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 07, 2025
Q4 2024
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
462New |
$204K - $223K
|
462
$223K
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
287+ 3.64% |
$127K - $139K
|
8.16K
$3.93M
|
|
|
Feb 07, 2025
Q4 2024
|
River Road Asset Management, LLC
|
SELL
|
- |
-31.5K- 19.38% |
$13.9M - $15.2M
|
131K
$63.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
56+ 2.32% |
$24.8K - $27.1K
|
2.47K
$1.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.22K+ 8.01% |
$538K - $587K
|
16.4K
$7.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
10+ 0.2% |
$4.42K - $4.83K
|
5.09K
$2.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-1.26K- 22.31% |
$556K - $607K
|
4.38K
$2.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-385- 12.56% |
$170K - $186K
|
2.68K
$1.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
244+ 19.37% |
$108K - $118K
|
1.5K
$725K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
337+ 5.84% |
$149K - $163K
|
6.11K
$2.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-3- 0.16% |
$1.33K - $1.45K
|
1.91K
$918K
|
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
6.22KNew |
$2.75M - $3M
|
6.22K
$2.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
6KNew |
$2.65M - $2.9M
|
6K
$2.89M
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
16.1K+ 8.71% |
$7.14M - $7.8M
|
201K
$97.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
350+ 29.61% |
$155K - $169K
|
1.53K
$738K
|
|
|
Feb 07, 2025
Q4 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
1.45K+ 1.34% |
$640K - $699K
|
109K
$52.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
191+ 3.82% |
$84.5K - $92.3K
|
5.2K
$2.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
521+ 1.27% |
$230K - $252K
|
41.4K
$20M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
206+ 4.36% |
$91.1K - $99.5K
|
4.93K
$2.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
5.64KNew |
$2.5M - $2.73M
|
5.64K
$2.72M
|
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
BUY
|
- |
170+ 23.35% |
$75.2K - $82.1K
|
898
$433K
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-3.88K- 57.93% |
$1.72M - $1.88M
|
2.82K
$1.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-3.35K- 1.65% |
$1.48M - $1.62M
|
200K
$96.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
102+ 5.94% |
$45.1K - $49.3K
|
1.82K
$877K
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1.07K- 0.42% |
$473K - $516K
|
254K
$122M
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-288- 2.76% |
$127K - $139K
|
10.2K
$4.89M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
675+ 0.78% |
$299K - $326K
|
86.9K
$41.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
17+ 2.67% |
$7.52K - $8.21K
|
653
$315K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-381- 2.02% |
$169K - $184K
|
18.5K
$8.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
13K+ 16.27% |
$5.76M - $6.3M
|
93.1K
$44.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-7- 0.52% |
$3.1K - $3.38K
|
1.34K
$646K
|
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
1.1K+ 31.07% |
$487K - $531K
|
4.64K
$2.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
4.85KNew |
$2.14M - $2.34M
|
4.85K
$2.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Mcdonald Capital Investors Inc
|
SELL
|
- |
-6.12K- 1.77% |
$2.71M - $2.96M
|
339K
$163M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
209+ 28.02% |
$92.4K - $101K
|
955
$460K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
3.01K+ 5.18% |
$1.33M - $1.45M
|
61K
$29.4M
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-2K- 30.68% |
$886K - $968K
|
4.53K
$2.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
100+ 7.3% |
$44.2K - $48.3K
|
1.47K
$708K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.6K- 0.78% |
$706K - $771K
|
202K
$97.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
1.8K+ 2.23% |
$796K - $870K
|
82.5K
$39.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
417+ 14.76% |
$184K - $201K
|
3.24K
$1.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
508New |
$225K - $245K
|
508
$245K
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
3.75KNew |
$1.66M - $1.81M
|
3.75K
$1.81M
|
|
|
Feb 07, 2025
Q4 2024
|
Cooke & Bieler LP
|
SELL
|
- |
-3.13K- 1.99% |
$1.38M - $1.51M
|
154K
$74.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
23+ 2.07% |
$10.2K - $11.1K
|
1.13K
$545K
|
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
2.38KNew |
$1.05M - $1.15M
|
2.38K
$1.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.02K+ 4.64% |
$450K - $492K
|
23K
$11.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
55+ 1.81% |
$24.3K - $26.6K
|
3.1K
$1.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-27.6K- 21.16% |
$12.2M - $13.3M
|
103K
$49.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
40+ 2.33% |
$17.7K - $19.3K
|
1.76K
$847K
|