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
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-50- 1.78% |
$20.3K - $23.9K
|
2.76K
$1.31M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-2.53K- 13.73% |
$1.03M - $1.21M
|
15.9K
$7.58M
|
|
|
Oct 29, 2024
Q3 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
316K+ 15.95% |
$128M - $151M
|
2.3M
$1.09B
|
|
|
Oct 29, 2024
Q3 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
464New |
$188K - $222K
|
464
$221K
|
|
|
Oct 29, 2024
Q3 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
405+ 12.33% |
$164K - $194K
|
3.69K
$1.76M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-16.4K- 89.38% |
$6.63M - $7.83M
|
1.94K
$926K
|
|
|
Oct 29, 2024
Q3 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
3.18K+ 11.26% |
$1.29M - $1.52M
|
31.5K
$15M
|
|
|
Oct 29, 2024
Q3 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
PUT |
40KNew |
$16.2M - $19.1M
|
40K
$19.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-13.3K- 93.83% |
$5.38M - $6.36M
|
874
$417K
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-7.21K- 81.14% |
$2.92M - $3.45M
|
1.68K
$799K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
18+ 0.42% |
$7.29K - $8.61K
|
4.35K
$2.07M
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-60- 0.25% |
$24.3K - $28.7K
|
23.5K
$11.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
2+ 0.01% |
$810 - $957
|
24.9K
$11.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Am Investment Strategies LLC
|
SELL
|
- |
-2.46K- 2.0% |
$998K - $1.18M
|
121K
$57.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
94+ 0.76% |
$38.1K - $45K
|
12.5K
$5.97M
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
BUY
|
- |
3.06KNew |
$1.24M - $1.46M
|
3.06K
$1.46M
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
105+ 0.88% |
$42.5K - $50.2K
|
12K
$5.74M
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
2+ 0.03% |
$810 - $957
|
6.43K
$3.06M
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-1.53K- 53.39% |
$619K - $731K
|
1.33K
$635K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-989- 5.54% |
$401K - $473K
|
16.9K
$8.04M
|
|
|
Oct 29, 2024
Q3 2024
|
Biechele Royce Advisors
|
BUY
|
- |
29+ 0.99% |
$11.8K - $13.9K
|
2.97K
$1.41M
|
|
|
Oct 29, 2024
Q3 2024
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-5.3K- 19.91% |
$2.15M - $2.54M
|
21.3K
$10.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Mill Capital Management, LLC
|
BUY
|
- |
8.12K+ 10.89% |
$3.29M - $3.89M
|
82.7K
$39.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-245- 0.11% |
$99.3K - $117K
|
215K
$103M
|
|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
145+ 3.59% |
$58.8K - $69.4K
|
4.19K
$1.99M
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-50- 3.85% |
$20.3K - $23.9K
|
1.25K
$596K
|
|
|
Oct 29, 2024
Q3 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
1.98K+ 8.56% |
$802K - $948K
|
25.1K
$12M
|
|
|
Oct 29, 2024
Q3 2024
|
Capitol Family Office, Inc.
|
SELL
|
- |
-153- 1.95% |
$62K - $73.2K
|
7.71K
$3.67M
|
|
|
Oct 29, 2024
Q3 2024
|
Cortland Associates Inc
|
SELL
|
- |
-205- 2.67% |
$83.1K - $98.1K
|
7.46K
$3.56M
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-145- 1.6% |
$58.8K - $69.4K
|
8.91K
$4.24M
|
|
|
Oct 29, 2024
Q3 2024
|
Sunesis Advisors, LLC
|
SELL
|
- |
-366- 13.12% |
$148K - $175K
|
2.42K
$1.16M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
108+ 0.72% |
$43.8K - $51.7K
|
15.2K
$7.23M
|
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
SELL
|
- |
-654- 0.47% |
$265K - $313K
|
140K
$66.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
114+ 19.22% |
$46.2K - $54.6K
|
707
$337K
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
514+ 2.4% |
$208K - $246K
|
22K
$10.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
16+ 1.05% |
$6.48K - $7.66K
|
1.54K
$733K
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-155- 1.23% |
$62.8K - $74.2K
|
12.4K
$5.91M
|
|
|
Oct 29, 2024
Q3 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-15- 3.04% |
$6.08K - $7.18K
|
479
$228K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
34+ 1.47% |
$13.8K - $16.3K
|
2.34K
$1.12M
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1.85K- 8.44% |
$750K - $885K
|
20.1K
$9.56M
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
1.47K+ 22.99% |
$597K - $705K
|
7.89K
$3.76M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
804+ 0.95% |
$326K - $385K
|
85.3K
$40.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-64- 9.28% |
$25.9K - $30.6K
|
626
$298K
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-569- 7.64% |
$231K - $272K
|
6.88K
$3.28M
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-383- 0.51% |
$155K - $183K
|
74.4K
$35.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
50.8K+ 14.98% |
$20.6M - $24.3M
|
390K
$186M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
582+ 2.51% |
$236K - $279K
|
23.8K
$11.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Management Group Inc
|
SELL
|
- |
-2.75K- 1.6% |
$1.11M - $1.31M
|
169K
$80.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1.66K- 2.44% |
$672K - $794K
|
66.3K
$31.6M
|
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
109+ 2.05% |
$44.2K - $52.2K
|
5.43K
$2.59M
|