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 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
CALL |
200+ 9.52% |
$88.5K - $96.6K
|
2.3K
$1.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
641+ 8.37% |
$284K - $310K
|
8.3K
$3.97M
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
795+ 24.3% |
$352K - $384K
|
4.07K
$1.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
BUY
|
- |
4.29KNew |
$1.9M - $2.07M
|
4.29K
$2.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-1.03K- 0.34% |
$457K - $500K
|
301K
$144M
|
|
|
Feb 11, 2025
Q4 2024
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
400+ 0.48% |
$177K - $193K
|
83K
$39.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
BUY
|
- |
24+ 0.43% |
$10.6K - $11.6K
|
5.66K
$2.71M
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
14.1K+ 19.63% |
$6.22M - $6.79M
|
85.7K
$41M
|
|
|
Feb 11, 2025
Q4 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-500- 4.28% |
$221K - $242K
|
11.2K
$5.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
2.52KNew |
$1.11M - $1.22M
|
2.52K
$1.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-6.77K- 23.17% |
$2.99M - $3.27M
|
22.4K
$10.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
201+ 1.34% |
$88.9K - $97.1K
|
15.2K
$7.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
1.44KNew |
$636K - $694K
|
1.44K
$688K
|
|
|
Feb 11, 2025
Q4 2024
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
1.09KNew |
$481K - $526K
|
1.09K
$521K
|
|
|
Feb 11, 2025
Q4 2024
|
Forefront Wealth Management Inc.
|
BUY
|
- |
499New |
$221K - $241K
|
499
$239K
|
|
|
Feb 11, 2025
Q4 2024
|
Mizuho Securities Usa LLC
|
BUY
|
- |
54.9K+ 46.25% |
$24.3M - $26.5M
|
174K
$83.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-300- 6.76% |
$133K - $145K
|
4.14K
$1.98M
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
SELL
|
- |
-1.11K- 1.09% |
$493K - $538K
|
101K
$48.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
189+ 6.13% |
$83.6K - $91.3K
|
3.27K
$1.57M
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-20- 0.52% |
$8.85K - $9.66K
|
3.8K
$1.82M
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-41- 0.54% |
$18.1K - $19.8K
|
7.5K
$3.59M
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-82.4K- 14.51% |
$36.4M - $39.8M
|
485K
$232M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
501+ 0.15% |
$222K - $242K
|
333K
$160M
|
|
|
Feb 11, 2025
Q4 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
78+ 9.11% |
$34.5K - $37.7K
|
934
$447K
|
|
|
Feb 11, 2025
Q4 2024
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.64KNew |
$1.17M - $1.28M
|
2.64K
$1.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
632New |
$280K - $305K
|
632
$303K
|
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
10.2KNew |
$4.52M - $4.94M
|
10.2K
$4.89M
|
|
|
Feb 11, 2025
Q4 2024
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
1.33KNew |
$589K - $643K
|
1.33K
$637K
|
|
|
Feb 11, 2025
Q4 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
89+ 2.44% |
$39.4K - $43K
|
3.74K
$1.79M
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
SELL
|
- |
-207- 2.03% |
$91.6K - $100K
|
9.97K
$4.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
5.37K+ 87.18% |
$2.37M - $2.59M
|
11.5K
$5.51M
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-158- 9.14% |
$69.9K - $76.3K
|
1.57K
$752K
|
|
|
Feb 11, 2025
Q4 2024
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-26- 0.88% |
$11.5K - $12.6K
|
2.94K
$1.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
727+ 1.36% |
$322K - $351K
|
54.3K
$26M
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
28+ 0.62% |
$12.4K - $13.5K
|
4.55K
$2.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.34K+ 6.54% |
$594K - $649K
|
21.9K
$10.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
124+ 7.44% |
$54.8K - $59.9K
|
1.79K
$857K
|
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
113+ 3.12% |
$50K - $54.6K
|
3.74K
$1.79M
|
|
|
Feb 11, 2025
Q4 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
42+ 1.53% |
$18.6K - $20.3K
|
2.8K
$1.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
10.6KNew |
$4.69M - $5.13M
|
10.6K
$5.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
468KNew |
$207M - $226M
|
468K
$224M
|
|
|
Feb 11, 2025
Q4 2024
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
3.72KNew |
$1.64M - $1.8M
|
3.72K
$1.78M
|
|
|
Feb 11, 2025
Q4 2024
|
Steginsky Capital LLC
|
BUY
|
- |
765+ 1.21% |
$338K - $370K
|
64.1K
$30.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
259+ 23.87% |
$115K - $125K
|
1.34K
$643K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
33KNew |
$14.6M - $15.9M
|
33K
$15.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
943+ 5.82% |
$417K - $456K
|
17.2K
$8.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
7.91K+ 311.75% |
$3.5M - $3.82M
|
10.4K
$5M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
4.73K+ 33.84% |
$2.09M - $2.28M
|
18.7K
$8.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
BUY
|
- |
5.19K+ 247.85% |
$2.3M - $2.51M
|
7.28K
$3.49M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
815+ 4.26% |
$360K - $394K
|
20K
$9.56M
|