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 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
BUY
|
- |
49+ 6.29% |
$19.9K - $23.4K
|
828
$395K
|
|
|
Oct 30, 2024
Q3 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-13- 0.15% |
$5.27K - $6.22K
|
8.95K
$4.26M
|
|
|
Oct 30, 2024
Q3 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-84- 12.9% |
$34K - $40.2K
|
567
$270K
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
28.5K+ 7.77% |
$11.5M - $13.6M
|
395K
$188M
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
161+ 3.54% |
$65.2K - $77K
|
4.71K
$2.25M
|
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
420+ 40.46% |
$170K - $201K
|
1.46K
$695K
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-97- 3.88% |
$39.3K - $46.4K
|
2.41K
$1.15M
|
|
|
Oct 30, 2024
Q3 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
76+ 2.88% |
$30.8K - $36.4K
|
2.72K
$1.29M
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
16+ 0.73% |
$6.48K - $7.66K
|
2.21K
$1.05M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
2.16K+ 7.63% |
$876K - $1.03M
|
30.5K
$14.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-34- 3.9% |
$13.8K - $16.3K
|
837
$399K
|
|
|
Oct 30, 2024
Q3 2024
|
Gordian Advisors LLC
Tucson, AZ |
SELL
|
- |
-68- 3.6% |
$27.6K - $32.5K
|
1.82K
$868K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
164+ 8.15% |
$66.5K - $78.5K
|
2.18K
$1.04M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-68- 9.52% |
$27.6K - $32.5K
|
646
$308K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-279- 0.52% |
$113K - $134K
|
53.9K
$25.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-117- 1.05% |
$47.4K - $56K
|
11K
$5.26M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
4+ 0.03% |
$1.62K - $1.91K
|
14.2K
$6.78M
|
|
|
Oct 30, 2024
Q3 2024
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
595+ 9.82% |
$241K - $285K
|
6.65K
$3.17M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
479+ 25.1% |
$194K - $229K
|
2.39K
$1.14M
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-66- 1.79% |
$26.7K - $31.6K
|
3.63K
$1.73M
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
975+ 42.1% |
$395K - $467K
|
3.29K
$1.57M
|
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
264+ 17.41% |
$107K - $126K
|
1.78K
$848K
|
|
|
Oct 30, 2024
Q3 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-1.62K- 2.63% |
$655K - $773K
|
59.7K
$28.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-56- 5.47% |
$22.7K - $26.8K
|
967
$461K
|
|
|
Oct 30, 2024
Q3 2024
|
Old West Investment Management, LLC
Los Angeles, CA |
BUY
|
- |
1.29K+ 8.62% |
$524K - $619K
|
16.3K
$7.76M
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-50- 6.27% |
$20.3K - $23.9K
|
748
$356K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-86- 0.2% |
$34.8K - $41.2K
|
42.1K
$20.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
19+ 2.09% |
$7.7K - $9.09K
|
929
$443K
|
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
475+ 21.02% |
$192K - $227K
|
2.74K
$1.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
328+ 15.37% |
$133K - $157K
|
2.46K
$1.17M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-276- 1.88% |
$112K - $132K
|
14.4K
$6.87M
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
279+ 2.69% |
$113K - $134K
|
10.6K
$5.07M
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
55+ 8.91% |
$22.3K - $26.3K
|
672
$320K
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
62+ 4.47% |
$25.1K - $29.7K
|
1.45K
$690K
|
|
|
Oct 30, 2024
Q3 2024
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-33- 0.77% |
$13.4K - $15.8K
|
4.24K
$2.02M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
612+ 7.92% |
$248K - $293K
|
8.34K
$3.97M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
24+ 0.17% |
$9.72K - $11.5K
|
14.5K
$6.93M
|
|
|
Oct 30, 2024
Q3 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-9- 1.54% |
$3.65K - $4.31K
|
576
$275K
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
71+ 0.9% |
$28.8K - $34K
|
7.92K
$3.77M
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
80+ 4.48% |
$32.4K - $38.3K
|
1.87K
$889K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-220- 0.77% |
$89.1K - $105K
|
28.3K
$13.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-457- 18.97% |
$185K - $219K
|
1.95K
$930K
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-7- 0.07% |
$2.84K - $3.35K
|
10.5K
$4.98M
|
|
|
Oct 30, 2024
Q3 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-17- 0.79% |
$6.89K - $8.14K
|
2.13K
$1.02M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
221+ 3.25% |
$89.5K - $106K
|
7.03K
$3.35M
|
|
|
Oct 30, 2024
Q3 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
39+ 0.9% |
$15.8K - $18.7K
|
4.37K
$2.08M
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
43+ 0.52% |
$17.4K - $20.6K
|
8.27K
$3.94M
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-210- 3.87% |
$85.1K - $100K
|
5.22K
$2.49M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
9.43K+ 3.84% |
$3.82M - $4.51M
|
255K
$122M
|
|
|
Oct 30, 2024
Q3 2024
|
Hixon Zuercher, LLC
|
SELL
|
- |
-108- 1.05% |
$43.8K - $51.7K
|
10.2K
$4.87M
|