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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Fort Baker Capital Management LP
Larkspur, CA |
BUY
|
- |
16.5KNew |
$5.1M - $5.63M
|
16.5K
$7.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
321+ 43.61% |
$99.2K - $109K
|
1.06K
$499K
|
|
|
Aug 14, 2023
Q2 2023
|
David Rolfe
Wedgewood Partners Inc | St Louis, Mo
|
SELL
|
- |
-675- 3.38% |
$209K - $230K
|
19.3K
$9.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
27.2KNew |
$8.41M - $9.28M
|
27.2K
$12.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-1.05K- 2.84% |
$325K - $358K
|
36K
$17M
|
|
|
Aug 14, 2023
Q2 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
4.95KNew |
$1.53M - $1.69M
|
4.95K
$2.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-2.16K- 70.97% |
$668K - $737K
|
884
$417K
|
|
|
Aug 11, 2023
Q2 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
2.66KNew |
$821K - $906K
|
2.66K
$1.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
PUT |
3.6KNew |
$1.11M - $1.23M
|
3.6K
$1.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-48- 6.92% |
$14.8K - $16.4K
|
646
$305K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-11.4K- 36.8% |
$3.51M - $3.87M
|
19.5K
$9.2M
|
|
|
Aug 11, 2023
Q2 2023
|
George Kaiser Family Foundation
|
SELL
|
- |
-1.29K- 16.33% |
$398K - $439K
|
6.6K
$3.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
264+ 6.29% |
$81.6K - $90K
|
4.46K
$2.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
33.5K+ 5.52% |
$10.3M - $11.4M
|
640K
$302M
|
|
|
Aug 10, 2023
Q2 2023
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
310New |
$95.8K - $106K
|
310
$146K
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-18- 0.3% |
$5.56K - $6.14K
|
5.9K
$2.78M
|
|
|
Aug 10, 2023
Q2 2023
|
Nfc Investments, LLC
Memphis, TN |
BUY
|
- |
356+ 42.89% |
$110K - $121K
|
1.19K
$559K
|
|
|
Aug 10, 2023
Q2 2023
|
Sbb Research Group LLC
|
SELL
|
- |
-750- 3.95% |
$232K - $256K
|
18.2K
$8.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-5- 0.84% |
$1.55K - $1.71K
|
590
$278K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-121- 1.05% |
$37.4K - $41.3K
|
11.4K
$5.37M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
7.11K+ 3.97% |
$2.2M - $2.43M
|
186K
$87.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Harvest Volatility Management LLC
|
SELL
|
- |
-191- 18.04% |
$59K - $65.1K
|
868
$409K
|
|
|
Aug 08, 2023
Q2 2023
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-215- 22.37% |
$66.5K - $73.3K
|
746
$352K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
545+ 14.83% |
$168K - $186K
|
4.22K
$1.99M
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-67- 0.01% |
$20.7K - $22.8K
|
743K
$350M
|
|
|
Aug 07, 2023
Q2 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
866New |
$268K - $295K
|
866
$409K
|
|
|
Aug 07, 2023
Q2 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-1.63K- 3.87% |
$502K - $554K
|
40.3K
$19M
|
|
|
Aug 03, 2023
Q2 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
33+ 61.11% |
$10.2K - $11.3K
|
87
$41K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3.95K+ 42.14% |
$1.22M - $1.35M
|
13.3K
$6.29M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
809+ 7.78% |
$250K - $276K
|
11.2K
$5.28M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-273- 0.1% |
$84.4K - $93.1K
|
260K
$123M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
589New |
$182K - $201K
|
589
$278K
|
|
|
Jul 31, 2023
Q2 2023
|
Cowen Prime Advisors LLC
|
SELL
|
- |
-400- 2.95% |
$124K - $136K
|
13.2K
$6.21M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-2.01K- 16.25% |
$622K - $686K
|
10.4K
$4.89M
|
|
|
Jul 31, 2023
Q2 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-15- 3.57% |
$4.64K - $5.12K
|
405
$191K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
227+ 20.25% |
$70.2K - $77.4K
|
1.35K
$636K
|
|
|
Jul 27, 2023
Q2 2023
|
Fulcrum Capital LLC
|
SELL
|
- |
-125- 4.32% |
$38.6K - $42.6K
|
2.77K
$1.31M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
22.3KNew |
$6.88M - $7.59M
|
22.3K
$10.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
802New |
$248K - $273K
|
802
$378K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-200- 10.76% |
$61.8K - $68.2K
|
1.66K
$782K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-127- 1.84% |
$39.3K - $43.3K
|
6.78K
$3.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-469- 5.08% |
$145K - $160K
|
8.77K
$4.14M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-110- 0.77% |
$34K - $37.5K
|
14.1K
$6.66M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
1.99K+ 4.71% |
$616K - $679K
|
44.3K
$20.9M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-110- 0.77% |
$34K - $37.5K
|
14.1K
$6.66M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
268+ 3.7% |
$82.8K - $91.4K
|
7.51K
$3.54M
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
4+ 1.89% |
$1.24K - $1.36K
|
216
$102K
|
|
|
Jul 18, 2023
Q2 2023
|
Strategic Equity Management
|
BUY
|
- |
10+ 1.48% |
$3.09K - $3.41K
|
685
$323K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
112+ 14.66% |
$34.6K - $38.2K
|
876
$413K
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
106New |
$32.8K - $36.1K
|
106
$50K
|