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 11, 2025
Q4 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
12.5K+ 123.1% |
$5.54M - $6.06M
|
22.7K
$10.9M
|
|
Feb 11, 2025
Q4 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
25+ 2.18% |
$11.1K - $12.1K
|
1.17K
$562K
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
868+ 2.79% |
$384K - $419K
|
31.9K
$15.3M
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-25- 2.79% |
$11.1K - $12.1K
|
872
$418K
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
283+ 2.28% |
$125K - $137K
|
12.7K
$6.08M
|
|
Feb 11, 2025
Q4 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
26.6K+ 43.35% |
$11.8M - $12.8M
|
87.9K
$42.1M
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
505New |
$223K - $244K
|
505
$242K
|
|
Feb 11, 2025
Q4 2024
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
780+ 1.65% |
$345K - $377K
|
48K
$23M
|
|
Feb 11, 2025
Q4 2024
|
Anthracite Investment Company, Inc.
Fort Worth, TX |
BUY
|
- |
2.51K+ 55.87% |
$1.11M - $1.21M
|
7K
$3.36M
|
|
Feb 11, 2025
Q4 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
216+ 2.64% |
$95.5K - $104K
|
8.4K
$4.03M
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-26- 1.04% |
$11.5K - $12.6K
|
2.48K
$1.19M
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
708+ 16.76% |
$313K - $342K
|
4.93K
$2.37M
|
|
Feb 11, 2025
Q4 2024
|
Momentous Wealth Management, Inc.
Vancouver, WA |
BUY
|
- |
571New |
$253K - $276K
|
571
$274K
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
825New |
$365K - $399K
|
825
$396K
|
|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
24.8KNew |
$11M - $12M
|
24.8K
$11.9M
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
3.65KNew |
$1.61M - $1.76M
|
3.65K
$1.75M
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
690New |
$305K - $333K
|
690
$331K
|
|
Feb 11, 2025
Q4 2024
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
629New |
$278K - $304K
|
629
$302K
|
|
Feb 11, 2025
Q4 2024
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
1.94KNew |
$858K - $937K
|
1.94K
$930K
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
24.1KNew |
$10.7M - $11.6M
|
24.1K
$11.6M
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
265New |
$117K - $128K
|
265
$127K
|
|
Feb 11, 2025
Q4 2024
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
5.6KNew |
$2.48M - $2.71M
|
5.6K
$2.69M
|
|
Feb 10, 2025
Q4 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
293+ 6.85% |
$130K - $142K
|
4.57K
$2.19M
|
|
Feb 10, 2025
Q4 2024
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
4.9K+ 98.04% |
$2.17M - $2.37M
|
9.89K
$4.74M
|
|
Feb 10, 2025
Q4 2024
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
BUY
|
- |
14.3K+ 98.61% |
$6.33M - $6.91M
|
28.8K
$13.8M
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-2.81K- 2.77% |
$1.24M - $1.36M
|
98.5K
$47.2M
|
|
Feb 10, 2025
Q4 2024
|
Jupiter Asset Management LTD
|
SELL
|
- |
-24.8K- 36.48% |
$11M - $12M
|
43.2K
$20.7M
|
|
Feb 10, 2025
Q4 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-17.3K- 24.59% |
$7.66M - $8.37M
|
53.1K
$25.5M
|
|
Feb 10, 2025
Q4 2024
|
Bronte Capital Management Pty Ltd.
|
SELL
|
- |
-111K- 33.64% |
$49.3M - $53.8M
|
220K
$105M
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-220- 33.18% |
$97.3K - $106K
|
443
$212K
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
11+ 0.48% |
$4.87K - $5.31K
|
2.29K
$1.1M
|
|
Feb 10, 2025
Q4 2024
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-188K- 4.77% |
$82.9M - $90.6M
|
3.74M
$1.8B
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-887- 3.43% |
$392K - $428K
|
25K
$12M
|
|
Feb 10, 2025
Q4 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
10.8K+ 8.22% |
$4.78M - $5.22M
|
142K
$68.2M
|
|
Feb 10, 2025
Q4 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-1.27K- 10.87% |
$561K - $613K
|
10.4K
$4.99M
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
109+ 2.41% |
$48.2K - $52.7K
|
4.64K
$2.22M
|
|
Feb 10, 2025
Q4 2024
|
Tredje Ap Fonden
|
BUY
|
- |
23.9K+ 8.31% |
$10.6M - $11.5M
|
311K
$149M
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-604- 5.87% |
$267K - $292K
|
9.68K
$4.64M
|
|
Feb 10, 2025
Q4 2024
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
7.33K+ 12.37% |
$3.24M - $3.54M
|
66.6K
$31.9M
|
|
Feb 10, 2025
Q4 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
3+ 0.02% |
$1.33K - $1.45K
|
13K
$6.23M
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
241+ 0.94% |
$107K - $116K
|
25.8K
$12.3M
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
911+ 10.32% |
$403K - $440K
|
9.74K
$4.67M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.36K- 0.09% |
$600K - $656K
|
1.58M
$756M
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
700+ 19.35% |
$310K - $338K
|
4.32K
$2.07M
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
43+ 2.04% |
$19K - $20.8K
|
2.16K
$1.03M
|
|
Feb 10, 2025
Q4 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
24+ 0.04% |
$10.6K - $11.6K
|
63.5K
$30.4M
|
|
Feb 10, 2025
Q4 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-1.67K- 2.1% |
$737K - $805K
|
77.6K
$37.2M
|
|
Feb 10, 2025
Q4 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-53- 0.36% |
$23.4K - $25.6K
|
14.6K
$6.98M
|
|
Feb 10, 2025
Q4 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-208- 10.95% |
$92K - $100K
|
1.69K
$811K
|
|
Feb 10, 2025
Q4 2024
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
8+ 1.66% |
$3.54K - $3.86K
|
491
$235K
|