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
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-25.2K- 63.75% |
$11.2M - $12.2M
|
14.3K
$6.96M
|
|
Feb 13, 2025
Q4 2024
|
Park Circle CO
|
BUY
|
- |
212New |
$93.8K - $102K
|
212
$103K
|
|
Feb 13, 2025
Q4 2024
|
Prospector Partners LLC
Guilford, CT |
SELL
|
- |
-13.5K- 17.24% |
$5.97M - $6.52M
|
64.8K
$31.4M
|
|
Feb 13, 2025
Q4 2024
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
473New |
$209K - $228K
|
473
$229K
|
|
Feb 13, 2025
Q4 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
50+ 1.57% |
$22.1K - $24.2K
|
3.24K
$1.57M
|
|
Feb 13, 2025
Q4 2024
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
8.24K+ 13.18% |
$3.64M - $3.98M
|
70.8K
$34.3M
|
|
Feb 13, 2025
Q4 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
750+ 25.67% |
$332K - $362K
|
3.67K
$1.78M
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
314+ 26.79% |
$139K - $152K
|
1.49K
$721K
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
110New |
$48.7K - $53.1K
|
110
$53.4K
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
5+ 0.05% |
$2.21K - $2.42K
|
10.2K
$4.94M
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
PUT |
2New |
$885 - $966
|
2
$970
|
|
Feb 13, 2025
Q4 2024
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
446New |
$197K - $215K
|
446
$216K
|
|
Feb 13, 2025
Q4 2024
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
12.9KNew |
$5.72M - $6.25M
|
12.9K
$6.27M
|
|
Feb 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
21+ 0.3% |
$9.29K - $10.1K
|
7K
$3.39M
|
|
Feb 13, 2025
Q4 2024
|
Menora Mivtachim Holdings Ltd.
|
SELL
|
- |
-122K- 21.46% |
$54.1M - $59.1M
|
447K
$217M
|
|
Feb 13, 2025
Q4 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
182+ 9.0% |
$80.5K - $87.9K
|
2.2K
$1.07M
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
130+ 4.21% |
$57.5K - $62.8K
|
3.22K
$1.56M
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
13+ 0.06% |
$5.75K - $6.28K
|
20.5K
$9.93M
|
|
Feb 13, 2025
Q4 2024
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-359- 23.76% |
$159K - $173K
|
1.15K
$559K
|
|
Feb 13, 2025
Q4 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
28+ 2.44% |
$12.4K - $13.5K
|
1.18K
$570K
|
|
Feb 13, 2025
Q4 2024
|
Broyhill Asset Management
Charlotte, NC |
BUY
|
- |
3.41KNew |
$1.51M - $1.65M
|
3.41K
$1.65M
|
|
Feb 13, 2025
Q4 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
1+ 2.22% |
$442 - $483
|
46
$22.3K
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
206K+ 879.6% |
$91.1M - $99.5M
|
229K
$111M
|
|
Feb 13, 2025
Q4 2024
|
Ally Financial Inc.
Detroit, MI |
BUY
|
- |
5KNew |
$2.21M - $2.42M
|
5K
$2.43M
|
|
Feb 13, 2025
Q4 2024
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-44.8K- 68.99% |
$19.8M - $21.7M
|
20.2K
$9.78M
|
|
Feb 13, 2025
Q4 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
750+ 99.34% |
$332K - $362K
|
1.51K
$730K
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
7.23K+ 120.63% |
$3.2M - $3.49M
|
13.2K
$6.41M
|
|
Feb 13, 2025
Q4 2024
|
Delaney Dennis R
Boston, MA |
SELL
|
- |
-20- 2.38% |
$8.85K - $9.66K
|
820
$398K
|
|
Feb 13, 2025
Q4 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-2.37K- 25.26% |
$1.05M - $1.15M
|
7.01K
$3.4M
|
|
Feb 13, 2025
Q4 2024
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
2.37KNew |
$1.05M - $1.14M
|
2.37K
$1.15M
|
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
11.1KNew |
$4.9M - $5.35M
|
11.1K
$5.37M
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
3New |
$1.33K - $1.45K
|
3
$1.46K
|
|
Feb 13, 2025
Q4 2024
|
Uss Investment Management LTD
|
BUY
|
- |
209KNew |
$92.3M - $101M
|
209K
$101M
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-33- 2.76% |
$14.6K - $15.9K
|
1.16K
$564K
|
|
Feb 13, 2025
Q4 2024
|
Brandywine Trust CO
Hockessin, DE |
SELL
|
- |
-369- 5.81% |
$163K - $178K
|
5.98K
$2.9M
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-3- 1.06% |
$1.33K - $1.45K
|
281
$136K
|
|
Feb 13, 2025
Q4 2024
|
Elefante Mark B
Boston, MA |
BUY
|
- |
592New |
$262K - $286K
|
592
$287K
|
|
Feb 12, 2025
Q4 2024
|
Easterly Investment Partners LLC
|
SELL
|
- |
-8.09K- 84.63% |
$3.58M - $3.91M
|
1.47K
$713K
|
|
Feb 12, 2025
Q4 2024
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
1.02KNew |
$451K - $492K
|
1.02K
$494K
|
|
Feb 12, 2025
Q4 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
4+ 0.84% |
$1.77K - $1.93K
|
482
$234K
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
2.39KNew |
$1.06M - $1.15M
|
2.39K
$1.16M
|
|
Feb 12, 2025
Q4 2024
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
BUY
|
- |
2.21KNew |
$977K - $1.07M
|
2.21K
$1.07M
|
|
Feb 12, 2025
Q4 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-25- 5.04% |
$11.1K - $12.1K
|
471
$228K
|
|
Feb 12, 2025
Q4 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-45- 3.01% |
$19.9K - $21.7K
|
1.45K
$703K
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 2.13% |
$442 - $483
|
46
$22.3K
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
5+ 0.11% |
$2.21K - $2.42K
|
4.44K
$2.15M
|
|
Feb 12, 2025
Q4 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-450- 7.85% |
$199K - $217K
|
5.28K
$2.56M
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
9+ 0.65% |
$3.98K - $4.35K
|
1.4K
$680K
|
|
Feb 12, 2025
Q4 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-20- 0.65% |
$8.85K - $9.66K
|
3.05K
$1.48M
|
|
Feb 12, 2025
Q4 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-170- 10.68% |
$75.2K - $82.1K
|
1.42K
$690K
|