|
SELL
|
- |
-455- 1.43% |
$201K - $220K
|
31.3K
$13.9M
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-336- 0.28% |
$149K - $162K
|
119K
$52.6M
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
226+ 1.95% |
$100K - $109K
|
11.8K
$5.22M
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-6- 4.48% |
$2.65K - $2.9K
|
128
$56.7K
|
|
Jan 10, 2025
Q4 2024
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-40- 0.12% |
$17.7K - $19.3K
|
33.1K
$14.6M
|
|
Jan 10, 2025
Q4 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-1.11K- 2.2% |
$490K - $535K
|
49.2K
$21.8M
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-481- 0.97% |
$213K - $232K
|
48.9K
$21.7M
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-108- 0.39% |
$47.8K - $52.2K
|
27.6K
$12.2M
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-5- 0.11% |
$2.21K - $2.42K
|
4.61K
$2.04M
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
885+ 9.08% |
$391K - $428K
|
10.6K
$4.71M
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
84+ 4.29% |
$37.2K - $40.6K
|
2.04K
$903K
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
77+ 0.87% |
$34.1K - $37.2K
|
8.93K
$3.95M
|
|
Jan 10, 2025
Q4 2024
|
Jacobs & CO
|
SELL
|
- |
-100- 0.79% |
$44.2K - $48.3K
|
12.5K
$5.53M
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
12+ 0.2% |
$5.31K - $5.8K
|
6.04K
$2.67M
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
142+ 2.13% |
$62.8K - $68.6K
|
6.8K
$3.01M
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-25- 1.91% |
$11.1K - $12.1K
|
1.28K
$568K
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
223+ 122.53% |
$98.6K - $108K
|
405
$179K
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
826+ 2.1% |
$365K - $399K
|
40.2K
$17.8M
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-428- 3.96% |
$189K - $207K
|
10.4K
$4.6M
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
120+ 0.54% |
$53.1K - $58K
|
22.3K
$9.88M
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
BUY
|
- |
19+ 0.15% |
$8.4K - $9.18K
|
13K
$5.74M
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-359- 4.42% |
$159K - $173K
|
7.77K
$3.44M
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
2.6K+ 5.98% |
$1.15M - $1.26M
|
46.1K
$20.4M
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-8.45M- 99.77% |
$3.74B - $4.08B
|
19.6K
$8.68M
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.51K- 6.24% |
$670K - $731K
|
22.8K
$10.1M
|
|
Jan 08, 2025
Q4 2024
|
Sl Advisors, LLC
|
SELL
|
- |
-32- 0.65% |
$14.2K - $15.5K
|
4.88K
$2.16M
|
|
Jan 08, 2025
Q4 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-66- 0.41% |
$29.2K - $31.9K
|
15.8K
$7.01M
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
608New |
$269K - $294K
|
608
$269K
|
|
Jan 08, 2025
Q4 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
762+ 37.54% |
$337K - $368K
|
2.79K
$1.24M
|
|
Jan 08, 2025
Q4 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
1.07K+ 4.05% |
$473K - $517K
|
27.5K
$12.2M
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-4.12K- 14.49% |
$1.82M - $1.99M
|
24.3K
$10.8M
|
|
Jan 08, 2025
Q4 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
57+ 2.29% |
$25.2K - $27.5K
|
2.54K
$1.13M
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
50+ 0.33% |
$22.1K - $24.2K
|
15.4K
$6.8M
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
7+ 0.49% |
$3.1K - $3.38K
|
1.43K
$631K
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
55+ 1.66% |
$24.3K - $26.6K
|
3.36K
$1.49M
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-121- 2.47% |
$53.5K - $58.5K
|
4.77K
$2.11M
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-393- 2.24% |
$174K - $190K
|
17.2K
$7.6M
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
248+ 1.82% |
$110K - $120K
|
13.9K
$6.16M
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
2.21K+ 3.95% |
$977K - $1.07M
|
58.1K
$25.7M
|
|
Jan 07, 2025
Q4 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
31+ 2.93% |
$13.7K - $15K
|
1.09K
$482K
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
1.2K+ 127.14% |
$533K - $582K
|
2.15K
$952K
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
138+ 1.37% |
$61K - $66.7K
|
10.2K
$4.51M
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-80- 1.07% |
$35.4K - $38.6K
|
7.42K
$3.29M
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
9+ 0.23% |
$3.98K - $4.35K
|
3.88K
$1.72M
|