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 12, 2024
Q3 2024
|
Close Asset Management LTD
|
BUY
|
- |
3.35K+ 2.83% |
$1.36M - $1.6M
|
122K
$57.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
10+ 0.48% |
$4.05K - $4.79K
|
2.11K
$994K
|
|
|
Nov 12, 2024
Q3 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
2.28KNew |
$922K - $1.09M
|
2.28K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-25- 24.75% |
$10.1K - $12K
|
76
$35.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-43- 1.37% |
$17.4K - $20.6K
|
3.09K
$1.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-16- 0.06% |
$6.48K - $7.66K
|
27.1K
$12.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.98K+ 11.67% |
$803K - $948K
|
19K
$8.94M
|
|
|
Nov 12, 2024
Q3 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
566+ 14.15% |
$229K - $271K
|
4.57K
$2.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-191- 18.69% |
$77.4K - $91.4K
|
831
$392K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
149+ 1.62% |
$60.4K - $71.3K
|
9.37K
$4.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
492New |
$199K - $235K
|
492
$232K
|
|
|
Nov 12, 2024
Q3 2024
|
Cove Street Capital, LLC
El Segundo, CA |
BUY
|
- |
345+ 9.61% |
$140K - $165K
|
3.94K
$1.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
247+ 0.8% |
$100K - $118K
|
31.2K
$14.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
220+ 2.08% |
$89.1K - $105K
|
10.8K
$5.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
10+ 1.92% |
$4.05K - $4.79K
|
530
$250K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-100- 11.88% |
$40.5K - $47.9K
|
742
$350K
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
283+ 9.56% |
$115K - $135K
|
3.24K
$1.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
SELL
|
- |
-13- 1.79% |
$5.27K - $6.22K
|
714
$337K
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
112+ 2.36% |
$45.4K - $53.6K
|
4.85K
$2.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
400+ 21.74% |
$162K - $191K
|
2.24K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
363+ 64.48% |
$147K - $174K
|
926
$437K
|
|
|
Nov 12, 2024
Q3 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-40- 0.29% |
$16.2K - $19.1K
|
13.7K
$6.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
1.31K+ 8.76% |
$529K - $625K
|
16.2K
$7.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
485New |
$197K - $232K
|
485
$229K
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
19+ 0.22% |
$7.7K - $9.09K
|
8.5K
$4.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-50- 5.88% |
$20.3K - $23.9K
|
800
$377K
|
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
3.2KNew |
$1.3M - $1.53M
|
3.2K
$1.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
9.2K+ 6.28% |
$3.73M - $4.4M
|
156K
$73.5M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-23- 0.61% |
$9.32K - $11K
|
3.78K
$1.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-231- 1.82% |
$93.6K - $111K
|
12.5K
$5.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
51New |
$20.7K - $24.4K
|
51
$24.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-79- 6.13% |
$32K - $37.8K
|
1.21K
$570K
|
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-30- 7.73% |
$12.2K - $14.4K
|
358
$169K
|
|
|
Nov 12, 2024
Q3 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-10.1K- 67.37% |
$4.09M - $4.83M
|
4.89K
$2.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Burgundy Asset Management Ltd.
Toronto, A6 |
SELL
|
- |
-3.38K- 2.5% |
$1.37M - $1.62M
|
132K
$62.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Blackhill Capital Inc
Morristown, NJ |
SELL
|
- |
-3- 0.01% |
$1.22K - $1.44K
|
21.2K
$10M
|
|
|
Nov 12, 2024
Q3 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-2- 0.1% |
$810 - $957
|
1.99K
$937K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-91- 1.46% |
$36.9K - $43.5K
|
6.15K
$2.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
9.6KNew |
$3.89M - $4.59M
|
9.6K
$4.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-209- 10.18% |
$84.7K - $100K
|
1.84K
$870K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
17+ 0.08% |
$6.89K - $8.14K
|
20.8K
$9.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
4.06K+ 12.02% |
$1.65M - $1.94M
|
37.9K
$17.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-86- 2.79% |
$34.8K - $41.2K
|
2.99K
$1.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-75- 3.39% |
$30.4K - $35.9K
|
2.14K
$1.01M
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-11K- 34.2% |
$4.47M - $5.28M
|
21.2K
$10M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
8.67K+ 11.36% |
$3.51M - $4.15M
|
85K
$40.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
8+ 0.33% |
$3.24K - $3.83K
|
2.43K
$1.15M
|
|
|
Nov 08, 2024
Q3 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
896New |
$363K - $429K
|
896
$423K
|
|
|
Nov 08, 2024
Q3 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
465New |
$188K - $223K
|
465
$219K
|
|
|
Nov 08, 2024
Q3 2024
|
Wealthgate Family Office, LLC
|
SELL
|
- |
-284- 17.27% |
$115K - $136K
|
1.36K
$642K
|