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 08, 2024
Q3 2024
|
Wealthgate Family Office, LLC
|
SELL
|
- |
-284- 17.27% |
$115K - $136K
|
1.36K
$648K
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
864+ 23.78% |
$350K - $413K
|
4.5K
$2.14M
|
|
Nov 08, 2024
Q3 2024
|
Element Capital Management LLC
New York, NY |
BUY
|
- |
55KNew |
$22.3M - $26.3M
|
55K
$26.2M
|
|
Nov 08, 2024
Q3 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
110K+ 364.34% |
$44.6M - $52.6M
|
140K
$66.8M
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
32+ 1.03% |
$13K - $15.3K
|
3.15K
$1.5M
|
|
Nov 08, 2024
Q3 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-468- 5.55% |
$190K - $224K
|
7.96K
$3.79M
|
|
Nov 08, 2024
Q3 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-253- 1.96% |
$103K - $121K
|
12.7K
$6.04M
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.38K+ 1.13% |
$557K - $658K
|
123K
$58.7M
|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
360+ 6.92% |
$146K - $172K
|
5.56K
$2.65M
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-9- 0.79% |
$3.65K - $4.31K
|
1.13K
$539K
|
|
Nov 08, 2024
Q3 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
601New |
$244K - $288K
|
601
$286K
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
25+ 3.49% |
$10.1K - $12K
|
741
$353K
|
|
Nov 08, 2024
Q3 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-1.73K- 5.75% |
$699K - $826K
|
28.3K
$13.5M
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-4.47K- 7.92% |
$1.81M - $2.14M
|
51.9K
$24.7M
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
12+ 0.83% |
$4.86K - $5.74K
|
1.46K
$698K
|
|
Nov 08, 2024
Q3 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-5- 0.17% |
$2.03K - $2.39K
|
2.99K
$1.42M
|
|
Nov 08, 2024
Q3 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-962- 3.11% |
$390K - $460K
|
30K
$14.3M
|
|
Nov 08, 2024
Q3 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
1.69K+ 27.01% |
$683K - $807K
|
7.93K
$3.78M
|
|
Nov 08, 2024
Q3 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-56- 0.89% |
$22.7K - $26.8K
|
6.23K
$2.97M
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-195- 0.7% |
$79K - $93.3K
|
27.7K
$13.2M
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-2.32K- 3.47% |
$941K - $1.11M
|
64.6K
$30.8M
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1+ 0.02% |
$405 - $479
|
6.13K
$2.92M
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.59KNew |
$3.07M - $3.63M
|
7.59K
$3.61M
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6+ 1.15% |
$2.43K - $2.87K
|
526
$251K
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.21K- 0.52% |
$488K - $577K
|
229K
$109M
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
729+ 0.47% |
$295K - $349K
|
155K
$73.9M
|
|
Nov 08, 2024
Q3 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
195+ 2.06% |
$79K - $93.3K
|
9.65K
$4.6M
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
146+ 1.28% |
$59.2K - $69.9K
|
11.6K
$5.52M
|
|
Nov 08, 2024
Q3 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
122+ 18.68% |
$49.4K - $58.4K
|
775
$369K
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-63- 3.64% |
$25.5K - $30.1K
|
1.67K
$795K
|
|
Nov 08, 2024
Q3 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-2.63K- 1.28% |
$1.07M - $1.26M
|
203K
$96.7M
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
322+ 0.97% |
$130K - $154K
|
33.5K
$16M
|
|
Nov 08, 2024
Q3 2024
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-63.2K- 7.8% |
$25.6M - $30.2M
|
747K
$356M
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
4.47K+ 93.65% |
$1.81M - $2.14M
|
9.25K
$4.41M
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
79+ 5.27% |
$32K - $37.8K
|
1.58K
$753K
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
4.68K+ 48.25% |
$1.9M - $2.24M
|
14.4K
$6.85M
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
790New |
$320K - $378K
|
790
$376K
|
|
Nov 08, 2024
Q3 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
9.08KNew |
$3.68M - $4.35M
|
9.08K
$4.33M
|
|
Nov 08, 2024
Q3 2024
|
Cooke & Bieler LP
|
SELL
|
- |
-49.3K- 23.88% |
$20M - $23.6M
|
157K
$74.9M
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-537- 0.46% |
$218K - $257K
|
117K
$56M
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-13.9K- 14.06% |
$5.64M - $6.66M
|
85K
$40.5M
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
47+ 0.18% |
$19K - $22.5K
|
26K
$12.4M
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-2.13K- 10.22% |
$861K - $1.02M
|
18.7K
$8.9M
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
970+ 1.03% |
$393K - $464K
|
95.5K
$45.5M
|
|
Nov 08, 2024
Q3 2024
|
Heron Bay Capital Management
|
SELL
|
- |
-1.41K- 6.86% |
$571K - $674K
|
19.1K
$9.11M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
211K+ 9.23% |
$85.4M - $101M
|
2.49M
$1.19B
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
100+ 3.03% |
$40.5K - $47.9K
|
3.4K
$1.62M
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
328+ 1.84% |
$133K - $157K
|
18.2K
$8.66M
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-350- 5.76% |
$142K - $167K
|
5.73K
$2.73M
|
|
Nov 08, 2024
Q3 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-396- 17.25% |
$160K - $190K
|
1.9K
$905K
|