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
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.48K+ 2.15% |
$600K - $709K
|
70.3K
$33.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
492New |
$199K - $235K
|
492
$235K
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-456- 0.84% |
$185K - $218K
|
53.5K
$25.6M
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-34- 0.01% |
$13.8K - $16.3K
|
568K
$272M
|
|
|
Nov 12, 2024
Q3 2024
|
Cove Street Capital, LLC
El Segundo, CA |
BUY
|
- |
345+ 9.61% |
$140K - $165K
|
3.94K
$1.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-1.17K- 1.55% |
$474K - $560K
|
74.5K
$35.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
8.52K+ 33.68% |
$3.45M - $4.08M
|
33.8K
$16.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
534+ 7.5% |
$216K - $256K
|
7.66K
$3.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-57- 0.78% |
$23.1K - $27.3K
|
7.25K
$3.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
247+ 0.8% |
$100K - $118K
|
31.2K
$15M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-901- 3.41% |
$365K - $431K
|
25.5K
$12.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-76- 3.36% |
$30.8K - $36.4K
|
2.19K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
220+ 2.08% |
$89.1K - $105K
|
10.8K
$5.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
10+ 1.92% |
$4.05K - $4.79K
|
530
$254K
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
934New |
$378K - $447K
|
934
$447K
|
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
221+ 11.33% |
$89.5K - $106K
|
2.17K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-100- 11.88% |
$40.5K - $47.9K
|
742
$355K
|
|
|
Nov 12, 2024
Q3 2024
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
483New |
$196K - $231K
|
483
$231K
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
283+ 9.56% |
$115K - $135K
|
3.24K
$1.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
219+ 11.05% |
$88.7K - $105K
|
2.2K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-193- 1.36% |
$78.2K - $92.4K
|
14K
$6.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
126+ 14.58% |
$51.1K - $60.3K
|
990
$474K
|
|
|
Nov 12, 2024
Q3 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
SELL
|
- |
-13- 1.79% |
$5.27K - $6.22K
|
714
$342K
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
664New |
$269K - $318K
|
664
$318K
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
988New |
$400K - $473K
|
988
$473K
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
112+ 2.36% |
$45.4K - $53.6K
|
4.85K
$2.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Steginsky Capital LLC
|
SELL
|
- |
-1.47K- 2.26% |
$594K - $701K
|
63.3K
$30.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-319- 1.05% |
$129K - $153K
|
29.9K
$14.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
120+ 0.46% |
$48.6K - $57.4K
|
26.3K
$12.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Harry Burn
Sound Shore Management Inc
|
SELL
|
- |
-73.3K- 35.85% |
$29.7M - $35.1M
|
131K
$62.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
400+ 21.74% |
$162K - $191K
|
2.24K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-69- 0.31% |
$28K - $33K
|
22.4K
$10.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
363+ 64.48% |
$147K - $174K
|
926
$443K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
39K+ 83.74% |
$15.8M - $18.7M
|
85.5K
$40.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
924K+ 21.24% |
$374M - $442M
|
5.27M
$2.52B
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
6.74K+ 146.34% |
$2.73M - $3.23M
|
11.3K
$5.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-101- 0.76% |
$40.9K - $48.3K
|
13.1K
$6.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-40- 0.29% |
$16.2K - $19.1K
|
13.7K
$6.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
111+ 1.01% |
$45K - $53.1K
|
11.1K
$5.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
1.25K+ 1.17% |
$507K - $599K
|
108K
$51.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
113+ 1.62% |
$45.8K - $54.1K
|
7.09K
$3.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
1.31K+ 8.76% |
$529K - $625K
|
16.2K
$7.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-92.9K- 90.04% |
$37.7M - $44.5M
|
10.3K
$4.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-646K- 99.73% |
$262M - $309M
|
1.72K
$825K
|
|
|
Nov 12, 2024
Q3 2024
|
Muhlenkamp & CO Inc
|
SELL
|
- |
-18- 0.05% |
$7.29K - $8.61K
|
38.1K
$18.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
521+ 48.06% |
$211K - $249K
|
1.61K
$768K
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
BUY
|
- |
1.19K+ 13.89% |
$480K - $567K
|
9.72K
$4.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
1.23K+ 225.55% |
$497K - $587K
|
1.77K
$848K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
66+ 0.41% |
$26.7K - $31.6K
|
16.2K
$7.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
485New |
$197K - $232K
|
485
$232K
|