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 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.12K+ 3.33% |
$860K - $1.02M
|
65.9K
$31.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-288- 9.87% |
$117K - $138K
|
2.63K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-2.72M- 99.34% |
$1.1B - $1.3B
|
18K
$8.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-154- 5.23% |
$62.4K - $73.7K
|
2.79K
$1.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-15- 1.18% |
$6.08K - $7.18K
|
1.26K
$603K
|
|
|
Nov 12, 2024
Q3 2024
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-21.5K- 32.04% |
$8.7M - $10.3M
|
45.6K
$21.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
436New |
$177K - $209K
|
436
$209K
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
542+ 15.42% |
$220K - $259K
|
4.06K
$1.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
57+ 0.05% |
$23.1K - $27.3K
|
113K
$54.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-32.3K- 4.29% |
$13.1M - $15.5M
|
720K
$345M
|
|
|
Nov 12, 2024
Q3 2024
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
117+ 0.46% |
$47.4K - $56K
|
25.5K
$12.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
10+ 0.48% |
$4.05K - $4.79K
|
2.11K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
24.1K+ 13.09% |
$9.75M - $11.5M
|
208K
$99.5M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.84K- 1.24% |
$1.15M - $1.36M
|
227K
$108M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
PUT |
1.24M+ 45926.0% |
$502M - $593M
|
1.24M
$595M
|
|
|
Nov 12, 2024
Q3 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
2.28KNew |
$922K - $1.09M
|
2.28K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-686- 1.26% |
$278K - $328K
|
53.7K
$25.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
979+ 5.46% |
$397K - $469K
|
18.9K
$9.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
906K+ 2.53% |
$367M - $433M
|
36.7M
$17.6B
|
|
|
Nov 12, 2024
Q3 2024
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-346- 3.16% |
$140K - $166K
|
10.6K
$5.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
123+ 11.8% |
$49.8K - $58.9K
|
1.17K
$558K
|
|
|
Nov 12, 2024
Q3 2024
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-25- 24.75% |
$10.1K - $12K
|
76
$36.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
15+ 1.37% |
$6.08K - $7.18K
|
1.11K
$530K
|
|
|
Nov 12, 2024
Q3 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-43- 1.37% |
$17.4K - $20.6K
|
3.09K
$1.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-45- 4.42% |
$18.2K - $21.5K
|
973
$466K
|
|
|
Nov 12, 2024
Q3 2024
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-16- 0.06% |
$6.48K - $7.66K
|
27.1K
$13M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.98K+ 11.67% |
$803K - $948K
|
19K
$9.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
SELL
|
- |
-4.72K- 4.68% |
$1.91M - $2.26M
|
96.3K
$46.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
135+ 18.93% |
$54.7K - $64.6K
|
848
$406K
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
79.7K+ 12.89% |
$32.3M - $38.2M
|
698K
$334M
|
|
|
Nov 12, 2024
Q3 2024
|
Significant Wealth Partners LLC
Cary, IL |
SELL
|
- |
-4- 0.68% |
$1.62K - $1.91K
|
582
$279K
|
|
|
Nov 12, 2024
Q3 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
566+ 14.15% |
$229K - $271K
|
4.57K
$2.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
1.3KNew |
$526K - $622K
|
1.3K
$622K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-27- 0.59% |
$10.9K - $12.9K
|
4.53K
$2.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
63+ 0.52% |
$25.5K - $30.1K
|
12.2K
$5.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Amica Retiree Medical Trust
|
SELL
|
- |
-318- 5.76% |
$129K - $152K
|
5.21K
$2.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Ddd Partners, LLC
|
BUY
|
- |
1.29K+ 0.83% |
$521K - $615K
|
156K
$74.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-191- 18.69% |
$77.4K - $91.4K
|
831
$398K
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-60- 0.92% |
$24.3K - $28.7K
|
6.49K
$3.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
72.1KNew |
$29.2M - $34.5M
|
72.1K
$34.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
625+ 16.39% |
$253K - $299K
|
4.44K
$2.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
4+ 0.09% |
$1.62K - $1.91K
|
4.4K
$2.11M
|
|
|
Nov 12, 2024
Q3 2024
|
First Eagle Investment Management, LLC
|
BUY
|
- |
2.2K+ 36.06% |
$892K - $1.05M
|
8.3K
$3.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-1.7K- 30.02% |
$689K - $814K
|
3.96K
$1.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
121+ 0.74% |
$49K - $57.9K
|
16.5K
$7.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
149+ 1.62% |
$60.4K - $71.3K
|
9.37K
$4.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.03K+ 1.81% |
$415K - $491K
|
57.8K
$27.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-411- 6.63% |
$167K - $197K
|
5.79K
$2.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-86- 0.1% |
$34.8K - $41.2K
|
82K
$39.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-258- 1.54% |
$105K - $123K
|
16.5K
$7.89M
|