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 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.15K+ 11.58% |
$1.28M - $1.51M
|
30.3K
$14.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-197- 14.06% |
$79.8K - $94.3K
|
1.2K
$576K
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
75+ 2.43% |
$30.4K - $35.9K
|
3.16K
$1.51M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-42- 0.31% |
$17K - $20.1K
|
13.6K
$6.49M
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
98+ 0.57% |
$39.7K - $46.9K
|
17.3K
$8.26M
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-63- 10.81% |
$25.5K - $30.1K
|
520
$249K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-128- 8.91% |
$51.9K - $61.3K
|
1.31K
$626K
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
SELL
|
- |
-1- 0.01% |
$405 - $479
|
9.15K
$4.38M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
5.49K+ 20.99% |
$2.23M - $2.63M
|
31.7K
$15.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
212+ 2.45% |
$85.9K - $101K
|
8.85K
$4.24M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1.15K- 0.97% |
$466K - $550K
|
117K
$56M
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-200- 8.5% |
$81K - $95.7K
|
2.15K
$1.03M
|
|
|
Oct 08, 2024
Q3 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-5- 0.33% |
$2.03K - $2.39K
|
1.52K
$725K
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
525+ 4.42% |
$213K - $251K
|
12.4K
$5.94M
|
|
|
Oct 08, 2024
Q3 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
30+ 2.27% |
$12.2K - $14.4K
|
1.35K
$647K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
930+ 2.17% |
$377K - $445K
|
43.9K
$21M
|
|
|
Oct 08, 2024
Q3 2024
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-208- 0.74% |
$84.3K - $99.5K
|
27.8K
$13.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Leibman Financial Services, Inc.
Louisville, NE |
SELL
|
- |
-21- 0.18% |
$8.51K - $10K
|
11.5K
$5.52M
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
496+ 3.25% |
$201K - $237K
|
15.8K
$7.55M
|
|
|
Oct 08, 2024
Q3 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
841+ 3.26% |
$341K - $402K
|
26.7K
$12.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-50- 3.43% |
$20.3K - $23.9K
|
1.41K
$674K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
6+ 0.0% |
$2.43K - $2.87K
|
258K
$124M
|
|
|
Oct 08, 2024
Q3 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
6+ 1.22% |
$2.43K - $2.87K
|
499
$239K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-79- 3.17% |
$32K - $37.8K
|
2.41K
$1.15M
|
|
|
Oct 08, 2024
Q3 2024
|
Gunderson Capital Management Inc.
|
BUY
|
- |
1.19KNew |
$480K - $567K
|
1.19K
$567K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
607+ 1.26% |
$246K - $290K
|
48.9K
$23.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
860+ 28.5% |
$348K - $412K
|
3.88K
$1.86M
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
SELL
|
- |
-322- 2.15% |
$130K - $154K
|
14.7K
$7.03M
|
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-3- 0.25% |
$1.22K - $1.44K
|
1.19K
$569K
|
|
|
Oct 08, 2024
Q3 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
3.73K+ 52.56% |
$1.51M - $1.78M
|
10.8K
$5.17M
|
|
|
Oct 08, 2024
Q3 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
26+ 0.49% |
$10.5K - $12.4K
|
5.37K
$2.57M
|
|
|
Oct 08, 2024
Q3 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-9- 1.2% |
$3.65K - $4.31K
|
738
$353K
|
|
|
Oct 08, 2024
Q3 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
535+ 21.37% |
$217K - $256K
|
3.04K
$1.45M
|
|
|
Oct 08, 2024
Q3 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-1.21K- 31.94% |
$489K - $578K
|
2.57K
$1.23M
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-39- 0.31% |
$15.8K - $18.7K
|
12.6K
$6.01M
|
|
|
Oct 08, 2024
Q3 2024
|
Shearwater Capital LLC
|
BUY
|
- |
438New |
$177K - $210K
|
438
$210K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-93- 0.58% |
$37.7K - $44.5K
|
16.1K
$7.69M
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
28+ 4.61% |
$11.3K - $13.4K
|
636
$304K
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-837- 0.97% |
$339K - $401K
|
85.3K
$40.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-41- 0.96% |
$16.6K - $19.6K
|
4.24K
$2.03M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.84K+ 162.58% |
$2.36M - $2.79M
|
9.42K
$4.51M
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
2.03KNew |
$823K - $971K
|
2.03K
$971K
|
|
|
Oct 08, 2024
Q3 2024
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-159- 0.36% |
$64.4K - $76.1K
|
44.4K
$21.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-106- 13.07% |
$43K - $50.7K
|
705
$337K
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
45+ 1.35% |
$18.2K - $21.5K
|
3.37K
$1.61M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
19+ 0.66% |
$7.7K - $9.09K
|
2.9K
$1.39M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
202+ 1.84% |
$81.8K - $96.7K
|
11.2K
$5.36M
|
|
|
Oct 08, 2024
Q3 2024
|
Udine Wealth Management, Inc.
|
BUY
|
- |
112+ 0.8% |
$45.4K - $53.6K
|
14.1K
$6.73M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
138+ 7.66% |
$55.9K - $66K
|
1.94K
$928K
|
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
79+ 16.99% |
$32K - $37.8K
|
544
$260K
|