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 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
3.39KNew |
$1.5M - $1.64M
|
3.39K
$1.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-56K- 4.17% |
$24.8M - $27M
|
1.29M
$616M
|
|
|
Feb 12, 2025
Q4 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-45- 3.01% |
$19.9K - $21.7K
|
1.45K
$694K
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-50- 4.95% |
$22.1K - $24.2K
|
961
$460K
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-4.83K- 9.0% |
$2.13M - $2.33M
|
48.8K
$23.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
8.22K+ 7.27% |
$3.64M - $3.97M
|
121K
$58M
|
|
|
Feb 12, 2025
Q4 2024
|
Smead Capital Management, Inc.
Phoenix, AZ |
SELL
|
- |
-5.02K- 2.37% |
$2.22M - $2.42M
|
207K
$99.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 2.13% |
$442 - $483
|
46
$22K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
1.15K+ 1.2% |
$509K - $556K
|
96.6K
$46.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-86- 2.44% |
$38K - $41.5K
|
3.44K
$1.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
5+ 0.11% |
$2.21K - $2.42K
|
4.44K
$2.12M
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
SELL
|
- |
-176- 1.83% |
$77.8K - $85K
|
9.43K
$4.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-364- 2.21% |
$161K - $176K
|
16.1K
$7.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
217K+ 25.19% |
$96.1M - $105M
|
1.08M
$517M
|
|
|
Feb 12, 2025
Q4 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-31- 1.11% |
$13.7K - $15K
|
2.76K
$1.32M
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-41- 2.03% |
$18.1K - $19.8K
|
1.98K
$946K
|
|
|
Feb 12, 2025
Q4 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
89.9K+ 23.15% |
$39.7M - $43.4M
|
478K
$229M
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
11+ 0.67% |
$4.87K - $5.31K
|
1.64K
$786K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
1.06KNew |
$468K - $511K
|
1.06K
$507K
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
128+ 0.69% |
$56.6K - $61.8K
|
18.8K
$9M
|
|
|
Feb 12, 2025
Q4 2024
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-391- 0.92% |
$173K - $189K
|
42K
$20.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-405K- 27.83% |
$179M - $196M
|
1.05M
$503M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
PUT |
-25.6K- 4.54% |
$11.3M - $12.4M
|
539K
$258M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.06K+ 1.36% |
$911K - $995K
|
154K
$73.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-450- 7.85% |
$199K - $217K
|
5.28K
$2.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
9+ 0.65% |
$3.98K - $4.35K
|
1.4K
$672K
|
|
|
Feb 12, 2025
Q4 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-280- 2.84% |
$124K - $135K
|
9.57K
$4.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
50.9KNew |
$22.5M - $24.6M
|
50.9K
$24.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
5+ 8.47% |
$2.21K - $2.42K
|
64
$30.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
487+ 11.98% |
$215K - $235K
|
4.55K
$2.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Management CO
|
BUY
|
- |
85+ 13.49% |
$37.6K - $41.1K
|
715
$342K
|
|
|
Feb 12, 2025
Q4 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-20- 0.65% |
$8.85K - $9.66K
|
3.05K
$1.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-170- 10.68% |
$75.2K - $82.1K
|
1.42K
$681K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-18.3K- 1.66% |
$8.11M - $8.85M
|
1.08M
$518M
|
|
|
Feb 12, 2025
Q4 2024
|
Dorsey Wright & Associates
|
BUY
|
- |
13+ 0.15% |
$5.75K - $6.28K
|
8.95K
$4.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-217K- 99.78% |
$95.8M - $105M
|
479
$229K
|
|
|
Feb 12, 2025
Q4 2024
|
Family Legacy, Inc.
|
BUY
|
- |
144+ 3.02% |
$63.7K - $69.6K
|
4.91K
$2.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-3.65K- 33.24% |
$1.61M - $1.76M
|
7.32K
$3.51M
|
|
|
Feb 12, 2025
Q4 2024
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-43.7K- 0.89% |
$19.3M - $21.1M
|
4.87M
$2.33B
|
|
|
Feb 12, 2025
Q4 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-492- 0.43% |
$218K - $238K
|
113K
$53.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
1.53K+ 19.98% |
$674K - $737K
|
9.16K
$4.38M
|
|
|
Feb 12, 2025
Q4 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-514- 0.6% |
$227K - $248K
|
84.5K
$40.5M
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
3.36K+ 7.18% |
$1.48M - $1.62M
|
50.1K
$24M
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
1.31KNew |
$579K - $632K
|
1.31K
$626K
|
|
|
Feb 12, 2025
Q4 2024
|
Saratoga Research & Investment Management
|
SELL
|
- |
-47.9K- 14.68% |
$21.2M - $23.2M
|
279K
$133M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-8- 0.13% |
$3.54K - $3.86K
|
6.36K
$3.04M
|
|
|
Feb 12, 2025
Q4 2024
|
United Bank
|
BUY
|
- |
430+ 9.22% |
$190K - $208K
|
5.09K
$2.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
13+ 1.47% |
$5.75K - $6.28K
|
897
$429K
|
|
|
Feb 12, 2025
Q4 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-16.1K- 2.24% |
$7.13M - $7.79M
|
704K
$337M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
14.8K+ 7.13% |
$6.55M - $7.16M
|
223K
$107M
|