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 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-13- 0.23% |
$5.75K - $6.28K
|
5.56K
$2.94M
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
85.1K+ 264.85% |
$37.6M - $41.1M
|
117K
$62M
|
|
Feb 14, 2025
Q4 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
4.86K+ 106.48% |
$2.15M - $2.35M
|
9.43K
$4.98M
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
491New |
$217K - $237K
|
491
$260K
|
|
Feb 14, 2025
Q4 2024
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
10.5KNew |
$4.63M - $5.06M
|
10.5K
$5.53M
|
|
Feb 14, 2025
Q4 2024
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
PUT |
752KNew |
$333M - $363M
|
752K
$398M
|
|
Feb 14, 2025
Q4 2024
|
Rockbridge Capital Management LLC
Alexandria, VA |
BUY
|
- |
25.9KNew |
$11.4M - $12.5M
|
25.9K
$13.7M
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
110K+ 11112.0% |
$48.8M - $53.3M
|
111K
$58.8M
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
110KNew |
$48.7M - $53.1M
|
110K
$58.2M
|
|
Feb 14, 2025
Q4 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
12.5KNew |
$5.54M - $6.05M
|
12.5K
$6.63M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
PUT |
-51.9K- 15.14% |
$23M - $25.1M
|
291K
$154M
|
|
Feb 14, 2025
Q4 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
86+ 5.45% |
$38K - $41.5K
|
1.66K
$880K
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
245+ 5.05% |
$108K - $118K
|
5.1K
$2.69M
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-2.5K- 48.26% |
$1.11M - $1.21M
|
2.68K
$1.42M
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-222- 1.65% |
$98.2K - $107K
|
13.2K
$7M
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
880+ 12.42% |
$389K - $425K
|
7.96K
$4.21M
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-38- 1.23% |
$16.8K - $18.4K
|
3.06K
$1.62M
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
20+ 2.91% |
$8.85K - $9.66K
|
707
$374K
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-58- 2.54% |
$25.7K - $28K
|
2.22K
$1.17M
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.12K+ 83.94% |
$497K - $543K
|
2.46K
$1.3M
|
|
Feb 14, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-291K- 97.69% |
$129M - $141M
|
6.86K
$3.63M
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
29.5K+ 16.81% |
$13.1M - $14.3M
|
205K
$108M
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
CALL |
300New |
$133K - $145K
|
300
$159K
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-1.55K- 6.56% |
$683K - $746K
|
22K
$11.6M
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
171+ 10.4% |
$75.6K - $82.6K
|
1.82K
$960K
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
1.6K+ 6.59% |
$709K - $775K
|
26K
$13.7M
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
2.67K+ 7.55% |
$1.18M - $1.29M
|
38K
$20.1M
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
3.41K+ 3.69% |
$1.51M - $1.65M
|
95.8K
$50.6M
|
|
Feb 14, 2025
Q4 2024
|
Alta Advisers LTD
|
BUY
|
- |
1.07K+ 21.44% |
$473K - $516K
|
6.06K
$3.2M
|
|
Feb 14, 2025
Q4 2024
|
Arnhold LLC
|
SELL
|
- |
-2.31K- 6.2% |
$1.02M - $1.12M
|
34.9K
$18.5M
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-4- 0.28% |
$1.77K - $1.93K
|
1.41K
$744K
|
|
Feb 14, 2025
Q4 2024
|
Symmetry Investments LP
|
BUY
|
- |
7K+ 350.0% |
$3.1M - $3.38M
|
9K
$4.76M
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
481New |
$213K - $232K
|
481
$254K
|
|
Feb 14, 2025
Q4 2024
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
1.28K+ 0.55% |
$564K - $616K
|
233K
$123M
|
|
Feb 14, 2025
Q4 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
6.24K+ 19.2% |
$2.76M - $3.01M
|
38.7K
$20.5M
|
|
Feb 14, 2025
Q4 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
559New |
$247K - $270K
|
559
$296K
|
|
Feb 14, 2025
Q4 2024
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-4.66K- 90.21% |
$2.06M - $2.25M
|
506
$268K
|
|
Feb 14, 2025
Q4 2024
|
Aldebaran Financial Inc.
|
SELL
|
- |
-120- 0.76% |
$53.1K - $58K
|
15.8K
$8.34M
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
1.32K+ 14.87% |
$586K - $640K
|
10.2K
$5.41M
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-106K- 8.52% |
$46.8M - $51.1M
|
1.14M
$600M
|
|
Feb 14, 2025
Q4 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-1.05K- 5.27% |
$464K - $507K
|
18.9K
$9.97M
|
|
Feb 14, 2025
Q4 2024
|
Clear Street LLC
|
BUY
|
- |
1+ 0.0% |
$442 - $483
|
230K
$122M
|
|
Feb 14, 2025
Q4 2024
|
Fidato Wealth LLC
|
BUY
|
- |
1.1KNew |
$484K - $529K
|
1.1K
$579K
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
912K+ 210.98% |
$403M - $440M
|
1.34M
$711M
|
|
Feb 14, 2025
Q4 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-285- 5.71% |
$126K - $138K
|
4.71K
$2.49M
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.35K- 2.12% |
$1.04M - $1.13M
|
108K
$57.2M
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
37+ 0.58% |
$16.4K - $17.9K
|
6.39K
$3.38M
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
652+ 6.65% |
$288K - $315K
|
10.5K
$5.53M
|
|
Feb 14, 2025
Q4 2024
|
Cheviot Value Management, LLC
|
SELL
|
- |
-1.16K- 0.48% |
$514K - $562K
|
242K
$128M
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.3K+ 16.27% |
$1.02M - $1.11M
|
16.5K
$8.7M
|