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
|
Calamos Advisors LLC
|
SELL
|
- |
-6.49K- 2.39% |
$2.63M - $3.11M
|
265K
$125M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-99- 1.0% |
$40.1K - $47.4K
|
9.81K
$4.64M
|
|
|
Nov 07, 2024
Q3 2024
|
Beddow Capital Management Inc
|
SELL
|
- |
-40- 0.24% |
$16.2K - $19.1K
|
16.6K
$7.83M
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-185K- 2.4% |
$75.1M - $88.7M
|
7.54M
$3.56B
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.16K+ 3.23% |
$469K - $554K
|
37K
$17.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Smead Capital Management, Inc.
Phoenix, AZ |
BUY
|
- |
7.15K+ 3.49% |
$2.9M - $3.42M
|
212K
$100M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
421+ 6.1% |
$171K - $201K
|
7.33K
$3.46M
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-6- 1.12% |
$2.43K - $2.87K
|
531
$251K
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-64- 1.32% |
$25.9K - $30.6K
|
4.78K
$2.26M
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-1- 0.07% |
$405 - $479
|
1.41K
$667K
|
|
|
Nov 07, 2024
Q3 2024
|
Investidor Profissional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-11K- 84.01% |
$4.46M - $5.26M
|
2.09K
$990K
|
|
|
Nov 07, 2024
Q3 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-38- 3.2% |
$15.4K - $18.2K
|
1.15K
$544K
|
|
|
Nov 07, 2024
Q3 2024
|
Belmont Capital, LLC
|
BUY
|
- |
2.27K+ 107.33% |
$920K - $1.09M
|
4.39K
$2.07M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-29.4K- 9.58% |
$11.9M - $14.1M
|
278K
$131M
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-2K- 13.67% |
$811K - $958K
|
12.6K
$5.98M
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
19+ 3.35% |
$7.7K - $9.09K
|
587
$277K
|
|
|
Nov 07, 2024
Q3 2024
|
St. Louis Trust CO
|
SELL
|
- |
-742- 9.98% |
$301K - $355K
|
6.7K
$3.16M
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
835New |
$338K - $400K
|
835
$395K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-3K- 0.77% |
$1.22M - $1.44M
|
386K
$182M
|
|
|
Nov 07, 2024
Q3 2024
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-111- 17.76% |
$45K - $53.1K
|
514
$243K
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-70- 6.88% |
$28.4K - $33.5K
|
948
$448K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-817- 2.71% |
$331K - $391K
|
29.4K
$13.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
5.17KNew |
$2.1M - $2.47M
|
5.17K
$2.44M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
406New |
$165K - $194K
|
406
$192K
|
|
|
Nov 06, 2024
Q3 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-146- 16.29% |
$59.2K - $69.9K
|
750
$354K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
8.5K+ 3.35% |
$3.44M - $4.07M
|
262K
$124M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
8+ 2.45% |
$3.24K - $3.83K
|
335
$158K
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-25- 1.3% |
$10.1K - $12K
|
1.9K
$897K
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-752- 24.99% |
$305K - $360K
|
2.26K
$1.07M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.53K+ 6.58% |
$1.43M - $1.69M
|
57.3K
$27.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
248+ 12.85% |
$100K - $119K
|
2.18K
$1.03M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.09K+ 13.35% |
$848K - $1M
|
17.8K
$8.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Bretton Capital Management, LLC
San Francisco, CA |
BUY
|
- |
7.5KNew |
$3.04M - $3.59M
|
7.5K
$3.54M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
11+ 2.03% |
$4.46K - $5.26K
|
553
$261K
|
|
|
Nov 06, 2024
Q3 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
1.21K+ 18.89% |
$491K - $581K
|
7.63K
$3.61M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
SELL
|
- |
-2.93K- 12.2% |
$1.19M - $1.4M
|
21.1K
$9.98M
|
|
|
Nov 06, 2024
Q3 2024
|
Gouws Capital LLC
|
SELL
|
- |
-75- 6.0% |
$30.4K - $35.9K
|
1.18K
$555K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-108- 0.37% |
$43.8K - $51.7K
|
29.2K
$13.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-222- 13.01% |
$90K - $106K
|
1.48K
$701K
|
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-21- 1.35% |
$8.51K - $10K
|
1.53K
$723K
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-42- 1.08% |
$17K - $20.1K
|
3.86K
$1.82M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-16.1K- 1.3% |
$6.54M - $7.73M
|
1.23M
$579M
|
|
|
Nov 06, 2024
Q3 2024
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
15+ 2.41% |
$6.08K - $7.18K
|
637
$301K
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
4.95K+ 19.99% |
$2M - $2.37M
|
29.7K
$14M
|
|
|
Nov 05, 2024
Q3 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
636New |
$258K - $304K
|
636
$301K
|
|
|
Nov 05, 2024
Q3 2024
|
Hemenway Trust CO LLC
|
SELL
|
- |
-130- 4.34% |
$52.7K - $62.2K
|
2.86K
$1.35M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.87K- 2.47% |
$1.16M - $1.37M
|
113K
$53.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.23K+ 25.61% |
$500K - $591K
|
6.05K
$2.86M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
16+ 0.83% |
$6.48K - $7.66K
|
1.95K
$922K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-3.83K- 29.48% |
$1.55M - $1.83M
|
9.17K
$4.33M
|