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
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
81+ 9.93% |
$32.8K - $38.8K
|
897
$427K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-104- 5.87% |
$42.1K - $49.8K
|
1.67K
$795K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
21+ 1.5% |
$8.51K - $10K
|
1.42K
$676K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
254+ 3.17% |
$103K - $122K
|
8.28K
$3.94M
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-280- 1.61% |
$113K - $134K
|
17.1K
$8.14M
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
2.9K+ 40.75% |
$1.17M - $1.39M
|
10K
$4.77M
|
|
|
Oct 23, 2024
Q3 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
100+ 3.87% |
$40.5K - $47.9K
|
2.68K
$1.28M
|
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
75+ 5.35% |
$30.4K - $35.9K
|
1.48K
$704K
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
53+ 6.36% |
$21.5K - $25.4K
|
886
$422K
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
75+ 8.21% |
$30.4K - $35.9K
|
989
$471K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-845- 1.12% |
$342K - $404K
|
74.5K
$35.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-13- 0.54% |
$5.27K - $6.22K
|
2.37K
$1.13M
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
286+ 3.66% |
$116K - $137K
|
8.09K
$3.86M
|
|
|
Oct 23, 2024
Q3 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
7.11K+ 142.29% |
$2.88M - $3.4M
|
12.1K
$5.77M
|
|
|
Oct 23, 2024
Q3 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
60+ 1.64% |
$24.3K - $28.7K
|
3.73K
$1.78M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-6.58K- 58.23% |
$2.67M - $3.15M
|
4.72K
$2.25M
|
|
|
Oct 23, 2024
Q3 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
53+ 4.51% |
$21.5K - $25.4K
|
1.23K
$585K
|
|
|
Oct 23, 2024
Q3 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
91+ 1.3% |
$36.9K - $43.5K
|
7.07K
$3.37M
|
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
317+ 3.44% |
$128K - $152K
|
9.53K
$4.54M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.42K+ 10.03% |
$575K - $680K
|
15.6K
$7.42M
|
|
|
Oct 23, 2024
Q3 2024
|
Ht Partners LLC
|
SELL
|
- |
-121- 3.99% |
$49K - $57.9K
|
2.91K
$1.39M
|
|
|
Oct 23, 2024
Q3 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
16.3KNew |
$6.62M - $7.82M
|
16.3K
$7.79M
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
166+ 6.48% |
$67.3K - $79.4K
|
2.73K
$1.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-20- 0.92% |
$8.1K - $9.57K
|
2.16K
$1.03M
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-22- 0.12% |
$8.91K - $10.5K
|
18.7K
$8.93M
|
|
|
Oct 23, 2024
Q3 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
262K+ 9.91% |
$106M - $125M
|
2.9M
$1.38B
|
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
BUY
|
- |
214+ 33.08% |
$86.7K - $102K
|
861
$410K
|
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
SELL
|
- |
-231- 0.86% |
$93.6K - $111K
|
26.5K
$12.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
21.3K+ 22.33% |
$8.63M - $10.2M
|
117K
$55.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-163- 0.46% |
$66K - $78K
|
35.5K
$16.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-180- 3.48% |
$72.9K - $86.1K
|
4.99K
$2.38M
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
2.13KNew |
$863K - $1.02M
|
2.13K
$1.02M
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
11+ 0.46% |
$4.46K - $5.26K
|
2.41K
$1.15M
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-2.07K- 1.84% |
$840K - $992K
|
110K
$52.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
168+ 12.21% |
$68.1K - $80.4K
|
1.54K
$736K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.76K+ 24.46% |
$711K - $840K
|
8.93K
$4.26M
|
|
|
Oct 23, 2024
Q3 2024
|
Chico Wealth Ria
|
BUY
|
- |
10+ 0.94% |
$4.05K - $4.79K
|
1.07K
$511K
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
700+ 0.68% |
$284K - $335K
|
103K
$49.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-3.95K- 2.29% |
$1.6M - $1.89M
|
169K
$80.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
75+ 0.48% |
$30.4K - $35.9K
|
15.5K
$7.41M
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
23+ 1.83% |
$9.32K - $11K
|
1.28K
$611K
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-381- 0.82% |
$154K - $182K
|
46K
$21.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-15.4K- 51.93% |
$6.26M - $7.39M
|
14.3K
$6.81M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
310+ 13.25% |
$126K - $148K
|
2.65K
$1.26M
|
|
|
Oct 23, 2024
Q3 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
725New |
$294K - $347K
|
725
$346K
|
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-309- 0.79% |
$125K - $148K
|
38.8K
$18.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
10+ 0.38% |
$4.05K - $4.79K
|
2.64K
$1.26M
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-318- 2.28% |
$129K - $152K
|
13.6K
$6.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
187+ 0.18% |
$75.8K - $89.5K
|
105K
$50.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-319- 4.53% |
$129K - $153K
|
6.73K
$3.2M
|