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 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
796+ 1.59% |
$323K - $381K
|
50.9K
$24.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-56- 2.22% |
$22.7K - $26.8K
|
2.46K
$1.18M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
238+ 4.96% |
$96.4K - $114K
|
5.03K
$2.41M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-445- 8.34% |
$180K - $213K
|
4.89K
$2.34M
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
39+ 0.45% |
$15.8K - $18.7K
|
8.8K
$4.21M
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-676- 14.87% |
$274K - $324K
|
3.87K
$1.85M
|
|
|
Oct 07, 2024
Q3 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-60- 0.79% |
$24.3K - $28.7K
|
7.5K
$3.59M
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
448+ 2.84% |
$182K - $214K
|
16.2K
$7.76M
|
|
|
Oct 07, 2024
Q3 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-50- 0.4% |
$20.3K - $23.9K
|
12.4K
$5.92M
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-3.93K- 13.94% |
$1.59M - $1.88M
|
24.3K
$11.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
40+ 1.1% |
$16.2K - $19.1K
|
3.68K
$1.76M
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
30+ 0.5% |
$12.2K - $14.4K
|
6.03K
$2.89M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
243+ 3.04% |
$98.5K - $116K
|
8.24K
$3.94M
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-563- 1.4% |
$228K - $269K
|
39.5K
$18.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-77- 2.72% |
$31.2K - $36.8K
|
2.75K
$1.32M
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-188- 1.06% |
$76.2K - $90K
|
17.6K
$8.41M
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
215+ 6.23% |
$87.1K - $103K
|
3.67K
$1.76M
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-42- 1.84% |
$17K - $20.1K
|
2.24K
$1.07M
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-85- 4.2% |
$34.4K - $40.7K
|
1.94K
$927K
|
|
|
Oct 07, 2024
Q3 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
836New |
$339K - $400K
|
836
$400K
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-50- 1.1% |
$20.3K - $23.9K
|
4.5K
$2.15M
|
|
|
Oct 07, 2024
Q3 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
139+ 0.78% |
$56.3K - $66.5K
|
18K
$8.61M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
SELL
|
- |
-30- 0.33% |
$12.2K - $14.4K
|
8.98K
$4.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
462New |
$187K - $221K
|
462
$221K
|
|
|
Oct 07, 2024
Q3 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
129+ 12.08% |
$52.3K - $61.7K
|
1.2K
$573K
|
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
5+ 0.13% |
$2.03K - $2.39K
|
3.73K
$1.78M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-202- 1.06% |
$81.8K - $96.7K
|
18.8K
$9.01M
|
|
|
Oct 07, 2024
Q3 2024
|
Security National Bank
|
SELL
|
- |
-646- 0.97% |
$262K - $309K
|
66.1K
$31.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-150- 1.55% |
$60.8K - $71.8K
|
9.55K
$4.57M
|
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-14- 0.31% |
$5.67K - $6.7K
|
4.43K
$2.12M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-13.5K- 30.46% |
$5.46M - $6.45M
|
30.8K
$14.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Rk Asset Management, LLC
Grosse Pointe Farms, MI |
BUY
|
- |
727+ 5.3% |
$295K - $348K
|
14.4K
$6.91M
|
|
|
Oct 07, 2024
Q3 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-755- 3.4% |
$306K - $361K
|
21.4K
$10.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-12- 1.04% |
$4.86K - $5.74K
|
1.14K
$546K
|
|
|
Oct 07, 2024
Q3 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
6+ 0.45% |
$2.43K - $2.87K
|
1.35K
$646K
|
|
|
Oct 07, 2024
Q3 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
72+ 3.55% |
$29.2K - $34.5K
|
2.1K
$1M
|
|
|
Oct 07, 2024
Q3 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
616New |
$250K - $295K
|
616
$295K
|
|
|
Oct 07, 2024
Q3 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-4- 0.76% |
$1.62K - $1.91K
|
523
$250K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
254+ 19.4% |
$103K - $122K
|
1.56K
$748K
|
|
|
Oct 07, 2024
Q3 2024
|
Exeter Financial, LLC
|
BUY
|
- |
12+ 1.63% |
$4.86K - $5.74K
|
747
$357K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-139- 3.38% |
$56.3K - $66.5K
|
3.98K
$1.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Eastover Investment Advisors LLC
|
BUY
|
- |
10+ 1.43% |
$4.05K - $4.79K
|
711
$340K
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-1.57K- 22.62% |
$636K - $751K
|
5.37K
$2.57M
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.37K+ 14.47% |
$555K - $655K
|
10.8K
$5.18M
|
|
|
Oct 07, 2024
Q3 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
1.23K+ 10.01% |
$500K - $591K
|
13.6K
$6.49M
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-64- 0.67% |
$25.9K - $30.6K
|
9.43K
$4.51M
|
|
|
Oct 04, 2024
Q3 2024
|
Red Spruce Capital, LLC
|
SELL
|
- |
-18- 0.98% |
$7.29K - $8.61K
|
1.83K
$873K
|
|
|
Oct 04, 2024
Q3 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-277- 1.5% |
$112K - $133K
|
18.3K
$8.73M
|
|
|
Oct 04, 2024
Q3 2024
|
Orser Capital Management, LLC
|
SELL
|
- |
-10- 0.11% |
$4.05K - $4.79K
|
8.84K
$4.23M
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
9.39K+ 2.07% |
$3.8M - $4.49M
|
464K
$222M
|