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
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2+ 0.06% |
$810 - $957
|
3.28K
$1.56M
|
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-483- 6.31% |
$196K - $231K
|
7.17K
$3.42M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-22- 1.55% |
$8.91K - $10.5K
|
1.4K
$667K
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
70.8K+ 1684.29% |
$28.7M - $33.9M
|
75K
$35.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
SELL
|
- |
-612- 1.8% |
$248K - $293K
|
33.3K
$15.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-400- 5.42% |
$162K - $191K
|
6.98K
$3.32M
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-3.46K- 11.43% |
$1.4M - $1.66M
|
26.8K
$12.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-198- 0.76% |
$80.2K - $94.8K
|
25.8K
$12.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
110+ 1.34% |
$44.6K - $52.6K
|
8.3K
$3.96M
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
117+ 8.71% |
$47.4K - $56K
|
1.46K
$696K
|
|
|
Oct 21, 2024
Q3 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
6+ 0.06% |
$2.43K - $2.87K
|
10.2K
$4.86M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-2.04K- 11.72% |
$827K - $977K
|
15.4K
$7.32M
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
4+ 0.42% |
$1.62K - $1.91K
|
948
$452K
|
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
BUY
|
- |
145+ 16.29% |
$58.8K - $69.4K
|
1.04K
$493K
|
|
|
Oct 18, 2024
Q3 2024
|
Clio Asset Management LLC
Charlottesville, VA |
BUY
|
- |
132+ 0.46% |
$53.5K - $63.2K
|
29K
$13.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild & CO Wealth Management Uk LTD
|
SELL
|
- |
-253K- 12.79% |
$103M - $121M
|
1.73M
$823M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-667- 1.02% |
$270K - $319K
|
64.8K
$30.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-114K- 6.73% |
$46.1M - $54.5M
|
1.58M
$752M
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
100+ 15.48% |
$40.5K - $47.9K
|
746
$356K
|
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
430+ 4.22% |
$174K - $206K
|
10.6K
$5.06M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-3.39K- 2.77% |
$1.37M - $1.62M
|
119K
$56.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-591- 4.22% |
$239K - $283K
|
13.4K
$6.39M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.74K- 0.07% |
$706K - $834K
|
2.46M
$1.17B
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
35+ 0.53% |
$14.2K - $16.7K
|
6.66K
$3.17M
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
1K+ 7.37% |
$406K - $479K
|
14.6K
$6.95M
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-7- 0.08% |
$2.84K - $3.35K
|
8.38K
$3.99M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
37+ 0.81% |
$15K - $17.7K
|
4.61K
$2.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
BUY
|
- |
292+ 0.59% |
$118K - $140K
|
50.1K
$23.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.52K- 0.55% |
$3.05M - $3.6M
|
1.36M
$646M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
300New |
$122K - $144K
|
300
$143K
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-275- 57.65% |
$111K - $132K
|
202
$96.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.61K- 26.83% |
$651K - $769K
|
4.38K
$2.09M
|
|
|
Oct 18, 2024
Q3 2024
|
Refined Wealth Management
|
SELL
|
- |
-10- 1.41% |
$4.05K - $4.79K
|
698
$333K
|
|
|
Oct 18, 2024
Q3 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-56- 1.15% |
$22.7K - $26.8K
|
4.83K
$2.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
241+ 31.5% |
$97.7K - $115K
|
1.01K
$479K
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
15+ 4.18% |
$6.08K - $7.18K
|
374
$178K
|
|
|
Oct 18, 2024
Q3 2024
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
243+ 32.06% |
$98.5K - $116K
|
1K
$477K
|
|
|
Oct 18, 2024
Q3 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
144+ 2.03% |
$58.3K - $68.9K
|
7.23K
$3.45M
|
|
|
Oct 18, 2024
Q3 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
1.04K+ 2.1% |
$422K - $498K
|
50.5K
$24.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
29+ 0.05% |
$11.8K - $13.9K
|
53.1K
$25.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
4+ 0.38% |
$1.62K - $1.91K
|
1.06K
$503K
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
9+ 1.35% |
$3.65K - $4.31K
|
676
$322K
|
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-167- 19.69% |
$67.7K - $79.9K
|
681
$325K
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
446New |
$181K - $213K
|
446
$213K
|
|
|
Oct 18, 2024
Q3 2024
|
Act Advisors, Llc.
|
BUY
|
- |
127+ 16.49% |
$51.5K - $60.8K
|
897
$427K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
19+ 0.35% |
$7.7K - $9.09K
|
5.39K
$2.57M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-568- 13.96% |
$230K - $272K
|
3.5K
$1.67M
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-57- 2.26% |
$23.1K - $27.3K
|
2.47K
$1.18M
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-200- 2.05% |
$81K - $95.7K
|
9.55K
$4.55M
|
|
|
Oct 18, 2024
Q3 2024
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-45.7K- 94.22% |
$18.5M - $21.9M
|
2.81K
$1.34M
|