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 14, 2025
Q4 2024
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-4.66K- 90.21% |
$2.06M - $2.25M
|
506
$245K
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-253- 2.58% |
$112K - $122K
|
9.56K
$4.64M
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
668+ 4.36% |
$295K - $323K
|
16K
$7.75M
|
|
Feb 14, 2025
Q4 2024
|
Wills Financial Group, Inc.
|
SELL
|
- |
-420- 0.89% |
$186K - $203K
|
46.8K
$22.7M
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
336+ 7.67% |
$149K - $162K
|
4.72K
$2.29M
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
489+ 24.18% |
$216K - $236K
|
2.51K
$1.22M
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
10+ 0.69% |
$4.42K - $4.83K
|
1.47K
$712K
|
|
Feb 14, 2025
Q4 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-7- 0.23% |
$3.1K - $3.38K
|
3.09K
$1.5M
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
8.48K+ 82.0% |
$3.75M - $4.09M
|
18.8K
$9.12M
|
|
Feb 14, 2025
Q4 2024
|
Grand Jean Capital Management Inc
San Francisco, CA |
SELL
|
- |
-393- 0.41% |
$174K - $190K
|
95.3K
$46.2M
|
|
Feb 14, 2025
Q4 2024
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
109New |
$48.2K - $52.7K
|
109
$52.9K
|
|
Feb 14, 2025
Q4 2024
|
H&H International Investment, LLC
Palo Alto, CA |
BUY
|
PUT |
3.62MNew |
$1.6B - $1.75B
|
3.62M
$1.76B
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-49.6K- 33.35% |
$21.9M - $23.9M
|
99K
$48M
|
|
Feb 14, 2025
Q4 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
270+ 4.2% |
$119K - $130K
|
6.7K
$3.25M
|
|
Feb 14, 2025
Q4 2024
|
Steadfast Capital Management LP
New York, NY |
BUY
|
- |
99.7KNew |
$44.1M - $48.2M
|
99.7K
$48.4M
|
|
Feb 14, 2025
Q4 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
700New |
$310K - $338K
|
700
$340K
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-190- 1.7% |
$84K - $91.8K
|
11K
$5.34M
|
|
Feb 14, 2025
Q4 2024
|
Davis Asset Management, L.P.
Sausalito, CA |
SELL
|
- |
-20K- 10.0% |
$8.85M - $9.66M
|
180K
$87.3M
|
|
Feb 14, 2025
Q4 2024
|
Epacria Capital Partners, LLC
Boulder, CO |
SELL
|
- |
-17.6K- 45.41% |
$7.78M - $8.5M
|
21.2K
$10.3M
|
|
Feb 14, 2025
Q4 2024
|
Whitford Management LLC
New York, NY |
SELL
|
- |
-228- 28.29% |
$101K - $110K
|
578
$280K
|
|
Feb 14, 2025
Q4 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
520+ 40.75% |
$230K - $251K
|
1.8K
$871K
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-31- 2.05% |
$13.7K - $15K
|
1.48K
$718K
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
1.55K+ 30.67% |
$683K - $746K
|
6.58K
$3.19M
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
5.63KNew |
$2.49M - $2.72M
|
5.63K
$2.73M
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
14KNew |
$6.21M - $6.79M
|
14K
$6.81M
|
|
Feb 14, 2025
Q4 2024
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
3.62KNew |
$1.6M - $1.75M
|
3.62K
$1.75M
|
|
Feb 14, 2025
Q4 2024
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
533New |
$236K - $257K
|
533
$259K
|
|
Feb 14, 2025
Q4 2024
|
Avos Capital Management, LLC
Seattle, WA |
BUY
|
- |
1.41KNew |
$625K - $683K
|
1.41K
$686K
|
|
Feb 14, 2025
Q4 2024
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
181New |
$80.1K - $87.4K
|
181
$87.8K
|
|
Feb 14, 2025
Q4 2024
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
1.21KNew |
$536K - $585K
|
1.21K
$588K
|
|
Feb 14, 2025
Q4 2024
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
CALL |
2KNew |
$885K - $966K
|
2K
$970K
|
|
Feb 14, 2025
Q4 2024
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
3.8KNew |
$1.68M - $1.84M
|
3.8K
$1.84M
|
|
Feb 14, 2025
Q4 2024
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.33KNew |
$588K - $642K
|
1.33K
$645K
|
|
Feb 14, 2025
Q4 2024
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
52KNew |
$23M - $25.1M
|
52K
$25.2M
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-3.22K- 35.05% |
$1.42M - $1.55M
|
5.96K
$2.89M
|
|
Feb 14, 2025
Q4 2024
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-600- 77.92% |
$265K - $290K
|
170
$82.5K
|
|
Feb 14, 2025
Q4 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
120KNew |
$53.1M - $58M
|
120K
$58.2M
|
|
Feb 14, 2025
Q4 2024
|
Man Group PLC
London, X0 |
BUY
|
PUT |
12.3KNew |
$5.44M - $5.94M
|
12.3K
$5.97M
|
|
Feb 14, 2025
Q4 2024
|
Bruce Berkowitz
Fairholme Capital Management LLC | Miami, Fl
|
SELL
|
- |
-1.36K- 2.71% |
$599K - $655K
|
48.7K
$23.6M
|
|
Feb 14, 2025
Q4 2024
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
17.3KNew |
$7.66M - $8.37M
|
17.3K
$8.41M
|
|
Feb 14, 2025
Q4 2024
|
Prana Capital Management, LP
Greenwich, CT |
BUY
|
- |
44.4KNew |
$19.6M - $21.4M
|
44.4K
$21.5M
|
|
Feb 14, 2025
Q4 2024
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
98.9K+ 231.95% |
$43.8M - $47.8M
|
142K
$68.7M
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
720New |
$318K - $348K
|
720
$349K
|
|
Feb 14, 2025
Q4 2024
|
Cypress Advisory Group LLC
Scottsdale, AZ |
BUY
|
- |
11.6KNew |
$5.14M - $5.62M
|
11.6K
$5.64M
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
50New |
$22.1K - $24.2K
|
50
$24.3K
|
|
Feb 14, 2025
Q4 2024
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
988New |
$437K - $477K
|
988
$479K
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
36+ 1.91% |
$15.9K - $17.4K
|
1.92K
$931K
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-1.36K- 19.85% |
$602K - $657K
|
5.49K
$2.66M
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
3+ 0.53% |
$1.33K - $1.45K
|
565
$274K
|
|
Feb 13, 2025
Q4 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
14.5K+ 372.55% |
$6.4M - $6.99M
|
18.4K
$8.9M
|