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 06, 2025
Q4 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-1- 0.02% |
$442 - $483
|
6.25K
$3.01M
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
19.5K+ 180.04% |
$8.62M - $9.42M
|
30.3K
$14.6M
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-33- 0.21% |
$14.6K - $15.9K
|
16.1K
$7.74M
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.57K+ 26.52% |
$2.46M - $2.69M
|
26.6K
$12.8M
|
|
Feb 06, 2025
Q4 2024
|
Bradyco, Inc.
Cambridge, MA |
BUY
|
- |
56.8KNew |
$25.1M - $27.5M
|
56.8K
$27.4M
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
617New |
$273K - $298K
|
617
$297K
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
447New |
$198K - $216K
|
447
$215K
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-18- 0.51% |
$7.96K - $8.7K
|
3.49K
$1.68M
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-1.1K- 1.05% |
$487K - $532K
|
103K
$49.8M
|
|
Feb 05, 2025
Q4 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-208- 3.89% |
$92K - $100K
|
5.15K
$2.48M
|
|
Feb 05, 2025
Q4 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-6- 0.22% |
$2.65K - $2.9K
|
2.71K
$1.31M
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
37+ 1.02% |
$16.4K - $17.9K
|
3.66K
$1.76M
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
BUY
|
- |
35+ 5.31% |
$15.5K - $16.9K
|
694
$334K
|
|
Feb 05, 2025
Q4 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
607+ 17.74% |
$268K - $293K
|
4.03K
$1.94M
|
|
Feb 05, 2025
Q4 2024
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
1.23KNew |
$544K - $595K
|
1.23K
$593K
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-118- 0.87% |
$52.2K - $57K
|
13.4K
$6.45M
|
|
Feb 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
BUY
|
- |
472New |
$209K - $228K
|
472
$227K
|
|
Feb 05, 2025
Q4 2024
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-386- 1.69% |
$171K - $186K
|
22.5K
$10.8M
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
40+ 0.73% |
$17.7K - $19.3K
|
5.5K
$2.65M
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
4.07K+ 1.64% |
$1.8M - $1.97M
|
252K
$122M
|
|
Feb 05, 2025
Q4 2024
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
481New |
$213K - $232K
|
481
$232K
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
437+ 3.48% |
$193K - $211K
|
13K
$6.26M
|
|
Feb 05, 2025
Q4 2024
|
Argyle Capital Management Inc.
|
BUY
|
- |
36+ 1.64% |
$15.9K - $17.4K
|
2.23K
$1.07M
|
|
Feb 05, 2025
Q4 2024
|
Tufton Capital Management
|
SELL
|
- |
-13- 0.17% |
$5.75K - $6.28K
|
7.46K
$3.59M
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
16+ 0.18% |
$7.08K - $7.73K
|
8.75K
$4.22M
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.68K- 3.08% |
$744K - $813K
|
52.9K
$25.5M
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
13+ 1.11% |
$5.75K - $6.28K
|
1.18K
$569K
|
|
Feb 05, 2025
Q4 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-23- 1.61% |
$10.2K - $11.1K
|
1.41K
$678K
|
|
Feb 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-11- 0.75% |
$4.87K - $5.31K
|
1.45K
$701K
|
|
Feb 05, 2025
Q4 2024
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
75+ 0.35% |
$33.2K - $36.2K
|
21.4K
$10.3M
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
746+ 34.35% |
$330K - $360K
|
2.92K
$1.41M
|
|
Feb 05, 2025
Q4 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
91+ 2.44% |
$40.2K - $44K
|
3.82K
$1.84M
|
|
Feb 05, 2025
Q4 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
152+ 0.36% |
$67.2K - $73.4K
|
42.2K
$20.3M
|
|
Feb 05, 2025
Q4 2024
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-27- 1.13% |
$11.9K - $13K
|
2.37K
$1.14M
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
9+ 1.12% |
$3.98K - $4.35K
|
813
$392K
|
|
Feb 05, 2025
Q4 2024
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
1.7KNew |
$751K - $820K
|
1.7K
$818K
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
1.17KNew |
$517K - $564K
|
1.17K
$563K
|
|
Feb 05, 2025
Q4 2024
|
Fusion Capital, LLC
|
BUY
|
- |
4+ 0.42% |
$1.77K - $1.93K
|
966
$465K
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-330- 3.41% |
$146K - $159K
|
9.36K
$4.51M
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.23K+ 7.58% |
$542K - $592K
|
17.4K
$8.38M
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-400- 2.9% |
$177K - $193K
|
13.4K
$6.45M
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-2.07K- 23.5% |
$917K - $1M
|
6.75K
$3.25M
|
|
Feb 05, 2025
Q4 2024
|
Hosking Partners LLP
|
BUY
|
- |
15.2K+ 11.57% |
$6.72M - $7.34M
|
147K
$70.6M
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-1.16K- 26.48% |
$512K - $559K
|
3.22K
$1.55M
|
|
Feb 05, 2025
Q4 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-133- 1.94% |
$58.8K - $64.2K
|
6.74K
$3.25M
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
190+ 0.56% |
$84K - $91.8K
|
34.1K
$16.5M
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
563+ 4.01% |
$249K - $272K
|
14.6K
$7.03M
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
493+ 1.45% |
$218K - $238K
|
34.4K
$16.6M
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-5.99K- 2.64% |
$2.65M - $2.89M
|
221K
$106M
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
44.1KNew |
$19.5M - $21.3M
|
44.1K
$21.3M
|