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 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
30.8K+ 192.8% |
$12.5M - $14.7M
|
46.7K
$22.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Davis Rea Ltd.
|
SELL
|
- |
-40- 8.0% |
$16.2K - $19.1K
|
460
$219K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
26.1K+ 4.0% |
$10.6M - $12.5M
|
678K
$323M
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
263+ 15.34% |
$107K - $126K
|
1.98K
$942K
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-840- 4.79% |
$340K - $402K
|
16.7K
$7.95M
|
|
|
Oct 28, 2024
Q3 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-501- 2.15% |
$203K - $240K
|
22.8K
$10.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
BUY
|
- |
18.9K+ 16.98% |
$7.65M - $9.03M
|
130K
$61.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Durante & Waters, LLC
Brewster, NY |
SELL
|
- |
-131- 3.63% |
$53.1K - $62.7K
|
3.48K
$1.66M
|
|
|
Oct 28, 2024
Q3 2024
|
Wealth Forward, LLC
Fargo, ND |
SELL
|
- |
-154- 5.82% |
$62.4K - $73.7K
|
2.49K
$1.19M
|
|
|
Oct 28, 2024
Q3 2024
|
Iron Financial, LLC
|
SELL
|
- |
-1.19K- 53.95% |
$481K - $568K
|
1.01K
$483K
|
|
|
Oct 28, 2024
Q3 2024
|
Australian Super Pty LTD
|
BUY
|
- |
4.64KNew |
$1.88M - $2.22M
|
4.64K
$2.21M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
35+ 1.93% |
$14.2K - $16.7K
|
1.85K
$882K
|
|
|
Oct 28, 2024
Q3 2024
|
Whelan Financial
|
BUY
|
- |
69+ 5.63% |
$28K - $33K
|
1.3K
$617K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-9.87K- 1.33% |
$4M - $4.73M
|
732K
$349M
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-3- 0.06% |
$1.22K - $1.44K
|
5.28K
$2.51M
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-20- 0.36% |
$8.1K - $9.57K
|
5.58K
$2.66M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
335+ 5.07% |
$136K - $160K
|
6.95K
$3.31M
|
|
|
Oct 28, 2024
Q3 2024
|
Campbell Wealth Management
|
SELL
|
- |
-496- 32.08% |
$201K - $237K
|
1.05K
$500K
|
|
|
Oct 28, 2024
Q3 2024
|
Addis & Hill, Inc
Wayne, PA |
BUY
|
- |
1.6KNew |
$649K - $767K
|
1.6K
$763K
|
|
|
Oct 28, 2024
Q3 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
150+ 1.07% |
$60.8K - $71.8K
|
14.1K
$6.73M
|
|
|
Oct 28, 2024
Q3 2024
|
Absher Wealth Management, LLC
|
SELL
|
- |
-57- 0.11% |
$23.1K - $27.3K
|
50.6K
$24.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Human Investing LLC
|
BUY
|
- |
100+ 5.93% |
$40.5K - $47.9K
|
1.79K
$851K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
959+ 26.55% |
$389K - $459K
|
4.57K
$2.18M
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
72+ 3.22% |
$29.2K - $34.5K
|
2.31K
$1.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.19K+ 11.26% |
$1.29M - $1.52M
|
31.5K
$15M
|
|
|
Oct 28, 2024
Q3 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
3.11KNew |
$1.26M - $1.49M
|
3.11K
$1.48M
|
|
|
Oct 28, 2024
Q3 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
13K+ 213.11% |
$5.27M - $6.22M
|
19.1K
$9.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
526+ 21.12% |
$213K - $252K
|
3.02K
$1.44M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
47+ 6.98% |
$19K - $22.5K
|
720
$343K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
82+ 1.68% |
$33.2K - $39.2K
|
4.96K
$2.36M
|
|
|
Oct 28, 2024
Q3 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-473- 2.46% |
$192K - $226K
|
18.8K
$8.96M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
62+ 0.09% |
$25.1K - $29.7K
|
71.9K
$34.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Manitou Investment Management Ltd.
Toronto, A6 |
SELL
|
- |
-38.4K- 19.35% |
$15.6M - $18.4M
|
160K
$76.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
51+ 26.56% |
$20.7K - $24.4K
|
243
$116K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.5K+ 3.93% |
$606K - $715K
|
39.5K
$18.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-300- 16.28% |
$122K - $144K
|
1.54K
$735K
|
|
|
Oct 28, 2024
Q3 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-1.05K- 0.78% |
$424K - $501K
|
134K
$63.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-148- 0.81% |
$60K - $70.8K
|
18K
$8.59M
|
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
87+ 2.72% |
$35.3K - $41.6K
|
3.29K
$1.57M
|
|
|
Oct 28, 2024
Q3 2024
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-175- 6.25% |
$70.9K - $83.7K
|
2.63K
$1.25M
|
|
|
Oct 28, 2024
Q3 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
3+ 0.24% |
$1.22K - $1.44K
|
1.26K
$601K
|
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-11- 0.13% |
$4.46K - $5.26K
|
8.4K
$4M
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
304+ 5.81% |
$123K - $145K
|
5.54K
$2.64M
|
|
|
Oct 28, 2024
Q3 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
2.46K+ 406.61% |
$997K - $1.18M
|
3.07K
$1.46M
|
|
|
Oct 28, 2024
Q3 2024
|
Hi Line Capital Management, LLC
Watertown, SD |
SELL
|
- |
-13.6K- 33.4% |
$5.52M - $6.52M
|
27.2K
$12.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-83- 2.87% |
$33.6K - $39.7K
|
2.8K
$1.34M
|
|
|
Oct 28, 2024
Q3 2024
|
Golden Road Advisors LLC
Tampa, FL |
SELL
|
- |
-50- 5.89% |
$20.3K - $23.9K
|
799
$381K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.7K+ 3.03% |
$690K - $815K
|
58K
$27.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-611- 2.25% |
$248K - $292K
|
26.5K
$12.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
1.67K+ 24.28% |
$676K - $798K
|
8.54K
$4.07M
|