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 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
47+ 1.26% |
$19K - $22.5K
|
3.76K
$1.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
452+ 6.76% |
$183K - $216K
|
7.14K
$3.42M
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-141- 1.71% |
$57.1K - $67.5K
|
8.13K
$3.89M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.35K+ 21.62% |
$1.76M - $2.08M
|
24.4K
$11.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
BUY
|
- |
7.09K+ 19.92% |
$2.87M - $3.39M
|
42.7K
$20.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Lpf Advisors LLC
Sarasota, FL |
SELL
|
- |
-42- 6.87% |
$17K - $20.1K
|
569
$272K
|
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-226- 2.6% |
$91.6K - $108K
|
8.47K
$4.05M
|
|
|
Oct 21, 2024
Q3 2024
|
Rba Wealth Management, LLC
|
SELL
|
- |
-30- 4.37% |
$12.2K - $14.4K
|
656
$314K
|
|
|
Oct 21, 2024
Q3 2024
|
Wendell David Associates Inc
|
BUY
|
- |
125+ 0.85% |
$50.6K - $59.8K
|
14.8K
$7.08M
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
166+ 1.41% |
$67.3K - $79.4K
|
11.9K
$5.71M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-558- 1.21% |
$226K - $267K
|
45.7K
$21.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-7.88K- 57.81% |
$3.19M - $3.77M
|
5.75K
$2.75M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
6.77K+ 36.73% |
$2.74M - $3.24M
|
25.2K
$12.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-510- 38.87% |
$207K - $244K
|
802
$384K
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
695New |
$282K - $333K
|
695
$333K
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-650- 10.5% |
$263K - $311K
|
5.54K
$2.65M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-3- 0.18% |
$1.22K - $1.44K
|
1.65K
$789K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
25.7K+ 813.51% |
$10.4M - $12.3M
|
28.8K
$13.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-175- 1.19% |
$70.9K - $83.7K
|
14.5K
$6.95M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
3.6K+ 1.78% |
$1.46M - $1.72M
|
206K
$98.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.08K+ 1.04% |
$438K - $518K
|
105K
$50.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-265- 1.66% |
$107K - $127K
|
15.7K
$7.53M
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
SELL
|
- |
-185- 0.31% |
$75K - $88.5K
|
59K
$28.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
505+ 0.72% |
$205K - $242K
|
70.4K
$33.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-795- 47.69% |
$322K - $380K
|
872
$417K
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
126+ 2.77% |
$51.1K - $60.3K
|
4.68K
$2.24M
|
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-38- 6.16% |
$15.4K - $18.2K
|
579
$277K
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-78- 4.94% |
$31.6K - $37.3K
|
1.5K
$719K
|
|
|
Oct 21, 2024
Q3 2024
|
Magnolia Capital Management LTD
|
BUY
|
- |
110+ 1.66% |
$44.6K - $52.6K
|
6.74K
$3.23M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
23.7K+ 10.63% |
$9.58M - $11.3M
|
246K
$118M
|
|
|
Oct 21, 2024
Q3 2024
|
Dock Street Asset Management Inc
|
SELL
|
- |
-3.18K- 9.42% |
$1.29M - $1.52M
|
30.6K
$14.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.71K+ 10.9% |
$692K - $817K
|
17.4K
$8.31M
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-80- 1.53% |
$32.4K - $38.3K
|
5.15K
$2.46M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
89+ 2.4% |
$36.1K - $42.6K
|
3.8K
$1.82M
|
|
|
Oct 21, 2024
Q3 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-100- 6.61% |
$40.5K - $47.9K
|
1.41K
$676K
|
|
|
Oct 21, 2024
Q3 2024
|
Sky Investment Group LLC
|
BUY
|
- |
25+ 0.18% |
$10.1K - $12K
|
14.1K
$6.76M
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
26+ 5.12% |
$10.5K - $12.4K
|
534
$256K
|
|
|
Oct 21, 2024
Q3 2024
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-241- 1.23% |
$97.7K - $115K
|
19.4K
$9.28M
|
|
|
Oct 21, 2024
Q3 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-461- 1.75% |
$187K - $221K
|
25.9K
$12.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
30+ 0.31% |
$12.2K - $14.4K
|
9.62K
$4.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
11.6K+ 695.96% |
$4.68M - $5.53M
|
13.2K
$6.32M
|
|
|
Oct 21, 2024
Q3 2024
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
4+ 0.17% |
$1.62K - $1.91K
|
2.41K
$1.15M
|
|
|
Oct 21, 2024
Q3 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
19+ 0.64% |
$7.7K - $9.09K
|
2.97K
$1.42M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-109- 1.14% |
$44.2K - $52.2K
|
9.48K
$4.54M
|
|
|
Oct 21, 2024
Q3 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-1.33K- 40.74% |
$538K - $636K
|
1.93K
$925K
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-5- 0.35% |
$2.03K - $2.39K
|
1.43K
$684K
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
35+ 0.17% |
$14.2K - $16.7K
|
20.5K
$9.79M
|
|
|
Oct 21, 2024
Q3 2024
|
Defender Capital, Llc.
|
SELL
|
- |
-1.18K- 1.18% |
$479K - $566K
|
99.3K
$47.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
996+ 16.52% |
$404K - $477K
|
7.03K
$3.36M
|
|
|
Oct 21, 2024
Q3 2024
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
796New |
$323K - $381K
|
796
$381K
|