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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-125- 1.91% |
$49.6K - $52.5K
|
6.43K
$3.1M
|
|
Aug 13, 2024
Q2 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
2.63K+ 91.02% |
$1.04M - $1.1M
|
5.51K
$2.66M
|
|
Aug 13, 2024
Q2 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
2.33KNew |
$924K - $979K
|
2.33K
$1.12M
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-250K- 0.23% |
$99.2M - $105M
|
107M
$51.8B
|
|
Aug 13, 2024
Q2 2024
|
Sciencast Management LP
|
BUY
|
- |
1.27K+ 27.45% |
$502K - $532K
|
5.88K
$2.84M
|
|
Aug 13, 2024
Q2 2024
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-5.06K- 3.1% |
$2.01M - $2.13M
|
158K
$76.3M
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-48- 0.78% |
$19K - $20.2K
|
6.1K
$2.94M
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-8.41K- 89.79% |
$3.34M - $3.53M
|
956
$462K
|
|
Aug 12, 2024
Q2 2024
|
Mckinley Capital Management LLC
|
SELL
|
- |
-1.33K- 11.92% |
$528K - $559K
|
9.83K
$4.75M
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
307+ 0.28% |
$122K - $129K
|
110K
$53.3M
|
|
Aug 12, 2024
Q2 2024
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-150- 6.02% |
$59.5K - $63K
|
2.34K
$1.13M
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-143- 0.88% |
$56.7K - $60.1K
|
16.1K
$7.79M
|
|
Aug 12, 2024
Q2 2024
|
Good Haven Capital Management, LLC
Millburn, NJ |
BUY
|
- |
12.5K+ 11.01% |
$4.96M - $5.26M
|
126K
$60.9M
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-158- 1.51% |
$62.7K - $66.4K
|
10.3K
$4.97M
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-158- 1.82% |
$62.7K - $66.4K
|
8.51K
$4.11M
|
|
Aug 12, 2024
Q2 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-122- 8.73% |
$48.4K - $51.3K
|
1.28K
$616K
|
|
Aug 12, 2024
Q2 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-250- 4.89% |
$99.2K - $105K
|
4.86K
$2.35M
|
|
Aug 12, 2024
Q2 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
64+ 5.34% |
$25.4K - $26.9K
|
1.26K
$610K
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
95+ 14.73% |
$37.7K - $39.9K
|
740
$357K
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-569- 40.85% |
$226K - $239K
|
824
$398K
|
|
Aug 12, 2024
Q2 2024
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
1.04K+ 27.41% |
$411K - $435K
|
4.82K
$2.33M
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
115K+ 221.17% |
$45.8M - $48.5M
|
167K
$80.9M
|
|
Aug 12, 2024
Q2 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
811New |
$322K - $341K
|
811
$392K
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
31+ 1.89% |
$12.3K - $13K
|
1.67K
$807K
|
|
Aug 12, 2024
Q2 2024
|
Dempze Nancy E
|
BUY
|
- |
1.36K+ 75.24% |
$538K - $569K
|
3.16K
$1.52M
|
|
Aug 12, 2024
Q2 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
500+ 45.45% |
$198K - $210K
|
1.6K
$773K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
158+ 0.57% |
$62.7K - $66.4K
|
27.7K
$13.4M
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
5.56KNew |
$2.21M - $2.34M
|
5.56K
$2.69M
|
|
Aug 12, 2024
Q2 2024
|
Delaney Dennis R
Boston, MA |
SELL
|
- |
-565- 40.21% |
$224K - $237K
|
840
$406K
|
|
Aug 12, 2024
Q2 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
60+ 3.48% |
$23.8K - $25.2K
|
1.78K
$862K
|
|
Aug 12, 2024
Q2 2024
|
Granite Investment Partners, LLC
|
SELL
|
- |
-5- 0.04% |
$1.98K - $2.1K
|
12.8K
$6.19M
|
|
Aug 12, 2024
Q2 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
624+ 7.53% |
$248K - $262K
|
8.91K
$4.3M
|
|
Aug 12, 2024
Q2 2024
|
Leverage Partners Absolute Return Fund Spc
|
SELL
|
CALL |
-3- 0.21% |
$1.19K - $1.26K
|
1.4K
$676K
|
|
Aug 09, 2024
Q2 2024
|
Renasant Bank
|
BUY
|
- |
653New |
$259K - $274K
|
653
$315K
|
|
Aug 09, 2024
Q2 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
12+ 2.18% |
$4.76K - $5.04K
|
562
$271K
|
|
Aug 09, 2024
Q2 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-222- 16.51% |
$88.1K - $93.3K
|
1.12K
$542K
|
|
Aug 09, 2024
Q2 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
1.31KNew |
$518K - $548K
|
1.31K
$630K
|
|
Aug 09, 2024
Q2 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-9- 0.8% |
$3.57K - $3.78K
|
1.12K
$539K
|
|
Aug 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
3.79KNew |
$1.5M - $1.59M
|
3.79K
$1.83M
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-56- 2.19% |
$22.2K - $23.5K
|
2.5K
$1.21M
|
|
Aug 09, 2024
Q2 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
2.98K+ 367.57% |
$1.18M - $1.25M
|
3.79K
$1.83M
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
321+ 37.11% |
$127K - $135K
|
1.19K
$573K
|
|
Aug 09, 2024
Q2 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
316+ 65.29% |
$125K - $133K
|
800
$386K
|
|
Aug 09, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
720New |
$286K - $303K
|
720
$348K
|
|
Aug 09, 2024
Q2 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
1.71K+ 54.0% |
$678K - $718K
|
4.87K
$2.35M
|
|
Aug 09, 2024
Q2 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
337+ 18.11% |
$134K - $142K
|
2.2K
$1.06M
|
|
Aug 09, 2024
Q2 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
194+ 14.19% |
$77K - $81.5K
|
1.56K
$754K
|
|
Aug 09, 2024
Q2 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
410+ 4.08% |
$163K - $172K
|
10.5K
$5.05M
|
|
Aug 09, 2024
Q2 2024
|
Foresight Global Investors, Inc.
Purchase, NY |
SELL
|
- |
-725- 17.77% |
$288K - $305K
|
3.36K
$1.62M
|
|
Aug 09, 2024
Q2 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-6- 1.62% |
$2.38K - $2.52K
|
365
$176K
|