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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
20+ 0.52% |
$6.82K - $7.41K
|
3.87K
$1.87M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-76.8K- 8.36% |
$26.2M - $28.5M
|
842K
$406M
|
|
|
Nov 06, 2023
Q3 2023
|
Wedgewood Investors Inc
|
SELL
|
- |
-100- 2.46% |
$34.1K - $37K
|
3.97K
$1.91M
|
|
|
Nov 06, 2023
Q3 2023
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
PUT |
7KNew |
$2.39M - $2.59M
|
7K
$3.37M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
132New |
$45K - $48.9K
|
132
$63.6K
|
|
|
Nov 03, 2023
Q3 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
68+ 4.49% |
$23.2K - $25.2K
|
1.58K
$762K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-8- 0.42% |
$2.73K - $2.96K
|
1.88K
$906K
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-2.77K- 18.28% |
$945K - $1.03M
|
12.4K
$5.97M
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-10- 0.08% |
$3.41K - $3.7K
|
12.4K
$5.98M
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
SELL
|
- |
-250- 2.14% |
$85.2K - $92.6K
|
11.4K
$5.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Emfo, LLC
|
BUY
|
- |
45+ 30.41% |
$15.3K - $16.7K
|
193
$93K
|
|
|
Oct 31, 2023
Q3 2023
|
Deuterium Capital Management, LLC
|
SELL
|
- |
-1.38K- 51.52% |
$469K - $510K
|
1.3K
$624K
|
|
|
Oct 30, 2023
Q3 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-10- 1.1% |
$3.41K - $3.7K
|
895
$431K
|
|
|
Oct 30, 2023
Q3 2023
|
Qcm Cayman, Ltd.
|
BUY
|
- |
944New |
$322K - $350K
|
944
$455K
|
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-85- 6.19% |
$29K - $31.5K
|
1.29K
$621K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-9.57K- 47.21% |
$3.26M - $3.55M
|
10.7K
$5.16M
|
|
|
Oct 27, 2023
Q3 2023
|
Sycomore Asset Management
|
SELL
|
- |
-300- 60.0% |
$102K - $111K
|
200
$96.4K
|
|
|
Oct 27, 2023
Q3 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-126K- 97.43% |
$43M - $46.8M
|
3.33K
$1.6M
|
|
|
Oct 27, 2023
Q3 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-5- 0.37% |
$1.7K - $1.85K
|
1.35K
$648K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-31- 0.44% |
$10.6K - $11.5K
|
7.02K
$3.38M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
7.04K+ 9.32% |
$2.4M - $2.61M
|
82.5K
$39.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.05K- 37.13% |
$358K - $389K
|
1.78K
$856K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
936New |
$319K - $347K
|
936
$451K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-291- 5.04% |
$99.2K - $108K
|
5.48K
$2.64M
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-10- 0.67% |
$3.41K - $3.7K
|
1.49K
$719K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-100- 12.58% |
$34.1K - $37K
|
695
$335K
|
|
|
Oct 24, 2023
Q3 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
135+ 1.24% |
$46K - $50K
|
11K
$5.29M
|
|
|
Oct 24, 2023
Q3 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-100- 97.09% |
$34.1K - $37K
|
3
$1.45K
|
|
|
Oct 23, 2023
Q3 2023
|
Independent Investors Inc
|
SELL
|
- |
-200- 1.3% |
$68.2K - $74.1K
|
15.1K
$7.29M
|
|
|
Oct 23, 2023
Q3 2023
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-29- 4.37% |
$9.89K - $10.7K
|
635
$306K
|
|
|
Oct 23, 2023
Q3 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-20- 1.09% |
$6.82K - $7.41K
|
1.82K
$874K
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$682 - $741
|
2.5K
$1.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
BUY
|
- |
2.2KNew |
$750K - $815K
|
2.2K
$1.06M
|
|
|
Oct 23, 2023
Q3 2023
|
Wealth Advisors, Inc.
|
SELL
|
- |
-6- 0.4% |
$2.05K - $2.22K
|
1.48K
$714K
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-4.42K- 15.09% |
$1.51M - $1.64M
|
24.8K
$12M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
2.02K+ 9.56% |
$687K - $747K
|
23.1K
$11.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
579New |
$197K - $215K
|
579
$279K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
925+ 1.51% |
$315K - $343K
|
62K
$29.9M
|
|
|
Oct 16, 2023
Q3 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
256+ 4.21% |
$87.3K - $94.8K
|
6.33K
$3.05M
|
|
|
Oct 16, 2023
Q3 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-109- 6.04% |
$37.2K - $40.4K
|
1.7K
$817K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
3.57KNew |
$1.22M - $1.32M
|
3.57K
$1.72M
|
|
|
Oct 13, 2023
Q3 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
624New |
$213K - $231K
|
624
$301K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
BUY
|
- |
40+ 1.05% |
$13.6K - $14.8K
|
3.85K
$1.85M
|
|
|
Oct 12, 2023
Q3 2023
|
Nat West Group PLC
|
SELL
|
- |
-170- 20.56% |
$58K - $63K
|
657
$317K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
8.86K+ 19.46% |
$3.02M - $3.28M
|
54.4K
$26.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
BUY
|
- |
5+ 0.78% |
$1.7K - $1.85K
|
650
$313K
|
|
|
Oct 10, 2023
Q3 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-342- 13.9% |
$117K - $127K
|
2.12K
$1.02M
|
|
|
Oct 10, 2023
Q3 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
84+ 14.07% |
$28.6K - $31.1K
|
681
$328K
|
|
|
Oct 10, 2023
Q3 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
2+ 0.33% |
$682 - $741
|
606
$292K
|
|
| Q2 2023 | |||||||
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
406+ 8.91% |
$125K - $138K
|
4.96K
$2.39M
|
|