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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
171+ 8.94% |
$45.1K - $54.5K
|
2.08K
$984K
|
|
|
Feb 08, 2023
Q4 2022
|
Crosspoint Financial, LLC
Tustin, CA |
BUY
|
- |
8.61KNew |
$2.27M - $2.74M
|
8.61K
$4.06M
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
SELL
|
- |
-40- 0.46% |
$10.6K - $12.7K
|
8.74K
$4.13M
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
1.21K+ 20.82% |
$318K - $384K
|
7K
$3.31M
|
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
258New |
$68.1K - $82.2K
|
258
$122K
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-1.9K- 2.05% |
$502K - $605K
|
90.6K
$42.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Arjuna Capital
|
SELL
|
- |
-132- 11.46% |
$34.8K - $42.1K
|
1.02K
$482K
|
|
|
Feb 06, 2023
Q4 2022
|
Compass Financial Advisors LLC
|
SELL
|
- |
-50- 5.82% |
$13.2K - $15.9K
|
809
$382K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-3.73K- 5.43% |
$985K - $1.19M
|
65K
$30.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Red Cedar Capital, LLC
|
SELL
|
- |
-104- 0.31% |
$27.5K - $33.1K
|
33.5K
$15.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-27- 1.93% |
$7.13K - $8.6K
|
1.37K
$647K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
22+ 1100.0% |
$5.81K - $7.01K
|
24
$11.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-2K- 59.77% |
$528K - $637K
|
1.35K
$636K
|
|
|
Feb 02, 2023
Q4 2022
|
Regents Of The University Of California
|
SELL
|
- |
-2.32K- 28.84% |
$612K - $739K
|
5.72K
$2.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-140- 2.02% |
$37K - $44.6K
|
6.8K
$3.21M
|
|
|
Feb 01, 2023
Q4 2022
|
Fiduciary Counselling Inc
|
BUY
|
- |
4.5KNew |
$1.19M - $1.43M
|
4.5K
$2.13M
|
|
|
Jan 31, 2023
Q4 2022
|
Montgomery Investment Management Inc
|
BUY
|
- |
694New |
$183K - $221K
|
694
$328K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-122- 0.64% |
$32.2K - $38.9K
|
19K
$8.98M
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
308+ 5.66% |
$81.3K - $98.1K
|
5.75K
$2.72M
|
|
|
Jan 30, 2023
Q4 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-542- 45.13% |
$143K - $173K
|
659
$311K
|
|
|
Jan 30, 2023
Q4 2022
|
Progressive Investment Management Corp
|
BUY
|
- |
300+ 22.06% |
$79.2K - $95.6K
|
1.66K
$784K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-9.81K- 24.86% |
$2.59M - $3.12M
|
29.6K
$14M
|
|
|
Jan 30, 2023
Q4 2022
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
669New |
$177K - $213K
|
669
$316K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-71- 0.49% |
$18.7K - $22.6K
|
14.4K
$6.82M
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-100- 1.96% |
$26.4K - $31.9K
|
5.01K
$2.37M
|
|
|
Jan 26, 2023
Q4 2022
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
714New |
$188K - $227K
|
714
$337K
|
|
|
Jan 26, 2023
Q4 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-232- 20.49% |
$61.2K - $73.9K
|
900
$425K
|
|
|
Jan 25, 2023
Q4 2022
|
Parker Investment Management, LLC
|
BUY
|
- |
748New |
$197K - $238K
|
748
$353K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-1.22K- 3.27% |
$322K - $389K
|
36.1K
$17M
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Advisors LLC
|
BUY
|
CALL |
70.6K+ 50.14% |
$18.6M - $22.5M
|
211K
$99.9M
|
|
|
Jan 25, 2023
Q4 2022
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
732New |
$193K - $233K
|
732
$346K
|
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-272- 5.15% |
$71.8K - $86.7K
|
5.01K
$2.37M
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
24+ 0.92% |
$6.34K - $7.65K
|
2.63K
$1.24M
|
|
|
Jan 24, 2023
Q4 2022
|
Linden Rose Investment LLC
|
SELL
|
- |
-1.31K- 15.57% |
$347K - $419K
|
7.12K
$3.36M
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-450- 4.3% |
$119K - $143K
|
10K
$4.73M
|
|
|
Jan 23, 2023
Q4 2022
|
Goodwin Daniel L
|
BUY
|
- |
300+ 25.0% |
$79.2K - $95.6K
|
1.5K
$709K
|
|
|
Jan 23, 2023
Q4 2022
|
Hms Capital Management, LLC
|
SELL
|
- |
-103- 5.72% |
$27.2K - $32.8K
|
1.7K
$802K
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Financial Services, LLC
|
SELL
|
- |
-665- 4.88% |
$176K - $212K
|
13K
$6.12M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
2.36K+ 4.03% |
$623K - $752K
|
60.9K
$28.7M
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-813- 2.3% |
$215K - $259K
|
34.6K
$16.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Golden Green, Inc.
|
SELL
|
- |
-2- 0.09% |
$528 - $637
|
2.23K
$1.05M
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
2.67K+ 4.39% |
$705K - $851K
|
63.6K
$30M
|
|
|
Jan 20, 2023
Q4 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-34- 2.57% |
$8.98K - $10.8K
|
1.29K
$610K
|
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
110+ 0.26% |
$29K - $35K
|
42.7K
$20.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Shore Point Advisors, LLC
|
BUY
|
- |
1.84KNew |
$486K - $586K
|
1.84K
$869K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
SELL
|
- |
-351- 8.0% |
$92.7K - $112K
|
4.04K
$1.91M
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
73+ 4.11% |
$19.3K - $23.3K
|
1.85K
$873K
|
|
|
Jan 18, 2023
Q4 2022
|
New Potomac Partners, LLC
|
BUY
|
- |
810New |
$214K - $258K
|
810
$383K
|
|
|
Jan 13, 2023
Q4 2022
|
Adams Asset Advisors, LLC
|
BUY
|
- |
744New |
$196K - $237K
|
744
$351K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
301+ 5.53% |
$79.5K - $95.9K
|
5.74K
$2.71M
|