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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-14- 1.36% |
$5.03K - $5.89K
|
1.01K
$485K
|
|
|
May 01, 2024
Q1 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
521New |
$187K - $219K
|
521
$249K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
8.64K+ 10.08% |
$3.1M - $3.63M
|
94.3K
$45.2M
|
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
569New |
$204K - $239K
|
569
$272K
|
|
|
Apr 30, 2024
Q1 2024
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
658New |
$236K - $277K
|
658
$315K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
1.57KNew |
$564K - $661K
|
1.57K
$752K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-6- 1.63% |
$2.16K - $2.52K
|
362
$173K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
228+ 0.18% |
$81.9K - $95.9K
|
129K
$61.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.11KNew |
$399K - $467K
|
1.11K
$532K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
CALL |
1KNew |
$359K - $421K
|
1K
$479K
|
|
|
Apr 30, 2024
Q1 2024
|
Starfox Financial Services, LLC
The Woodlands, TX |
SELL
|
- |
-17- 1.25% |
$6.11K - $7.15K
|
1.34K
$643K
|
|
|
Apr 30, 2024
Q1 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-6.51K- 28.4% |
$2.34M - $2.74M
|
16.4K
$7.85M
|
|
|
Apr 30, 2024
Q1 2024
|
Drexel Morgan & Co.
Radnor, PA |
SELL
|
- |
-193- 27.85% |
$69.3K - $81.2K
|
500
$239K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-210- 5.76% |
$75.5K - $88.3K
|
3.44K
$1.65M
|
|
|
Apr 30, 2024
Q1 2024
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-2.41K- 50.0% |
$867K - $1.01M
|
2.41K
$1.15M
|
|
|
Apr 29, 2024
Q1 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-360- 27.8% |
$129K - $151K
|
935
$448K
|
|
|
Apr 29, 2024
Q1 2024
|
Page Arthur B
|
SELL
|
- |
-110- 8.7% |
$39.5K - $46.3K
|
1.16K
$553K
|
|
|
Apr 29, 2024
Q1 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-92- 14.94% |
$33.1K - $38.7K
|
524
$251K
|
|
|
Apr 26, 2024
Q1 2024
|
Planned Solutions, Inc.
|
SELL
|
- |
-371- 16.23% |
$133K - $156K
|
1.92K
$917K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
SELL
|
- |
-158- 2.65% |
$56.8K - $66.4K
|
5.8K
$2.78M
|
|
|
Apr 26, 2024
Q1 2024
|
Narwhal Capital Management
|
SELL
|
- |
-5- 0.85% |
$1.8K - $2.1K
|
586
$281K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
114+ 9.02% |
$41K - $47.9K
|
1.38K
$660K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
209+ 7.38% |
$75.1K - $87.9K
|
3.04K
$1.46M
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
BUY
|
- |
40+ 0.54% |
$14.4K - $16.8K
|
7.49K
$3.58M
|
|
|
Apr 25, 2024
Q1 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
534New |
$192K - $225K
|
534
$256K
|
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-7- 1.03% |
$2.52K - $2.94K
|
670
$321K
|
|
|
Apr 25, 2024
Q1 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
500New |
$180K - $210K
|
500
$239K
|
|
|
Apr 25, 2024
Q1 2024
|
Villere St Denis J & CO LLC
|
BUY
|
- |
1.55KNew |
$558K - $653K
|
1.55K
$743K
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
SELL
|
- |
-23- 0.09% |
$8.26K - $9.67K
|
25.9K
$12.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
504New |
$181K - $212K
|
504
$241K
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
192New |
$69K - $80.7K
|
192
$91.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Elite Wealth Management, Inc.
|
BUY
|
- |
2.37KNew |
$850K - $995K
|
2.37K
$1.13M
|
|
|
Apr 24, 2024
Q1 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-200- 6.74% |
$71.9K - $84.1K
|
2.77K
$1.32M
|
|
|
Apr 24, 2024
Q1 2024
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-5- 0.27% |
$1.8K - $2.1K
|
1.84K
$881K
|
|
|
Apr 24, 2024
Q1 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
370+ 24.47% |
$133K - $156K
|
1.88K
$901K
|
|
|
Apr 24, 2024
Q1 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
400+ 29.3% |
$144K - $168K
|
1.77K
$845K
|
|
|
Apr 24, 2024
Q1 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
3.92KNew |
$1.41M - $1.65M
|
3.92K
$1.88M
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-179- 6.53% |
$64.3K - $75.3K
|
2.56K
$1.23M
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-201- 18.21% |
$72.2K - $84.5K
|
903
$432K
|
|
|
Apr 22, 2024
Q1 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
57+ 2.85% |
$20.5K - $24K
|
2.06K
$986K
|
|
|
Apr 22, 2024
Q1 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
200+ 11.52% |
$71.9K - $84.1K
|
1.94K
$927K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
17.5KNew |
$6.3M - $7.38M
|
17.5K
$8.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
PUT |
2.2KNew |
$790K - $925K
|
2.2K
$1.05M
|
|
|
Apr 22, 2024
Q1 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
300+ 4.03% |
$108K - $126K
|
7.75K
$3.71M
|
|
|
Apr 22, 2024
Q1 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
15+ 1.54% |
$5.39K - $6.31K
|
990
$474K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
115New |
$41.3K - $48.4K
|
115
$55.1K
|
|
|
Apr 22, 2024
Q1 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
518New |
$186K - $218K
|
518
$248K
|
|
|
Apr 22, 2024
Q1 2024
|
Retireful, LLC
|
BUY
|
- |
3.09KNew |
$1.11M - $1.3M
|
3.09K
$1.48M
|
|
|
Apr 22, 2024
Q1 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
2.15KNew |
$772K - $904K
|
2.15K
$1.03M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
28+ 1.03% |
$10.1K - $11.8K
|
2.74K
$1.31M
|