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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
14+ 1.88% |
$5.67K - $6.7K
|
758
$358K
|
|
|
Oct 24, 2024
Q3 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-168- 1.83% |
$68.1K - $80.4K
|
9.01K
$4.26M
|
|
|
Oct 24, 2024
Q3 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-584- 3.78% |
$237K - $279K
|
14.8K
$7.02M
|
|
|
Oct 24, 2024
Q3 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
25+ 4.84% |
$10.1K - $12K
|
541
$256K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-3- 0.55% |
$1.22K - $1.44K
|
541
$256K
|
|
|
Oct 24, 2024
Q3 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-20- 0.64% |
$8.1K - $9.57K
|
3.12K
$1.47M
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-110- 9.32% |
$44.6K - $52.6K
|
1.07K
$506K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
611+ 8.09% |
$248K - $292K
|
8.16K
$3.86M
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
636+ 71.95% |
$258K - $304K
|
1.52K
$718K
|
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.7K+ 72.15% |
$690K - $815K
|
4.06K
$1.92M
|
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
BUY
|
- |
295+ 16.03% |
$120K - $141K
|
2.14K
$1.01M
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
57+ 5.85% |
$23.1K - $27.3K
|
1.03K
$488K
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-5- 2.86% |
$2.03K - $2.39K
|
170
$80.3K
|
|
|
Oct 24, 2024
Q3 2024
|
44 Wealth Management LLC
|
BUY
|
- |
238+ 21.76% |
$96.4K - $114K
|
1.33K
$630K
|
|
|
Oct 24, 2024
Q3 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-250- 11.91% |
$101K - $120K
|
1.85K
$874K
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
CALL |
100New |
$40.5K - $47.9K
|
100
$47.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
521+ 2.07% |
$211K - $249K
|
25.7K
$12.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
81+ 9.93% |
$32.8K - $38.8K
|
897
$424K
|
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
BUY
|
- |
214+ 33.08% |
$86.7K - $102K
|
861
$407K
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-163- 0.46% |
$66K - $78K
|
35.5K
$16.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-180- 3.48% |
$72.9K - $86.1K
|
4.99K
$2.36M
|
|
|
Oct 23, 2024
Q3 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
75+ 0.48% |
$30.4K - $35.9K
|
15.5K
$7.34M
|
|
|
Oct 23, 2024
Q3 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
725New |
$294K - $347K
|
725
$343K
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
581New |
$235K - $278K
|
581
$275K
|
|
|
Oct 23, 2024
Q3 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-108- 19.18% |
$43.8K - $51.7K
|
455
$215K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
223+ 2.79% |
$90.4K - $107K
|
8.22K
$3.88M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
4.79KNew |
$1.94M - $2.29M
|
4.79K
$2.26M
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
116+ 0.44% |
$47K - $55.5K
|
26.5K
$12.5M
|
|
|
Oct 23, 2024
Q3 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-13- 1.96% |
$5.27K - $6.22K
|
650
$307K
|
|
|
Oct 23, 2024
Q3 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-172- 20.0% |
$69.7K - $82.3K
|
688
$325K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-223- 1.93% |
$90.4K - $107K
|
11.4K
$5.36M
|
|
|
Oct 22, 2024
Q3 2024
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-1.7K- 33.39% |
$689K - $814K
|
3.39K
$1.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-516- 5.95% |
$209K - $247K
|
8.16K
$3.86M
|
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
144+ 3.78% |
$58.3K - $68.9K
|
3.95K
$1.87M
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-842- 4.25% |
$341K - $403K
|
19K
$8.97M
|
|
|
Oct 22, 2024
Q3 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
1.68K+ 40.16% |
$681K - $804K
|
5.87K
$2.77M
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
32+ 1.51% |
$13K - $15.3K
|
2.15K
$1.02M
|
|
|
Oct 22, 2024
Q3 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-2.87K- 2.29% |
$1.16M - $1.37M
|
123K
$57.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-33- 10.28% |
$13.4K - $15.8K
|
288
$136K
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-717- 48.61% |
$291K - $343K
|
758
$358K
|
|
|
Oct 22, 2024
Q3 2024
|
Hoertkorn Richard Charles
|
SELL
|
- |
-478- 11.51% |
$194K - $229K
|
3.67K
$1.74M
|
|
|
Oct 22, 2024
Q3 2024
|
Asset Planning Services Inc
|
SELL
|
- |
-110- 5.3% |
$44.6K - $52.6K
|
1.97K
$929K
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
10.4KNew |
$4.22M - $4.99M
|
10.4K
$4.93M
|
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-167K- 90.97% |
$67.7M - $80M
|
16.6K
$7.85M
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-2- 0.05% |
$810 - $957
|
3.93K
$1.86M
|
|
|
Oct 22, 2024
Q3 2024
|
X Square Capital, LLC
|
BUY
|
- |
317+ 3.06% |
$128K - $152K
|
10.7K
$5.05M
|
|
|
Oct 22, 2024
Q3 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-64- 1.87% |
$25.9K - $30.6K
|
3.36K
$1.59M
|
|
|
Oct 22, 2024
Q3 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
856+ 85.6% |
$347K - $410K
|
1.86K
$877K
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-187- 0.07% |
$75.8K - $89.5K
|
260K
$123M
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1- 0.07% |
$405 - $479
|
1.51K
$713K
|