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 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-1.44K- 29.94% |
$638K - $697K
|
3.37K
$1.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-10- 1.59% |
$4.42K - $4.83K
|
619
$300K
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
476New |
$211K - $230K
|
476
$231K
|
|
|
Jan 24, 2025
Q4 2024
|
Boit C F David
Boston, MA |
SELL
|
- |
-100- 0.32% |
$44.2K - $48.3K
|
31.6K
$15.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
82+ 5.5% |
$36.3K - $39.6K
|
1.57K
$763K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-199- 19.57% |
$88K - $96.1K
|
818
$397K
|
|
|
Jan 24, 2025
Q4 2024
|
Cibc Capital Markets (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
15.4KNew |
$6.81M - $7.44M
|
15.4K
$7.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
825New |
$365K - $399K
|
825
$400K
|
|
|
Jan 24, 2025
Q4 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
71+ 0.66% |
$31.4K - $34.3K
|
10.9K
$5.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
BUY
|
- |
35.6KNew |
$15.7M - $17.2M
|
35.6K
$17.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-13- 2.68% |
$5.75K - $6.28K
|
472
$229K
|
|
|
Jan 24, 2025
Q4 2024
|
Rba Wealth Management, LLC
|
SELL
|
- |
-124- 18.9% |
$54.8K - $59.9K
|
532
$258K
|
|
|
Jan 24, 2025
Q4 2024
|
Caas Capital Management LP
New York, NY |
SELL
|
PUT |
-18.8K- 98.43% |
$8.32M - $9.08M
|
300
$146K
|
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-693- 4.11% |
$307K - $335K
|
16.2K
$7.85M
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
217New |
$96K - $105K
|
217
$105K
|
|
|
Jan 23, 2025
Q4 2024
|
Cortland Associates Inc
|
SELL
|
- |
-8- 0.11% |
$3.54K - $3.86K
|
7.45K
$3.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-760- 10.66% |
$336K - $367K
|
6.37K
$3.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-7- 0.25% |
$3.1K - $3.38K
|
2.76K
$1.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-289K- 99.51% |
$128M - $140M
|
1.43K
$692K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
876+ 19.38% |
$387K - $423K
|
5.4K
$2.62M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
88New |
$38.9K - $42.5K
|
88
$42.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-14- 0.28% |
$6.19K - $6.76K
|
4.98K
$2.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-17- 0.24% |
$7.52K - $8.21K
|
7.13K
$3.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
1.21KNew |
$537K - $586K
|
1.21K
$589K
|
|
|
Jan 23, 2025
Q4 2024
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
456New |
$202K - $220K
|
456
$221K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-178- 1.78% |
$78.7K - $86K
|
9.81K
$4.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-31- 0.66% |
$13.7K - $15K
|
4.65K
$2.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-4- 0.34% |
$1.77K - $1.93K
|
1.16K
$563K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-157- 6.14% |
$69.4K - $75.8K
|
2.4K
$1.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
152+ 6.1% |
$67.2K - $73.4K
|
2.65K
$1.28M
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
10+ 1.01% |
$4.42K - $4.83K
|
1K
$487K
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-11- 2.35% |
$4.87K - $5.31K
|
457
$222K
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
30+ 0.87% |
$13.3K - $14.5K
|
3.49K
$1.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-142- 7.82% |
$62.8K - $68.6K
|
1.68K
$812K
|
|
|
Jan 22, 2025
Q4 2024
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
571New |
$253K - $276K
|
571
$277K
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
581New |
$257K - $281K
|
581
$282K
|
|
|
Jan 21, 2025
Q4 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-500- 4.17% |
$221K - $242K
|
11.5K
$5.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
113+ 6.02% |
$50K - $54.6K
|
1.99K
$965K
|
|
|
Jan 21, 2025
Q4 2024
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
447New |
$198K - $216K
|
447
$217K
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
BUY
|
- |
1.14KNew |
$504K - $550K
|
1.14K
$552K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
110+ 14.88% |
$48.7K - $53.1K
|
849
$412K
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-29- 0.86% |
$12.8K - $14K
|
3.34K
$1.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
562New |
$249K - $271K
|
562
$273K
|
|
|
Jan 17, 2025
Q4 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-6- 0.5% |
$2.65K - $2.9K
|
1.2K
$582K
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-25- 1.77% |
$11.1K - $12.1K
|
1.39K
$673K
|
|
|
Jan 17, 2025
Q4 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
147+ 2.34% |
$65K - $71K
|
6.42K
$3.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
100New |
$44.2K - $48.3K
|
100
$48.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
102+ 3.99% |
$45.1K - $49.3K
|
2.66K
$1.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-210- 4.26% |
$92.9K - $101K
|
4.72K
$2.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-14- 0.75% |
$6.19K - $6.76K
|
1.85K
$898K
|