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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Clear Street LLC
|
BUY
|
PUT |
230KNew |
$82.6M - $96.7M
|
230K
$110M
|
|
|
May 13, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-15.4K- 96.35% |
$5.52M - $6.47M
|
582
$279K
|
|
|
May 13, 2024
Q1 2024
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-110- 7.7% |
$39.5K - $46.3K
|
1.32K
$631K
|
|
|
May 13, 2024
Q1 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-81- 13.71% |
$29.1K - $34.1K
|
510
$244K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
665+ 77.78% |
$239K - $280K
|
1.52K
$727K
|
|
|
May 13, 2024
Q1 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-2- 0.05% |
$719 - $841
|
4.09K
$1.96M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
861+ 597.92% |
$309K - $362K
|
1.01K
$481K
|
|
|
May 13, 2024
Q1 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-137K- 44.42% |
$49.1M - $57.5M
|
171K
$81.8M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.31K- 0.28% |
$471K - $552K
|
461K
$221M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
14.2K+ 5.24% |
$5.11M - $5.98M
|
285K
$137M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-24K- 99.94% |
$8.61M - $10.1M
|
14
$6.7K
|
|
|
May 13, 2024
Q1 2024
|
Mqs Management LLC
|
BUY
|
- |
619+ 40.8% |
$222K - $260K
|
2.14K
$1.02M
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-642- 56.91% |
$231K - $270K
|
486
$233K
|
|
|
May 13, 2024
Q1 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-100- 1.56% |
$35.9K - $42.1K
|
6.32K
$3.03M
|
|
|
May 13, 2024
Q1 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-81- 3.16% |
$29.1K - $34.1K
|
2.49K
$1.19M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
13.5K+ 896.08% |
$4.85M - $5.68M
|
15K
$7.18M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-17- 1.1% |
$6.11K - $7.15K
|
1.53K
$730K
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-185- 1.09% |
$66.5K - $77.8K
|
16.7K
$8.01M
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
57+ 0.79% |
$20.5K - $24K
|
7.29K
$3.49M
|
|
|
May 10, 2024
Q1 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
614New |
$221K - $258K
|
614
$294K
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
3.66KNew |
$1.32M - $1.54M
|
3.66K
$1.75M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-32.4K- 2.39% |
$11.6M - $13.6M
|
1.32M
$634M
|
|
|
May 10, 2024
Q1 2024
|
Chiron Capital Management, LLC
|
SELL
|
- |
-5- 0.63% |
$1.8K - $2.1K
|
786
$376K
|
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-48- 0.67% |
$17.2K - $20.2K
|
7.16K
$3.43M
|
|
|
May 10, 2024
Q1 2024
|
Providence First Trust CO
|
BUY
|
- |
282+ 9.5% |
$101K - $119K
|
3.25K
$1.56M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
PUT |
-2.1K- 14.0% |
$755K - $883K
|
12.9K
$6.17M
|
|
|
May 09, 2024
Q1 2024
|
Prospector Partners LLC
Guilford, CT |
SELL
|
- |
-18.1K- 18.76% |
$6.5M - $7.61M
|
78.3K
$37.5M
|
|
|
May 09, 2024
Q1 2024
|
Zevin Asset Management LLC
|
SELL
|
- |
-91- 9.05% |
$32.7K - $38.3K
|
914
$437K
|
|
|
May 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-97- 11.23% |
$34.9K - $40.8K
|
767
$367K
|
|
|
May 09, 2024
Q1 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-144- 16.92% |
$51.7K - $60.6K
|
707
$338K
|
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
512New |
$184K - $215K
|
512
$245K
|
|
|
May 09, 2024
Q1 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
18.2KNew |
$6.56M - $7.67M
|
18.2K
$8.73M
|
|
|
May 08, 2024
Q1 2024
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-200- 11.24% |
$71.9K - $84.1K
|
1.58K
$756K
|
|
|
May 08, 2024
Q1 2024
|
Icici Prudential Asset Management CO LTD
|
SELL
|
- |
-883- 10.37% |
$317K - $371K
|
7.63K
$3.65M
|
|
|
May 08, 2024
Q1 2024
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-1.02K- 12.72% |
$365K - $427K
|
6.96K
$3.33M
|
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-42- 8.11% |
$15.1K - $17.7K
|
476
$228K
|
|
|
May 08, 2024
Q1 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
1.47KNew |
$529K - $619K
|
1.47K
$704K
|
|
|
May 08, 2024
Q1 2024
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
9+ 1.37% |
$3.23K - $3.78K
|
667
$319K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
77+ 7.2% |
$27.7K - $32.4K
|
1.15K
$548K
|
|
|
May 07, 2024
Q1 2024
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-46.2K- 16.12% |
$16.6M - $19.4M
|
241K
$115M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.13K+ 2.21% |
$404K - $473K
|
52K
$24.9M
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-50- 1.94% |
$18K - $21K
|
2.53K
$1.21M
|
|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1K- 32.41% |
$359K - $421K
|
2.09K
$998K
|
|
|
May 06, 2024
Q1 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
3.71KNew |
$1.33M - $1.56M
|
3.71K
$1.77M
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
10+ 1.6% |
$3.59K - $4.21K
|
636
$304K
|
|
|
May 06, 2024
Q1 2024
|
Ycg, LLC
|
SELL
|
- |
-22.3K- 27.2% |
$7.99M - $9.36M
|
59.6K
$28.5M
|
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
1.44KNew |
$519K - $607K
|
1.44K
$691K
|
|
|
May 06, 2024
Q1 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-80- 4.6% |
$28.7K - $33.6K
|
1.66K
$793K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
483New |
$174K - $203K
|
483
$231K
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-21- 0.32% |
$7.55K - $8.83K
|
6.49K
$3.11M
|