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 03, 2025
Q4 2024
|
First Bank & Trust
|
BUY
|
- |
258+ 8.34% |
$114K - $125K
|
3.35K
$1.61M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-481- 5.24% |
$213K - $232K
|
8.7K
$4.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
190+ 0.95% |
$84K - $91.8K
|
20.3K
$9.76M
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
167+ 1.39% |
$73.9K - $80.7K
|
12.2K
$5.88M
|
|
|
Feb 03, 2025
Q4 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
112+ 1.05% |
$49.5K - $54.1K
|
10.8K
$5.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Ing Groep Nv
|
SELL
|
- |
-9.54K- 85.88% |
$4.22M - $4.61M
|
1.57K
$756K
|
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-5- 0.22% |
$2.21K - $2.42K
|
2.26K
$1.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
1.13K+ 30.21% |
$498K - $544K
|
4.85K
$2.34M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
31+ 0.11% |
$13.7K - $15K
|
27.7K
$13.4M
|
|
|
Feb 03, 2025
Q4 2024
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-697- 2.21% |
$308K - $337K
|
30.9K
$14.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Flossbach Von Storch Ag
Cologne, 2M |
BUY
|
- |
7.91K+ 0.18% |
$3.5M - $3.82M
|
4.5M
$2.17B
|
|
|
Feb 03, 2025
Q4 2024
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-1.59K- 1.14% |
$704K - $769K
|
138K
$66.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.89K+ 10.93% |
$2.61M - $2.85M
|
59.8K
$28.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
PUT |
1.8KNew |
$796K - $870K
|
1.8K
$867K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
318+ 28.86% |
$141K - $154K
|
1.42K
$684K
|
|
|
Feb 03, 2025
Q4 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-200- 0.64% |
$88.5K - $96.6K
|
30.9K
$14.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
411+ 3.04% |
$182K - $199K
|
13.9K
$6.72M
|
|
|
Feb 03, 2025
Q4 2024
|
Suncoast Equity Management
|
SELL
|
- |
-715- 1.48% |
$316K - $345K
|
47.6K
$22.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
104+ 0.33% |
$46K - $50.2K
|
31.9K
$15.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-1.73K- 1.36% |
$767K - $838K
|
126K
$60.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
8+ 0.36% |
$3.54K - $3.86K
|
2.22K
$1.07M
|
|
|
Feb 03, 2025
Q4 2024
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-3.12K- 11.58% |
$1.38M - $1.51M
|
23.9K
$11.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
212+ 8.0% |
$93.8K - $102K
|
2.86K
$1.38M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-403- 9.28% |
$178K - $195K
|
3.94K
$1.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
6.38K+ 4.22% |
$2.82M - $3.08M
|
158K
$75.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
93+ 0.18% |
$41.1K - $44.9K
|
50.6K
$24.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
4.75K+ 1.17% |
$2.1M - $2.3M
|
410K
$198M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
14.1K+ 13.54% |
$6.24M - $6.81M
|
118K
$56.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.01K+ 14.68% |
$448K - $489K
|
7.91K
$3.81M
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
5.96KNew |
$2.64M - $2.88M
|
5.96K
$2.87M
|
|
|
Feb 03, 2025
Q4 2024
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
2.83KNew |
$1.25M - $1.37M
|
2.83K
$1.36M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
554New |
$245K - $268K
|
554
$267K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.46K- 5.86% |
$645K - $705K
|
23.4K
$11.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-1.2K- 24.67% |
$531K - $580K
|
3.66K
$1.77M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-312- 0.11% |
$138K - $151K
|
279K
$135M
|
|
|
Feb 03, 2025
Q4 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-257- 0.34% |
$114K - $124K
|
74.8K
$36M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-885- 7.91% |
$391K - $428K
|
10.3K
$4.96M
|
|
|
Feb 03, 2025
Q4 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
150+ 1.7% |
$66.3K - $72.5K
|
8.99K
$4.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-529- 54.37% |
$234K - $256K
|
444
$214K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
536New |
$237K - $259K
|
536
$258K
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
200+ 42.74% |
$88.5K - $96.6K
|
668
$322K
|
|
|
Feb 03, 2025
Q4 2024
|
Investment Management Associates Inc
|
SELL
|
- |
-118- 1.16% |
$52.2K - $57K
|
10K
$4.83M
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
1.15KNew |
$509K - $556K
|
1.15K
$554K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
10.2KNew |
$4.5M - $4.91M
|
10.2K
$4.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
1.93KNew |
$855K - $934K
|
1.93K
$931K
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-117- 3.25% |
$51.7K - $56.5K
|
3.49K
$1.68M
|
|
|
Feb 03, 2025
Q4 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
112+ 0.14% |
$49.5K - $54.1K
|
81.1K
$39.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Drum Hill Capital, LLC
Westport, CT |
BUY
|
- |
7.8KNew |
$3.45M - $3.77M
|
7.8K
$3.76M
|
|
|
Feb 03, 2025
Q4 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
2.92K+ 11.26% |
$1.29M - $1.41M
|
28.9K
$13.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-104- 1.96% |
$46K - $50.2K
|
5.22K
$2.51M
|