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 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
31.2K+ 330.62% |
$12.6M - $14.9M
|
40.6K
$19.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
22+ 0.98% |
$8.91K - $10.5K
|
2.27K
$1.08M
|
|
|
Nov 05, 2024
Q3 2024
|
Hemenway Trust CO LLC
|
SELL
|
- |
-130- 4.34% |
$52.7K - $62.2K
|
2.86K
$1.36M
|
|
|
Nov 05, 2024
Q3 2024
|
Xxec, Inc.
|
SELL
|
- |
-85- 0.73% |
$34.4K - $40.7K
|
11.5K
$5.48M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.87K- 2.47% |
$1.16M - $1.37M
|
113K
$53.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.23K+ 25.61% |
$500K - $591K
|
6.05K
$2.88M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
354+ 1.71% |
$143K - $169K
|
21K
$10M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
16+ 0.83% |
$6.48K - $7.66K
|
1.95K
$930K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-3.83K- 29.48% |
$1.55M - $1.83M
|
9.17K
$4.37M
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
SELL
|
- |
-281- 6.08% |
$114K - $134K
|
4.34K
$2.07M
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-429- 2.67% |
$174K - $205K
|
15.6K
$7.44M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
124+ 0.73% |
$50.2K - $59.3K
|
17.1K
$8.14M
|
|
|
Nov 05, 2024
Q3 2024
|
Reaves W H & CO Inc
|
SELL
|
- |
-2.53K- 12.07% |
$1.02M - $1.21M
|
18.4K
$8.76M
|
|
|
Nov 05, 2024
Q3 2024
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-184- 6.71% |
$74.6K - $88.1K
|
2.56K
$1.22M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
200+ 1.63% |
$81K - $95.7K
|
12.5K
$5.96M
|
|
|
Nov 05, 2024
Q3 2024
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
BUY
|
- |
18.3KNew |
$7.4M - $8.74M
|
18.3K
$8.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
BUY
|
- |
45+ 0.26% |
$18.2K - $21.5K
|
17.5K
$8.33M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
903+ 3.4% |
$366K - $432K
|
27.4K
$13.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
477+ 11.32% |
$193K - $228K
|
4.69K
$2.24M
|
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-74- 13.88% |
$30K - $35.4K
|
459
$219K
|
|
|
Nov 05, 2024
Q3 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
1.16KNew |
$471K - $557K
|
1.16K
$554K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.9K+ 16.8% |
$1.17M - $1.39M
|
20.1K
$9.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Parthenon LLC
|
SELL
|
- |
-1.48K- 0.98% |
$601K - $710K
|
149K
$71.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-7- 1.01% |
$2.84K - $3.35K
|
687
$327K
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
180+ 7.39% |
$72.9K - $86.1K
|
2.62K
$1.25M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-157- 0.63% |
$63.6K - $75.1K
|
24.7K
$11.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-6.11K- 3.01% |
$2.48M - $2.93M
|
197K
$93.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-23.1K- 10.35% |
$9.34M - $11M
|
200K
$95.2M
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-492- 0.65% |
$199K - $235K
|
75.2K
$35.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-4.73K- 1.91% |
$1.92M - $2.26M
|
242K
$115M
|
|
|
Nov 05, 2024
Q3 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
32+ 3.39% |
$13K - $15.3K
|
975
$465K
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
102+ 1.05% |
$41.3K - $48.8K
|
9.85K
$4.69M
|
|
|
Nov 05, 2024
Q3 2024
|
Tlw Wealth Management, LLC
|
SELL
|
- |
-207- 0.48% |
$83.9K - $99.1K
|
42.7K
$20.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
9.85K+ 15.53% |
$3.99M - $4.71M
|
73.3K
$34.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-266- 1.24% |
$108K - $127K
|
21.2K
$10.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
15+ 1.88% |
$6.08K - $7.18K
|
814
$388K
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-534- 2.27% |
$216K - $256K
|
23K
$11M
|
|
|
Nov 05, 2024
Q3 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-28- 0.58% |
$11.3K - $13.4K
|
4.82K
$2.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Chase Investment Counsel Corp
|
SELL
|
- |
-137- 1.11% |
$55.5K - $65.6K
|
12.2K
$5.79M
|
|
|
Nov 05, 2024
Q3 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
140+ 0.75% |
$56.7K - $67K
|
18.7K
$8.92M
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
BUY
|
- |
6+ 0.58% |
$2.43K - $2.87K
|
1.04K
$497K
|
|
|
Nov 05, 2024
Q3 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-94- 0.71% |
$38.1K - $45K
|
13.1K
$6.25M
|
|
|
Nov 05, 2024
Q3 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
1.6K+ 5.85% |
$649K - $767K
|
29K
$13.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
7.8K+ 1.66% |
$3.16M - $3.73M
|
479K
$228M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.08K- 2.47% |
$436K - $515K
|
42.5K
$20.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Dillon & Associates Inc
|
BUY
|
- |
520New |
$211K - $249K
|
520
$248K
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-350- 23.16% |
$142K - $167K
|
1.16K
$553K
|
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-15- 7.28% |
$6.08K - $7.18K
|
191
$91K
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
152+ 20.71% |
$61.6K - $72.7K
|
886
$422K
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-2.13K- 4.77% |
$865K - $1.02M
|
42.6K
$20.3M
|