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
|
Lutz Financial Services LLC
|
BUY
|
- |
582+ 15.2% |
$257K - $281K
|
4.41K
$2.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-84- 0.9% |
$37.2K - $40.6K
|
9.3K
$4.51M
|
|
|
Feb 03, 2025
Q4 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
327+ 75.0% |
$145K - $158K
|
763
$370K
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.11KNew |
$490K - $535K
|
1.11K
$537K
|
|
|
Feb 03, 2025
Q4 2024
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
1.63KNew |
$719K - $785K
|
1.63K
$789K
|
|
|
Feb 03, 2025
Q4 2024
|
Fisher Funds Management LTD
Auckland, Q2 |
BUY
|
- |
64.8KNew |
$28.7M - $31.3M
|
64.8K
$31.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
BUY
|
- |
454New |
$201K - $219K
|
454
$220K
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-400- 30.19% |
$177K - $193K
|
925
$449K
|
|
|
Jan 31, 2025
Q4 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
750+ 24.61% |
$332K - $362K
|
3.8K
$1.84M
|
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
9+ 0.65% |
$3.98K - $4.35K
|
1.38K
$671K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.65K+ 4.93% |
$728K - $795K
|
35K
$17M
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
10+ 0.25% |
$4.42K - $4.83K
|
3.96K
$1.92M
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-11- 5.45% |
$4.87K - $5.31K
|
191
$92.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-958- 35.1% |
$424K - $463K
|
1.77K
$859K
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
559+ 53.24% |
$247K - $270K
|
1.61K
$780K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
3.83KNew |
$1.69M - $1.85M
|
3.83K
$1.86M
|
|
|
Jan 30, 2025
Q4 2024
|
Australian Super Pty LTD
|
BUY
|
- |
202K+ 4342.21% |
$89.2M - $97.4M
|
206K
$100M
|
|
|
Jan 30, 2025
Q4 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-769- 27.46% |
$340K - $371K
|
2.03K
$985K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-87- 12.05% |
$38.5K - $42K
|
635
$308K
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
36New |
$15.9K - $17.4K
|
36
$17.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-4.5K- 4.36% |
$1.99M - $2.17M
|
98.6K
$47.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
627New |
$277K - $303K
|
627
$304K
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-51- 1.9% |
$22.6K - $24.6K
|
2.64K
$1.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
47+ 0.65% |
$20.8K - $22.7K
|
7.28K
$3.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
227+ 4.92% |
$100K - $110K
|
4.84K
$2.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
621New |
$275K - $300K
|
621
$301K
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-1- 0.08% |
$442 - $483
|
1.24K
$601K
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
950+ 263.89% |
$420K - $459K
|
1.31K
$635K
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-56- 0.7% |
$24.8K - $27.1K
|
7.91K
$3.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
604+ 19.97% |
$267K - $292K
|
3.63K
$1.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-125- 3.22% |
$55.3K - $60.4K
|
3.76K
$1.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
47+ 1.46% |
$20.8K - $22.7K
|
3.28K
$1.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-6- 0.21% |
$2.65K - $2.9K
|
2.8K
$1.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
53+ 1.36% |
$23.4K - $25.6K
|
3.94K
$1.91M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
285+ 166.67% |
$126K - $138K
|
456
$221K
|
|
|
Jan 28, 2025
Q4 2024
|
Tevis Investment Management
|
SELL
|
- |
-25- 0.14% |
$11.1K - $12.1K
|
18K
$8.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-86- 0.8% |
$38K - $41.5K
|
10.6K
$5.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1.17KNew |
$519K - $567K
|
1.17K
$569K
|
|
|
Jan 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
3.59KNew |
$1.59M - $1.73M
|
3.59K
$1.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
4.18KNew |
$1.85M - $2.02M
|
4.18K
$2.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
64+ 0.66% |
$28.3K - $30.9K
|
9.69K
$4.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
771New |
$341K - $372K
|
771
$374K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
50+ 1.26% |
$22.1K - $24.2K
|
4.02K
$1.95M
|
|
|
Jan 27, 2025
Q4 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-195- 12.46% |
$86.2K - $94.2K
|
1.37K
$664K
|
|
|
Jan 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
50+ 1.04% |
$22.1K - $24.2K
|
4.87K
$2.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
494New |
$218K - $239K
|
494
$240K
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-3.4K- 72.48% |
$1.5M - $1.64M
|
1.29K
$626K
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
1.62KNew |
$716K - $782K
|
1.62K
$785K
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
289+ 0.74% |
$128K - $140K
|
39.1K
$19M
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
50.6KNew |
$22.4M - $24.5M
|
50.6K
$24.6M
|