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 |
|---|---|---|---|---|---|---|---|
|
Sep 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
CALL |
-4.6K- 97.87% |
$1.42M - $1.57M
|
100
$47.9K
|
|
|
Aug 17, 2023
Q2 2023
|
Ota Financial Group L.P.
|
BUY
|
- |
60KNew |
$18.5M - $20.5M
|
60K
$28.7M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
116+ 5.07% |
$35.9K - $39.6K
|
2.41K
$1.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Notis Mc Conarty Edward
|
SELL
|
- |
-190- 24.05% |
$58.7K - $64.8K
|
600
$287K
|
|
|
Aug 14, 2023
Q2 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
26.2KNew |
$8.09M - $8.93M
|
26.2K
$12.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-73- 3.08% |
$22.6K - $24.9K
|
2.3K
$1.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
160+ 32.0% |
$49.5K - $54.6K
|
660
$316K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.01K+ 66.01% |
$621K - $685K
|
5.05K
$2.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Petix & Botte CO
|
BUY
|
- |
920+ 100.0% |
$284K - $314K
|
1.84K
$881K
|
|
|
Aug 14, 2023
Q2 2023
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-9.83K- 49.47% |
$3.04M - $3.35M
|
10K
$4.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Tri Locum Partners LP
New York, NY |
BUY
|
- |
588New |
$182K - $201K
|
588
$281K
|
|
|
Aug 14, 2023
Q2 2023
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
490+ 14.44% |
$151K - $167K
|
3.88K
$1.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
- |
1K+ 6.25% |
$309K - $341K
|
17K
$8.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-1.2K- 34.06% |
$372K - $411K
|
2.33K
$1.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Jcp Investment Management, LLC
|
BUY
|
- |
1.04K+ 4.11% |
$320K - $353K
|
26.2K
$12.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
CALL |
300New |
$92.7K - $102K
|
300
$144K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-35- 0.71% |
$10.8K - $11.9K
|
4.89K
$2.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
3.62KNew |
$1.12M - $1.23M
|
3.62K
$1.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Baker Capital Management LP
Larkspur, CA |
BUY
|
- |
16.5KNew |
$5.1M - $5.63M
|
16.5K
$7.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
321+ 43.61% |
$99.2K - $109K
|
1.06K
$506K
|
|
|
Aug 14, 2023
Q2 2023
|
David Rolfe
Wedgewood Partners Inc | St Louis, Mo
|
SELL
|
- |
-675- 3.38% |
$209K - $230K
|
19.3K
$9.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
219KNew |
$67.8M - $74.8M
|
219K
$105M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
27.2KNew |
$8.41M - $9.28M
|
27.2K
$13M
|
|
|
Aug 14, 2023
Q2 2023
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-1.4K- 23.33% |
$433K - $477K
|
4.6K
$2.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-1.05K- 2.84% |
$325K - $358K
|
36K
$17.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
4.95KNew |
$1.53M - $1.69M
|
4.95K
$2.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-2.16K- 70.97% |
$668K - $737K
|
884
$423K
|
|
|
Aug 11, 2023
Q2 2023
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-31- 1.31% |
$9.58K - $10.6K
|
2.34K
$1.12M
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
13.2KNew |
$4.09M - $4.51M
|
13.2K
$6.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
2.66KNew |
$821K - $906K
|
2.66K
$1.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
PUT |
3.6KNew |
$1.11M - $1.23M
|
3.6K
$1.72M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-48- 6.92% |
$14.8K - $16.4K
|
646
$309K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-11.4K- 36.8% |
$3.51M - $3.87M
|
19.5K
$9.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-30- 3.28% |
$9.27K - $10.2K
|
884
$423K
|
|
|
Aug 11, 2023
Q2 2023
|
George Kaiser Family Foundation
|
SELL
|
- |
-1.29K- 16.33% |
$398K - $439K
|
6.6K
$3.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
264+ 6.29% |
$81.6K - $90K
|
4.46K
$2.14M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
33.5K+ 5.52% |
$10.3M - $11.4M
|
640K
$306M
|
|
|
Aug 10, 2023
Q2 2023
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
310New |
$95.8K - $106K
|
310
$148K
|
|
|
Aug 10, 2023
Q2 2023
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
BUY
|
- |
1.97KNew |
$609K - $672K
|
1.97K
$943K
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-18- 0.3% |
$5.56K - $6.14K
|
5.9K
$2.82M
|
|
|
Aug 10, 2023
Q2 2023
|
Nfc Investments, LLC
Memphis, TN |
BUY
|
- |
356+ 42.89% |
$110K - $121K
|
1.19K
$568K
|
|
|
Aug 10, 2023
Q2 2023
|
Sbb Research Group LLC
|
SELL
|
- |
-750- 3.95% |
$232K - $256K
|
18.2K
$8.73M
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-5- 0.84% |
$1.55K - $1.71K
|
590
$282K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-121- 1.05% |
$37.4K - $41.3K
|
11.4K
$5.44M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
7.11K+ 3.97% |
$2.2M - $2.43M
|
186K
$89.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Harvest Volatility Management LLC
|
SELL
|
- |
-191- 18.04% |
$59K - $65.1K
|
868
$415K
|
|
|
Aug 08, 2023
Q2 2023
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-215- 22.37% |
$66.5K - $73.3K
|
746
$357K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
545+ 14.83% |
$168K - $186K
|
4.22K
$2.02M
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-67- 0.01% |
$20.7K - $22.8K
|
743K
$356M
|
|
|
Aug 07, 2023
Q2 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
866New |
$268K - $295K
|
866
$414K
|