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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
PUT |
2.7K+ 49.09% |
$1.09M - $1.29M
|
8.2K
$3.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-178K- 12.4% |
$71.9M - $85M
|
1.25M
$598M
|
|
|
Nov 14, 2024
Q3 2024
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-30- 3.61% |
$12.2K - $14.4K
|
800
$381K
|
|
|
Nov 14, 2024
Q3 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-290- 32.95% |
$118K - $139K
|
590
$281K
|
|
|
Nov 14, 2024
Q3 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
10+ 1.89% |
$4.05K - $4.79K
|
538
$256K
|
|
|
Nov 14, 2024
Q3 2024
|
Axq Capital, LP
Jersey City, NJ |
SELL
|
- |
-4.63K- 73.2% |
$1.88M - $2.22M
|
1.7K
$808K
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
703+ 7.9% |
$285K - $336K
|
9.6K
$4.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
20+ 0.66% |
$8.1K - $9.57K
|
3.07K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
100+ 4.74% |
$40.5K - $47.9K
|
2.21K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-47- 1.77% |
$19K - $22.5K
|
2.6K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
347+ 34.84% |
$141K - $166K
|
1.34K
$640K
|
|
|
Nov 14, 2024
Q3 2024
|
Maren Capital LLC
Chicago, IL |
SELL
|
- |
-100- 12.5% |
$40.5K - $47.9K
|
700
$334K
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-2- 0.23% |
$810 - $957
|
886
$422K
|
|
|
Nov 14, 2024
Q3 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
2.22K+ 135.18% |
$898K - $1.06M
|
3.86K
$1.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Shorepath Capital Management LLC
Evanston, IL |
SELL
|
- |
-1.22K- 6.75% |
$496K - $585K
|
16.9K
$8.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
204+ 4.22% |
$82.7K - $97.6K
|
5.04K
$2.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
528+ 8.98% |
$214K - $253K
|
6.41K
$3.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-331- 14.41% |
$134K - $158K
|
1.97K
$937K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-60.3K- 95.23% |
$24.4M - $28.9M
|
3.02K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
6.32KNew |
$2.56M - $3.03M
|
6.32K
$3.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
438K+ 37.16% |
$177M - $210M
|
1.62M
$770M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.35M- 23.3% |
$953M - $1.13B
|
7.74M
$3.69B
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
59.8K+ 21.13% |
$24.2M - $28.6M
|
343K
$163M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.57M+ 6.28% |
$636M - $751M
|
26.6M
$12.7B
|
|
|
Nov 14, 2024
Q3 2024
|
Alamar Capital Management, LLC
|
BUY
|
- |
689New |
$279K - $330K
|
689
$328K
|
|
|
Nov 14, 2024
Q3 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
20+ 1.94% |
$8.1K - $9.57K
|
1.05K
$500K
|
|
|
Nov 14, 2024
Q3 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
89+ 0.31% |
$36.1K - $42.6K
|
29.1K
$13.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
489+ 4.94% |
$198K - $234K
|
10.4K
$4.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
696+ 10.9% |
$282K - $333K
|
7.08K
$3.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
108+ 8.77% |
$43.8K - $51.7K
|
1.34K
$638K
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-3.31K- 8.71% |
$1.34M - $1.58M
|
34.7K
$16.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-1.48K- 1.57% |
$599K - $707K
|
92.4K
$44M
|
|
|
Nov 14, 2024
Q3 2024
|
William Allan, LLC
|
BUY
|
- |
69+ 3.5% |
$28K - $33K
|
2.04K
$974K
|
|
|
Nov 14, 2024
Q3 2024
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-56- 0.13% |
$22.7K - $26.8K
|
42.4K
$20.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
1.11K+ 2.8% |
$451K - $532K
|
40.8K
$19.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-76- 0.61% |
$30.8K - $36.4K
|
12.4K
$5.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
SELL
|
- |
-114- 0.89% |
$46.2K - $54.6K
|
12.6K
$6.02M
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-1.09K- 20.48% |
$442K - $522K
|
4.23K
$2.02M
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-691- 4.51% |
$280K - $331K
|
14.6K
$6.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-1.47K- 15.75% |
$594K - $701K
|
7.84K
$3.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
BUY
|
- |
64+ 10.76% |
$25.9K - $30.6K
|
659
$314K
|
|
|
Nov 14, 2024
Q3 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-6- 0.75% |
$2.43K - $2.87K
|
790
$376K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-9.5K- 2.59% |
$3.85M - $4.55M
|
358K
$170M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-166- 0.68% |
$67.3K - $79.4K
|
24.3K
$11.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
7.86K+ 3.94% |
$3.18M - $3.76M
|
207K
$98.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-150- 9.17% |
$60.8K - $71.8K
|
1.49K
$708K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Ozk
|
SELL
|
- |
-21- 3.41% |
$8.51K - $10K
|
594
$283K
|
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
42+ 2.81% |
$17K - $20.1K
|
1.54K
$732K
|
|
|
Nov 14, 2024
Q3 2024
|
Channing Global Advisors, LLC
|
SELL
|
- |
-20- 0.39% |
$8.1K - $9.57K
|
5.13K
$2.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-7.28K- 3.91% |
$2.95M - $3.48M
|
179K
$85.2M
|