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 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
1.56KNew |
$516K - $564K
|
1.56K
$745K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
709+ 13.26% |
$235K - $257K
|
6.05K
$2.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-3.44K- 81.99% |
$1.14M - $1.25M
|
755
$361K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-98- 3.94% |
$32.5K - $35.5K
|
2.39K
$1.14M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Carroll Financial Partners, LLC
|
BUY
|
- |
100+ 2.04% |
$33.2K - $36.3K
|
5K
$2.39M
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
174New |
$57.7K - $63.1K
|
174
$83.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
PUT |
-100- 1.69% |
$33.2K - $36.3K
|
5.8K
$2.78M
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
111New |
$36.8K - $40.3K
|
111
$53.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-995- 0.37% |
$330K - $361K
|
270K
$129M
|
|
|
Feb 05, 2024
Q4 2023
|
Firestone Capital Management
|
BUY
|
- |
5+ 0.09% |
$1.66K - $1.81K
|
5.51K
$2.64M
|
|
|
Feb 05, 2024
Q4 2023
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
574New |
$190K - $208K
|
574
$275K
|
|
|
Feb 05, 2024
Q4 2023
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
1.21KNew |
$402K - $440K
|
1.21K
$580K
|
|
|
Feb 05, 2024
Q4 2023
|
A16z Perennial Management, L.P.
Menlo Park, CA |
BUY
|
- |
10New |
$3.32K - $3.63K
|
10
$4.79K
|
|
|
Feb 02, 2024
Q4 2023
|
Xr Securities LLC
|
BUY
|
- |
686+ 59.91% |
$228K - $249K
|
1.83K
$877K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-2.12K- 10.85% |
$703K - $769K
|
17.4K
$8.34M
|
|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
9.29KNew |
$3.08M - $3.37M
|
9.29K
$4.45M
|
|
|
Feb 01, 2024
Q4 2023
|
Prism Advisors, Inc.
|
BUY
|
- |
175+ 23.33% |
$58K - $63.5K
|
925
$443K
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
731New |
$242K - $265K
|
731
$350K
|
|
|
Feb 01, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
633New |
$210K - $230K
|
633
$303K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
53New |
$17.6K - $19.2K
|
53
$25.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
775New |
$257K - $281K
|
775
$371K
|
|
|
Jan 30, 2024
Q4 2023
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-1.2K- 53.96% |
$398K - $435K
|
1.02K
$490K
|
|
|
Jan 29, 2024
Q4 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
1.9KNew |
$630K - $688K
|
1.9K
$909K
|
|
|
Jan 29, 2024
Q4 2023
|
Helios Capital Management Pte. LTD
|
BUY
|
- |
1.6K+ 44.44% |
$531K - $580K
|
5.2K
$2.49M
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
SELL
|
- |
-10- 1.23% |
$3.32K - $3.63K
|
800
$383K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
124+ 0.18% |
$41.1K - $45K
|
70.3K
$33.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
54+ 0.75% |
$17.9K - $19.6K
|
7.29K
$3.49M
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
1.4K+ 208.64% |
$464K - $508K
|
2.07K
$991K
|
|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-50- 1.8% |
$16.6K - $18.1K
|
2.73K
$1.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-29- 0.65% |
$9.62K - $10.5K
|
4.46K
$2.13M
|
|
|
Jan 24, 2024
Q4 2023
|
Reliant Investment Management, LLC
|
BUY
|
- |
2+ 0.33% |
$663 - $725
|
609
$292K
|
|
|
Jan 24, 2024
Q4 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-378- 1.53% |
$125K - $137K
|
24.3K
$11.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-927- 34.01% |
$307K - $336K
|
1.8K
$861K
|
|
|
Jan 23, 2024
Q4 2023
|
Gilfoyle & CO LLC
New York, NY |
BUY
|
- |
111New |
$36.8K - $40.3K
|
111
$53.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
109+ 1.74% |
$36.2K - $39.5K
|
6.39K
$3.06M
|
|
|
Jan 23, 2024
Q4 2023
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
2.29KNew |
$760K - $831K
|
2.29K
$1.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-133- 1.64% |
$44.1K - $48.2K
|
7.98K
$3.82M
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-392- 41.09% |
$130K - $142K
|
562
$269K
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-200- 95.24% |
$66.3K - $72.5K
|
10
$4.79K
|
|
|
Jan 22, 2024
Q4 2023
|
Deltec Asset Management LLC
|
SELL
|
- |
-575- 6.28% |
$191K - $209K
|
8.58K
$4.11M
|
|
|
Jan 19, 2024
Q4 2023
|
Portman Square Capital LLP
London, X0 |
BUY
|
PUT |
23.8KNew |
$7.89M - $8.63M
|
23.8K
$11.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-100- 2.68% |
$33.2K - $36.3K
|
3.63K
$1.74M
|
|
|
Jan 19, 2024
Q4 2023
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-180- 23.08% |
$59.7K - $65.3K
|
600
$287K
|
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-2- 0.25% |
$663 - $725
|
797
$382K
|
|
|
Jan 17, 2024
Q4 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
43+ 1.6% |
$14.3K - $15.6K
|
2.73K
$1.31M
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
18K+ 20.18% |
$5.96M - $6.52M
|
107K
$51.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
28+ 4.77% |
$9.29K - $10.2K
|
615
$294K
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
357+ 9.07% |
$118K - $129K
|
4.29K
$2.05M
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-206- 50.74% |
$68.3K - $74.7K
|
200
$95.7K
|