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 |
|---|---|---|---|---|---|---|---|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
BUY
|
- |
1.29K+ 14.18% |
$462K - $541K
|
10.4K
$4.29M
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
3.01KNew |
$1.08M - $1.27M
|
3.01K
$1.25M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-102- 0.42% |
$36.6K - $42.9K
|
24K
$9.95M
|
|
|
May 30, 2024
Q1 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
1.7K+ 113.25% |
$611K - $715K
|
3.2K
$1.33M
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
SELL
|
- |
-10- 0.28% |
$3.59K - $4.21K
|
3.58K
$1.48M
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
847+ 9.83% |
$304K - $356K
|
9.46K
$3.92M
|
|
|
May 29, 2024
Q1 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
81+ 13.32% |
$29.1K - $34.1K
|
689
$286K
|
|
|
May 29, 2024
Q1 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
10.1KNew |
$3.63M - $4.25M
|
10.1K
$4.19M
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
2.82KNew |
$1.01M - $1.18M
|
2.82K
$1.17M
|
|
|
May 28, 2024
Q1 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-6.41K- 4.09% |
$2.3M - $2.69M
|
150K
$62.2M
|
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-150- 5.76% |
$53.9K - $63.1K
|
2.46K
$1.02M
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-11- 0.16% |
$3.95K - $4.63K
|
6.85K
$2.84M
|
|
|
May 24, 2024
Q1 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
375+ 10.62% |
$135K - $158K
|
3.91K
$1.62M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
578K+ 884.64% |
$208M - $243M
|
644K
$267M
|
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
284+ 15.26% |
$102K - $119K
|
2.15K
$889K
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-20- 2.21% |
$7.19K - $8.41K
|
883
$366K
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
6+ 0.09% |
$2.16K - $2.52K
|
6.78K
$2.81M
|
|
|
May 23, 2024
Q1 2024
|
Community Trust & Investment CO
|
SELL
|
- |
-896- 1.72% |
$322K - $377K
|
51.1K
$21.2M
|
|
|
May 23, 2024
Q1 2024
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-18- 0.4% |
$6.47K - $7.57K
|
4.44K
$1.84M
|
|
|
May 23, 2024
Q1 2024
|
Dock Street Asset Management Inc
|
SELL
|
- |
-5.34K- 13.13% |
$1.92M - $2.25M
|
35.4K
$14.7M
|
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-343- 3.33% |
$123K - $144K
|
9.94K
$4.12M
|
|
|
May 22, 2024
Q1 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
1.97KNew |
$707K - $828K
|
1.97K
$816K
|
|
|
May 22, 2024
Q1 2024
|
Beck Bode, LLC
|
BUY
|
- |
491New |
$176K - $206K
|
491
$203K
|
|
|
May 22, 2024
Q1 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
98+ 4.78% |
$35.2K - $41.2K
|
2.15K
$891K
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-355- 0.69% |
$128K - $149K
|
51.1K
$21.2M
|
|
|
May 21, 2024
Q1 2024
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-28- 0.35% |
$10.1K - $11.8K
|
8.08K
$3.35M
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1.31K- 1.07% |
$471K - $551K
|
121K
$50.2M
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-2.94K- 56.37% |
$1.06M - $1.24M
|
2.28K
$943K
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-516- 3.35% |
$185K - $217K
|
14.9K
$6.17M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
759+ 0.87% |
$273K - $319K
|
87.5K
$36.3M
|
|
|
May 21, 2024
Q1 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
2.97K+ 37.06% |
$1.07M - $1.25M
|
11K
$4.55M
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-825- 2.58% |
$296K - $347K
|
31.1K
$12.9M
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.16K- 11.94% |
$415K - $486K
|
8.53K
$3.53M
|
|
|
May 20, 2024
Q1 2024
|
Cim, LLC
|
SELL
|
- |
-44- 0.09% |
$15.8K - $18.5K
|
47.4K
$19.7M
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
242+ 2.98% |
$86.9K - $102K
|
8.36K
$3.46M
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
4.73KNew |
$1.7M - $1.99M
|
4.73K
$1.96M
|
|
|
May 20, 2024
Q1 2024
|
Milestones Administradora De Recursos Ltda.
Jaragua Do Sul, D5 |
BUY
|
- |
2.08KNew |
$747K - $875K
|
2.08K
$862K
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-82.8K- 23.7% |
$29.8M - $34.8M
|
267K
$110M
|
|
|
May 17, 2024
Q1 2024
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-352- 1.03% |
$126K - $148K
|
33.8K
$14M
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
149+ 2.17% |
$53.5K - $62.7K
|
7.02K
$2.91M
|
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
SELL
|
- |
-149- 3.75% |
$53.5K - $62.7K
|
3.82K
$1.58M
|
|
|
May 17, 2024
Q1 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-22- 0.6% |
$7.9K - $9.25K
|
3.65K
$1.51M
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1+ 0.09% |
$359 - $421
|
1.13K
$469K
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
3.63K+ 7.85% |
$1.3M - $1.53M
|
49.9K
$20.7M
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-92- 2.91% |
$33.1K - $38.7K
|
3.07K
$1.27M
|
|
|
May 16, 2024
Q1 2024
|
Elkhorn Partners Limited Partnership
Omaha, NE |
SELL
|
- |
-6.41K- 10.34% |
$2.3M - $2.7M
|
55.6K
$23M
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-87- 0.72% |
$31.3K - $36.6K
|
12.1K
$5M
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-304- 69.57% |
$109K - $128K
|
133
$55.1K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
499+ 5.98% |
$179K - $210K
|
8.84K
$3.66M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-107- 4.75% |
$38.4K - $45K
|
2.14K
$888K
|
|