Capital Planning Advisors, LLC Berkshire Hathaway Inc Class B Transaction History
Capital Planning Advisors, LLC
- $567 Million
- Q2 2024
A detailed history of Capital Planning Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Capital Planning Advisors, LLC holds 7,794 shares of BRK-B stock, worth $3.51 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
7,794
Previous 8,122
4.04%
Holding current value
$3.51 Million
Previous $3.42 Million
7.17%
% of portfolio
0.56%
Previous 0.62%
Shares
25 transactions
Others Institutions Holding BRK-B
# of Institutions
4,314Shares Held
851MCall Options Held
17.1MPut Options Held
9.31M-
Vanguard Group Inc Valley Forge, PA144MShares$65 Billion1.15% of portfolio
-
Black Rock Inc. New York, NY107MShares$48.4 Billion1.0% of portfolio
-
State Street Corp Boston, MA69.3MShares$31.3 Billion1.25% of portfolio
-
Geode Capital Management, LLC Boston, MA35.8MShares$16.2 Billion1.3% of portfolio
-
Morgan Stanley New York, NY25MShares$11.3 Billion0.8% of portfolio
About BERKSHIRE HATHAWAY INC - Class B
- Ticker BRK-B
- Exchange NYSE
- Sector Financial Services
- Industry Insurance—Diversified
- Shares Outstandng 1,301,129,984
- Market Cap $587B