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 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-175- 5.68% |
$70.9K - $83.7K
|
2.9K
$1.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
21+ 0.62% |
$8.51K - $10K
|
3.41K
$1.65M
|
|
|
Oct 15, 2024
Q3 2024
|
American Asset Management Inc.
|
SELL
|
- |
-18- 1.72% |
$7.29K - $8.61K
|
1.03K
$497K
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
566+ 2.02% |
$229K - $271K
|
28.6K
$13.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-157- 0.37% |
$63.6K - $75.1K
|
41.8K
$20.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
100+ 16.13% |
$40.5K - $47.9K
|
720
$348K
|
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
200+ 18.3% |
$81K - $95.7K
|
1.29K
$625K
|
|
|
Oct 15, 2024
Q3 2024
|
Schwab Charitable Fund
|
SELL
|
- |
-91- 13.32% |
$36.9K - $43.5K
|
592
$286K
|
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-441- 0.74% |
$179K - $211K
|
59.1K
$28.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
262+ 1.97% |
$106K - $125K
|
13.5K
$6.54M
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
189+ 0.91% |
$76.6K - $90.4K
|
21.1K
$10.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-458- 3.52% |
$186K - $219K
|
12.5K
$6.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-4- 0.06% |
$1.62K - $1.91K
|
6.38K
$3.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
54+ 4.83% |
$21.9K - $25.8K
|
1.17K
$567K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-1.12K- 9.42% |
$452K - $534K
|
10.7K
$5.19M
|
|
|
Oct 15, 2024
Q3 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
485New |
$197K - $232K
|
485
$234K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
248+ 4.94% |
$100K - $119K
|
5.27K
$2.54M
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
51+ 1.88% |
$20.7K - $24.4K
|
2.76K
$1.33M
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
SELL
|
- |
-241- 9.85% |
$97.7K - $115K
|
2.21K
$1.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Touchstone Capital, Inc.
|
SELL
|
- |
-50- 8.91% |
$20.3K - $23.9K
|
511
$247K
|
|
|
Oct 15, 2024
Q3 2024
|
Parkside Investments, LLC
|
BUY
|
- |
495New |
$201K - $237K
|
495
$239K
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-34- 1.05% |
$13.8K - $16.3K
|
3.21K
$1.55M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1.82K+ 11.22% |
$736K - $869K
|
18K
$8.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Scharf Investments, LLC
|
SELL
|
- |
-27.1K- 5.37% |
$11M - $13M
|
477K
$231M
|
|
|
Oct 15, 2024
Q3 2024
|
Ervin Investment Management, LLC
|
SELL
|
- |
-1.19K- 1.3% |
$481K - $569K
|
90.2K
$43.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
78+ 1.51% |
$31.6K - $37.3K
|
5.23K
$2.53M
|
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
BUY
|
- |
32+ 0.93% |
$13K - $15.3K
|
3.49K
$1.68M
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3.79K- 2.59% |
$1.53M - $1.81M
|
142K
$68.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
535New |
$217K - $256K
|
535
$258K
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-62- 1.11% |
$25.1K - $29.7K
|
5.51K
$2.66M
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-372- 2.74% |
$151K - $178K
|
13.2K
$6.39M
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-45- 3.02% |
$18.2K - $21.5K
|
1.44K
$698K
|
|
|
Oct 11, 2024
Q3 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-308- 4.22% |
$125K - $147K
|
6.99K
$3.37M
|
|
|
Oct 11, 2024
Q3 2024
|
Woodstock Corp
|
BUY
|
- |
275+ 1.42% |
$111K - $132K
|
19.7K
$9.51M
|
|
|
Oct 11, 2024
Q3 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-200- 35.71% |
$81K - $95.7K
|
360
$174K
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-6.23K- 3.39% |
$2.53M - $2.98M
|
178K
$85.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
BUY
|
- |
644+ 0.54% |
$261K - $308K
|
121K
$58.4M
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-216- 7.85% |
$87.5K - $103K
|
2.54K
$1.23M
|
|
|
Oct 11, 2024
Q3 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-12- 0.29% |
$4.86K - $5.74K
|
4.07K
$1.97M
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-37- 0.95% |
$15K - $17.7K
|
3.87K
$1.87M
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-753- 9.63% |
$305K - $360K
|
7.07K
$3.41M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.55K+ 13.8% |
$1.03M - $1.22M
|
21.1K
$10.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-111- 0.61% |
$45K - $53.1K
|
18.1K
$8.73M
|
|
|
Oct 11, 2024
Q3 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
93+ 17.25% |
$37.7K - $44.5K
|
632
$305K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-165- 8.82% |
$66.9K - $79K
|
1.71K
$824K
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
590+ 56.14% |
$239K - $282K
|
1.64K
$793K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
805+ 3.95% |
$326K - $385K
|
21.2K
$10.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
17.9K+ 0.66% |
$7.24M - $8.55M
|
2.71M
$1.31B
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-582- 1.08% |
$236K - $279K
|
53.4K
$25.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
205+ 7.41% |
$83.1K - $98.1K
|
2.97K
$1.43M
|