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 06, 2024
Q3 2024
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
15+ 2.41% |
$6.08K - $7.18K
|
637
$300K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-3.83K- 29.48% |
$1.55M - $1.83M
|
9.17K
$4.33M
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-429- 2.67% |
$174K - $205K
|
15.6K
$7.36M
|
|
|
Nov 05, 2024
Q3 2024
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
BUY
|
- |
18.3KNew |
$7.4M - $8.74M
|
18.3K
$8.62M
|
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-74- 13.88% |
$30K - $35.4K
|
459
$217K
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-7- 1.01% |
$2.84K - $3.35K
|
687
$324K
|
|
|
Nov 05, 2024
Q3 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
32+ 3.39% |
$13K - $15.3K
|
975
$460K
|
|
|
Nov 05, 2024
Q3 2024
|
Dillon & Associates Inc
|
BUY
|
- |
520New |
$211K - $249K
|
520
$245K
|
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-15- 7.28% |
$6.08K - $7.18K
|
191
$90.1K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
12.6K+ 17.06% |
$5.11M - $6.04M
|
86.6K
$40.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-494- 29.87% |
$200K - $236K
|
1.16K
$547K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-356- 2.81% |
$144K - $170K
|
12.3K
$5.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
20+ 0.43% |
$8.1K - $9.57K
|
4.65K
$2.19M
|
|
|
Nov 04, 2024
Q3 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
2.5K+ 30.98% |
$1.01M - $1.2M
|
10.6K
$4.99M
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-19- 0.87% |
$7.7K - $9.09K
|
2.16K
$1.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-281- 6.21% |
$114K - $134K
|
4.24K
$2M
|
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-300- 4.78% |
$122K - $144K
|
5.98K
$2.82M
|
|
|
Nov 04, 2024
Q3 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-50- 0.5% |
$20.3K - $23.9K
|
9.9K
$4.67M
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
9.42KNew |
$3.82M - $4.51M
|
9.42K
$4.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
100+ 9.12% |
$40.5K - $47.9K
|
1.2K
$565K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
83+ 2.36% |
$33.6K - $39.7K
|
3.6K
$1.7M
|
|
|
Nov 04, 2024
Q3 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-2.6K- 2.09% |
$1.05M - $1.24M
|
122K
$57.3M
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
3.07K+ 0.63% |
$1.24M - $1.47M
|
487K
$230M
|
|
|
Nov 04, 2024
Q3 2024
|
Winslow Asset Management Inc
|
SELL
|
- |
-8- 0.44% |
$3.24K - $3.83K
|
1.81K
$852K
|
|
|
Nov 04, 2024
Q3 2024
|
Entropy Technologies, LP
New York, NY |
SELL
|
- |
-18.2K- 74.41% |
$7.38M - $8.72M
|
6.27K
$2.96M
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
1.09KNew |
$442K - $522K
|
1.09K
$515K
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-110- 19.5% |
$44.6K - $52.6K
|
454
$214K
|
|
|
Nov 04, 2024
Q3 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
226+ 2.71% |
$91.6K - $108K
|
8.56K
$4.04M
|
|
|
Nov 01, 2024
Q3 2024
|
Fj Investments, LLC
Salt Lake City, UT |
SELL
|
- |
-62.3K- 50.0% |
$25.2M - $29.8M
|
62.3K
$29.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-7.44K- 1.26% |
$3.02M - $3.56M
|
583K
$275M
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
241+ 5.29% |
$97.7K - $115K
|
4.8K
$2.26M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
10.8K+ 14.44% |
$4.38M - $5.17M
|
85.6K
$40.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
9.7K+ 75.19% |
$3.93M - $4.64M
|
22.6K
$10.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Retirement Solution Inc.
|
BUY
|
- |
4.45KNew |
$1.8M - $2.13M
|
4.45K
$2.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Skylands Capital, LLC
|
SELL
|
- |
-500- 25.64% |
$203K - $239K
|
1.45K
$684K
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
75+ 7.84% |
$30.4K - $35.9K
|
1.03K
$487K
|
|
|
Nov 01, 2024
Q3 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
449New |
$182K - $215K
|
449
$212K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
256+ 14.99% |
$104K - $123K
|
1.96K
$926K
|
|
|
Nov 01, 2024
Q3 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-100- 8.9% |
$40.5K - $47.9K
|
1.02K
$483K
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
230+ 3.52% |
$93.2K - $110K
|
6.76K
$3.19M
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
343+ 14.81% |
$139K - $164K
|
2.66K
$1.25M
|
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
226+ 2.82% |
$91.6K - $108K
|
8.25K
$3.89M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-232- 9.25% |
$94K - $111K
|
2.28K
$1.07M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-1.14K- 15.04% |
$460K - $543K
|
6.41K
$3.02M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-47- 1.62% |
$19K - $22.5K
|
2.85K
$1.35M
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.94K+ 130.93% |
$1.19M - $1.41M
|
5.18K
$2.44M
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
60+ 4.6% |
$24.3K - $28.7K
|
1.37K
$644K
|
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
1+ 0.05% |
$405 - $479
|
1.83K
$865K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-115- 0.78% |
$46.6K - $55K
|
14.6K
$6.88M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.48K+ 84.29% |
$1.82M - $2.15M
|
9.8K
$4.62M
|