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 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-211- 1.3% |
$85.5K - $101K
|
16.1K
$7.69M
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
130+ 5.26% |
$52.7K - $62.2K
|
2.6K
$1.24M
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
21+ 0.31% |
$8.51K - $10K
|
6.82K
$3.26M
|
|
Nov 13, 2024
Q3 2024
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
323K+ 15.76% |
$131M - $155M
|
2.37M
$1.14B
|
|
Nov 13, 2024
Q3 2024
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-23- 0.05% |
$9.32K - $11K
|
44K
$21.1M
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
197+ 3.27% |
$79.8K - $94.3K
|
6.23K
$2.98M
|
|
Nov 13, 2024
Q3 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-687- 0.69% |
$278K - $329K
|
98.2K
$47M
|
|
Nov 13, 2024
Q3 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
40+ 0.84% |
$16.2K - $19.1K
|
4.8K
$2.3M
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
11.3K+ 86.36% |
$4.57M - $5.4M
|
24.3K
$11.7M
|
|
Nov 13, 2024
Q3 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-2.38K- 1.02% |
$964K - $1.14M
|
232K
$111M
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
8.46K+ 16.31% |
$3.43M - $4.05M
|
60.3K
$28.9M
|
|
Nov 13, 2024
Q3 2024
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-182- 2.3% |
$73.7K - $87.1K
|
7.73K
$3.7M
|
|
Nov 13, 2024
Q3 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
6.38K+ 0.82% |
$2.59M - $3.05M
|
782K
$374M
|
|
Nov 13, 2024
Q3 2024
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-475- 23.92% |
$192K - $227K
|
1.51K
$723K
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-2.35K- 7.37% |
$951K - $1.12M
|
29.5K
$14.1M
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
5.2K+ 1.23% |
$2.11M - $2.49M
|
428K
$205M
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-82- 0.08% |
$33.2K - $39.2K
|
109K
$52.3M
|
|
Nov 13, 2024
Q3 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
844+ 10.43% |
$342K - $404K
|
8.94K
$4.28M
|
|
Nov 13, 2024
Q3 2024
|
United American Securities Inc. (D
New York, NY |
BUY
|
- |
140+ 0.04% |
$56.7K - $67K
|
312K
$149M
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-204- 1.25% |
$82.7K - $97.6K
|
16.1K
$7.71M
|
|
Nov 13, 2024
Q3 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
15.4K+ 25.14% |
$6.25M - $7.38M
|
76.8K
$36.8M
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
44+ 1.49% |
$17.8K - $21.1K
|
3K
$1.44M
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
102+ 2.9% |
$41.3K - $48.8K
|
3.62K
$1.73M
|
|
Nov 13, 2024
Q3 2024
|
Denali Advisors LLC
|
BUY
|
- |
8.01K+ 250.31% |
$3.25M - $3.83M
|
11.2K
$5.36M
|
|
Nov 13, 2024
Q3 2024
|
Locust Wood Capital Advisers, LLC
|
SELL
|
- |
-14.2K- 13.4% |
$5.77M - $6.82M
|
92.1K
$44.1M
|
|
Nov 13, 2024
Q3 2024
|
Concentrum Wealth Management
|
BUY
|
- |
2.17K+ 29.22% |
$880K - $1.04M
|
9.6K
$4.6M
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.05K+ 1.38% |
$424K - $501K
|
77K
$36.9M
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.87K+ 6.4% |
$3.19M - $3.77M
|
131K
$62.6M
|
|
Nov 13, 2024
Q3 2024
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-18.2K- 5.23% |
$7.36M - $8.7M
|
329K
$158M
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
84+ 6.41% |
$34K - $40.2K
|
1.4K
$668K
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
107+ 4.33% |
$43.4K - $51.2K
|
2.58K
$1.23M
|
|
Nov 13, 2024
Q3 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.29K- 1.58% |
$521K - $615K
|
80.1K
$38.3M
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-76- 0.13% |
$30.8K - $36.4K
|
58.8K
$28.1M
|
|
Nov 13, 2024
Q3 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
568+ 10.79% |
$230K - $272K
|
5.83K
$2.79M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.47K- 1.8% |
$3.84M - $4.53M
|
518K
$248M
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.42K+ 11.18% |
$576K - $680K
|
14.1K
$6.76M
|
|
Nov 13, 2024
Q3 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-134- 5.24% |
$54.3K - $64.1K
|
2.43K
$1.16M
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
74.4K+ 20.09% |
$30.1M - $35.6M
|
445K
$213M
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-65K- 13.03% |
$26.3M - $31.1M
|
434K
$207M
|
|
Nov 13, 2024
Q3 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
312+ 1.55% |
$126K - $149K
|
20.5K
$9.8M
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
221K+ 17042.91% |
$89.6M - $106M
|
223K
$106M
|
|
Nov 13, 2024
Q3 2024
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
300K+ 166.67% |
$122M - $144M
|
480K
$230M
|
|
Nov 13, 2024
Q3 2024
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
PUT |
300K+ 166.67% |
$122M - $144M
|
480K
$230M
|
|
Nov 13, 2024
Q3 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
1.56KNew |
$632K - $747K
|
1.56K
$747K
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
5.45K+ 3.66% |
$2.21M - $2.61M
|
154K
$73.9M
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.11K+ 3.81% |
$451K - $533K
|
30.3K
$14.5M
|
|
Nov 13, 2024
Q3 2024
|
Venator Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.27K- 4.71% |
$514K - $607K
|
25.7K
$12.3M
|
|
Nov 13, 2024
Q3 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
9.39KNew |
$3.8M - $4.49M
|
9.39K
$4.49M
|
|
Nov 13, 2024
Q3 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-90- 8.64% |
$36.5K - $43.1K
|
952
$456K
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
250New |
$101K - $120K
|
250
$120K
|