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 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-4- 0.03% |
$1.62K - $1.91K
|
13.8K
$6.6M
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-11- 0.17% |
$4.46K - $5.26K
|
6.32K
$3.03M
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1.37K+ 0.93% |
$556K - $656K
|
149K
$71.3M
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
24+ 0.27% |
$9.72K - $11.5K
|
8.85K
$4.24M
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-20- 3.08% |
$8.1K - $9.57K
|
629
$301K
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.89K+ 0.7% |
$765K - $903K
|
270K
$129M
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
BUY
|
- |
104+ 6.0% |
$42.1K - $49.8K
|
1.84K
$879K
|
|
Nov 13, 2024
Q3 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-143- 0.32% |
$57.9K - $68.4K
|
45K
$21.5M
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
12+ 0.51% |
$4.86K - $5.74K
|
2.35K
$1.13M
|
|
Nov 13, 2024
Q3 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-2.06K- 3.25% |
$833K - $984K
|
61.3K
$29.4M
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-73- 1.98% |
$29.6K - $34.9K
|
3.62K
$1.73M
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
428K+ 13.84% |
$173M - $205M
|
3.52M
$1.68B
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-156- 0.16% |
$63.2K - $74.7K
|
94.6K
$45.3M
|
|
Nov 13, 2024
Q3 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-7.85K- 8.26% |
$3.18M - $3.76M
|
87.2K
$41.7M
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
354K+ 17.64% |
$143M - $169M
|
2.36M
$1.13B
|
|
Nov 13, 2024
Q3 2024
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-47.4K- 3.41% |
$19.2M - $22.7M
|
1.34M
$643M
|
|
Nov 13, 2024
Q3 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
7.02K+ 96.23% |
$2.84M - $3.36M
|
14.3K
$6.85M
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
BUY
|
- |
1.24K+ 33.66% |
$501K - $592K
|
4.91K
$2.35M
|
|
Nov 13, 2024
Q3 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-110- 2.42% |
$44.6K - $52.6K
|
4.43K
$2.12M
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
30+ 0.13% |
$12.2K - $14.4K
|
22.7K
$10.9M
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.55K+ 12.27% |
$627K - $741K
|
14.2K
$6.78M
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-2.78K- 2.67% |
$1.12M - $1.33M
|
101K
$48.5M
|
|
Nov 13, 2024
Q3 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.16K+ 21.61% |
$470K - $555K
|
6.53K
$3.12M
|
|
Nov 13, 2024
Q3 2024
|
Timucuan Asset Management Inc
Jacksonville, FL |
SELL
|
- |
-1.34K- 0.39% |
$542K - $640K
|
339K
$162M
|
|
Nov 13, 2024
Q3 2024
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
SELL
|
- |
-11.4K- 4.03% |
$4.6M - $5.43M
|
271K
$129M
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-70- 2.19% |
$28.4K - $33.5K
|
3.12K
$1.49M
|
|
Nov 13, 2024
Q3 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
78.3K+ 7.33% |
$31.7M - $37.5M
|
1.15M
$549M
|
|
Nov 13, 2024
Q3 2024
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-500- 0.64% |
$203K - $239K
|
77.4K
$37M
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.29M+ 1.59% |
$929M - $1.1B
|
146M
$70.1B
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
6.84KNew |
$2.77M - $3.27M
|
6.84K
$3.27M
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-10- 0.13% |
$4.05K - $4.79K
|
7.55K
$3.62M
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
8.42K+ 59.03% |
$3.41M - $4.03M
|
22.7K
$10.9M
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
136+ 6.64% |
$55.1K - $65.1K
|
2.18K
$1.04M
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
114+ 13.87% |
$46.2K - $54.6K
|
936
$448K
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
41+ 0.02% |
$16.6K - $19.6K
|
271K
$130M
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
756+ 26.17% |
$306K - $362K
|
3.65K
$1.74M
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
2.36K+ 0.44% |
$956K - $1.13M
|
539K
$258M
|
|
Nov 13, 2024
Q3 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-85- 0.51% |
$34.4K - $40.7K
|
16.7K
$7.97M
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
86+ 0.96% |
$34.8K - $41.2K
|
9K
$4.31M
|
|
Nov 13, 2024
Q3 2024
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-163K- 72.23% |
$65.9M - $77.8M
|
62.5K
$29.9M
|
|
Nov 13, 2024
Q3 2024
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
PUT |
-22.2K- 11.95% |
$9M - $10.6M
|
164K
$78.2M
|
|
Nov 13, 2024
Q3 2024
|
Lfl Advisers, LLC
Evanston, IL |
BUY
|
- |
2.3K+ 8.52% |
$932K - $1.1M
|
29.3K
$14M
|
|
Nov 13, 2024
Q3 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-15.7K- 2.46% |
$6.35M - $7.5M
|
621K
$297M
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
3.78K+ 26.54% |
$1.53M - $1.81M
|
18K
$8.64M
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-50- 1.66% |
$20.3K - $23.9K
|
2.96K
$1.42M
|
|
Nov 13, 2024
Q3 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
40+ 0.84% |
$16.2K - $19.1K
|
4.82K
$2.31M
|
|
Nov 13, 2024
Q3 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
188+ 75.2% |
$76.2K - $90K
|
438
$210K
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-82- 1.41% |
$33.2K - $39.2K
|
5.72K
$2.74M
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
17.4K+ 860.0% |
$7.04M - $8.31M
|
19.4K
$9.28M
|
|
Nov 13, 2024
Q3 2024
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
SELL
|
- |
-12.8K- 85.99% |
$5.21M - $6.15M
|
2.09K
$1M
|