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
|
Life Planning Partners, Inc
|
SELL
|
- |
-217K- 99.78% |
$95.8M - $105M
|
479
$232K
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
1.31KNew |
$579K - $632K
|
1.31K
$634K
|
|
|
Feb 12, 2025
Q4 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-25- 0.45% |
$11.1K - $12.1K
|
5.48K
$2.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
84New |
$37.2K - $40.6K
|
84
$40.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-10- 0.41% |
$4.42K - $4.83K
|
2.42K
$1.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
16.1KNew |
$7.11M - $7.77M
|
16.1K
$7.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-19.9K- 90.9% |
$8.8M - $9.62M
|
1.99K
$966K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
10New |
$4.42K - $4.83K
|
10
$4.85K
|
|
|
Feb 12, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
1.24KNew |
$549K - $600K
|
1.24K
$602K
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-58- 5.45% |
$25.7K - $28K
|
1.01K
$488K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
222+ 5.24% |
$98.2K - $107K
|
4.46K
$2.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-887- 53.86% |
$392K - $428K
|
760
$369K
|
|
|
Feb 12, 2025
Q4 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.72KNew |
$1.65M - $1.8M
|
3.72K
$1.81M
|
|
|
Feb 12, 2025
Q4 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
PUT |
14.1K+ 134.29% |
$6.24M - $6.81M
|
24.6K
$11.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
20+ 4.48% |
$8.85K - $9.66K
|
466
$226K
|
|
|
Feb 12, 2025
Q4 2024
|
Spahn Wealth & Retirement LLC
Scottsdale, AZ |
BUY
|
- |
664New |
$294K - $321K
|
664
$322K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
PUT |
-7.2K- 10.75% |
$3.18M - $3.48M
|
59.8K
$29M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Investment CO
St. Louis, MO |
BUY
|
- |
500+ 36.28% |
$221K - $242K
|
1.88K
$911K
|
|
|
Feb 11, 2025
Q4 2024
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
1.09KNew |
$481K - $526K
|
1.09K
$528K
|
|
|
Feb 11, 2025
Q4 2024
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-26- 0.88% |
$11.5K - $12.6K
|
2.94K
$1.43M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
10.6KNew |
$4.69M - $5.13M
|
10.6K
$5.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
33KNew |
$14.6M - $15.9M
|
33K
$16M
|
|
|
Feb 11, 2025
Q4 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
5.78KNew |
$2.56M - $2.79M
|
5.78K
$2.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-20- 2.56% |
$8.85K - $9.66K
|
760
$369K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
14.9KNew |
$6.59M - $7.2M
|
14.9K
$7.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-175- 12.89% |
$77.4K - $84.5K
|
1.18K
$574K
|
|
|
Feb 11, 2025
Q4 2024
|
Barnett & Company, Inc.
|
BUY
|
- |
933New |
$413K - $451K
|
933
$453K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
546+ 31.47% |
$241K - $264K
|
2.28K
$1.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
125+ 28.54% |
$55.3K - $60.4K
|
563
$273K
|
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
855New |
$378K - $413K
|
855
$415K
|
|
|
Feb 11, 2025
Q4 2024
|
Account Management LLC
|
SELL
|
- |
-1.1K- 2.29% |
$487K - $531K
|
47K
$22.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
505New |
$223K - $244K
|
505
$245K
|
|
|
Feb 11, 2025
Q4 2024
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
5.6KNew |
$2.48M - $2.71M
|
5.6K
$2.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
4.9K+ 98.04% |
$2.17M - $2.37M
|
9.89K
$4.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
BUY
|
- |
14.3K+ 98.61% |
$6.33M - $6.91M
|
28.8K
$14M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-604- 5.87% |
$267K - $292K
|
9.68K
$4.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-208- 10.95% |
$92K - $100K
|
1.69K
$821K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
245KNew |
$109M - $119M
|
245K
$119M
|
|
|
Feb 10, 2025
Q4 2024
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-800- 17.39% |
$354K - $386K
|
3.8K
$1.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
981New |
$434K - $474K
|
981
$476K
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
275+ 10.58% |
$122K - $133K
|
2.88K
$1.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
360New |
$159K - $174K
|
360
$175K
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
15+ 0.67% |
$6.63K - $7.25K
|
2.26K
$1.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
2.04KNew |
$901K - $984K
|
2.04K
$988K
|
|
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
2.18KNew |
$962K - $1.05M
|
2.18K
$1.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Pollock Investment Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
885New |
$391K - $428K
|
885
$429K
|
|
|
Feb 10, 2025
Q4 2024
|
Northern Capital Management, Inc.
|
SELL
|
- |
-115- 6.49% |
$50.9K - $55.6K
|
1.66K
$803K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
269+ 3.33% |
$119K - $130K
|
8.36K
$4.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
1.63KNew |
$720K - $786K
|
1.63K
$789K
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
54+ 1.11% |
$23.9K - $26.1K
|
4.92K
$2.38M
|