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 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
36+ 6.13% |
$15.9K - $17.4K
|
623
$299K
|
|
|
Feb 12, 2025
Q4 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
63.3K+ 4700.82% |
$28M - $30.6M
|
64.6K
$31M
|
|
|
Feb 12, 2025
Q4 2024
|
Hoertkorn Richard Charles
|
SELL
|
- |
-20- 0.54% |
$8.85K - $9.66K
|
3.65K
$1.75M
|
|
|
Feb 12, 2025
Q4 2024
|
X Square Capital, LLC
|
SELL
|
- |
-33- 0.31% |
$14.6K - $15.9K
|
10.7K
$5.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
BUY
|
- |
2.21KNew |
$977K - $1.07M
|
2.21K
$1.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-280- 2.64% |
$124K - $135K
|
10.3K
$4.95M
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
5.13K+ 35.68% |
$2.27M - $2.48M
|
19.5K
$9.35M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
324+ 38.8% |
$143K - $157K
|
1.16K
$556K
|
|
|
Feb 12, 2025
Q4 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-25- 5.04% |
$11.1K - $12.1K
|
471
$226K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-143K- 9.53% |
$63.3M - $69.2M
|
1.36M
$652M
|
|
|
Feb 12, 2025
Q4 2024
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-286- 3.7% |
$126K - $138K
|
7.45K
$3.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-321K- 90.24% |
$142M - $155M
|
34.7K
$16.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
38.2K+ 3227.75% |
$16.9M - $18.4M
|
39.3K
$18.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
379+ 1.7% |
$168K - $183K
|
22.7K
$10.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-7.4K- 23.04% |
$3.27M - $3.58M
|
24.7K
$11.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
22+ 2.95% |
$9.73K - $10.6K
|
769
$369K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-6.69KClosed |
$2.96M - $3.23M
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
180New |
$79.6K - $87K
|
180
$86.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
3.39KNew |
$1.5M - $1.64M
|
3.39K
$1.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-56K- 4.17% |
$24.8M - $27M
|
1.29M
$617M
|
|
|
Feb 12, 2025
Q4 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-45- 3.01% |
$19.9K - $21.7K
|
1.45K
$695K
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-50- 4.95% |
$22.1K - $24.2K
|
961
$461K
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-4.83K- 9.0% |
$2.13M - $2.33M
|
48.8K
$23.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
8.22K+ 7.27% |
$3.64M - $3.97M
|
121K
$58.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Smead Capital Management, Inc.
Phoenix, AZ |
SELL
|
- |
-5.02K- 2.37% |
$2.22M - $2.42M
|
207K
$99.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 2.13% |
$442 - $483
|
46
$22.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
1.15K+ 1.2% |
$509K - $556K
|
96.6K
$46.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-86- 2.44% |
$38K - $41.5K
|
3.44K
$1.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
5+ 0.11% |
$2.21K - $2.42K
|
4.44K
$2.13M
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
SELL
|
- |
-176- 1.83% |
$77.8K - $85K
|
9.43K
$4.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-364- 2.21% |
$161K - $176K
|
16.1K
$7.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
217K+ 25.19% |
$96.1M - $105M
|
1.08M
$518M
|
|
|
Feb 12, 2025
Q4 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-31- 1.11% |
$13.7K - $15K
|
2.76K
$1.32M
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-41- 2.03% |
$18.1K - $19.8K
|
1.98K
$947K
|
|
|
Feb 12, 2025
Q4 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
89.9K+ 23.15% |
$39.7M - $43.4M
|
478K
$229M
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
11+ 0.67% |
$4.87K - $5.31K
|
1.64K
$787K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
1.06KNew |
$468K - $511K
|
1.06K
$507K
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
128+ 0.69% |
$56.6K - $61.8K
|
18.8K
$9.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-391- 0.92% |
$173K - $189K
|
42K
$20.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-405K- 27.83% |
$179M - $196M
|
1.05M
$504M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
PUT |
-25.6K- 4.54% |
$11.3M - $12.4M
|
539K
$258M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.06K+ 1.36% |
$911K - $995K
|
154K
$73.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-450- 7.85% |
$199K - $217K
|
5.28K
$2.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
9+ 0.65% |
$3.98K - $4.35K
|
1.4K
$673K
|
|
|
Feb 12, 2025
Q4 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-280- 2.84% |
$124K - $135K
|
9.57K
$4.59M
|
|
|
Feb 12, 2025
Q4 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
50.9KNew |
$22.5M - $24.6M
|
50.9K
$24.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
5+ 8.47% |
$2.21K - $2.42K
|
64
$30.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
487+ 11.98% |
$215K - $235K
|
4.55K
$2.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Management CO
|
BUY
|
- |
85+ 13.49% |
$37.6K - $41.1K
|
715
$343K
|
|
|
Feb 12, 2025
Q4 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-20- 0.65% |
$8.85K - $9.66K
|
3.05K
$1.46M
|