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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-563- 31.24% |
$187K - $204K
|
1.24K
$593K
|
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
1.2KNew |
$396K - $433K
|
1.2K
$572K
|
|
|
Feb 09, 2024
Q4 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-487- 30.3% |
$162K - $177K
|
1.12K
$536K
|
|
|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-5.12K- 62.38% |
$1.7M - $1.86M
|
3.09K
$1.48M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-264- 1.41% |
$87.6K - $95.7K
|
18.5K
$8.86M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-27- 0.84% |
$8.96K - $9.79K
|
3.2K
$1.53M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.43K+ 2.42% |
$476K - $520K
|
60.7K
$29.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-381- 5.35% |
$126K - $138K
|
6.75K
$3.23M
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
126New |
$41.8K - $45.7K
|
126
$60.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Anthracite Investment Company, Inc.
Fort Worth, TX |
BUY
|
- |
4.49KNew |
$1.49M - $1.63M
|
4.49K
$2.15M
|
|
|
Feb 07, 2024
Q4 2023
|
Summa Corp.
Tomball, TX |
BUY
|
- |
4.76KNew |
$1.58M - $1.73M
|
4.76K
$2.28M
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
1.93KNew |
$639K - $699K
|
1.93K
$922K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-2- 0.17% |
$663 - $725
|
1.19K
$569K
|
|
|
Feb 07, 2024
Q4 2023
|
Keystone Investors Pte LTD
Singapore, U0 |
SELL
|
- |
-1K- 14.45% |
$333K - $364K
|
5.95K
$2.85M
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
1.56KNew |
$516K - $564K
|
1.56K
$745K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
709+ 13.26% |
$235K - $257K
|
6.05K
$2.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-3.44K- 81.99% |
$1.14M - $1.25M
|
755
$361K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-98- 3.94% |
$32.5K - $35.5K
|
2.39K
$1.14M
|
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-11- 1.62% |
$3.65K - $3.99K
|
666
$319K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Carroll Financial Partners, LLC
|
BUY
|
- |
100+ 2.04% |
$33.2K - $36.3K
|
5K
$2.39M
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
174New |
$57.7K - $63.1K
|
174
$83.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
PUT |
-100- 1.69% |
$33.2K - $36.3K
|
5.8K
$2.78M
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
111New |
$36.8K - $40.3K
|
111
$53.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-995- 0.37% |
$330K - $361K
|
270K
$129M
|
|
|
Feb 05, 2024
Q4 2023
|
Firestone Capital Management
|
BUY
|
- |
5+ 0.09% |
$1.66K - $1.81K
|
5.51K
$2.64M
|
|
|
Feb 05, 2024
Q4 2023
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
574New |
$190K - $208K
|
574
$275K
|
|
|
Feb 05, 2024
Q4 2023
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
1.21KNew |
$402K - $440K
|
1.21K
$580K
|
|
|
Feb 05, 2024
Q4 2023
|
Searle & Co.
|
BUY
|
- |
11.5KNew |
$3.82M - $4.18M
|
11.5K
$5.52M
|
|
|
Feb 05, 2024
Q4 2023
|
A16z Perennial Management, L.P.
Menlo Park, CA |
BUY
|
- |
10New |
$3.32K - $3.63K
|
10
$4.79K
|
|
|
Feb 02, 2024
Q4 2023
|
Xr Securities LLC
|
BUY
|
- |
686+ 59.91% |
$228K - $249K
|
1.83K
$876K
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-47- 5.68% |
$15.6K - $17K
|
780
$373K
|
|
|
Feb 02, 2024
Q4 2023
|
Terril Brothers, Inc.
|
BUY
|
- |
15+ 0.84% |
$4.98K - $5.44K
|
1.8K
$861K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-2.12K- 10.85% |
$703K - $769K
|
17.4K
$8.34M
|
|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
9.29KNew |
$3.08M - $3.37M
|
9.29K
$4.45M
|
|
|
Feb 01, 2024
Q4 2023
|
Prism Advisors, Inc.
|
BUY
|
- |
175+ 23.33% |
$58K - $63.5K
|
925
$443K
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
731New |
$242K - $265K
|
731
$350K
|
|
|
Feb 01, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
633New |
$210K - $230K
|
633
$303K
|
|
|
Feb 01, 2024
Q4 2023
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
3.69KNew |
$1.23M - $1.34M
|
3.69K
$1.77M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
53New |
$17.6K - $19.2K
|
53
$25.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Planning Directions Inc
|
BUY
|
- |
7+ 0.97% |
$2.32K - $2.54K
|
731
$350K
|
|
|
Jan 31, 2024
Q4 2023
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
775New |
$257K - $281K
|
775
$371K
|
|
|
Jan 30, 2024
Q4 2023
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-1.2K- 53.96% |
$398K - $435K
|
1.02K
$490K
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
57+ 3.35% |
$18.9K - $20.7K
|
1.76K
$841K
|
|
|
Jan 29, 2024
Q4 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
1.9KNew |
$630K - $688K
|
1.9K
$908K
|
|
|
Jan 29, 2024
Q4 2023
|
Helios Capital Management Pte. LTD
|
BUY
|
- |
1.6K+ 44.44% |
$531K - $580K
|
5.2K
$2.49M
|
|
|
Jan 29, 2024
Q4 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-25- 1.32% |
$8.29K - $9.07K
|
1.87K
$895K
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
SELL
|
- |
-10- 1.23% |
$3.32K - $3.63K
|
800
$383K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
124+ 0.18% |
$41.1K - $45K
|
70.3K
$33.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
54+ 0.75% |
$17.9K - $19.6K
|
7.29K
$3.49M
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
1.4K+ 208.64% |
$464K - $508K
|
2.07K
$991K
|