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 17, 2024
Q2 2024
|
Joule Financial, LLC
|
BUY
|
- |
12+ 2.35% |
$4.76K - $5.04K
|
523
$250K
|
|
|
Oct 07, 2024
Q2 2024
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-16.6KClosed |
$6.59M - $6.98M
|
0
$0
|
|
|
Sep 30, 2024
Q2 2024
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-1.7K- 4.16% |
$674K - $714K
|
39.1K
$18.7M
|
|
|
Sep 26, 2024
Q2 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
191+ 20.11% |
$75.8K - $80.3K
|
1.14K
$546K
|
|
|
Sep 25, 2024
Q2 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
735New |
$292K - $309K
|
735
$352K
|
|
|
Sep 17, 2024
Q2 2024
|
University Of Texas
|
BUY
|
- |
419New |
$166K - $176K
|
419
$201K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-632- 24.56% |
$251K - $266K
|
1.94K
$929K
|
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
BUY
|
- |
279+ 9.14% |
$111K - $117K
|
3.33K
$1.59M
|
|
|
Sep 06, 2024
Q2 2024
|
Cim, LLC
|
SELL
|
- |
-287- 0.61% |
$114K - $121K
|
47.1K
$22.6M
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
1.22KNew |
$485K - $514K
|
1.22K
$585K
|
|
|
Aug 23, 2024
Q2 2024
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-692- 8.57% |
$275K - $291K
|
7.39K
$3.54M
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
147New |
$58.3K - $61.8K
|
147
$70.3K
|
|
|
Aug 21, 2024
Q2 2024
|
Ims Capital Management
|
BUY
|
- |
369+ 4.04% |
$146K - $155K
|
9.5K
$4.55M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.34K- 9.42% |
$2.91M - $3.08M
|
70.6K
$33.8M
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
500New |
$198K - $210K
|
500
$239K
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-42- 0.44% |
$16.7K - $17.7K
|
9.42K
$4.51M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
46.1KNew |
$18.3M - $19.4M
|
46.1K
$22.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-88- 1.02% |
$34.9K - $37K
|
8.55K
$4.09M
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
140KNew |
$55.6M - $58.9M
|
140K
$67M
|
|
|
Aug 15, 2024
Q2 2024
|
Silicon Valley Community Foundation
Mountain View, CA |
SELL
|
- |
-482- 71.41% |
$191K - $203K
|
193
$92.4K
|
|
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
2.96KNew |
$1.18M - $1.24M
|
2.96K
$1.42M
|
|
|
Aug 15, 2024
Q2 2024
|
Ascension Asset Management LLC
|
SELL
|
- |
-800- 16.42% |
$317K - $336K
|
4.07K
$1.95M
|
|
|
Aug 15, 2024
Q2 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
100New |
$39.7K - $42K
|
100
$47.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
10+ 8.85% |
$3.97K - $4.2K
|
123
$58.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
135+ 7.7% |
$53.6K - $56.7K
|
1.89K
$904K
|
|
|
Aug 14, 2024
Q2 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-8.77K- 37.97% |
$3.48M - $3.68M
|
14.3K
$6.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
63.6K+ 124.34% |
$25.2M - $26.7M
|
115K
$54.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-60- 10.6% |
$23.8K - $25.2K
|
506
$242K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
CALL |
5.3KNew |
$2.1M - $2.23M
|
5.3K
$2.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Jentner Corp
|
SELL
|
- |
-548- 24.9% |
$217K - $230K
|
1.65K
$791K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-30- 2.54% |
$11.9K - $12.6K
|
1.15K
$551K
|
|
|
Aug 14, 2024
Q2 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
1.18KNew |
$469K - $497K
|
1.18K
$566K
|
|
|
Aug 14, 2024
Q2 2024
|
Holowesko Partners Ltd.
Nassau, C5 |
SELL
|
- |
-2K- 50.44% |
$793K - $840K
|
1.97K
$940K
|
|
|
Aug 14, 2024
Q2 2024
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-167K- 14.38% |
$66.4M - $70.4M
|
997K
$477M
|
|
|
Aug 14, 2024
Q2 2024
|
Stone Run Capital, LLC
New York, NY |
SELL
|
- |
-2.05K- 8.51% |
$813K - $861K
|
22.1K
$10.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Interval Partners, LP
New York, NY |
BUY
|
PUT |
106New |
$42.1K - $44.5K
|
106
$50.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.21K+ 141.76% |
$478K - $506K
|
2.06K
$983K
|
|
|
Aug 14, 2024
Q2 2024
|
1922 Investment CO LLC
Houston, TX |
BUY
|
- |
6.21KNew |
$2.46M - $2.61M
|
6.21K
$2.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
7+ 0.15% |
$2.78K - $2.94K
|
4.55K
$2.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Rnc Capital Management LLC
|
BUY
|
- |
320+ 21.26% |
$127K - $134K
|
1.83K
$873K
|
|
|
Aug 14, 2024
Q2 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
495New |
$196K - $208K
|
495
$237K
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
7.14K+ 226.47% |
$2.83M - $3M
|
10.3K
$4.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
15.1KNew |
$5.97M - $6.32M
|
15.1K
$7.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-25- 0.64% |
$9.92K - $10.5K
|
3.88K
$1.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-16- 1.83% |
$6.35K - $6.72K
|
859
$411K
|
|
|
Aug 14, 2024
Q2 2024
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
1.52KNew |
$602K - $638K
|
1.52K
$726K
|
|
|
Aug 14, 2024
Q2 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
10+ 0.37% |
$3.97K - $4.2K
|
2.7K
$1.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
37+ 0.94% |
$14.7K - $15.5K
|
3.99K
$1.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Portland Investment Counsel Inc.
Burlington, A6 |
BUY
|
- |
2.82K+ 2.71% |
$1.12M - $1.19M
|
107K
$51.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Srb Corp
Boston, MA |
SELL
|
- |
-108K- 50.39% |
$43M - $45.6M
|
107K
$51.1M
|