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 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
7.04K+ 9.32% |
$2.4M - $2.61M
|
82.5K
$38.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.05K- 37.13% |
$358K - $389K
|
1.78K
$838K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
936New |
$319K - $347K
|
936
$442K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-291- 5.04% |
$99.2K - $108K
|
5.48K
$2.58M
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-10- 0.67% |
$3.41K - $3.7K
|
1.49K
$704K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-100- 12.58% |
$34.1K - $37K
|
695
$328K
|
|
|
Oct 24, 2023
Q3 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
135+ 1.24% |
$46K - $50K
|
11K
$5.18M
|
|
|
Oct 24, 2023
Q3 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-100- 97.09% |
$34.1K - $37K
|
3
$1.42K
|
|
|
Oct 23, 2023
Q3 2023
|
Independent Investors Inc
|
SELL
|
- |
-200- 1.3% |
$68.2K - $74.1K
|
15.1K
$7.14M
|
|
|
Oct 23, 2023
Q3 2023
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-29- 4.37% |
$9.89K - $10.7K
|
635
$300K
|
|
|
Oct 23, 2023
Q3 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-20- 1.09% |
$6.82K - $7.41K
|
1.82K
$856K
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$682 - $741
|
2.5K
$1.18M
|
|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
BUY
|
- |
2.2KNew |
$750K - $815K
|
2.2K
$1.04M
|
|
|
Oct 23, 2023
Q3 2023
|
Wealth Advisors, Inc.
|
SELL
|
- |
-6- 0.4% |
$2.05K - $2.22K
|
1.48K
$699K
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-4.42K- 15.09% |
$1.51M - $1.64M
|
24.8K
$11.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
2.02K+ 9.56% |
$687K - $747K
|
23.1K
$10.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
579New |
$197K - $215K
|
579
$273K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
925+ 1.51% |
$315K - $343K
|
62K
$29.2M
|
|
|
Oct 16, 2023
Q3 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
256+ 4.21% |
$87.3K - $94.8K
|
6.33K
$2.99M
|
|
|
Oct 16, 2023
Q3 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-109- 6.04% |
$37.2K - $40.4K
|
1.7K
$800K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
3.57KNew |
$1.22M - $1.32M
|
3.57K
$1.68M
|
|
|
Oct 13, 2023
Q3 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
624New |
$213K - $231K
|
624
$294K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
BUY
|
- |
40+ 1.05% |
$13.6K - $14.8K
|
3.85K
$1.81M
|
|
|
Oct 12, 2023
Q3 2023
|
Nat West Group PLC
|
SELL
|
- |
-170- 20.56% |
$58K - $63K
|
657
$310K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
8.86K+ 19.46% |
$3.02M - $3.28M
|
54.4K
$25.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
BUY
|
- |
5+ 0.78% |
$1.7K - $1.85K
|
650
$307K
|
|
|
Oct 10, 2023
Q3 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-342- 13.9% |
$117K - $127K
|
2.12K
$1M
|
|
|
Oct 10, 2023
Q3 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
84+ 14.07% |
$28.6K - $31.1K
|
681
$321K
|
|
|
Oct 10, 2023
Q3 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
2+ 0.33% |
$682 - $741
|
606
$286K
|
|
| Q2 2023 | |||||||
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
406+ 8.91% |
$125K - $138K
|
4.96K
$2.34M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-239K- 78.56% |
$74M - $81.6M
|
65.3K
$30.8M
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-21.9K- 84.69% |
$6.78M - $7.48M
|
3.97K
$1.87M
|
|
|
Sep 05, 2023
Q2 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-15- 0.2% |
$4.64K - $5.12K
|
7.51K
$3.54M
|
|
|
Sep 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
CALL |
-4.6K- 97.87% |
$1.42M - $1.57M
|
100
$47.2K
|
|
|
Aug 17, 2023
Q2 2023
|
Ota Financial Group L.P.
|
BUY
|
- |
60KNew |
$18.5M - $20.5M
|
60K
$28.3M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
116+ 5.07% |
$35.9K - $39.6K
|
2.41K
$1.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Notis Mc Conarty Edward
|
SELL
|
- |
-190- 24.05% |
$58.7K - $64.8K
|
600
$283K
|
|
|
Aug 14, 2023
Q2 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
26.2KNew |
$8.09M - $8.93M
|
26.2K
$12.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-73- 3.08% |
$22.6K - $24.9K
|
2.3K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
160+ 32.0% |
$49.5K - $54.6K
|
660
$311K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.01K+ 66.01% |
$621K - $685K
|
5.05K
$2.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Petix & Botte CO
|
BUY
|
- |
920+ 100.0% |
$284K - $314K
|
1.84K
$868K
|
|
|
Aug 14, 2023
Q2 2023
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-9.83K- 49.47% |
$3.04M - $3.35M
|
10K
$4.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Tri Locum Partners LP
New York, NY |
BUY
|
- |
588New |
$182K - $201K
|
588
$277K
|
|
|
Aug 14, 2023
Q2 2023
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
- |
1K+ 6.25% |
$309K - $341K
|
17K
$8.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-1.2K- 34.06% |
$372K - $411K
|
2.33K
$1.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Jcp Investment Management, LLC
|
BUY
|
- |
1.04K+ 4.11% |
$320K - $353K
|
26.2K
$12.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
CALL |
300New |
$92.7K - $102K
|
300
$142K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-35- 0.71% |
$10.8K - $11.9K
|
4.89K
$2.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
3.62KNew |
$1.12M - $1.23M
|
3.62K
$1.71M
|
|