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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
74+ 6.06% |
$24.5K - $26.8K
|
1.3K
$620K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-276- 2.92% |
$91.6K - $100K
|
9.17K
$4.39M
|
|
|
Jan 11, 2024
Q4 2023
|
R.H. Dinel Investment Counsel, Inc.
|
SELL
|
- |
-500- 4.98% |
$166K - $181K
|
9.55K
$4.57M
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
250+ 12.28% |
$82.9K - $90.7K
|
2.29K
$1.09M
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
SELL
|
- |
-107- 3.49% |
$35.5K - $38.8K
|
2.96K
$1.42M
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-184- 4.64% |
$61K - $66.7K
|
3.78K
$1.81M
|
|
|
Jan 09, 2024
Q4 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-38- 5.64% |
$12.6K - $13.8K
|
636
$304K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-860- 9.48% |
$285K - $312K
|
8.21K
$3.93M
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
BUY
|
- |
30+ 4.88% |
$9.95K - $10.9K
|
645
$309K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.74K+ 0.42% |
$579K - $633K
|
417K
$200M
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-78- 6.7% |
$25.9K - $28.3K
|
1.09K
$520K
|
|
|
Jan 02, 2024
Q4 2023
|
Wyrmwood Management LLC
New York, NY |
BUY
|
- |
50New |
$16.6K - $18.1K
|
50
$23.9K
|
|
| Q3 2023 | |||||||
|
Oct 08, 2024
Q3 2023
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
16.6KNew |
$5.66M - $6.15M
|
16.6K
$7.95M
|
|
|
Sep 05, 2024
Q3 2023
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
50+ 0.25% |
$17K - $18.5K
|
20.3K
$9.71M
|
|
|
Dec 04, 2023
Q3 2023
|
Wt Wealth Management
|
BUY
|
- |
3.69KNew |
$1.26M - $1.37M
|
3.69K
$1.77M
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-1- 0.15% |
$341 - $370
|
673
$322K
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-19.6K- 68.39% |
$6.69M - $7.27M
|
9.07K
$4.34M
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
300New |
$102K - $111K
|
300
$144K
|
|
|
Nov 15, 2023
Q3 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
SELL
|
- |
-291- 6.99% |
$99.2K - $108K
|
3.88K
$1.86M
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
59New |
$20.1K - $21.9K
|
59
$28.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-526- 0.86% |
$179K - $195K
|
60.6K
$29M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1.97K- 14.78% |
$672K - $731K
|
11.4K
$5.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
564+ 10.35% |
$192K - $209K
|
6.01K
$2.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
366+ 2.23% |
$125K - $136K
|
16.7K
$8.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Samjo Capital LLC
|
BUY
|
- |
13KNew |
$4.43M - $4.81M
|
13K
$6.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
244+ 7.63% |
$83.2K - $90.4K
|
3.44K
$1.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
11.2K+ 471.16% |
$3.81M - $4.15M
|
13.6K
$6.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
PUT |
25.7K+ 167.97% |
$8.76M - $9.52M
|
41K
$19.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
2.87K+ 12.34% |
$977K - $1.06M
|
26.1K
$12.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
83KNew |
$28.3M - $30.7M
|
83K
$39.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-436- 99.54% |
$149K - $162K
|
2
$957
|
|
|
Nov 14, 2023
Q3 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
42+ 2.51% |
$14.3K - $15.6K
|
1.71K
$821K
|
|
|
Nov 14, 2023
Q3 2023
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
575New |
$196K - $213K
|
575
$275K
|
|
|
Nov 14, 2023
Q3 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
1.3K+ 37.64% |
$443K - $481K
|
4.75K
$2.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
1.56KNew |
$532K - $578K
|
1.56K
$747K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-3.22K- 1.5% |
$1.1M - $1.19M
|
211K
$101M
|
|
|
Nov 14, 2023
Q3 2023
|
Alethea Capital Management, LLC
San Diego, CA |
SELL
|
- |
-250- 22.73% |
$85.2K - $92.6K
|
850
$407K
|
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
1.34KNew |
$457K - $496K
|
1.34K
$642K
|
|
|
Nov 13, 2023
Q3 2023
|
Kiltearn Partners LLP
Edinburgh, X0 |
SELL
|
- |
-59.2K- 80.06% |
$20.2M - $21.9M
|
14.7K
$7.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-771- 30.67% |
$263K - $286K
|
1.74K
$834K
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-2.48K- 4.81% |
$844K - $917K
|
49K
$23.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
1.03K+ 52.92% |
$352K - $383K
|
2.99K
$1.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-5.27K- 0.5% |
$1.8M - $1.95M
|
1.05M
$505M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-81Closed |
$27.6K - $30K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-106- 7.26% |
$36.1K - $39.3K
|
1.36K
$649K
|
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
4.6K+ 33.72% |
$1.57M - $1.7M
|
18.2K
$8.73M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
113+ 3.79% |
$38.5K - $41.9K
|
3.09K
$1.48M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.66KNew |
$566K - $615K
|
1.66K
$795K
|
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
18+ 1.95% |
$6.14K - $6.67K
|
940
$450K
|
|
|
Nov 08, 2023
Q3 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-50- 5.13% |
$17K - $18.5K
|
925
$443K
|
|