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 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-4.2K- 2.54% |
$1.7M - $2.01M
|
161K
$76.9M
|
|
Nov 26, 2024
Q3 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-2.4K- 9.23% |
$972K - $1.15M
|
23.6K
$11.3M
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-2.02K- 13.97% |
$819K - $968K
|
12.5K
$5.96M
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-72.1K- 66.27% |
$29.2M - $34.5M
|
36.7K
$17.6M
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
SELL
|
- |
-822- 0.8% |
$333K - $393K
|
102K
$48.9M
|
|
Nov 25, 2024
Q3 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-1.26K- 59.44% |
$509K - $601K
|
857
$410K
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
424+ 0.55% |
$172K - $203K
|
76.9K
$36.8M
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
64.9K+ 265.27% |
$26.3M - $31M
|
89.3K
$42.7M
|
|
Nov 25, 2024
Q3 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
2.51K+ 47.05% |
$1.02M - $1.2M
|
7.84K
$3.75M
|
|
Nov 25, 2024
Q3 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-152- 1.77% |
$61.6K - $72.7K
|
8.46K
$4.05M
|
|
Nov 22, 2024
Q3 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
4.31K+ 42.53% |
$1.75M - $2.06M
|
14.5K
$6.92M
|
|
Nov 22, 2024
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
404+ 0.8% |
$164K - $193K
|
51.1K
$24.4M
|
|
Nov 22, 2024
Q3 2024
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-45- 2.17% |
$18.2K - $21.5K
|
2.03K
$970K
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-4.62K- 4.23% |
$1.87M - $2.21M
|
105K
$50.1M
|
|
Nov 21, 2024
Q3 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
25+ 0.16% |
$10.1K - $12K
|
15.9K
$7.61M
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-7- 0.28% |
$2.84K - $3.35K
|
2.48K
$1.19M
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.14K+ 5.81% |
$867K - $1.02M
|
39K
$18.6M
|
|
Nov 21, 2024
Q3 2024
|
Saratoga Research & Investment Management
|
SELL
|
- |
-13.8K- 4.05% |
$5.59M - $6.6M
|
327K
$156M
|
|
Nov 20, 2024
Q3 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
154+ 2.59% |
$62.4K - $73.7K
|
6.11K
$2.92M
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
SELL
|
- |
-50- 1.27% |
$20.3K - $23.9K
|
3.89K
$1.86M
|
|
Nov 20, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
21.1K+ 89.46% |
$8.56M - $10.1M
|
44.7K
$21.4M
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
108+ 3.39% |
$43.8K - $51.7K
|
3.29K
$1.57M
|
|
Nov 19, 2024
Q3 2024
|
Unigestion Holding Sa
|
SELL
|
- |
-63.9K- 61.17% |
$25.9M - $30.6M
|
40.6K
$19.4M
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.58K+ 17.11% |
$640K - $756K
|
10.8K
$5.17M
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.05K- 13.99% |
$425K - $502K
|
6.44K
$3.08M
|
|
Nov 18, 2024
Q3 2024
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
17.7KNew |
$7.19M - $8.49M
|
17.7K
$8.49M
|
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
21+ 0.42% |
$8.51K - $10K
|
5.08K
$2.43M
|
|
Nov 18, 2024
Q3 2024
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-128- 6.2% |
$51.9K - $61.3K
|
1.94K
$927K
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-168- 1.71% |
$68.1K - $80.4K
|
9.66K
$4.62M
|
|
Nov 18, 2024
Q3 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-7.52K- 5.15% |
$3.05M - $3.6M
|
138K
$66.2M
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
5+ 0.59% |
$2.03K - $2.39K
|
856
$410K
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-3.88K- 70.21% |
$1.57M - $1.86M
|
1.65K
$788K
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
35+ 4.92% |
$14.2K - $16.7K
|
747
$357K
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-4.58K- 23.45% |
$1.86M - $2.19M
|
15K
$7.16M
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
282+ 2.74% |
$114K - $135K
|
10.6K
$5.06M
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
103+ 1.74% |
$41.7K - $49.3K
|
6.04K
$2.89M
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
212+ 10.21% |
$85.9K - $101K
|
2.29K
$1.09M
|
|
Nov 15, 2024
Q3 2024
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-7.88K- 48.04% |
$3.19M - $3.77M
|
8.52K
$4.08M
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-874- 0.29% |
$354K - $418K
|
299K
$143M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
22.1K+ 9.1% |
$8.96M - $10.6M
|
265K
$127M
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-73- 0.28% |
$29.6K - $34.9K
|
26.4K
$12.6M
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
25.1K+ 6.47% |
$10.2M - $12M
|
413K
$198M
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
749+ 20.17% |
$303K - $358K
|
4.46K
$2.14M
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-8.25K- 41.12% |
$3.34M - $3.95M
|
11.8K
$5.65M
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
258+ 15.35% |
$105K - $123K
|
1.94K
$928K
|
|
Nov 15, 2024
Q3 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
11.1KNew |
$4.49M - $5.31M
|
11.1K
$5.31M
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
114+ 2.67% |
$46.2K - $54.6K
|
4.38K
$2.1M
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
318+ 3.28% |
$129K - $152K
|
10K
$4.79M
|
|
Nov 15, 2024
Q3 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
1.3K+ 1.76% |
$526K - $621K
|
75K
$35.9M
|
|
Nov 15, 2024
Q3 2024
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
485New |
$197K - $232K
|
485
$232K
|