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 10, 2025
Q4 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-208- 10.95% |
$92K - $100K
|
1.69K
$821K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
245KNew |
$109M - $119M
|
245K
$119M
|
|
|
Feb 10, 2025
Q4 2024
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-800- 17.39% |
$354K - $386K
|
3.8K
$1.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
981New |
$434K - $474K
|
981
$476K
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
275+ 10.58% |
$122K - $133K
|
2.88K
$1.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
360New |
$159K - $174K
|
360
$175K
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
15+ 0.67% |
$6.63K - $7.25K
|
2.26K
$1.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
2.04KNew |
$901K - $984K
|
2.04K
$988K
|
|
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
2.18KNew |
$962K - $1.05M
|
2.18K
$1.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Pollock Investment Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
885New |
$391K - $428K
|
885
$429K
|
|
|
Feb 10, 2025
Q4 2024
|
Northern Capital Management, Inc.
|
SELL
|
- |
-115- 6.49% |
$50.9K - $55.6K
|
1.66K
$803K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
269+ 3.33% |
$119K - $130K
|
8.36K
$4.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
1.63KNew |
$720K - $786K
|
1.63K
$789K
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
54+ 1.11% |
$23.9K - $26.1K
|
4.92K
$2.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-5- 0.3% |
$2.21K - $2.42K
|
1.66K
$807K
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-311- 0.54% |
$138K - $150K
|
57.7K
$28M
|
|
|
Feb 10, 2025
Q4 2024
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
577New |
$255K - $279K
|
577
$280K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
118+ 14.32% |
$52.2K - $57K
|
942
$457K
|
|
|
Feb 10, 2025
Q4 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
8+ 0.63% |
$3.54K - $3.86K
|
1.27K
$615K
|
|
|
Feb 10, 2025
Q4 2024
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-25- 1.01% |
$11.1K - $12.1K
|
2.46K
$1.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
BUY
|
- |
22+ 0.59% |
$9.73K - $10.6K
|
3.72K
$1.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Birnam Oak Advisors, LP
New York, NY |
BUY
|
- |
15KNew |
$6.63M - $7.25M
|
15K
$7.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Kennondale Capital Management LLC
Richmond, VA |
BUY
|
- |
7.02KNew |
$3.1M - $3.39M
|
7.02K
$3.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Enhancing Capital LLC
|
BUY
|
- |
907+ 15.66% |
$401K - $438K
|
6.7K
$3.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-233- 13.16% |
$103K - $113K
|
1.54K
$745K
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-30- 0.96% |
$13.3K - $14.5K
|
3.11K
$1.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
1.2KNew |
$532K - $581K
|
1.2K
$583K
|
|
|
Feb 10, 2025
Q4 2024
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
1.4KNew |
$619K - $676K
|
1.4K
$679K
|
|
|
Feb 07, 2025
Q4 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-1.15K- 46.75% |
$506K - $553K
|
1.3K
$632K
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
SELL
|
- |
-10- 1.45% |
$4.42K - $4.83K
|
678
$329K
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
3.6KNew |
$1.59M - $1.74M
|
3.6K
$1.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
6.66K+ 1040.31% |
$2.94M - $3.22M
|
7.3K
$3.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
350+ 29.61% |
$155K - $169K
|
1.53K
$743K
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-3.88K- 57.93% |
$1.72M - $1.88M
|
2.82K
$1.37M
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-2K- 30.68% |
$886K - $968K
|
4.53K
$2.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
100+ 7.3% |
$44.2K - $48.3K
|
1.47K
$712K
|
|
|
Feb 07, 2025
Q4 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
1.8K+ 2.23% |
$796K - $870K
|
82.5K
$40M
|
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
417+ 14.76% |
$184K - $201K
|
3.24K
$1.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
508New |
$225K - $245K
|
508
$246K
|
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
2.38KNew |
$1.05M - $1.15M
|
2.38K
$1.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-2.1K- 72.61% |
$927K - $1.01M
|
791
$384K
|
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-478- 5.54% |
$211K - $231K
|
8.15K
$3.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Reaves W H & CO Inc
|
SELL
|
- |
-59- 0.32% |
$26.1K - $28.5K
|
18.3K
$8.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-150- 3.97% |
$66.3K - $72.5K
|
3.63K
$1.76M
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-100- 8.0% |
$44.2K - $48.3K
|
1.15K
$558K
|
|
|
Feb 06, 2025
Q4 2024
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-550- 15.33% |
$243K - $266K
|
3.04K
$1.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Fiduciary Counselling Inc
|
BUY
|
- |
42New |
$18.6K - $20.3K
|
42
$20.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
2.01KNew |
$890K - $972K
|
2.01K
$976K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
346+ 37.32% |
$153K - $167K
|
1.27K
$617K
|
|
|
Feb 06, 2025
Q4 2024
|
Highlander Partners, L.P.
|
SELL
|
- |
-2.05K- 50.0% |
$907K - $990K
|
2.05K
$994K
|