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 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
5.35K+ 6.21% |
$2.12M - $2.25M
|
91.6K
$44.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
100+ 8.3% |
$39.7K - $42K
|
1.31K
$630K
|
|
|
Jul 25, 2024
Q2 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
174+ 8.07% |
$69K - $73.1K
|
2.33K
$1.13M
|
|
|
Jul 24, 2024
Q2 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
19+ 2.26% |
$7.54K - $7.98K
|
859
$415K
|
|
|
Jul 24, 2024
Q2 2024
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-125- 2.97% |
$49.6K - $52.5K
|
4.09K
$1.98M
|
|
|
Jul 24, 2024
Q2 2024
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-429- 39.0% |
$170K - $180K
|
671
$324K
|
|
|
Jul 24, 2024
Q2 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-25.2K- 3.11% |
$9.99M - $10.6M
|
783K
$378M
|
|
|
Jul 24, 2024
Q2 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
49+ 5.71% |
$19.4K - $20.6K
|
907
$438K
|
|
|
Jul 23, 2024
Q2 2024
|
Bright Rock Capital Management, LLC
|
SELL
|
- |
-10K- 28.57% |
$3.97M - $4.2M
|
25K
$12.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Stegner Investment Associates Inc.
|
BUY
|
- |
557New |
$221K - $234K
|
557
$269K
|
|
|
Jul 23, 2024
Q2 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
25+ 3.57% |
$9.92K - $10.5K
|
725
$350K
|
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-76- 1.74% |
$30.2K - $31.9K
|
4.28K
$2.07M
|
|
|
Jul 23, 2024
Q2 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-75- 2.85% |
$29.8K - $31.5K
|
2.56K
$1.23M
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
312New |
$124K - $131K
|
312
$151K
|
|
|
Jul 23, 2024
Q2 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
6+ 0.48% |
$2.38K - $2.52K
|
1.26K
$606K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
98+ 30.91% |
$38.9K - $41.2K
|
415
$200K
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-167- 2.29% |
$66.3K - $70.2K
|
7.13K
$3.44M
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
12+ 0.52% |
$4.76K - $5.04K
|
2.33K
$1.12M
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
54+ 5.15% |
$21.4K - $22.7K
|
1.1K
$532K
|
|
|
Jul 22, 2024
Q2 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
166+ 21.04% |
$65.9K - $69.8K
|
955
$461K
|
|
|
Jul 22, 2024
Q2 2024
|
Motive Wealth Advisors
|
BUY
|
- |
1+ 0.06% |
$397 - $420
|
1.77K
$856K
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
100+ 2.59% |
$39.7K - $42K
|
3.96K
$1.91M
|
|
|
Jul 22, 2024
Q2 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
3.52KNew |
$1.4M - $1.48M
|
3.52K
$1.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-41- 0.39% |
$16.3K - $17.2K
|
10.5K
$5.06M
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
69+ 0.09% |
$27.4K - $29K
|
77.8K
$37.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
1.75KNew |
$695K - $736K
|
1.75K
$846K
|
|
|
Jul 19, 2024
Q2 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
10+ 0.97% |
$3.97K - $4.2K
|
1.04K
$503K
|
|
|
Jul 19, 2024
Q2 2024
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-10.9K- 2.03% |
$4.33M - $4.59M
|
528K
$255M
|
|
|
Jul 19, 2024
Q2 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-82- 8.12% |
$32.5K - $34.5K
|
928
$448K
|
|
|
Jul 19, 2024
Q2 2024
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-12- 0.11% |
$4.76K - $5.04K
|
10.8K
$5.24M
|
|
|
Jul 19, 2024
Q2 2024
|
Shayne & Co., LLC
|
BUY
|
- |
57+ 0.02% |
$22.6K - $24K
|
292K
$141M
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
181+ 4.28% |
$71.8K - $76.1K
|
4.41K
$2.13M
|
|
|
Jul 19, 2024
Q2 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-48- 1.4% |
$19K - $20.2K
|
3.38K
$1.63M
|
|
|
Jul 19, 2024
Q2 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-128- 2.46% |
$50.8K - $53.8K
|
5.07K
$2.45M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
569New |
$226K - $239K
|
569
$275K
|
|
|
Jul 18, 2024
Q2 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-42- 4.06% |
$16.7K - $17.7K
|
993
$480K
|
|
|
Jul 18, 2024
Q2 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-50- 1.12% |
$19.8K - $21K
|
4.43K
$2.14M
|
|
|
Jul 18, 2024
Q2 2024
|
Brewster Financial Planning LLC
|
BUY
|
- |
34+ 5.96% |
$13.5K - $14.3K
|
604
$292K
|
|
|
Jul 18, 2024
Q2 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-787- 10.39% |
$312K - $331K
|
6.79K
$3.28M
|
|
|
Jul 18, 2024
Q2 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
79+ 10.81% |
$31.3K - $33.2K
|
810
$391K
|
|
|
Jul 18, 2024
Q2 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
42+ 5.01% |
$16.7K - $17.7K
|
881
$426K
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
2+ 0.4% |
$793 - $840
|
508
$245K
|
|
|
Jul 18, 2024
Q2 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
1.21KNew |
$478K - $506K
|
1.21K
$582K
|
|
|
Jul 18, 2024
Q2 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-4- 0.03% |
$1.59K - $1.68K
|
12K
$5.79M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
CALL |
2.1K+ 39.62% |
$833K - $883K
|
7.4K
$3.57M
|
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-46- 2.87% |
$18.2K - $19.3K
|
1.56K
$752K
|
|
|
Jul 17, 2024
Q2 2024
|
Strid Group, LLC
|
BUY
|
- |
85+ 3.01% |
$33.7K - $35.7K
|
2.91K
$1.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Marotta Asset Management
|
BUY
|
- |
106+ 10.11% |
$42.1K - $44.5K
|
1.15K
$557K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
SELL
|
- |
-1.6K- 64.29% |
$634K - $672K
|
888
$429K
|
|
|
Jul 17, 2024
Q2 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-2- 0.33% |
$793 - $840
|
602
$291K
|