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 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-20- 2.82% |
$8.1K - $9.57K
|
688
$328K
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-2- 0.2% |
$810 - $957
|
1.01K
$482K
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.5K- 15.5% |
$608K - $718K
|
8.18K
$3.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-6- 0.82% |
$2.43K - $2.87K
|
722
$344K
|
|
|
Oct 24, 2024
Q3 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-306- 4.19% |
$124K - $146K
|
7K
$3.34M
|
|
|
Oct 24, 2024
Q3 2024
|
Canoe Financial LP
Calgary, A0 |
SELL
|
- |
-6.83K- 3.88% |
$2.77M - $3.27M
|
169K
$80.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
606+ 4.99% |
$246K - $290K
|
12.7K
$6.08M
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
150+ 103.45% |
$60.8K - $71.8K
|
295
$141K
|
|
|
Oct 24, 2024
Q3 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
71+ 0.21% |
$28.8K - $34K
|
33.9K
$16.2M
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
113+ 4.5% |
$45.8K - $54.1K
|
2.62K
$1.25M
|
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
8+ 0.27% |
$3.24K - $3.83K
|
2.97K
$1.41M
|
|
|
Oct 24, 2024
Q3 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-60- 4.0% |
$24.3K - $28.7K
|
1.44K
$686K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.56K+ 2.96% |
$630K - $745K
|
54.1K
$25.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-3- 0.02% |
$1.22K - $1.44K
|
16.5K
$7.86M
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-1.02K- 6.42% |
$411K - $486K
|
14.8K
$7.05M
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
7+ 0.09% |
$2.84K - $3.35K
|
8.24K
$3.93M
|
|
|
Oct 24, 2024
Q3 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-69- 3.7% |
$28K - $33K
|
1.8K
$856K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
9+ 1.1% |
$3.65K - $4.31K
|
827
$394K
|
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
181+ 5.3% |
$73.3K - $86.6K
|
3.6K
$1.71M
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
636+ 71.95% |
$258K - $304K
|
1.52K
$724K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
50+ 4.48% |
$20.3K - $23.9K
|
1.17K
$555K
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
150+ 4.58% |
$60.8K - $71.8K
|
3.42K
$1.63M
|
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.7K+ 72.15% |
$690K - $815K
|
4.06K
$1.94M
|
|
|
Oct 24, 2024
Q3 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-602- 43.97% |
$244K - $288K
|
767
$366K
|
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
BUY
|
- |
295+ 16.03% |
$120K - $141K
|
2.14K
$1.02M
|
|
|
Oct 24, 2024
Q3 2024
|
Kercheville Advisors, LLC
|
SELL
|
- |
-61- 1.53% |
$24.7K - $29.2K
|
3.92K
$1.87M
|
|
|
Oct 24, 2024
Q3 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-547- 3.83% |
$222K - $262K
|
13.7K
$6.55M
|
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-448- 18.64% |
$182K - $214K
|
1.96K
$932K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
57+ 5.85% |
$23.1K - $27.3K
|
1.03K
$492K
|
|
|
Oct 24, 2024
Q3 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
68+ 1.1% |
$27.6K - $32.5K
|
6.27K
$2.99M
|
|
|
Oct 24, 2024
Q3 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-170- 4.17% |
$68.9K - $81.4K
|
3.91K
$1.86M
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-5- 2.86% |
$2.03K - $2.39K
|
170
$81K
|
|
|
Oct 24, 2024
Q3 2024
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
13+ 0.36% |
$5.27K - $6.22K
|
3.65K
$1.74M
|
|
|
Oct 24, 2024
Q3 2024
|
44 Wealth Management LLC
|
BUY
|
- |
238+ 21.76% |
$96.4K - $114K
|
1.33K
$635K
|
|
|
Oct 24, 2024
Q3 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-125- 3.92% |
$50.6K - $59.8K
|
3.06K
$1.46M
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
418+ 3.32% |
$169K - $200K
|
13K
$6.21M
|
|
|
Oct 24, 2024
Q3 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-69- 0.25% |
$28K - $33K
|
27.7K
$13.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-250- 11.91% |
$101K - $120K
|
1.85K
$881K
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-2- 0.01% |
$810 - $957
|
16.8K
$7.99M
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
CALL |
100New |
$40.5K - $47.9K
|
100
$47.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-3- 0.06% |
$1.22K - $1.44K
|
5.08K
$2.42M
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
SELL
|
- |
-150- 1.12% |
$60.8K - $71.8K
|
13.3K
$6.32M
|
|
|
Oct 24, 2024
Q3 2024
|
Abrdn PLC
|
BUY
|
- |
54.1K+ 18.56% |
$21.9M - $25.9M
|
346K
$165M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.16K- 1.66% |
$470K - $555K
|
68.6K
$32.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
238+ 1.02% |
$96.4K - $114K
|
23.6K
$11.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-40- 1.13% |
$16.2K - $19.1K
|
3.5K
$1.67M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-520- 1.84% |
$211K - $249K
|
27.7K
$13.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
3+ 0.14% |
$1.22K - $1.44K
|
2.09K
$997K
|
|
|
Oct 24, 2024
Q3 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-90- 0.39% |
$36.5K - $43.1K
|
23.1K
$11M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
521+ 2.07% |
$211K - $249K
|
25.7K
$12.2M
|