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 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
433New |
$172K - $182K
|
433
$207K
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
376+ 6.24% |
$149K - $158K
|
6.4K
$3.06M
|
|
Aug 06, 2024
Q2 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
108+ 12.19% |
$42.8K - $45.4K
|
994
$476K
|
|
Aug 06, 2024
Q2 2024
|
Hgk Asset Management Inc
|
BUY
|
- |
50New |
$19.8K - $21K
|
50
$23.9K
|
|
Aug 06, 2024
Q2 2024
|
Keating Investment Counselors Inc
|
SELL
|
- |
-1.39K- 70.66% |
$549K - $582K
|
575
$275K
|
|
Aug 06, 2024
Q2 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-358- 16.46% |
$142K - $150K
|
1.82K
$870K
|
|
Aug 06, 2024
Q2 2024
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-40- 0.9% |
$15.9K - $16.8K
|
4.38K
$2.1M
|
|
Aug 06, 2024
Q2 2024
|
Chapman Investment Management, LLC
|
SELL
|
- |
-5- 0.21% |
$1.98K - $2.1K
|
2.39K
$1.14M
|
|
Aug 06, 2024
Q2 2024
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
BUY
|
- |
91.1KNew |
$36.1M - $38.3M
|
91.1K
$43.6M
|
|
Aug 06, 2024
Q2 2024
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-128- 5.31% |
$50.8K - $53.8K
|
2.28K
$1.09M
|
|
Aug 05, 2024
Q2 2024
|
Mcdaniel Terry & CO
|
SELL
|
- |
-192- 0.73% |
$76.2K - $80.7K
|
26K
$12.5M
|
|
Aug 05, 2024
Q2 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
135+ 10.46% |
$53.6K - $56.7K
|
1.43K
$682K
|
|
Aug 05, 2024
Q2 2024
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
BUY
|
- |
17.5KNew |
$6.95M - $7.36M
|
17.5K
$8.39M
|
|
Aug 05, 2024
Q2 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
52+ 3.88% |
$20.6K - $21.9K
|
1.39K
$667K
|
|
Aug 05, 2024
Q2 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
89.2K+ 11364.97% |
$35.4M - $37.5M
|
90K
$43.1M
|
|
Aug 05, 2024
Q2 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
PUT |
90KNew |
$35.7M - $37.8M
|
90K
$43.1M
|
|
Aug 05, 2024
Q2 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-2.16K- 9.81% |
$857K - $907K
|
19.9K
$9.5M
|
|
Aug 05, 2024
Q2 2024
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
300+ 4.92% |
$119K - $126K
|
6.39K
$3.06M
|
|
Aug 05, 2024
Q2 2024
|
Hourglass Capital, LLC
|
SELL
|
- |
-38- 0.52% |
$15.1K - $16K
|
7.23K
$3.46M
|
|
Aug 05, 2024
Q2 2024
|
Xr Securities LLC
|
BUY
|
PUT |
1K+ 166.67% |
$397K - $420K
|
1.6K
$766K
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-64- 2.1% |
$25.4K - $26.9K
|
2.99K
$1.43M
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
199KNew |
$78.9M - $83.6M
|
199K
$95.2M
|
|
Aug 02, 2024
Q2 2024
|
Ferguson Shapiro LLC
|
SELL
|
- |
-277- 25.51% |
$110K - $116K
|
809
$387K
|
|
Aug 02, 2024
Q2 2024
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-113- 10.11% |
$44.8K - $47.5K
|
1.01K
$481K
|
|
Aug 02, 2024
Q2 2024
|
Private Capital Advisors, Inc.
|
BUY
|
- |
80+ 5.92% |
$31.7K - $33.6K
|
1.43K
$685K
|
|
Aug 02, 2024
Q2 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
8.4KNew |
$3.33M - $3.53M
|
8.4K
$4.02M
|
|
Aug 02, 2024
Q2 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-80- 4.48% |
$31.7K - $33.6K
|
1.71K
$816K
|
|
Aug 02, 2024
Q2 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
2+ 0.13% |
$793 - $840
|
1.6K
$767K
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-173- 2.09% |
$68.6K - $72.7K
|
8.12K
$3.88M
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
64+ 5.17% |
$25.4K - $26.9K
|
1.3K
$624K
|
|
Aug 02, 2024
Q2 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
21+ 1.91% |
$8.33K - $8.83K
|
1.12K
$536K
|
|
Aug 02, 2024
Q2 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-100- 12.71% |
$39.7K - $42K
|
687
$329K
|
|
Aug 01, 2024
Q2 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-229- 4.1% |
$90.9K - $96.2K
|
5.35K
$2.56M
|
|
Aug 01, 2024
Q2 2024
|
Bsn Capital Partners LTD
|
BUY
|
- |
365K+ 91.25% |
$145M - $153M
|
765K
$366M
|
|
Aug 01, 2024
Q2 2024
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-514- 9.1% |
$204K - $216K
|
5.14K
$2.46M
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
52+ 1.5% |
$20.6K - $21.9K
|
3.53K
$1.69M
|
|
Aug 01, 2024
Q2 2024
|
Eukles Asset Management
|
BUY
|
- |
24+ 14.12% |
$9.52K - $10.1K
|
194
$92.8K
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
SELL
|
PUT |
-4.5K- 95.74% |
$1.79M - $1.89M
|
200
$95.7K
|
|
Aug 01, 2024
Q2 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-231- 26.16% |
$91.6K - $97.1K
|
652
$312K
|
|
Aug 01, 2024
Q2 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
755New |
$300K - $317K
|
755
$361K
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-165- 6.34% |
$65.5K - $69.3K
|
2.44K
$1.17M
|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-54- 3.14% |
$21.4K - $22.7K
|
1.67K
$798K
|
|
Jul 31, 2024
Q2 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
87+ 0.77% |
$34.5K - $36.6K
|
11.4K
$5.45M
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
78+ 106.85% |
$30.9K - $32.8K
|
151
$72.3K
|
|
Jul 31, 2024
Q2 2024
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
122KNew |
$48.4M - $51.3M
|
122K
$58.4M
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
318+ 14.44% |
$126K - $134K
|
2.52K
$1.21M
|
|
Jul 31, 2024
Q2 2024
|
Tufton Capital Management
|
SELL
|
- |
-50- 0.66% |
$19.8K - $21K
|
7.47K
$3.58M
|
|
Jul 31, 2024
Q2 2024
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-758- 3.15% |
$301K - $319K
|
23.3K
$11.2M
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
158+ 5.38% |
$62.7K - $66.4K
|
3.1K
$1.48M
|
|
Jul 31, 2024
Q2 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-13- 1.88% |
$5.16K - $5.46K
|
680
$325K
|