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 |
---|---|---|---|---|---|---|---|
Aug 09, 2024
Q2 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
337+ 18.11% |
$134K - $142K
|
2.2K
$1.07M
|
|
Aug 09, 2024
Q2 2024
|
Foresight Global Investors, Inc.
Purchase, NY |
SELL
|
- |
-725- 17.77% |
$288K - $305K
|
3.36K
$1.63M
|
|
Aug 09, 2024
Q2 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
25+ 1.93% |
$9.92K - $10.5K
|
1.32K
$641K
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-174K- 65.41% |
$69.2M - $73.3M
|
92.2K
$44.7M
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
78+ 9.17% |
$30.9K - $32.8K
|
929
$451K
|
|
Aug 09, 2024
Q2 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
670New |
$266K - $282K
|
670
$325K
|
|
Aug 09, 2024
Q2 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
738New |
$293K - $310K
|
738
$358K
|
|
Aug 09, 2024
Q2 2024
|
Guild Investment Management, Inc.
|
BUY
|
- |
67+ 4.52% |
$26.6K - $28.2K
|
1.55K
$752K
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-695- 3.6% |
$276K - $292K
|
18.6K
$9.02M
|
|
Aug 08, 2024
Q2 2024
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
1.9KNew |
$754K - $798K
|
1.9K
$922K
|
|
Aug 08, 2024
Q2 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
84+ 84.0% |
$33.3K - $35.3K
|
184
$89.2K
|
|
Aug 08, 2024
Q2 2024
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-100- 9.47% |
$39.7K - $42K
|
956
$464K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3.65K- 70.41% |
$1.45M - $1.53M
|
1.53K
$743K
|
|
Aug 08, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-34.3K- 98.47% |
$13.6M - $14.4M
|
533
$259K
|
|
Aug 08, 2024
Q2 2024
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-260- 7.8% |
$103K - $109K
|
3.07K
$1.49M
|
|
Aug 07, 2024
Q2 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-15- 2.91% |
$5.95K - $6.3K
|
500
$243K
|
|
Aug 07, 2024
Q2 2024
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-226- 3.58% |
$89.7K - $95K
|
6.09K
$2.96M
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-16- 37.21% |
$6.35K - $6.72K
|
27
$13.1K
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
197+ 0.27% |
$78.2K - $82.8K
|
72.1K
$35M
|
|
Aug 06, 2024
Q2 2024
|
New Jersey Better Educational Savings Trust
|
SELL
|
- |
-1.6K- 62.19% |
$634K - $672K
|
972
$471K
|
|
Aug 06, 2024
Q2 2024
|
Supplemental Annuity Collective Trust Of Nj
|
SELL
|
- |
-4K- 26.23% |
$1.59M - $1.68M
|
11.3K
$5.46M
|
|
Aug 06, 2024
Q2 2024
|
Nj State Employees Deferred Compensation Plan
|
BUY
|
- |
12.9KNew |
$5.12M - $5.42M
|
12.9K
$6.26M
|
|
Aug 06, 2024
Q2 2024
|
Farley Capital L.P.
New York, NY |
SELL
|
- |
-17- 0.57% |
$6.74K - $7.14K
|
2.95K
$1.43M
|
|
Aug 06, 2024
Q2 2024
|
Oak Thistle LLC
|
SELL
|
- |
-1.12K- 53.79% |
$445K - $471K
|
963
$467K
|
|
Aug 06, 2024
Q2 2024
|
Hgk Asset Management Inc
|
BUY
|
- |
50New |
$19.8K - $21K
|
50
$24.3K
|
|
Aug 06, 2024
Q2 2024
|
Keating Investment Counselors Inc
|
SELL
|
- |
-1.39K- 70.66% |
$549K - $582K
|
575
$279K
|
|
Aug 05, 2024
Q2 2024
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
BUY
|
- |
17.5KNew |
$6.95M - $7.36M
|
17.5K
$8.5M
|
|
Aug 05, 2024
Q2 2024
|
Xr Securities LLC
|
BUY
|
PUT |
1K+ 166.67% |
$397K - $420K
|
1.6K
$776K
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
199KNew |
$78.9M - $83.6M
|
199K
$96.5M
|
|
Aug 02, 2024
Q2 2024
|
Ferguson Shapiro LLC
|
SELL
|
- |
-277- 25.51% |
$110K - $116K
|
809
$392K
|
|
Aug 02, 2024
Q2 2024
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-113- 10.11% |
$44.8K - $47.5K
|
1.01K
$487K
|
|
Aug 02, 2024
Q2 2024
|
Private Capital Advisors, Inc.
|
BUY
|
- |
80+ 5.92% |
$31.7K - $33.6K
|
1.43K
$694K
|
|
Aug 02, 2024
Q2 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
8.4KNew |
$3.33M - $3.53M
|
8.4K
$4.07M
|
|
Aug 02, 2024
Q2 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
2+ 0.13% |
$793 - $840
|
1.6K
$777K
|
|
Aug 02, 2024
Q2 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
21+ 1.91% |
$8.33K - $8.83K
|
1.12K
$543K
|
|
Aug 01, 2024
Q2 2024
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-514- 9.1% |
$204K - $216K
|
5.14K
$2.49M
|
|
Aug 01, 2024
Q2 2024
|
Eukles Asset Management
|
BUY
|
- |
24+ 14.12% |
$9.52K - $10.1K
|
194
$94.1K
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
SELL
|
PUT |
-4.5K- 95.74% |
$1.79M - $1.89M
|
200
$97K
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
78+ 106.85% |
$30.9K - $32.8K
|
151
$73.2K
|
|
Jul 31, 2024
Q2 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
1+ 0.16% |
$397 - $420
|
619
$300K
|
|
Jul 31, 2024
Q2 2024
|
Mizuho Markets Americas LLC
|
BUY
|
- |
30KNew |
$11.9M - $12.6M
|
30K
$14.6M
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
SELL
|
- |
-90- 0.36% |
$35.7K - $37.8K
|
25.1K
$12.1M
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
955New |
$379K - $401K
|
955
$463K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
90+ 2.13% |
$35.7K - $37.8K
|
4.32K
$2.09M
|
|
Jul 30, 2024
Q2 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
30+ 2.74% |
$11.9K - $12.6K
|
1.13K
$546K
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
460+ 48.52% |
$182K - $193K
|
1.41K
$683K
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
PUT |
200New |
$79.3K - $84K
|
200
$97K
|
|
Jul 29, 2024
Q2 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
141+ 54.44% |
$55.9K - $59.3K
|
400
$194K
|
|
Jul 29, 2024
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
50+ 0.47% |
$19.8K - $21K
|
10.7K
$5.19M
|
|
Jul 25, 2024
Q2 2024
|
Shelter Ins Retirement Plan
|
BUY
|
- |
3.47KNew |
$1.38M - $1.46M
|
3.47K
$1.68M
|