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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
1+ 0.16% |
$397 - $420
|
619
$296K
|
|
|
Jul 31, 2024
Q2 2024
|
Mizuho Markets Americas LLC
|
BUY
|
- |
30KNew |
$11.9M - $12.6M
|
30K
$14.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
40+ 4.55% |
$15.9K - $16.8K
|
920
$440K
|
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
3.12K+ 152.84% |
$1.24M - $1.31M
|
5.16K
$2.47M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
577+ 1.29% |
$229K - $242K
|
45.2K
$21.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
581+ 8.35% |
$231K - $244K
|
7.54K
$3.61M
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
SELL
|
- |
-90- 0.36% |
$35.7K - $37.8K
|
25.1K
$12M
|
|
|
Jul 30, 2024
Q2 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
52+ 8.33% |
$20.6K - $21.9K
|
676
$324K
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
955New |
$379K - $401K
|
955
$457K
|
|
|
Jul 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-30- 0.27% |
$11.9K - $12.6K
|
11K
$5.25M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
90+ 2.13% |
$35.7K - $37.8K
|
4.32K
$2.07M
|
|
|
Jul 30, 2024
Q2 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-75- 5.84% |
$29.8K - $31.5K
|
1.21K
$579K
|
|
|
Jul 30, 2024
Q2 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
30+ 2.74% |
$11.9K - $12.6K
|
1.13K
$539K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
460+ 48.52% |
$182K - $193K
|
1.41K
$674K
|
|
|
Jul 30, 2024
Q2 2024
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-12- 1.03% |
$4.76K - $5.04K
|
1.15K
$550K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
PUT |
200New |
$79.3K - $84K
|
200
$95.7K
|
|
|
Jul 29, 2024
Q2 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
3.36KNew |
$1.33M - $1.41M
|
3.36K
$1.61M
|
|
|
Jul 29, 2024
Q2 2024
|
Tenret CO LLC
|
SELL
|
- |
-13- 2.12% |
$5.16K - $5.46K
|
599
$287K
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-15- 0.63% |
$5.95K - $6.3K
|
2.36K
$1.13M
|
|
|
Jul 29, 2024
Q2 2024
|
Members Trust CO
|
SELL
|
- |
-15- 0.63% |
$5.95K - $6.3K
|
2.38K
$1.14M
|
|
|
Jul 29, 2024
Q2 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
141+ 54.44% |
$55.9K - $59.3K
|
400
$191K
|
|
|
Jul 29, 2024
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
50+ 0.47% |
$19.8K - $21K
|
10.7K
$5.12M
|
|
|
Jul 26, 2024
Q2 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-25- 0.7% |
$9.92K - $10.5K
|
3.57K
$1.71M
|
|
|
Jul 26, 2024
Q2 2024
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-2- 0.19% |
$793 - $840
|
1.07K
$510K
|
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
7+ 0.77% |
$2.78K - $2.94K
|
912
$436K
|
|
|
Jul 26, 2024
Q2 2024
|
Galibier Capital Management Ltd.
|
BUY
|
- |
400+ 11.14% |
$159K - $168K
|
3.99K
$1.91M
|
|
|
Jul 26, 2024
Q2 2024
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
75+ 6.88% |
$29.8K - $31.5K
|
1.17K
$558K
|
|
|
Jul 26, 2024
Q2 2024
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
901New |
$357K - $379K
|
901
$431K
|
|
|
Jul 26, 2024
Q2 2024
|
West Bancorporation Inc
|
BUY
|
- |
20+ 3.45% |
$7.93K - $8.4K
|
600
$287K
|
|
|
Jul 26, 2024
Q2 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
18+ 0.41% |
$7.14K - $7.56K
|
4.46K
$2.13M
|
|
|
Jul 26, 2024
Q2 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1- 0.17% |
$397 - $420
|
598
$286K
|
|
|
Jul 25, 2024
Q2 2024
|
Shelter Ins Retirement Plan
|
BUY
|
- |
3.47KNew |
$1.38M - $1.46M
|
3.47K
$1.66M
|
|
|
Jul 25, 2024
Q2 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
173+ 24.93% |
$68.6K - $72.7K
|
867
$415K
|
|
|
Jul 25, 2024
Q2 2024
|
Planning Alternatives LTD
|
BUY
|
- |
725+ 44.95% |
$288K - $305K
|
2.34K
$1.12M
|
|
|
Jul 25, 2024
Q2 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-41- 1.09% |
$16.3K - $17.2K
|
3.73K
$1.78M
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
920+ 334.55% |
$365K - $387K
|
1.2K
$572K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-3.05K- 7.0% |
$1.21M - $1.28M
|
40.5K
$19.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
252+ 52.83% |
$100K - $106K
|
729
$349K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-360- 0.11% |
$143K - $151K
|
326K
$156M
|
|
|
Jul 25, 2024
Q2 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-20- 2.31% |
$7.93K - $8.4K
|
845
$404K
|
|
|
Jul 25, 2024
Q2 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
50+ 1.85% |
$19.8K - $21K
|
2.75K
$1.32M
|
|
|
Jul 25, 2024
Q2 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-896- 37.15% |
$355K - $377K
|
1.52K
$725K
|
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
BUY
|
- |
2.05KNew |
$814K - $862K
|
2.05K
$982K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-23- 17.29% |
$9.12K - $9.67K
|
110
$52.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Brown Financial Advisory
|
SELL
|
- |
-80- 2.0% |
$31.7K - $33.6K
|
3.93K
$1.88M
|
|
|
Jul 25, 2024
Q2 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-30- 1.04% |
$11.9K - $12.6K
|
2.85K
$1.36M
|
|
|
Jul 25, 2024
Q2 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-17- 0.5% |
$6.74K - $7.14K
|
3.41K
$1.63M
|
|
|
Jul 25, 2024
Q2 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-25- 1.65% |
$9.92K - $10.5K
|
1.49K
$713K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
2+ 0.03% |
$793 - $840
|
5.82K
$2.79M
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
5.35K+ 6.21% |
$2.12M - $2.25M
|
91.6K
$43.8M
|