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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-6- 0.75% |
$2.43K - $2.87K
|
790
$378K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-9.5K- 2.59% |
$3.85M - $4.55M
|
358K
$171M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-166- 0.68% |
$67.3K - $79.4K
|
24.3K
$11.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
7.86K+ 3.94% |
$3.18M - $3.76M
|
207K
$99.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-150- 9.17% |
$60.8K - $71.8K
|
1.49K
$711K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Ozk
|
SELL
|
- |
-21- 3.41% |
$8.51K - $10K
|
594
$284K
|
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
42+ 2.81% |
$17K - $20.1K
|
1.54K
$735K
|
|
|
Nov 14, 2024
Q3 2024
|
Channing Global Advisors, LLC
|
SELL
|
- |
-20- 0.39% |
$8.1K - $9.57K
|
5.13K
$2.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-7.28K- 3.91% |
$2.95M - $3.48M
|
179K
$85.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-1.14K- 5.56% |
$462K - $546K
|
19.4K
$9.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Greenbrier Partners Capital Management, LLC
|
SELL
|
- |
-117- 0.13% |
$47.4K - $56K
|
88.8K
$42.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-30K- 13.6% |
$12.2M - $14.4M
|
191K
$91.2M
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
22+ 0.13% |
$8.91K - $10.5K
|
16.3K
$7.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-10- 0.09% |
$4.05K - $4.79K
|
11.7K
$5.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
5.38KNew |
$2.18M - $2.57M
|
5.38K
$2.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
399+ 0.85% |
$162K - $191K
|
47.3K
$22.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Credit Agricole S A
|
BUY
|
- |
179K+ 79.9% |
$72.7M - $85.9M
|
404K
$193M
|
|
|
Nov 14, 2024
Q3 2024
|
Credit Agricole S A
|
BUY
|
PUT |
400New |
$162K - $191K
|
400
$191K
|
|
|
Nov 14, 2024
Q3 2024
|
Employees Retirement System Of Texas
|
BUY
|
- |
102K+ 1496.32% |
$41.2M - $48.6M
|
108K
$51.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-350- 16.01% |
$142K - $167K
|
1.84K
$879K
|
|
|
Nov 14, 2024
Q3 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-117- 3.38% |
$47.4K - $56K
|
3.34K
$1.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-31.7K- 23.37% |
$12.8M - $15.2M
|
104K
$49.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
226+ 1.33% |
$91.6K - $108K
|
17.2K
$8.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-3.86K- 2.49% |
$1.56M - $1.84M
|
151K
$72.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-133- 1.31% |
$53.9K - $63.6K
|
10.1K
$4.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-89K- 9.42% |
$36.1M - $42.6M
|
856K
$410M
|
|
|
Nov 14, 2024
Q3 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-4- 0.02% |
$1.62K - $1.91K
|
24.9K
$11.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-646- 0.73% |
$262K - $309K
|
87.3K
$41.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.8K- 2.88% |
$1.13M - $1.34M
|
94.3K
$45.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
1.4K+ 18.88% |
$568K - $670K
|
8.82K
$4.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
18.7K+ 63.32% |
$7.58M - $8.95M
|
48.2K
$23.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-40- 0.13% |
$16.2K - $19.1K
|
30.2K
$14.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-99- 0.33% |
$40.1K - $47.4K
|
29.6K
$14.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-3.6K- 1.83% |
$1.46M - $1.72M
|
193K
$92.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
132+ 6.78% |
$53.5K - $63.2K
|
2.08K
$995K
|
|
|
Nov 14, 2024
Q3 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
9.84K+ 15.64% |
$3.99M - $4.71M
|
72.7K
$34.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.82K+ 8.03% |
$1.55M - $1.83M
|
51.3K
$24.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-21.5K- 1.95% |
$8.71M - $10.3M
|
1.08M
$518M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
24+ 0.05% |
$9.72K - $11.5K
|
47.6K
$22.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
92+ 11.54% |
$37.3K - $44K
|
889
$425K
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
203+ 22.41% |
$82.3K - $97.1K
|
1.11K
$531K
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-458- 5.24% |
$186K - $219K
|
8.29K
$3.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Avenir Corp
Washington, DC |
SELL
|
- |
-14.6K- 10.92% |
$5.9M - $6.97M
|
119K
$56.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-11.4K- 3.6% |
$4.64M - $5.48M
|
307K
$147M
|
|
|
Nov 14, 2024
Q3 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-915- 1.55% |
$371K - $438K
|
58.1K
$27.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.08K+ 2.03% |
$1.25M - $1.47M
|
155K
$74.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
28.4K+ 531.99% |
$11.5M - $13.6M
|
33.7K
$16.1M
|
|
|
Nov 14, 2024
Q3 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-30.1K- 12.0% |
$12.2M - $14.4M
|
221K
$106M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.75K- 5.69% |
$1.11M - $1.31M
|
45.5K
$21.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-119- 0.68% |
$48.2K - $56.9K
|
17.3K
$8.28M
|