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 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.38K- 1.77% |
$1.05M - $1.15M
|
132K
$63.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
750+ 25.67% |
$332K - $362K
|
3.67K
$1.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-458K- 15.57% |
$203M - $221M
|
2.49M
$1.19B
|
|
|
Feb 13, 2025
Q4 2024
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-1.92K- 0.64% |
$851K - $929K
|
297K
$142M
|
|
|
Feb 13, 2025
Q4 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
2.33K+ 7.84% |
$1.03M - $1.12M
|
32K
$15.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
689+ 1.1% |
$305K - $333K
|
63.4K
$30.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.32K+ 0.46% |
$582K - $636K
|
290K
$139M
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
314+ 26.79% |
$139K - $152K
|
1.49K
$711K
|
|
|
Feb 13, 2025
Q4 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-923- 15.83% |
$408K - $446K
|
4.91K
$2.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Sharpepoint LLC
Phoenix, AZ |
BUY
|
- |
600New |
$265K - $290K
|
600
$287K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
110New |
$48.7K - $53.1K
|
110
$52.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Mcia Inc
|
BUY
|
- |
52+ 2.1% |
$23K - $25.1K
|
2.53K
$1.21M
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
BUY
|
- |
123+ 4.02% |
$54.4K - $59.4K
|
3.18K
$1.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
62+ 3.18% |
$27.4K - $30K
|
2.01K
$964K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
5+ 0.05% |
$2.21K - $2.42K
|
10.2K
$4.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-47- 1.23% |
$20.8K - $22.7K
|
3.78K
$1.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1.11K+ 176.63% |
$491K - $537K
|
1.74K
$833K
|
|
|
Feb 13, 2025
Q4 2024
|
Fortune 45 LLC
|
BUY
|
- |
489+ 17.87% |
$216K - $236K
|
3.23K
$1.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
940+ 7.6% |
$416K - $454K
|
13.3K
$6.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
SELL
|
- |
-86- 2.26% |
$38K - $41.5K
|
3.73K
$1.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-5- 0.94% |
$2.21K - $2.42K
|
526
$252K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
107+ 6.67% |
$47.3K - $51.7K
|
1.71K
$820K
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.06K- 48.2% |
$469K - $512K
|
1.14K
$545K
|
|
|
Feb 13, 2025
Q4 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-15- 0.33% |
$6.63K - $7.25K
|
4.59K
$2.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-487- 3.02% |
$215K - $235K
|
15.6K
$7.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
5.48K+ 12.26% |
$2.42M - $2.64M
|
50.1K
$24M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
39+ 2.1% |
$17.2K - $18.8K
|
1.89K
$906K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
PUT |
2New |
$885 - $966
|
2
$957
|
|
|
Feb 13, 2025
Q4 2024
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-97- 0.72% |
$42.9K - $46.9K
|
13.3K
$6.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-2.81K- 3.22% |
$1.24M - $1.36M
|
84.4K
$40.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.96K+ 18.0% |
$1.31M - $1.43M
|
19.4K
$9.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
13.7K+ 23.08% |
$6.06M - $6.62M
|
73.1K
$35M
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
446New |
$197K - $215K
|
446
$214K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-3- 1.06% |
$1.33K - $1.45K
|
281
$135K
|
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
5.96KNew |
$2.63M - $2.88M
|
5.96K
$2.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
1.45KNew |
$640K - $699K
|
1.45K
$692K
|
|
|
Feb 13, 2025
Q4 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
29+ 5.7% |
$12.8K - $14K
|
538
$258K
|
|
|
Feb 13, 2025
Q4 2024
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
832New |
$368K - $402K
|
832
$398K
|
|
|
Feb 13, 2025
Q4 2024
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
2.77KNew |
$1.23M - $1.34M
|
2.77K
$1.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
12.9KNew |
$5.72M - $6.25M
|
12.9K
$6.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-107- 0.99% |
$47.3K - $51.7K
|
10.7K
$5.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-584K- 7.58% |
$258M - $282M
|
7.12M
$3.41B
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
CALL |
17.3KNew |
$7.65M - $8.36M
|
17.3K
$8.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
589New |
$261K - $285K
|
589
$282K
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
232+ 9.28% |
$103K - $112K
|
2.73K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
5+ 0.06% |
$2.21K - $2.42K
|
8.08K
$3.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Garner Asset Management Corp
|
BUY
|
- |
6+ 0.02% |
$2.65K - $2.9K
|
24.5K
$11.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-87- 9.49% |
$38.5K - $42K
|
830
$397K
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
25.2K+ 141.74% |
$11.1M - $12.2M
|
43K
$20.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-35- 0.61% |
$15.5K - $16.9K
|
5.69K
$2.72M
|