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
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
70+ 11.65% |
$31K - $33.8K
|
671
$321K
|
|
|
Feb 12, 2025
Q4 2024
|
Venator Management LLC
Pittsburgh, PA |
SELL
|
- |
-178- 0.69% |
$78.7K - $86K
|
25.5K
$12.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
390K+ 31.09% |
$172M - $188M
|
1.64M
$787M
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
572+ 61.11% |
$253K - $276K
|
1.51K
$722K
|
|
|
Feb 12, 2025
Q4 2024
|
Inkwell Capital LLC
Miami, FL |
BUY
|
- |
16.9KNew |
$7.5M - $8.19M
|
16.9K
$8.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
1.67KNew |
$738K - $806K
|
1.67K
$799K
|
|
|
Feb 12, 2025
Q4 2024
|
Allie Family Office LLC
|
BUY
|
- |
250+ 28.41% |
$111K - $121K
|
1.13K
$541K
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
224+ 0.14% |
$99.1K - $108K
|
155K
$74.4M
|
|
|
Feb 12, 2025
Q4 2024
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-443- 2.39% |
$196K - $214K
|
18.1K
$8.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
991+ 3.38% |
$438K - $479K
|
30.3K
$14.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
31.1KNew |
$13.8M - $15M
|
31.1K
$14.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-25- 0.45% |
$11.1K - $12.1K
|
5.48K
$2.62M
|
|
|
Feb 12, 2025
Q4 2024
|
St. James Investment Company, LLC
|
SELL
|
- |
-4.62K- 3.03% |
$2.04M - $2.23M
|
148K
$70.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-14K- 3.8% |
$6.19M - $6.76M
|
355K
$170M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
2.15K+ 0.77% |
$952K - $1.04M
|
280K
$134M
|
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
10+ 0.32% |
$4.42K - $4.83K
|
3.11K
$1.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-227- 1.14% |
$100K - $110K
|
19.6K
$9.39M
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.45K- 9.05% |
$643K - $702K
|
14.6K
$6.99M
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.77K+ 2.47% |
$784K - $857K
|
73.6K
$35.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
8.36K+ 24.71% |
$3.7M - $4.04M
|
42.2K
$20.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
233K+ 6.79% |
$103M - $113M
|
3.67M
$1.75B
|
|
|
Feb 12, 2025
Q4 2024
|
Colrain Capital LLC
Boston, MA |
SELL
|
- |
-1.1K- 15.6% |
$487K - $531K
|
5.95K
$2.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
351+ 16.08% |
$155K - $170K
|
2.53K
$1.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
84New |
$37.2K - $40.6K
|
84
$40.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
1.18K+ 10.45% |
$524K - $572K
|
12.5K
$5.99M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-67.9K- 6.13% |
$30M - $32.8M
|
1.04M
$498M
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
183+ 4.16% |
$80.9K - $88.4K
|
4.59K
$2.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
BUY
|
- |
1.2KNew |
$529K - $578K
|
1.2K
$573K
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-77- 0.13% |
$34.1K - $37.2K
|
61.1K
$29.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
1.23M+ 3.34% |
$543M - $593M
|
38M
$18.2B
|
|
|
Feb 12, 2025
Q4 2024
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
761+ 10.22% |
$337K - $368K
|
8.21K
$3.93M
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
921+ 9.92% |
$407K - $445K
|
10.2K
$4.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
499+ 35.07% |
$221K - $241K
|
1.92K
$920K
|
|
|
Feb 12, 2025
Q4 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
SELL
|
- |
-300- 16.39% |
$133K - $145K
|
1.53K
$732K
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
BUY
|
- |
668+ 14.2% |
$295K - $323K
|
5.37K
$2.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
10+ 0.15% |
$4.42K - $4.83K
|
6.85K
$3.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
140+ 0.38% |
$61.9K - $67.6K
|
36.9K
$17.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
179+ 1.74% |
$79.2K - $86.5K
|
10.5K
$5.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-10- 0.41% |
$4.42K - $4.83K
|
2.42K
$1.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.58K+ 7.75% |
$1.59M - $1.73M
|
49.8K
$23.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Resolute Advisors LLC
|
BUY
|
- |
836New |
$370K - $404K
|
836
$400K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
19.3K+ 152.94% |
$8.55M - $9.34M
|
32K
$15.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-3.64K- 13.82% |
$1.61M - $1.76M
|
22.7K
$10.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-6.57K- 67.62% |
$2.9M - $3.17M
|
3.15K
$1.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
16.1KNew |
$7.11M - $7.77M
|
16.1K
$7.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-40.4K- 28.71% |
$17.9M - $19.5M
|
100K
$48.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-158- 10.01% |
$69.9K - $76.3K
|
1.42K
$680K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-911- 7.29% |
$403K - $440K
|
11.6K
$5.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-867- 1.97% |
$383K - $419K
|
43.2K
$20.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-19.9K- 90.9% |
$8.8M - $9.62M
|
1.99K
$954K
|