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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
S&Co Inc
Boston, MA |
BUY
|
- |
1.83K+ 1.12% |
$741K - $876K
|
166K
$79.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Legato Capital Management LLC
|
SELL
|
- |
-1.21K- 18.04% |
$489K - $577K
|
5.48K
$2.62M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-578- 1.65% |
$234K - $277K
|
34.4K
$16.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-75- 6.79% |
$30.4K - $35.9K
|
1.03K
$493K
|
|
|
Nov 07, 2024
Q3 2024
|
Ocean Capital Management, LLC
|
BUY
|
- |
857New |
$347K - $410K
|
857
$410K
|
|
|
Nov 07, 2024
Q3 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-6.49K- 2.39% |
$2.63M - $3.11M
|
265K
$127M
|
|
|
Nov 07, 2024
Q3 2024
|
Beddow Capital Management Inc
|
SELL
|
- |
-40- 0.24% |
$16.2K - $19.1K
|
16.6K
$7.93M
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-6- 1.12% |
$2.43K - $2.87K
|
531
$254K
|
|
|
Nov 07, 2024
Q3 2024
|
St. Louis Trust CO
|
SELL
|
- |
-742- 9.98% |
$301K - $355K
|
6.7K
$3.21M
|
|
|
Nov 07, 2024
Q3 2024
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-111- 17.76% |
$45K - $53.1K
|
514
$246K
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-70- 6.88% |
$28.4K - $33.5K
|
948
$454K
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
5.17KNew |
$2.1M - $2.47M
|
5.17K
$2.48M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
406New |
$165K - $194K
|
406
$194K
|
|
|
Nov 06, 2024
Q3 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-146- 16.29% |
$59.2K - $69.9K
|
750
$359K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
8+ 2.45% |
$3.24K - $3.83K
|
335
$160K
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-25- 1.3% |
$10.1K - $12K
|
1.9K
$909K
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-752- 24.99% |
$305K - $360K
|
2.26K
$1.08M
|
|
|
Nov 06, 2024
Q3 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
248+ 12.85% |
$100K - $119K
|
2.18K
$1.04M
|
|
|
Nov 06, 2024
Q3 2024
|
Bretton Capital Management, LLC
San Francisco, CA |
BUY
|
- |
7.5KNew |
$3.04M - $3.59M
|
7.5K
$3.59M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
11+ 2.03% |
$4.46K - $5.26K
|
553
$265K
|
|
|
Nov 06, 2024
Q3 2024
|
Gouws Capital LLC
|
SELL
|
- |
-75- 6.0% |
$30.4K - $35.9K
|
1.18K
$563K
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-42- 1.08% |
$17K - $20.1K
|
3.86K
$1.85M
|
|
|
Nov 06, 2024
Q3 2024
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
15+ 2.41% |
$6.08K - $7.18K
|
637
$305K
|
|
|
Nov 05, 2024
Q3 2024
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
BUY
|
- |
18.3KNew |
$7.4M - $8.74M
|
18.3K
$8.74M
|
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-74- 13.88% |
$30K - $35.4K
|
459
$220K
|
|
|
Nov 05, 2024
Q3 2024
|
Dillon & Associates Inc
|
BUY
|
- |
520New |
$211K - $249K
|
520
$249K
|
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-15- 7.28% |
$6.08K - $7.18K
|
191
$91.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-494- 29.87% |
$200K - $236K
|
1.16K
$555K
|
|
|
Nov 04, 2024
Q3 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
20+ 0.43% |
$8.1K - $9.57K
|
4.65K
$2.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
2.5K+ 30.98% |
$1.01M - $1.2M
|
10.6K
$5.06M
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-19- 0.87% |
$7.7K - $9.09K
|
2.16K
$1.03M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-281- 6.21% |
$114K - $134K
|
4.24K
$2.03M
|
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-300- 4.78% |
$122K - $144K
|
5.98K
$2.86M
|
|
|
Nov 04, 2024
Q3 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-50- 0.5% |
$20.3K - $23.9K
|
9.9K
$4.74M
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
9.42KNew |
$3.82M - $4.51M
|
9.42K
$4.51M
|
|
|
Nov 04, 2024
Q3 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
100+ 9.12% |
$40.5K - $47.9K
|
1.2K
$573K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
83+ 2.36% |
$33.6K - $39.7K
|
3.6K
$1.72M
|
|
|
Nov 04, 2024
Q3 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-2.6K- 2.09% |
$1.05M - $1.24M
|
122K
$58.2M
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
3.07K+ 0.63% |
$1.24M - $1.47M
|
487K
$233M
|
|
|
Nov 04, 2024
Q3 2024
|
Winslow Asset Management Inc
|
SELL
|
- |
-8- 0.44% |
$3.24K - $3.83K
|
1.81K
$865K
|
|
|
Nov 04, 2024
Q3 2024
|
Entropy Technologies, LP
New York, NY |
SELL
|
- |
-18.2K- 74.41% |
$7.38M - $8.72M
|
6.27K
$3M
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
1.09KNew |
$442K - $522K
|
1.09K
$522K
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-110- 19.5% |
$44.6K - $52.6K
|
454
$217K
|
|
|
Nov 04, 2024
Q3 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
226+ 2.71% |
$91.6K - $108K
|
8.56K
$4.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Fj Investments, LLC
Salt Lake City, UT |
SELL
|
- |
-62.3K- 50.0% |
$25.2M - $29.8M
|
62.3K
$29.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-7.44K- 1.26% |
$3.02M - $3.56M
|
583K
$279M
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
241+ 5.29% |
$97.7K - $115K
|
4.8K
$2.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
10.8K+ 14.44% |
$4.38M - $5.17M
|
85.6K
$41M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
9.7K+ 75.19% |
$3.93M - $4.64M
|
22.6K
$10.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Retirement Solution Inc.
|
BUY
|
- |
4.45KNew |
$1.8M - $2.13M
|
4.45K
$2.13M
|