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 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-937- 14.2% |
$414K - $453K
|
5.66K
$2.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-505- 6.14% |
$223K - $244K
|
7.71K
$4.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-81- 3.14% |
$35.8K - $39.1K
|
2.5K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
58+ 1.27% |
$25.7K - $28K
|
4.61K
$2.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
2.13K+ 27.48% |
$941K - $1.03M
|
9.87K
$5.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
873+ 95.41% |
$386K - $422K
|
1.79K
$945K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
500+ 1.28% |
$221K - $242K
|
39.5K
$20.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
145+ 6.59% |
$64.1K - $70K
|
2.35K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
35+ 5.15% |
$15.5K - $16.9K
|
715
$378K
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-875- 1.49% |
$387K - $423K
|
57.7K
$30.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
4.12K+ 10.68% |
$1.82M - $1.99M
|
42.7K
$22.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
151+ 15.62% |
$66.8K - $72.9K
|
1.12K
$591K
|
|
|
Feb 13, 2025
Q4 2024
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
1.57K+ 183.31% |
$695K - $759K
|
2.43K
$1.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
2.19KNew |
$967K - $1.06M
|
2.19K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
114New |
$50.4K - $55.1K
|
114
$60.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
2.37KNew |
$1.05M - $1.14M
|
2.37K
$1.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Finward Bancorp
Munster, IN |
BUY
|
- |
1.17KNew |
$516K - $564K
|
1.17K
$617K
|
|
|
Feb 13, 2025
Q4 2024
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
1.33KNew |
$587K - $641K
|
1.33K
$702K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
17.6KNew |
$7.77M - $8.49M
|
17.6K
$9.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.25KNew |
$554K - $605K
|
1.25K
$662K
|
|
|
Feb 13, 2025
Q4 2024
|
Coleford Investment Management Ltd.
Toronto, Ontario, Z4 |
BUY
|
- |
42.6KNew |
$18.8M - $20.6M
|
42.6K
$22.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
11.1KNew |
$4.9M - $5.35M
|
11.1K
$5.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
847New |
$375K - $409K
|
847
$448K
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
3New |
$1.33K - $1.45K
|
3
$1.59K
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
PUT |
500New |
$221K - $242K
|
500
$264K
|
|
|
Feb 13, 2025
Q4 2024
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
250New |
$111K - $121K
|
250
$132K
|
|
|
Feb 13, 2025
Q4 2024
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
1.55KNew |
$686K - $749K
|
1.55K
$820K
|
|
|
Feb 13, 2025
Q4 2024
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
810New |
$358K - $391K
|
810
$428K
|
|
|
Feb 13, 2025
Q4 2024
|
Uss Investment Management LTD
|
BUY
|
- |
209KNew |
$92.3M - $101M
|
209K
$110M
|
|
|
Feb 13, 2025
Q4 2024
|
Whelan Financial
|
BUY
|
- |
332+ 25.64% |
$147K - $160K
|
1.63K
$860K
|
|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
8+ 0.53% |
$3.54K - $3.86K
|
1.52K
$806K
|
|
|
Feb 13, 2025
Q4 2024
|
Covenant Partners, LLC
|
BUY
|
- |
14+ 1.85% |
$6.19K - $6.76K
|
772
$408K
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
SELL
|
- |
-3.25K- 10.73% |
$1.44M - $1.57M
|
27K
$14.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
39.8K+ 10.99% |
$17.6M - $19.2M
|
402K
$213M
|
|
|
Feb 13, 2025
Q4 2024
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-40- 0.63% |
$17.7K - $19.3K
|
6.3K
$3.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-33- 2.76% |
$14.6K - $15.9K
|
1.16K
$614K
|
|
|
Feb 13, 2025
Q4 2024
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
1.01K+ 0.53% |
$445K - $486K
|
192K
$101M
|
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-14- 0.17% |
$6.19K - $6.76K
|
8.43K
$4.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-4.72K- 11.4% |
$2.09M - $2.28M
|
36.7K
$19.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-20- 0.78% |
$8.85K - $9.66K
|
2.53K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
579+ 0.61% |
$256K - $280K
|
94.9K
$50.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
5.16K+ 66.66% |
$2.28M - $2.49M
|
12.9K
$6.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
929+ 3.52% |
$411K - $449K
|
27.3K
$14.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-33.2K- 3.07% |
$14.7M - $16M
|
1.05M
$554M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.02K+ 0.16% |
$451K - $492K
|
640K
$338M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
19+ 0.14% |
$8.4K - $9.18K
|
13.6K
$7.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-2.4K- 26.3% |
$1.06M - $1.16M
|
6.73K
$3.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
5.34K+ 18406.9% |
$2.36M - $2.58M
|
5.37K
$2.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Brandywine Trust CO
Hockessin, DE |
SELL
|
- |
-369- 5.81% |
$163K - $178K
|
5.98K
$3.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-3.48K- 1.44% |
$1.54M - $1.68M
|
239K
$126M
|