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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Cowen Prime Advisors LLC
|
SELL
|
- |
-400- 2.95% |
$124K - $136K
|
13.2K
$6.34M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-2.01K- 16.25% |
$622K - $686K
|
10.4K
$4.99M
|
|
|
Jul 31, 2023
Q2 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-15- 3.57% |
$4.64K - $5.12K
|
405
$195K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
227+ 20.25% |
$70.2K - $77.4K
|
1.35K
$649K
|
|
|
Jul 27, 2023
Q2 2023
|
Fulcrum Capital LLC
|
SELL
|
- |
-125- 4.32% |
$38.6K - $42.6K
|
2.77K
$1.33M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
22.3KNew |
$6.88M - $7.59M
|
22.3K
$10.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
802New |
$248K - $273K
|
802
$386K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-200- 10.76% |
$61.8K - $68.2K
|
1.66K
$799K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-127- 1.84% |
$39.3K - $43.3K
|
6.78K
$3.27M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-469- 5.08% |
$145K - $160K
|
8.77K
$4.22M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-110- 0.77% |
$34K - $37.5K
|
14.1K
$6.8M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
1.99K+ 4.71% |
$616K - $679K
|
44.3K
$21.3M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-110- 0.77% |
$34K - $37.5K
|
14.1K
$6.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
268+ 3.7% |
$82.8K - $91.4K
|
7.51K
$3.62M
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
4+ 1.89% |
$1.24K - $1.36K
|
216
$104K
|
|
|
Jul 18, 2023
Q2 2023
|
Strategic Equity Management
|
BUY
|
- |
10+ 1.48% |
$3.09K - $3.41K
|
685
$330K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
112+ 14.66% |
$34.6K - $38.2K
|
876
$422K
|
|
|
Jul 17, 2023
Q2 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
603New |
$186K - $206K
|
603
$291K
|
|
|
Jul 17, 2023
Q2 2023
|
Pacific Wealth Management
|
BUY
|
- |
612New |
$189K - $209K
|
612
$295K
|
|
|
Jul 17, 2023
Q2 2023
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-388- 35.63% |
$120K - $132K
|
701
$338K
|
|
|
Jul 17, 2023
Q2 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
477+ 52.77% |
$147K - $163K
|
1.38K
$665K
|
|
|
Jul 14, 2023
Q2 2023
|
Sturgeon Ventures LLP
|
BUY
|
- |
679New |
$210K - $232K
|
679
$327K
|
|
|
Jul 13, 2023
Q2 2023
|
Fluent Financial, LLC
|
SELL
|
- |
-62- 8.88% |
$19.2K - $21.1K
|
636
$306K
|
|
|
Jul 12, 2023
Q2 2023
|
Richelieu Gestion PLC
|
BUY
|
- |
20+ 100.0% |
$6.18K - $6.82K
|
40
$19.3K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-60- 1.86% |
$18.5K - $20.5K
|
3.17K
$1.53M
|
|
|
Jul 11, 2023
Q2 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
5+ 0.15% |
$1.55K - $1.71K
|
3.23K
$1.56M
|
|
| Q1 2023 | |||||||
|
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-2.39K- 13.74% |
$701K - $765K
|
15K
$7.22M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
10KNew |
$2.94M - $3.2M
|
10K
$4.82M
|
|
|
Jan 03, 2024
Q1 2023
|
Arga Investment Management, LP
|
SELL
|
- |
-1.03K- 17.35% |
$301K - $329K
|
4.89K
$2.36M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-240Closed |
$70.4K - $76.9K
|
0
$0
|
|
|
Jul 11, 2023
Q1 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-76.1K- 17.77% |
$22.3M - $24.4M
|
352K
$170M
|
|
|
May 15, 2023
Q1 2023
|
Archon Partners LLC
Princeton Junction, NJ |
BUY
|
- |
9.43K+ 5.63% |
$2.77M - $3.02M
|
177K
$85.2M
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-95- 9.03% |
$27.9K - $30.4K
|
957
$461K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
49.2K+ 28.29% |
$14.4M - $15.8M
|
223K
$107M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Investments L P
Dallas, TX |
SELL
|
- |
-39.6K- 94.9% |
$11.6M - $12.7M
|
2.13K
$1.02M
|
|
|
May 15, 2023
Q1 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-2.48K- 76.96% |
$727K - $794K
|
742
$357K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-308- 26.3% |
$90.4K - $98.7K
|
863
$416K
|
|
|
May 15, 2023
Q1 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-15.1K- 97.73% |
$4.42M - $4.82M
|
350
$169K
|
|
|
May 15, 2023
Q1 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-619- 33.51% |
$182K - $198K
|
1.23K
$592K
|
|
|
May 15, 2023
Q1 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
666New |
$195K - $213K
|
666
$321K
|
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
2.41K+ 1554.84% |
$707K - $772K
|
2.57K
$1.24M
|
|
|
May 15, 2023
Q1 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
14+ 0.55% |
$4.11K - $4.49K
|
2.55K
$1.23M
|
|
|
May 12, 2023
Q1 2023
|
Ariel Investments, LLC
Chicago, IL |
SELL
|
- |
-49- 0.38% |
$14.4K - $15.7K
|
13K
$6.24M
|
|
|
May 12, 2023
Q1 2023
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
1.3K+ 46.43% |
$382K - $416K
|
4.1K
$1.98M
|
|
|
May 12, 2023
Q1 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
820New |
$241K - $263K
|
820
$395K
|
|
|
May 12, 2023
Q1 2023
|
Security Asset Management
|
SELL
|
- |
-1.57K- 10.82% |
$460K - $502K
|
12.9K
$6.23M
|
|
|
May 12, 2023
Q1 2023
|
Trustees Of Dartmouth College
Hanover, NH |
SELL
|
- |
-235Closed |
$69K - $75.3K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
864New |
$254K - $277K
|
864
$416K
|
|
|
May 12, 2023
Q1 2023
|
Nine Masts Capital LTD
|
SELL
|
- |
-18.4K- 55.19% |
$5.4M - $5.9M
|
14.9K
$7.2M
|
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
327+ 1.59% |
$96K - $105K
|
20.9K
$10.1M
|
|