Latest Institutional Sells of Berkshire Hathaway Inc Class B (BRK-B)
This list provides information on the latest institutional transactions involving Berkshire Hathaway Inc Class B (BRK-B) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 15, 2024
Q1 2024
|
Portman Square Capital LLP
London, X0 |
SELL
|
- |
-247- 33.07% |
$88.7K - $104K
|
500
$243K
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-201- 18.21% |
$72.2K - $84.5K
|
903
$438K
|
|
May 03, 2024
Q1 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-200- 29.11% |
$71.9K - $84.1K
|
487
$236K
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
SELL
|
- |
-200- 4.02% |
$71.9K - $84.1K
|
4.77K
$2.31M
|
|
Apr 30, 2024
Q1 2024
|
Drexel Morgan & Co.
Radnor, PA |
SELL
|
- |
-193- 27.85% |
$69.3K - $81.2K
|
500
$243K
|
|
Apr 19, 2024
Q1 2024
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-190- 13.48% |
$68.3K - $79.9K
|
1.22K
$591K
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-185- 1.09% |
$66.5K - $77.8K
|
16.7K
$8.12M
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-179- 6.53% |
$64.3K - $75.3K
|
2.56K
$1.24M
|
|
Apr 12, 2024
Q1 2024
|
Triad Investment Management
|
SELL
|
- |
-171- 6.05% |
$61.4K - $71.9K
|
2.66K
$1.29M
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
SELL
|
- |
-158- 2.65% |
$56.8K - $66.4K
|
5.8K
$2.81M
|
|
May 13, 2024
Q1 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-150- 0.68% |
$53.9K - $63.1K
|
21.9K
$10.6M
|
|
May 09, 2024
Q1 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-144- 16.92% |
$51.7K - $60.6K
|
707
$343K
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-130- 11.74% |
$46.7K - $54.7K
|
977
$474K
|
|
Apr 29, 2024
Q1 2024
|
Page Arthur B
|
SELL
|
- |
-110- 8.7% |
$39.5K - $46.3K
|
1.16K
$560K
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-102- 0.42% |
$36.6K - $42.9K
|
24K
$11.6M
|
|
May 15, 2024
Q1 2024
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-100- 11.11% |
$35.9K - $42.1K
|
800
$388K
|
|
Apr 29, 2024
Q1 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-92- 14.94% |
$33.1K - $38.7K
|
524
$254K
|
|
May 13, 2024
Q1 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-81- 13.71% |
$29.1K - $34.1K
|
510
$247K
|
|
May 06, 2024
Q1 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-80- 4.6% |
$28.7K - $33.6K
|
1.66K
$804K
|
|
Apr 19, 2024
Q1 2024
|
Amarillo National Bank
|
SELL
|
- |
-50- 1.64% |
$18K - $21K
|
3K
$1.45M
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-42- 8.11% |
$15.1K - $17.7K
|
476
$231K
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
SELL
|
- |
-23- 0.09% |
$8.26K - $9.67K
|
25.9K
$12.6M
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-17- 1.1% |
$6.11K - $7.15K
|
1.53K
$740K
|
|
Apr 30, 2024
Q1 2024
|
Starfox Financial Services, LLC
The Woodlands, TX |
SELL
|
- |
-17- 1.25% |
$6.11K - $7.15K
|
1.34K
$652K
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-9- 0.44% |
$3.23K - $3.78K
|
2.03K
$984K
|
|
May 10, 2024
Q1 2024
|
Chiron Capital Management, LLC
|
SELL
|
- |
-5- 0.63% |
$1.8K - $2.1K
|
786
$381K
|
|
Apr 26, 2024
Q1 2024
|
Narwhal Capital Management
|
SELL
|
- |
-5- 0.85% |
$1.8K - $2.1K
|
586
$284K
|
|
Apr 24, 2024
Q1 2024
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-5- 0.27% |
$1.8K - $2.1K
|
1.84K
$892K
|
|
Apr 17, 2024
Q1 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-3- 0.16% |
$1.08K - $1.26K
|
1.84K
$892K
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-3- 0.31% |
$1.08K - $1.26K
|
972
$471K
|
|
May 13, 2024
Q1 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-2- 0.05% |
$719 - $841
|
4.09K
$1.98M
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-134K- 97.3% |
$44.3M - $48.4M
|
3.7K
$1.79M
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-18.4K- 7.13% |
$6.12M - $6.69M
|
240K
$116M
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
PUT |
-11.4K- 95.8% |
$3.78M - $4.13M
|
500
$243K
|
|
Feb 14, 2024
Q4 2023
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-7.29K- 74.7% |
$2.42M - $2.64M
|
2.47K
$1.2M
|
|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-5.12K- 62.38% |
$1.7M - $1.86M
|
3.09K
$1.5M
|
|
Feb 06, 2024
Q4 2023
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-3.44K- 81.99% |
$1.14M - $1.25M
|
755
$366K
|
|
Feb 14, 2024
Q4 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-3.42K- 58.75% |
$1.13M - $1.24M
|
2.4K
$1.16M
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.59KClosed |
$860K - $940K
|
0
$0
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-2.12K- 10.85% |
$703K - $769K
|
17.4K
$8.45M
|
|
Jan 30, 2024
Q4 2023
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-1.2K- 53.96% |
$398K - $435K
|
1.02K
$497K
|
|
Feb 14, 2024
Q4 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-1.19K- 39.93% |
$394K - $431K
|
1.79K
$866K
|
|
Feb 07, 2024
Q4 2023
|
Keystone Investors Pte LTD
Singapore, U0 |
SELL
|
- |
-1K- 14.45% |
$333K - $364K
|
5.95K
$2.88M
|
|
Feb 12, 2024
Q4 2023
|
Bernzott Capital Advisors
|
SELL
|
- |
-999- 3.58% |
$331K - $362K
|
26.9K
$13M
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-995- 0.37% |
$330K - $361K
|
270K
$131M
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-927- 34.01% |
$307K - $336K
|
1.8K
$873K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-860- 9.48% |
$285K - $312K
|
8.21K
$3.98M
|
|
Feb 15, 2024
Q4 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-600- 18.02% |
$199K - $218K
|
2.73K
$1.32M
|
|
Jan 22, 2024
Q4 2023
|
Deltec Asset Management LLC
|
SELL
|
- |
-575- 6.28% |
$191K - $209K
|
8.58K
$4.16M
|
|
Feb 13, 2024
Q4 2023
|
Trigran Investments, Inc.
|
SELL
|
- |
-500- 13.7% |
$166K - $181K
|
3.15K
$1.53M
|