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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
SELL
|
- |
-200- 2.44% |
$58.7K - $64.1K
|
7.98K
$3.8M
|
|
|
Apr 12, 2023
Q1 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
100New |
$29.4K - $32K
|
100
$47.7K
|
|
|
Apr 12, 2023
Q1 2023
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-264- 25.96% |
$77.5K - $84.6K
|
753
$359K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
4+ 0.39% |
$1.17K - $1.28K
|
1.02K
$488K
|
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
2.41KNew |
$707K - $771K
|
2.41K
$1.15M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
1.04K+ 6.27% |
$306K - $334K
|
17.7K
$8.41M
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
SELL
|
- |
-57- 0.36% |
$16.7K - $18.3K
|
16K
$7.62M
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
CALL |
-300- 75.0% |
$88.1K - $96.1K
|
100
$47.7K
|
|
|
Apr 03, 2023
Q1 2023
|
Campbell Capital Management Inc
|
BUY
|
- |
70+ 2.29% |
$20.5K - $22.4K
|
3.13K
$1.49M
|
|
| Q4 2022 | |||||||
|
Nov 19, 2024
Q4 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
39+ 2.13% |
$10.3K - $12.4K
|
1.87K
$891K
|
|
|
Feb 28, 2024
Q4 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-813- 54.49% |
$215K - $259K
|
679
$324K
|
|
|
Jan 11, 2024
Q4 2022
|
Whitford Management LLC
New York, NY |
BUY
|
- |
695+ 86.23% |
$183K - $221K
|
1.5K
$715K
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
CALL |
1.5KNew |
$396K - $478K
|
1.5K
$715K
|
|
|
Jun 14, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
9.74KNew |
$2.57M - $3.1M
|
9.74K
$4.64M
|
|
|
Mar 06, 2023
Q4 2022
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-1.28KClosed |
$338K - $408K
|
0
$0
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
853New |
$225K - $272K
|
853
$407K
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
337+ 38.47% |
$89K - $107K
|
1.21K
$578K
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
3.66KNew |
$965K - $1.17M
|
3.66K
$1.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Noked Israel LTD
Ramat Hasharon, L3 |
BUY
|
- |
5.58K+ 71.66% |
$1.47M - $1.78M
|
13.4K
$6.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
10+ 8.62% |
$2.64K - $3.19K
|
126
$60K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
87New |
$23K - $27.7K
|
87
$41.5K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
853New |
$225K - $272K
|
853
$407K
|
|
|
Feb 14, 2023
Q4 2022
|
Compton Capital Management Inc
|
SELL
|
- |
-250- 22.12% |
$66K - $79.7K
|
880
$419K
|
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
3.4K+ 2.66% |
$898K - $1.08M
|
131K
$62.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
61.4K+ 358.47% |
$16.2M - $19.6M
|
78.5K
$37.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Swisspartners Ltd.
Vaduz, N2 |
SELL
|
- |
-14.1K- 81.76% |
$3.73M - $4.5M
|
3.15K
$1.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-22.4K- 56.99% |
$5.92M - $7.15M
|
16.9K
$8.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
326+ 1.67% |
$86.1K - $104K
|
19.8K
$9.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-158- 2.01% |
$41.7K - $50.3K
|
7.7K
$3.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
290New |
$76.6K - $92.4K
|
290
$138K
|
|
|
Feb 14, 2023
Q4 2022
|
Sender CO & Partners, Inc.
New York, NY |
BUY
|
- |
990New |
$261K - $315K
|
990
$472K
|
|
|
Feb 14, 2023
Q4 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
PUT |
3.9KNew |
$1.03M - $1.24M
|
3.9K
$1.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Hbk Investments L P
Dallas, TX |
SELL
|
PUT |
-17.3K- 9.09% |
$4.57M - $5.51M
|
173K
$82.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Altrinsic Global Advisors LLC
Greenwich, CT |
SELL
|
- |
-29.7K- 50.84% |
$7.84M - $9.46M
|
28.7K
$13.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Aristotle Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
925+ 80.43% |
$244K - $295K
|
2.08K
$989K
|
|
|
Feb 14, 2023
Q4 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
1.18K+ 12.65% |
$312K - $376K
|
10.5K
$5.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Well Partners, LLC
Charlotte, NC |
BUY
|
- |
5.1KNew |
$1.35M - $1.62M
|
5.1K
$2.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
1.8KNew |
$475K - $573K
|
1.8K
$858K
|
|
|
Feb 14, 2023
Q4 2022
|
Sg3 Management, LLC
Dorado, PR |
BUY
|
CALL |
1KNew |
$264K - $319K
|
1K
$477K
|
|
|
Feb 14, 2023
Q4 2022
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
SELL
|
- |
-65- 2.77% |
$17.2K - $20.7K
|
2.29K
$1.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
69KNew |
$18.2M - $22M
|
69K
$32.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
9.58KNew |
$2.53M - $3.05M
|
9.58K
$4.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
6.7K+ 1.4% |
$1.77M - $2.13M
|
486K
$232M
|
|
|
Feb 13, 2023
Q4 2022
|
Uss Investment Management LTD
|
SELL
|
- |
-1.9K- 3.8% |
$502K - $605K
|
48.1K
$22.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
336+ 2.76% |
$88.7K - $107K
|
12.5K
$5.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-100- 2.15% |
$26.4K - $31.9K
|
4.56K
$2.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
660+ 30.58% |
$174K - $210K
|
2.82K
$1.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-61- 0.29% |
$16.1K - $19.4K
|
21.1K
$10.1M
|
|
|
Feb 13, 2023
Q4 2022
|
First Washington Corp
Seattle, WA |
BUY
|
- |
650New |
$172K - $207K
|
650
$310K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-823- 10.23% |
$217K - $262K
|
7.22K
$3.44M
|
|