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 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-9- 0.11% |
$3.65K - $4.31K
|
8.35K
$3.98M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-27.1K- 6.51% |
$11M - $13M
|
389K
$185M
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
947+ 42.58% |
$384K - $453K
|
3.17K
$1.51M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
761+ 7.23% |
$308K - $364K
|
11.3K
$5.38M
|
|
|
Oct 18, 2024
Q3 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
18+ 0.16% |
$7.29K - $8.61K
|
11.3K
$5.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-811- 1.96% |
$329K - $388K
|
40.6K
$19.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
988New |
$400K - $473K
|
988
$471K
|
|
|
Oct 18, 2024
Q3 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
5.65K+ 200.78% |
$2.29M - $2.7M
|
8.46K
$4.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
1+ 0.0% |
$405 - $479
|
56.8K
$27.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
SELL
|
- |
-27- 1.16% |
$10.9K - $12.9K
|
2.31K
$1.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.71K+ 127.02% |
$693K - $819K
|
3.06K
$1.46M
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-12- 1.01% |
$4.86K - $5.74K
|
1.17K
$558K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-151- 0.82% |
$61.2K - $72.3K
|
18.2K
$8.68M
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
217+ 1.79% |
$87.9K - $104K
|
12.3K
$5.87M
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-300- 3.65% |
$122K - $144K
|
7.92K
$3.77M
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
1.31KNew |
$530K - $625K
|
1.31K
$623K
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
600+ 2.15% |
$243K - $287K
|
28.5K
$13.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
1.35K+ 2.07% |
$546K - $645K
|
66.5K
$31.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
174+ 6.55% |
$70.5K - $83.3K
|
2.83K
$1.35M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
251+ 13.89% |
$102K - $120K
|
2.06K
$981K
|
|
|
Oct 18, 2024
Q3 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
482+ 5.35% |
$195K - $231K
|
9.49K
$4.52M
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
430+ 8.67% |
$174K - $206K
|
5.39K
$2.57M
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
193+ 0.91% |
$78.2K - $92.4K
|
21.5K
$10.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
158+ 6.3% |
$64K - $75.6K
|
2.67K
$1.27M
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.29% |
$2.03K - $2.39K
|
1.73K
$823K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
180+ 3.88% |
$72.9K - $86.1K
|
4.82K
$2.3M
|
|
|
Oct 18, 2024
Q3 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
31+ 1.66% |
$12.6K - $14.8K
|
1.89K
$903K
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
40+ 0.51% |
$16.2K - $19.1K
|
7.87K
$3.75M
|
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
389+ 14.32% |
$158K - $186K
|
3.11K
$1.48M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
477+ 20.33% |
$193K - $228K
|
2.82K
$1.35M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.59K+ 57.75% |
$646K - $763K
|
4.35K
$2.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Northside Capital Management, LLC
|
SELL
|
- |
-2.72K- 10.09% |
$1.1M - $1.3M
|
24.2K
$11.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-5- 0.25% |
$2.03K - $2.39K
|
2.03K
$967K
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-203- 12.61% |
$82.3K - $97.1K
|
1.41K
$671K
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
162+ 4.02% |
$65.6K - $77.5K
|
4.19K
$2M
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
BUY
|
- |
116+ 0.21% |
$47K - $55.5K
|
54.5K
$26M
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-35- 0.51% |
$14.2K - $16.7K
|
6.86K
$3.27M
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
1.7K+ 239.44% |
$689K - $814K
|
2.41K
$1.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-50- 4.92% |
$20.3K - $23.9K
|
966
$460K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
144+ 0.71% |
$58.3K - $68.9K
|
20.5K
$9.77M
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
210+ 2.66% |
$85.1K - $100K
|
8.12K
$3.87M
|
|
|
Oct 18, 2024
Q3 2024
|
First Bancorp, Inc
|
SELL
|
- |
-165- 5.8% |
$66.9K - $79K
|
2.68K
$1.28M
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
117+ 1.7% |
$47.4K - $56K
|
7.01K
$3.34M
|
|
|
Oct 18, 2024
Q3 2024
|
Harfst & Associates, Inc.
|
BUY
|
- |
229+ 2.1% |
$92.8K - $110K
|
11.1K
$5.29M
|
|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.34K+ 36.77% |
$544K - $643K
|
5K
$2.38M
|
|
|
Oct 18, 2024
Q3 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
532+ 3.05% |
$216K - $255K
|
18K
$8.57M
|
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
BUY
|
- |
700+ 0.1% |
$284K - $335K
|
689K
$328M
|
|
|
Oct 18, 2024
Q3 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
468New |
$190K - $224K
|
468
$223K
|
|
|
Oct 18, 2024
Q3 2024
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-6.69K- 23.22% |
$2.71M - $3.2M
|
22.1K
$10.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-40- 0.39% |
$16.2K - $19.1K
|
10.2K
$4.85M
|