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 16, 2024
Q3 2024
|
Baskin Financial Services Inc.
|
BUY
|
- |
499+ 0.59% |
$202K - $239K
|
84.7K
$40.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-595- 1.07% |
$241K - $285K
|
54.8K
$26.5M
|
|
|
Oct 16, 2024
Q3 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-180- 2.3% |
$72.9K - $86.1K
|
7.66K
$3.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
48+ 0.48% |
$19.4K - $23K
|
10.1K
$4.86M
|
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
449New |
$182K - $215K
|
449
$217K
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.35K+ 1.77% |
$545K - $644K
|
77.3K
$37.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
99+ 0.48% |
$40.1K - $47.4K
|
20.8K
$10M
|
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
1.91K+ 17.34% |
$772K - $912K
|
12.9K
$6.23M
|
|
|
Oct 16, 2024
Q3 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
617+ 4.36% |
$250K - $295K
|
14.8K
$7.14M
|
|
|
Oct 16, 2024
Q3 2024
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-362- 5.84% |
$147K - $173K
|
5.83K
$2.82M
|
|
|
Oct 16, 2024
Q3 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-50- 0.86% |
$20.3K - $23.9K
|
5.77K
$2.79M
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
89+ 5.39% |
$36.1K - $42.6K
|
1.74K
$840K
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
192+ 12.8% |
$77.8K - $91.9K
|
1.69K
$817K
|
|
|
Oct 16, 2024
Q3 2024
|
Citadel Investment Advisory, Inc.
|
BUY
|
- |
1.3K+ 1.2% |
$526K - $621K
|
109K
$52.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
148+ 1.83% |
$60K - $70.8K
|
8.25K
$3.99M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-504- 1.23% |
$204K - $241K
|
40.4K
$19.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
SELL
|
- |
-33- 0.56% |
$13.4K - $15.8K
|
5.9K
$2.85M
|
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
610+ 0.56% |
$247K - $292K
|
109K
$52.6M
|
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
BUY
|
- |
4+ 0.12% |
$1.62K - $1.91K
|
3.39K
$1.64M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
26+ 1.33% |
$10.5K - $12.4K
|
1.99K
$959K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-8- 1.61% |
$3.24K - $3.83K
|
488
$236K
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.07K- 2.86% |
$433K - $512K
|
36.3K
$17.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
17+ 0.94% |
$6.89K - $8.14K
|
1.82K
$878K
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.15% |
$2.84K - $3.35K
|
4.53K
$2.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
58+ 10.68% |
$23.5K - $27.8K
|
601
$290K
|
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
SELL
|
- |
-25- 1.27% |
$10.1K - $12K
|
1.94K
$938K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
3.39K+ 16.96% |
$1.37M - $1.62M
|
23.4K
$11.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
32+ 0.88% |
$13K - $15.3K
|
3.68K
$1.78M
|
|
|
Oct 16, 2024
Q3 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
794+ 2.37% |
$322K - $380K
|
34.3K
$16.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.79K+ 1.5% |
$727K - $858K
|
121K
$58.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-111- 1.85% |
$45K - $53.1K
|
5.9K
$2.85M
|
|
|
Oct 16, 2024
Q3 2024
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-309- 2.83% |
$125K - $148K
|
10.6K
$5.12M
|
|
|
Oct 16, 2024
Q3 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-380- 45.24% |
$154K - $182K
|
460
$222K
|
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
95+ 13.19% |
$38.5K - $45.5K
|
815
$394K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
2+ 0.27% |
$810 - $957
|
739
$357K
|
|
|
Oct 16, 2024
Q3 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-12- 0.18% |
$4.86K - $5.74K
|
6.57K
$3.17M
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-50- 1.31% |
$20.3K - $23.9K
|
3.76K
$1.81M
|
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
480+ 11.36% |
$194K - $230K
|
4.71K
$2.27M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
133+ 2.27% |
$53.9K - $63.6K
|
5.99K
$2.89M
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-377- 4.53% |
$153K - $180K
|
7.94K
$3.84M
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
267+ 10.71% |
$108K - $128K
|
2.76K
$1.33M
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
4.99K+ 76.14% |
$2.02M - $2.39M
|
11.5K
$5.58M
|
|
|
Oct 16, 2024
Q3 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-208- 9.29% |
$84.3K - $99.5K
|
2.03K
$981K
|
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-236- 3.65% |
$95.6K - $113K
|
6.23K
$3.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
271+ 0.52% |
$110K - $130K
|
52.8K
$25.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-50- 0.14% |
$20.3K - $23.9K
|
34.9K
$16.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
60+ 0.23% |
$24.3K - $28.7K
|
26.4K
$12.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
17+ 0.84% |
$6.89K - $8.14K
|
2.05K
$988K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.56K+ 17.16% |
$631K - $746K
|
10.6K
$5.14M
|
|
|
Oct 16, 2024
Q3 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-1.32K- 4.22% |
$536K - $633K
|
30.1K
$14.5M
|