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 09, 2024
Q2 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
25+ 1.93% |
$9.92K - $10.5K
|
1.32K
$632K
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-174K- 65.41% |
$69.2M - $73.3M
|
92.2K
$44.1M
|
|
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-13- 1.06% |
$5.16K - $5.46K
|
1.21K
$580K
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
78+ 9.17% |
$30.9K - $32.8K
|
929
$445K
|
|
Aug 09, 2024
Q2 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
670New |
$266K - $282K
|
670
$321K
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
2.53K+ 48.1% |
$1.01M - $1.06M
|
7.8K
$3.73M
|
|
Aug 09, 2024
Q2 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
738New |
$293K - $310K
|
738
$353K
|
|
Aug 09, 2024
Q2 2024
|
Guild Investment Management, Inc.
|
BUY
|
- |
67+ 4.52% |
$26.6K - $28.2K
|
1.55K
$742K
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-11- 1.8% |
$4.36K - $4.62K
|
601
$288K
|
|
Aug 09, 2024
Q2 2024
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-815- 12.66% |
$323K - $342K
|
5.62K
$2.69M
|
|
Aug 08, 2024
Q2 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
6.29K+ 740.99% |
$2.5M - $2.64M
|
7.14K
$3.42M
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-20- 1.67% |
$7.93K - $8.4K
|
1.18K
$565K
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-695- 3.6% |
$276K - $292K
|
18.6K
$8.9M
|
|
Aug 08, 2024
Q2 2024
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
1.9KNew |
$754K - $798K
|
1.9K
$909K
|
|
Aug 08, 2024
Q2 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
84+ 84.0% |
$33.3K - $35.3K
|
184
$88.1K
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
90+ 10.58% |
$35.7K - $37.8K
|
941
$450K
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
118+ 16.71% |
$46.8K - $49.6K
|
824
$394K
|
|
Aug 08, 2024
Q2 2024
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-100- 9.47% |
$39.7K - $42K
|
956
$458K
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
BUY
|
- |
18+ 0.11% |
$7.14K - $7.56K
|
15.8K
$7.57M
|
|
Aug 08, 2024
Q2 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-39- 3.49% |
$15.5K - $16.4K
|
1.08K
$515K
|
|
Aug 08, 2024
Q2 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-9- 0.82% |
$3.57K - $3.78K
|
1.08K
$518K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3.65K- 70.41% |
$1.45M - $1.53M
|
1.53K
$733K
|
|
Aug 08, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-34.3K- 98.47% |
$13.6M - $14.4M
|
533
$255K
|
|
Aug 08, 2024
Q2 2024
|
Alta Advisers LTD
|
BUY
|
- |
86+ 1.76% |
$34.1K - $36.1K
|
4.99K
$2.39M
|
|
Aug 08, 2024
Q2 2024
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-260- 7.8% |
$103K - $109K
|
3.07K
$1.47M
|
|
Aug 08, 2024
Q2 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.58K+ 11.79% |
$627K - $664K
|
15K
$7.17M
|
|
Aug 07, 2024
Q2 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-15- 2.91% |
$5.95K - $6.3K
|
500
$239K
|
|
Aug 07, 2024
Q2 2024
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-226- 3.58% |
$89.7K - $95K
|
6.09K
$2.92M
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-76.1K- 20.24% |
$30.2M - $32M
|
300K
$144M
|
|
Aug 07, 2024
Q2 2024
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
34+ 6.13% |
$13.5K - $14.3K
|
589
$282K
|
|
Aug 07, 2024
Q2 2024
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
357+ 38.39% |
$142K - $150K
|
1.29K
$616K
|
|
Aug 07, 2024
Q2 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
4.6KNew |
$1.82M - $1.93M
|
4.6K
$2.2M
|
|
Aug 07, 2024
Q2 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-2.59K- 37.04% |
$1.03M - $1.09M
|
4.39K
$2.1M
|
|
Aug 07, 2024
Q2 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-86- 3.75% |
$34.1K - $36.1K
|
2.21K
$1.06M
|
|
Aug 07, 2024
Q2 2024
|
South Street Advisors LLC
New York, NY |
SELL
|
- |
-60- 1.8% |
$23.8K - $25.2K
|
3.28K
$1.57M
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-16- 37.21% |
$6.35K - $6.72K
|
27
$12.9K
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
197+ 0.27% |
$78.2K - $82.8K
|
72.1K
$34.5M
|
|
Aug 07, 2024
Q2 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-281- 13.7% |
$111K - $118K
|
1.77K
$847K
|
|
Aug 07, 2024
Q2 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-9- 1.73% |
$3.57K - $3.78K
|
512
$245K
|
|
Aug 07, 2024
Q2 2024
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-4.93K- 83.15% |
$1.96M - $2.07M
|
1K
$479K
|
|
Aug 07, 2024
Q2 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
89+ 3.28% |
$35.3K - $37.4K
|
2.81K
$1.34M
|
|
Aug 06, 2024
Q2 2024
|
New Jersey Better Educational Savings Trust
|
SELL
|
- |
-1.6K- 62.19% |
$634K - $672K
|
972
$465K
|
|
Aug 06, 2024
Q2 2024
|
Supplemental Annuity Collective Trust Of Nj
|
SELL
|
- |
-4K- 26.23% |
$1.59M - $1.68M
|
11.3K
$5.38M
|
|
Aug 06, 2024
Q2 2024
|
Nj State Employees Deferred Compensation Plan
|
BUY
|
- |
12.9KNew |
$5.12M - $5.42M
|
12.9K
$6.17M
|
|
Aug 06, 2024
Q2 2024
|
Farley Capital L.P.
New York, NY |
SELL
|
- |
-17- 0.57% |
$6.74K - $7.14K
|
2.95K
$1.41M
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-4.45K- 11.2% |
$1.76M - $1.87M
|
35.2K
$16.9M
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
1.92K+ 28.49% |
$763K - $809K
|
8.68K
$4.15M
|
|
Aug 06, 2024
Q2 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
1.35K+ 15.92% |
$536K - $567K
|
9.83K
$4.71M
|
|
Aug 06, 2024
Q2 2024
|
Oak Thistle LLC
|
SELL
|
- |
-1.12K- 53.79% |
$445K - $471K
|
963
$461K
|
|
Aug 06, 2024
Q2 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-149- 16.25% |
$59.1K - $62.6K
|
768
$368K
|