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
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
1.33KNew |
$587K - $641K
|
1.33K
$635K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
17.6KNew |
$7.77M - $8.49M
|
17.6K
$8.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.25KNew |
$554K - $605K
|
1.25K
$600K
|
|
|
Feb 13, 2025
Q4 2024
|
Coleford Investment Management Ltd.
Toronto, Ontario, Z4 |
BUY
|
- |
42.6KNew |
$18.8M - $20.6M
|
42.6K
$20.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
11.1KNew |
$4.9M - $5.35M
|
11.1K
$5.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
847New |
$375K - $409K
|
847
$405K
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
3New |
$1.33K - $1.45K
|
3
$1.44K
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
PUT |
500New |
$221K - $242K
|
500
$239K
|
|
|
Feb 13, 2025
Q4 2024
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
250New |
$111K - $121K
|
250
$120K
|
|
|
Feb 13, 2025
Q4 2024
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
1.55KNew |
$686K - $749K
|
1.55K
$742K
|
|
|
Feb 13, 2025
Q4 2024
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
810New |
$358K - $391K
|
810
$388K
|
|
|
Feb 13, 2025
Q4 2024
|
Uss Investment Management LTD
|
BUY
|
- |
209KNew |
$92.3M - $101M
|
209K
$99.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Whelan Financial
|
BUY
|
- |
332+ 25.64% |
$147K - $160K
|
1.63K
$779K
|
|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
8+ 0.53% |
$3.54K - $3.86K
|
1.52K
$730K
|
|
|
Feb 13, 2025
Q4 2024
|
Covenant Partners, LLC
|
BUY
|
- |
14+ 1.85% |
$6.19K - $6.76K
|
772
$370K
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
SELL
|
- |
-3.25K- 10.73% |
$1.44M - $1.57M
|
27K
$12.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
39.8K+ 10.99% |
$17.6M - $19.2M
|
402K
$193M
|
|
|
Feb 13, 2025
Q4 2024
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-40- 0.63% |
$17.7K - $19.3K
|
6.3K
$3.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-33- 2.76% |
$14.6K - $15.9K
|
1.16K
$556K
|
|
|
Feb 13, 2025
Q4 2024
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
1.01K+ 0.53% |
$445K - $486K
|
192K
$91.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-14- 0.17% |
$6.19K - $6.76K
|
8.43K
$4.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-4.72K- 11.4% |
$2.09M - $2.28M
|
36.7K
$17.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-20- 0.78% |
$8.85K - $9.66K
|
2.53K
$1.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
579+ 0.61% |
$256K - $280K
|
94.9K
$45.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
5.16K+ 66.66% |
$2.28M - $2.49M
|
12.9K
$6.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
929+ 3.52% |
$411K - $449K
|
27.3K
$13.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-33.2K- 3.07% |
$14.7M - $16M
|
1.05M
$502M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.02K+ 0.16% |
$451K - $492K
|
640K
$306M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
19+ 0.14% |
$8.4K - $9.18K
|
13.6K
$6.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-2.4K- 26.3% |
$1.06M - $1.16M
|
6.73K
$3.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
5.34K+ 18406.9% |
$2.36M - $2.58M
|
5.37K
$2.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Brandywine Trust CO
Hockessin, DE |
SELL
|
- |
-369- 5.81% |
$163K - $178K
|
5.98K
$2.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-3.48K- 1.44% |
$1.54M - $1.68M
|
239K
$114M
|
|
|
Feb 13, 2025
Q4 2024
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-6- 0.08% |
$2.65K - $2.9K
|
7.47K
$3.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Ruane, Cunniff & Goldfarb L.P.
New York, NY |
SELL
|
- |
-86.1K- 19.81% |
$38.1M - $41.6M
|
348K
$167M
|
|
|
Feb 13, 2025
Q4 2024
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
688+ 4.38% |
$304K - $332K
|
16.4K
$7.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
736+ 144.31% |
$326K - $356K
|
1.25K
$597K
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-461- 44.07% |
$204K - $223K
|
585
$280K
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
1.5K+ 5.76% |
$664K - $725K
|
27.6K
$13.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
310+ 3.61% |
$137K - $150K
|
8.89K
$4.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-2- 0.34% |
$885 - $966
|
589
$282K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-2.17K- 82.85% |
$959K - $1.05M
|
449
$215K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
14.1K+ 3.59% |
$6.25M - $6.83M
|
408K
$195M
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-223- 1.78% |
$98.6K - $108K
|
12.3K
$5.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
333+ 3.0% |
$147K - $161K
|
11.4K
$5.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-3- 1.06% |
$1.33K - $1.45K
|
281
$135K
|
|
|
Feb 13, 2025
Q4 2024
|
Prodigy Asset Management LLC
Omaha, NE |
BUY
|
- |
5.53KNew |
$2.45M - $2.67M
|
5.53K
$2.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Nearwater Capital Markets, LTD
New York, NY |
BUY
|
- |
109KNew |
$48.3M - $52.8M
|
109K
$52.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Elefante Mark B
Boston, MA |
BUY
|
- |
592New |
$262K - $286K
|
592
$283K
|
|
|
Feb 13, 2025
Q4 2024
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
2.38KNew |
$1.05M - $1.15M
|
2.38K
$1.14M
|