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 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
6.19K+ 14.97% |
$2.51M - $2.96M
|
47.6K
$22.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
3.82K+ 2.62% |
$1.55M - $1.83M
|
150K
$71.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
4.11K+ 75.71% |
$1.66M - $1.97M
|
9.53K
$4.54M
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-842- 4.25% |
$341K - $403K
|
19K
$9.04M
|
|
|
Oct 22, 2024
Q3 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-1.4K- 12.97% |
$566K - $669K
|
9.38K
$4.47M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
85+ 4.03% |
$34.4K - $40.7K
|
2.19K
$1.04M
|
|
|
Oct 22, 2024
Q3 2024
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
22.3K+ 9.47% |
$9.03M - $10.7M
|
258K
$123M
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-109- 7.03% |
$44.2K - $52.2K
|
1.44K
$687K
|
|
|
Oct 22, 2024
Q3 2024
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-9.59K- 22.86% |
$3.89M - $4.59M
|
32.4K
$15.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
1.68K+ 40.16% |
$681K - $804K
|
5.87K
$2.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
32+ 1.51% |
$13K - $15.3K
|
2.15K
$1.02M
|
|
|
Oct 22, 2024
Q3 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-2.87K- 2.29% |
$1.16M - $1.37M
|
123K
$58.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
485New |
$197K - $232K
|
485
$231K
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
22+ 1.85% |
$8.91K - $10.5K
|
1.21K
$577K
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-912- 6.19% |
$370K - $436K
|
13.8K
$6.58M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-115- 0.68% |
$46.6K - $55K
|
16.8K
$8M
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-41- 0.13% |
$16.6K - $19.6K
|
31.8K
$15.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-88- 1.21% |
$35.7K - $42.1K
|
7.18K
$3.42M
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
128+ 2.79% |
$51.9K - $61.3K
|
4.71K
$2.24M
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
20+ 0.75% |
$8.1K - $9.57K
|
2.68K
$1.28M
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-683- 0.59% |
$277K - $327K
|
115K
$54.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-33- 10.28% |
$13.4K - $15.8K
|
288
$137K
|
|
|
Oct 22, 2024
Q3 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
644New |
$261K - $308K
|
644
$307K
|
|
|
Oct 22, 2024
Q3 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
4.59K+ 26.89% |
$1.86M - $2.19M
|
21.6K
$10.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.87K+ 2.08% |
$1.16M - $1.37M
|
141K
$67.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-717- 48.61% |
$291K - $343K
|
758
$361K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.12K+ 113.85% |
$453K - $535K
|
2.1K
$1M
|
|
|
Oct 22, 2024
Q3 2024
|
Hoertkorn Richard Charles
|
SELL
|
- |
-478- 11.51% |
$194K - $229K
|
3.67K
$1.75M
|
|
|
Oct 22, 2024
Q3 2024
|
Harvey Investment CO LLC
|
SELL
|
- |
-3.77K- 3.34% |
$1.53M - $1.8M
|
109K
$52M
|
|
|
Oct 22, 2024
Q3 2024
|
Asset Planning Services Inc
|
SELL
|
- |
-110- 5.3% |
$44.6K - $52.6K
|
1.97K
$936K
|
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-713- 0.98% |
$289K - $341K
|
71.8K
$34.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
1.93K+ 8.05% |
$783K - $925K
|
25.9K
$12.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
435+ 0.76% |
$176K - $208K
|
57.9K
$27.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
79+ 7.47% |
$32K - $37.8K
|
1.14K
$541K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.39K- 1.63% |
$968K - $1.14M
|
144K
$68.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
10.4KNew |
$4.22M - $4.99M
|
10.4K
$4.97M
|
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-167K- 90.97% |
$67.7M - $80M
|
16.6K
$7.91M
|
|
|
Oct 22, 2024
Q3 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-768- 11.63% |
$311K - $368K
|
5.84K
$2.78M
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
661+ 17.5% |
$268K - $316K
|
4.44K
$2.12M
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-2- 0.05% |
$810 - $957
|
3.93K
$1.87M
|
|
|
Oct 22, 2024
Q3 2024
|
X Square Capital, LLC
|
BUY
|
- |
317+ 3.06% |
$128K - $152K
|
10.7K
$5.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
30+ 0.6% |
$12.2K - $14.4K
|
5K
$2.38M
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
3+ 0.09% |
$1.22K - $1.44K
|
3.46K
$1.65M
|
|
|
Oct 22, 2024
Q3 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-64- 1.87% |
$25.9K - $30.6K
|
3.36K
$1.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Mad River Investors
|
SELL
|
- |
-238- 3.19% |
$96.4K - $114K
|
7.23K
$3.44M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-10.2K- 19.59% |
$4.15M - $4.9M
|
42K
$20M
|
|
|
Oct 22, 2024
Q3 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-4- 0.11% |
$1.62K - $1.91K
|
3.66K
$1.74M
|
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
8+ 0.09% |
$3.24K - $3.83K
|
8.95K
$4.27M
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-890- 1.17% |
$361K - $426K
|
75.1K
$35.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
72+ 0.67% |
$29.2K - $34.5K
|
10.9K
$5.18M
|