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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-813- 2.3% |
$215K - $259K
|
34.6K
$16.5M
|
|
|
Jan 20, 2023
Q4 2022
|
Golden Green, Inc.
|
SELL
|
- |
-2- 0.09% |
$528 - $637
|
2.23K
$1.06M
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
2.67K+ 4.39% |
$705K - $851K
|
63.6K
$30.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-34- 2.57% |
$8.98K - $10.8K
|
1.29K
$615K
|
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
110+ 0.26% |
$29K - $35K
|
42.7K
$20.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Shore Point Advisors, LLC
|
BUY
|
- |
1.84KNew |
$486K - $586K
|
1.84K
$877K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
SELL
|
- |
-351- 8.0% |
$92.7K - $112K
|
4.04K
$1.92M
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
73+ 4.11% |
$19.3K - $23.3K
|
1.85K
$881K
|
|
|
Jan 18, 2023
Q4 2022
|
New Potomac Partners, LLC
|
BUY
|
- |
810New |
$214K - $258K
|
810
$386K
|
|
|
Jan 13, 2023
Q4 2022
|
Adams Asset Advisors, LLC
|
BUY
|
- |
744New |
$196K - $237K
|
744
$355K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
301+ 5.53% |
$79.5K - $95.9K
|
5.74K
$2.74M
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
916+ 0.77% |
$242K - $292K
|
120K
$57.3M
|
|
|
Jan 13, 2023
Q4 2022
|
Olio Financial Planning
|
SELL
|
- |
-304- 12.53% |
$80.3K - $96.9K
|
2.12K
$1.01M
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
- |
419New |
$111K - $133K
|
419
$200K
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
PUT |
1.9KNew |
$502K - $605K
|
1.9K
$905K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-70- 1.09% |
$18.5K - $22.3K
|
6.33K
$3.02M
|
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
20+ 14.29% |
$5.28K - $6.37K
|
160
$76.3K
|
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
1.87KNew |
$494K - $597K
|
1.87K
$893K
|
|
|
Jan 11, 2023
Q4 2022
|
Cox Capital Mgt LLC
|
BUY
|
- |
950New |
$251K - $303K
|
950
$453K
|
|
|
Jan 10, 2023
Q4 2022
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
14+ 1.26% |
$3.7K - $4.46K
|
1.13K
$538K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
857New |
$226K - $273K
|
857
$408K
|
|
|
Jan 05, 2023
Q4 2022
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-32- 4.25% |
$8.45K - $10.2K
|
721
$344K
|
|
| Q3 2022 | |||||||
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
3.54K+ 516.96% |
$935K - $1.08M
|
4.22K
$2.01M
|
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-7- 0.18% |
$1.85K - $2.15K
|
3.87K
$1.85M
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5.65KClosed |
$1.49M - $1.73M
|
0
$0
|
|
| Q2 2022 | |||||||
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
350+ 40.28% |
$93.6K - $124K
|
1.22K
$581K
|
|
| Q1 2022 | |||||||
|
Jul 20, 2023
Q1 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-1.84KClosed |
$554K - $662K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Nov 14, 2024
Q4 2021
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-1KClosed |
$274K - $300K
|
0
$0
|
|
|
Jun 22, 2023
Q4 2021
|
Msd Partners, L.P.
New York, NY |
BUY
|
- |
12.8K+ 6.13% |
$3.5M - $3.84M
|
222K
$106M
|
|
| Q3 2021 | |||||||
|
Apr 05, 2024
Q3 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
16+ 1.08% |
$4.36K - $4.66K
|
1.49K
$711K
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
77.2K+ 12.51% |
$21.1M - $22.5M
|
695K
$331M
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
15.4K+ 4.37% |
$4.2M - $4.49M
|
368K
$175M
|
|
|
May 09, 2023
Q3 2021
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-16- 11.94% |
$4.36K - $4.66K
|
118
$56.2K
|
|
| Q4 2020 | |||||||
|
Aug 28, 2024
Q4 2020
|
Farmers National Bank
Danville, KY |
BUY
|
- |
192+ 5.94% |
$38.5K - $44.9K
|
3.43K
$1.63M
|
|
|
Feb 28, 2023
Q4 2020
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-463- 1.08% |
$92.9K - $108K
|
42.5K
$20.3M
|
|
|
Feb 16, 2021
Q4 2020
|
Trustees Of Columbia University In The City Of New York
New York, NY |
BUY
|
- |
1.1KNew |
$221K - $257K
|
1.1K
$524K
|
|
| Q2 2020 | |||||||
|
Nov 22, 2024
Q2 2020
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
180New |
$30.5K - $36.3K
|
180
$85.8K
|
|
|
Mar 28, 2024
Q2 2020
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
43.4KNew |
$7.34M - $8.75M
|
43.4K
$20.7M
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.21K- 9.54% |
$373K - $444K
|
20.9K
$9.97M
|
|
| Q1 2020 | |||||||
|
Apr 01, 2020
Q1 2020
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-950Closed |
$154K - $219K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Oct 09, 2024
Q3 2019
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
4+ 0.29% |
$783 - $861
|
1.4K
$668K
|
|
|
Mar 11, 2024
Q3 2019
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-24- 2.25% |
$4.7K - $5.17K
|
1.04K
$498K
|
|
| Q1 2019 | |||||||
|
Sep 04, 2024
Q1 2019
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
SELL
|
- |
-100KClosed |
$19.2M - $20.9M
|
0
$0
|
|