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
|
Carson Advisory Inc.
|
SELL
|
- |
-167- 1.19% |
$73.9K - $80.7K
|
13.8K
$6.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-85- 0.21% |
$37.6K - $41.1K
|
41K
$19.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-41- 2.18% |
$18.1K - $19.8K
|
1.84K
$880K
|
|
|
Feb 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
21+ 0.3% |
$9.29K - $10.1K
|
7K
$3.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-220- 1.88% |
$97.3K - $106K
|
11.5K
$5.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
10.4K+ 13.72% |
$4.58M - $5M
|
85.8K
$41.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Menora Mivtachim Holdings Ltd.
|
SELL
|
- |
-122K- 21.46% |
$54.1M - $59.1M
|
447K
$214M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
3.52K+ 9.51% |
$1.56M - $1.7M
|
40.5K
$19.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-1- 0.04% |
$442 - $483
|
2.34K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.16K+ 6.41% |
$513K - $560K
|
19.2K
$9.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
182+ 9.0% |
$80.5K - $87.9K
|
2.2K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
25+ 0.38% |
$11.1K - $12.1K
|
6.67K
$3.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
130+ 4.21% |
$57.5K - $62.8K
|
3.22K
$1.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
900+ 1.57% |
$398K - $435K
|
58.2K
$27.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Timucuan Asset Management Inc
Jacksonville, FL |
BUY
|
- |
293+ 0.09% |
$130K - $142K
|
339K
$162M
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-20- 0.08% |
$8.85K - $9.66K
|
25.3K
$12.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
13+ 0.06% |
$5.75K - $6.28K
|
20.5K
$9.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-359- 23.76% |
$159K - $173K
|
1.15K
$552K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.3K- 4.47% |
$1.02M - $1.11M
|
49.1K
$23.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-25- 2.17% |
$11.1K - $12.1K
|
1.13K
$539K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
4.07K+ 2.63% |
$1.8M - $1.97M
|
159K
$76.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.68K- 5.71% |
$744K - $813K
|
27.8K
$13.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
16.3K+ 54.21% |
$7.22M - $7.89M
|
46.5K
$22.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.12K+ 9.39% |
$494K - $540K
|
13K
$6.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
16.2K+ 3.32% |
$7.18M - $7.84M
|
506K
$242M
|
|
|
Feb 13, 2025
Q4 2024
|
Lfl Advisers, LLC
Evanston, IL |
BUY
|
- |
560+ 1.91% |
$248K - $271K
|
29.8K
$14.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
640+ 4.35% |
$283K - $309K
|
15.4K
$7.35M
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-605- 10.85% |
$268K - $292K
|
4.97K
$2.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.78K+ 1.47% |
$2.55M - $2.79M
|
400K
$191M
|
|
|
Feb 13, 2025
Q4 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
439+ 8.06% |
$194K - $212K
|
5.89K
$2.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
550+ 24.77% |
$243K - $266K
|
2.77K
$1.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-1.81K- 0.33% |
$799K - $873K
|
541K
$259M
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-491- 3.72% |
$217K - $237K
|
12.7K
$6.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
4.64K+ 2813.33% |
$2.05M - $2.24M
|
4.81K
$2.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-599K- 25.24% |
$265M - $289M
|
1.77M
$849M
|
|
|
Feb 13, 2025
Q4 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-1.31K- 1.19% |
$577K - $630K
|
108K
$51.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Rwwm, Inc.
Rocklin, CA |
SELL
|
- |
-262- 0.1% |
$116K - $127K
|
252K
$121M
|
|
|
Feb 13, 2025
Q4 2024
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
2.37K+ 0.66% |
$1.05M - $1.14M
|
359K
$172M
|
|
|
Feb 13, 2025
Q4 2024
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-855- 0.51% |
$378K - $413K
|
168K
$80.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
39+ 0.46% |
$17.2K - $18.8K
|
8.5K
$4.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.68K+ 35.74% |
$1.63M - $1.78M
|
14K
$6.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-111- 8.4% |
$49.1K - $53.6K
|
1.21K
$580K
|
|
|
Feb 13, 2025
Q4 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
28+ 2.44% |
$12.4K - $13.5K
|
1.18K
$563K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.57K+ 75.92% |
$696K - $760K
|
3.65K
$1.75M
|
|
|
Feb 13, 2025
Q4 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
11+ 0.07% |
$4.87K - $5.31K
|
16.7K
$8M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.62K+ 76.32% |
$2.04M - $2.23M
|
10.7K
$5.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
216+ 15.19% |
$95.5K - $104K
|
1.64K
$784K
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
10.6K+ 17.37% |
$4.69M - $5.12M
|
71.6K
$34.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-2.79K- 24.76% |
$1.23M - $1.35M
|
8.48K
$4.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
3.85KNew |
$1.7M - $1.86M
|
3.85K
$1.84M
|