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 |
|---|---|---|---|---|---|---|---|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
64+ 11.64% |
$28.3K - $30.9K
|
614
$290K
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-25- 1.65% |
$11.1K - $12.1K
|
1.49K
$702K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
514+ 108.9% |
$227K - $248K
|
986
$465K
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-94- 3.94% |
$41.6K - $45.4K
|
2.29K
$1.08M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
77+ 8.57% |
$34.1K - $37.2K
|
975
$460K
|
|
|
Jan 06, 2025
Q4 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-142- 1.77% |
$62.8K - $68.6K
|
7.9K
$3.73M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-95- 1.55% |
$42K - $45.9K
|
6.03K
$2.84M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
983+ 84.52% |
$435K - $475K
|
2.15K
$1.01M
|
|
|
Jan 06, 2025
Q4 2024
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-1.43K- 1.3% |
$634K - $692K
|
109K
$51.4M
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
139+ 9.17% |
$61.5K - $67.1K
|
1.65K
$780K
|
|
|
Jan 03, 2025
Q4 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
75+ 0.9% |
$33.2K - $36.2K
|
8.38K
$3.95M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-72- 0.76% |
$31.8K - $34.8K
|
9.44K
$4.45M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
32+ 0.31% |
$14.2K - $15.5K
|
10.4K
$4.91M
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
23+ 1.77% |
$10.2K - $11.1K
|
1.32K
$624K
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-3- 0.03% |
$1.33K - $1.45K
|
10.2K
$4.83M
|
|
|
Jan 03, 2025
Q4 2024
|
Jvl Associates LLC
|
BUY
|
- |
8+ 1.02% |
$3.54K - $3.86K
|
790
$373K
|
|
|
Jan 03, 2025
Q4 2024
|
Rk Asset Management, LLC
Grosse Pointe Farms, MI |
SELL
|
- |
-583- 4.04% |
$258K - $282K
|
13.9K
$6.53M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-6.8K- 4.39% |
$3.01M - $3.28M
|
148K
$69.8M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-76- 0.46% |
$33.6K - $36.7K
|
16.4K
$7.72M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-6- 1.05% |
$2.65K - $2.9K
|
566
$267K
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-248- 2.13% |
$110K - $120K
|
11.4K
$5.37M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
48+ 1.17% |
$21.2K - $23.2K
|
4.15K
$1.96M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
735+ 8.93% |
$325K - $355K
|
8.97K
$4.23M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.92K+ 9.35% |
$849K - $927K
|
22.4K
$10.6M
|
|
|
Jan 02, 2025
Q4 2024
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
391+ 5.24% |
$173K - $189K
|
7.86K
$3.71M
|
|
| Q3 2024 | |||||||
|
Feb 10, 2025
Q3 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
10+ 0.8% |
$4.05K - $4.79K
|
1.26K
$594K
|
|
|
Feb 07, 2025
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-217K- 22.16% |
$88M - $104M
|
762K
$360M
|
|
|
Jan 29, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
14+ 0.33% |
$5.67K - $6.7K
|
4.2K
$1.98M
|
|
|
Jan 29, 2025
Q3 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
4+ 0.33% |
$1.62K - $1.91K
|
1.21K
$570K
|
|
|
Jan 28, 2025
Q3 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
840New |
$340K - $402K
|
840
$396K
|
|
|
Jan 27, 2025
Q3 2024
|
Ashburton (Jersey) LTD
St Helier, Y9 |
BUY
|
- |
481+ 1.23% |
$195K - $230K
|
39.6K
$18.7M
|
|
|
Jan 21, 2025
Q3 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-43- 7.71% |
$17.4K - $20.6K
|
515
$243K
|
|
|
Jan 16, 2025
Q3 2024
|
Cim, LLC
|
SELL
|
- |
-37- 0.08% |
$15K - $17.7K
|
47.1K
$22.2M
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-75- 0.72% |
$30.4K - $35.9K
|
10.4K
$4.91M
|
|
|
Jan 06, 2025
Q3 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-5- 0.28% |
$2.03K - $2.39K
|
1.78K
$837K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-10.4K- 14.77% |
$4.22M - $4.99M
|
60.1K
$28.4M
|
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
492+ 79.87% |
$199K - $235K
|
1.11K
$523K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
692New |
$280K - $331K
|
692
$326K
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-130- 1.38% |
$52.7K - $62.2K
|
9.29K
$4.38M
|
|
|
Dec 02, 2024
Q3 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
75+ 1.36% |
$30.4K - $35.9K
|
5.58K
$2.63M
|
|
|
Nov 29, 2024
Q3 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
15+ 0.82% |
$6.08K - $7.18K
|
1.85K
$874K
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-264- 7.93% |
$107K - $126K
|
3.07K
$1.45M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-4.2K- 2.54% |
$1.7M - $2.01M
|
161K
$75.8M
|
|
|
Nov 25, 2024
Q3 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-1.26K- 59.44% |
$509K - $601K
|
857
$404K
|
|
|
Nov 25, 2024
Q3 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-152- 1.77% |
$61.6K - $72.7K
|
8.46K
$3.99M
|
|
|
Nov 22, 2024
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
404+ 0.8% |
$164K - $193K
|
51.1K
$24.1M
|
|
|
Nov 22, 2024
Q3 2024
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-45- 2.17% |
$18.2K - $21.5K
|
2.03K
$956K
|
|
|
Nov 21, 2024
Q3 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
25+ 0.16% |
$10.1K - $12K
|
15.9K
$7.5M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.14K+ 5.81% |
$867K - $1.02M
|
39K
$18.4M
|
|
|
Nov 19, 2024
Q3 2024
|
Unigestion Holding Sa
|
SELL
|
- |
-63.9K- 61.17% |
$25.9M - $30.6M
|
40.6K
$19.1M
|
|