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
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
138+ 7.66% |
$55.9K - $66K
|
1.94K
$937K
|
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
79+ 16.99% |
$32K - $37.8K
|
544
$263K
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-20- 0.2% |
$8.1K - $9.57K
|
10K
$4.84M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-214- 0.89% |
$86.7K - $102K
|
23.7K
$11.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-46- 2.14% |
$18.6K - $22K
|
2.1K
$1.01M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-2.35K- 1.47% |
$951K - $1.12M
|
157K
$75.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
1+ 0.04% |
$405 - $479
|
2.43K
$1.17M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
678+ 7.27% |
$275K - $324K
|
10K
$4.83M
|
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-1.08K- 0.46% |
$439K - $519K
|
233K
$112M
|
|
|
Oct 08, 2024
Q3 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-99- 0.13% |
$40.1K - $47.4K
|
78.7K
$38M
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
174+ 11.27% |
$70.5K - $83.3K
|
1.72K
$830K
|
|
|
Oct 08, 2024
Q3 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-284- 5.31% |
$115K - $136K
|
5.07K
$2.45M
|
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-21- 2.59% |
$8.51K - $10K
|
791
$382K
|
|
|
Oct 08, 2024
Q3 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-40- 0.24% |
$16.2K - $19.1K
|
16.9K
$8.15M
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
251+ 4.97% |
$102K - $120K
|
5.3K
$2.56M
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
35+ 5.71% |
$14.2K - $16.7K
|
648
$313K
|
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
BUY
|
- |
22+ 0.72% |
$8.91K - $10.5K
|
3.1K
$1.49M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.29K+ 5.76% |
$523K - $618K
|
23.7K
$11.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-31- 0.3% |
$12.6K - $14.8K
|
10.4K
$5.01M
|
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-58- 2.41% |
$23.5K - $27.8K
|
2.35K
$1.13M
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-234- 0.21% |
$94.8K - $112K
|
113K
$54.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-24- 1.26% |
$9.72K - $11.5K
|
1.89K
$912K
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
42+ 1.04% |
$17K - $20.1K
|
4.08K
$1.97M
|
|
|
Oct 07, 2024
Q3 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
734New |
$297K - $351K
|
734
$355K
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
20+ 0.54% |
$8.1K - $9.57K
|
3.73K
$1.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-2- 0.03% |
$810 - $957
|
7.29K
$3.52M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
966+ 1.76% |
$391K - $462K
|
55.9K
$27M
|
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-2- 0.14% |
$810 - $957
|
1.43K
$689K
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
269+ 28.14% |
$109K - $129K
|
1.23K
$592K
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-5- 0.6% |
$2.03K - $2.39K
|
827
$399K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-12- 0.38% |
$4.86K - $5.74K
|
3.11K
$1.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
14+ 1.02% |
$5.67K - $6.7K
|
1.39K
$672K
|
|
|
Oct 07, 2024
Q3 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
336+ 29.19% |
$136K - $161K
|
1.49K
$718K
|
|
|
Oct 07, 2024
Q3 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-65- 0.68% |
$26.3K - $31.1K
|
9.52K
$4.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
187+ 0.55% |
$75.8K - $89.5K
|
33.9K
$16.4M
|
|
|
Oct 07, 2024
Q3 2024
|
New Capital Management LP
|
BUY
|
- |
1.51K+ 1.27% |
$613K - $725K
|
121K
$58.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Goal Fusion Wealth Management, LLC
|
SELL
|
- |
-547- 49.01% |
$222K - $262K
|
569
$275K
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
472New |
$191K - $226K
|
472
$228K
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
101+ 1.3% |
$40.9K - $48.3K
|
7.86K
$3.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
SELL
|
- |
-3- 0.08% |
$1.22K - $1.44K
|
3.6K
$1.74M
|
|
|
Oct 07, 2024
Q3 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-25- 1.89% |
$10.1K - $12K
|
1.3K
$626K
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
48+ 5.65% |
$19.4K - $23K
|
898
$434K
|
|
|
Oct 07, 2024
Q3 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
224+ 7.91% |
$90.8K - $107K
|
3.06K
$1.48M
|
|
|
Oct 07, 2024
Q3 2024
|
Boit C F David
Boston, MA |
SELL
|
- |
-1K- 3.06% |
$405K - $479K
|
31.7K
$15.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-101- 3.43% |
$40.9K - $48.3K
|
2.85K
$1.37M
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
150+ 6.19% |
$60.8K - $71.8K
|
2.57K
$1.24M
|
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
309+ 2.07% |
$125K - $148K
|
15.3K
$7.37M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-104- 0.49% |
$42.1K - $49.8K
|
21.1K
$10.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-12- 0.23% |
$4.86K - $5.74K
|
5.13K
$2.48M
|
|
|
Oct 07, 2024
Q3 2024
|
Value Partners Investments Inc.
|
SELL
|
- |
-361- 9.26% |
$146K - $173K
|
3.54K
$1.71M
|