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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-60- 3.03% |
$24.3K - $28.7K
|
1.92K
$933K
|
|
|
Oct 25, 2024
Q3 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
82+ 9.5% |
$33.2K - $39.2K
|
945
$458K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
8.91K+ 15.1% |
$3.61M - $4.26M
|
67.9K
$32.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
31+ 4.53% |
$12.6K - $14.8K
|
715
$347K
|
|
|
Oct 24, 2024
Q3 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
25+ 4.84% |
$10.1K - $12K
|
541
$262K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-3- 0.55% |
$1.22K - $1.44K
|
541
$262K
|
|
|
Oct 24, 2024
Q3 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-20- 0.64% |
$8.1K - $9.57K
|
3.12K
$1.51M
|
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
BUY
|
- |
295+ 16.03% |
$120K - $141K
|
2.14K
$1.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-5- 2.86% |
$2.03K - $2.39K
|
170
$82.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-250- 11.91% |
$101K - $120K
|
1.85K
$897K
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
CALL |
100New |
$40.5K - $47.9K
|
100
$48.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
BUY
|
- |
214+ 33.08% |
$86.7K - $102K
|
861
$418K
|
|
|
Oct 23, 2024
Q3 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
725New |
$294K - $347K
|
725
$352K
|
|
|
Oct 23, 2024
Q3 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-108- 19.18% |
$43.8K - $51.7K
|
455
$221K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
4.79KNew |
$1.94M - $2.29M
|
4.79K
$2.32M
|
|
|
Oct 22, 2024
Q3 2024
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-1.7K- 33.39% |
$689K - $814K
|
3.39K
$1.65M
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-33- 10.28% |
$13.4K - $15.8K
|
288
$140K
|
|
|
Oct 22, 2024
Q3 2024
|
Asset Planning Services Inc
|
SELL
|
- |
-110- 5.3% |
$44.6K - $52.6K
|
1.97K
$953K
|
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-167K- 90.97% |
$67.7M - $80M
|
16.6K
$8.05M
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1- 0.07% |
$405 - $479
|
1.51K
$731K
|
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-36- 1.3% |
$14.6K - $17.2K
|
2.73K
$1.33M
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-943- 1.88% |
$382K - $451K
|
49.1K
$23.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Lpf Advisors LLC
Sarasota, FL |
SELL
|
- |
-42- 6.87% |
$17K - $20.1K
|
569
$276K
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
26+ 5.12% |
$10.5K - $12.4K
|
534
$259K
|
|
|
Oct 21, 2024
Q3 2024
|
Oldfield Partners LLP
|
SELL
|
- |
-70.2K- 45.39% |
$28.4M - $33.6M
|
84.4K
$41M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.74K- 0.07% |
$706K - $834K
|
2.46M
$1.19B
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
1K+ 7.37% |
$406K - $479K
|
14.6K
$7.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.52K- 0.55% |
$3.05M - $3.6M
|
1.36M
$657M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
300New |
$122K - $144K
|
300
$146K
|
|
|
Oct 18, 2024
Q3 2024
|
Refined Wealth Management
|
SELL
|
- |
-10- 1.41% |
$4.05K - $4.79K
|
698
$339K
|
|
|
Oct 18, 2024
Q3 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-56- 1.15% |
$22.7K - $26.8K
|
4.83K
$2.34M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
251+ 13.89% |
$102K - $120K
|
2.06K
$998K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
180+ 3.88% |
$72.9K - $86.1K
|
4.82K
$2.34M
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
SELL
|
- |
-39.1K- 93.59% |
$15.9M - $18.7M
|
2.68K
$1.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Matisse Capital
|
BUY
|
- |
36+ 2.2% |
$14.6K - $17.2K
|
1.68K
$813K
|
|
|
Oct 17, 2024
Q3 2024
|
D. Scott Neal, Inc.
|
BUY
|
- |
319+ 5.91% |
$129K - $153K
|
5.72K
$2.77M
|
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-61- 11.34% |
$24.7K - $29.2K
|
477
$231K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
CALL |
-1K- 50.0% |
$405K - $479K
|
1K
$485K
|
|
|
Oct 17, 2024
Q3 2024
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-65- 8.97% |
$26.3K - $31.1K
|
660
$320K
|
|
|
Oct 16, 2024
Q3 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
220+ 21.72% |
$89.1K - $105K
|
1.23K
$598K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
26+ 1.33% |
$10.5K - $12.4K
|
1.99K
$963K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
32+ 0.88% |
$13K - $15.3K
|
3.68K
$1.78M
|
|
|
Oct 16, 2024
Q3 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
1.23KNew |
$497K - $587K
|
1.23K
$595K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
2.1KNew |
$851K - $1M
|
2.1K
$1.02M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-34- 1.02% |
$13.8K - $16.3K
|
3.3K
$1.6M
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-25- 2.2% |
$10.1K - $12K
|
1.11K
$538K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
18+ 1.83% |
$7.29K - $8.61K
|
1K
$486K
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-26- 0.78% |
$10.5K - $12.4K
|
3.29K
$1.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Penbrook Management LLC
|
SELL
|
- |
-25- 0.69% |
$10.1K - $12K
|
3.58K
$1.74M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-2.39K- 18.6% |
$970K - $1.15M
|
10.5K
$5.08M
|