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 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-302- 1.85% |
$134K - $146K
|
16K
$7.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-1.38K- 3.06% |
$609K - $666K
|
43.6K
$21M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.25K+ 10.44% |
$553K - $604K
|
13.2K
$6.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
8+ 1.54% |
$3.54K - $3.86K
|
529
$255K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.19K+ 6.06% |
$969K - $1.06M
|
38.3K
$18.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
118+ 14.32% |
$52.2K - $57K
|
942
$454K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-97- 0.04% |
$42.9K - $46.9K
|
237K
$114M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
4.93K+ 2.15% |
$2.18M - $2.38M
|
234K
$113M
|
|
|
Feb 10, 2025
Q4 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
8+ 0.63% |
$3.54K - $3.86K
|
1.27K
$611K
|
|
|
Feb 10, 2025
Q4 2024
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
103+ 1.56% |
$45.6K - $49.8K
|
6.69K
$3.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
452New |
$200K - $218K
|
452
$218K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
8KNew |
$3.54M - $3.86M
|
8K
$3.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-25- 1.01% |
$11.1K - $12.1K
|
2.46K
$1.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-228- 1.05% |
$101K - $110K
|
21.5K
$10.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Independent Family Office, LLC
|
BUY
|
- |
45+ 0.59% |
$19.9K - $21.7K
|
7.63K
$3.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.02K- 1.45% |
$452K - $494K
|
69.4K
$33.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
187+ 1.13% |
$82.7K - $90.3K
|
16.7K
$8.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
22+ 1.99% |
$9.73K - $10.6K
|
1.13K
$544K
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-112- 2.15% |
$49.5K - $54.1K
|
5.1K
$2.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
BUY
|
- |
22+ 0.59% |
$9.73K - $10.6K
|
3.72K
$1.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Birnam Oak Advisors, LP
New York, NY |
BUY
|
- |
15KNew |
$6.63M - $7.25M
|
15K
$7.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
3.98KNew |
$1.76M - $1.92M
|
3.98K
$1.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Kennondale Capital Management LLC
Richmond, VA |
BUY
|
- |
7.02KNew |
$3.1M - $3.39M
|
7.02K
$3.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-206- 1.0% |
$91.1K - $99.5K
|
20.5K
$9.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Enhancing Capital LLC
|
BUY
|
- |
907+ 15.66% |
$401K - $438K
|
6.7K
$3.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Wulff, Hansen & Co.
|
SELL
|
- |
-100- 2.13% |
$44.2K - $48.3K
|
4.6K
$2.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
349+ 0.22% |
$154K - $169K
|
159K
$76.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-6.41K- 6.09% |
$2.83M - $3.09M
|
98.9K
$47.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
35+ 0.31% |
$15.5K - $16.9K
|
11.3K
$5.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
SELL
|
- |
-7.69K- 3.3% |
$3.4M - $3.71M
|
226K
$109M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
519+ 1.97% |
$230K - $251K
|
26.8K
$12.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-24.1K- 35.67% |
$10.7M - $11.6M
|
43.4K
$20.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
4.05K+ 21.66% |
$1.79M - $1.96M
|
22.7K
$11M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-823- 1.25% |
$364K - $398K
|
65.1K
$31.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-233- 13.16% |
$103K - $113K
|
1.54K
$741K
|
|
|
Feb 10, 2025
Q4 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-3.02K- 16.8% |
$1.34M - $1.46M
|
15K
$7.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
5.46KNew |
$2.42M - $2.64M
|
5.46K
$2.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-6.7K- 49.07% |
$2.96M - $3.24M
|
6.95K
$3.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-2.64K- 23.33% |
$1.17M - $1.27M
|
8.67K
$4.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.37K+ 31.59% |
$606K - $662K
|
5.71K
$2.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-30- 0.96% |
$13.3K - $14.5K
|
3.11K
$1.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
4.73K+ 15.51% |
$2.09M - $2.29M
|
35.2K
$17M
|
|
|
Feb 10, 2025
Q4 2024
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-3.83K- 11.79% |
$1.69M - $1.85M
|
28.6K
$13.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Halter Ferguson Financial Inc.
Carmel, IN |
BUY
|
- |
480New |
$212K - $232K
|
480
$231K
|
|
|
Feb 10, 2025
Q4 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
248+ 3.87% |
$110K - $120K
|
6.66K
$3.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
66+ 0.36% |
$29.2K - $31.9K
|
18.3K
$8.82M
|
|
|
Feb 10, 2025
Q4 2024
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-303- 30.82% |
$134K - $146K
|
680
$328K
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
1.2KNew |
$530K - $579K
|
1.2K
$578K
|
|
|
Feb 10, 2025
Q4 2024
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
1.2KNew |
$532K - $581K
|
1.2K
$579K
|
|
|
Feb 10, 2025
Q4 2024
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
1.4KNew |
$619K - $676K
|
1.4K
$675K
|