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
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
4.06K+ 12.02% |
$1.65M - $1.94M
|
37.9K
$18.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
776+ 1.91% |
$314K - $371K
|
41.4K
$19.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-24- 0.67% |
$9.72K - $11.5K
|
3.54K
$1.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
40+ 0.51% |
$16.2K - $19.1K
|
7.95K
$3.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-86- 2.79% |
$34.8K - $41.2K
|
2.99K
$1.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
696+ 1.49% |
$282K - $333K
|
47.5K
$22.7M
|
|
|
Nov 12, 2024
Q3 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-3.1K- 3.38% |
$1.26M - $1.48M
|
88.6K
$42.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
SELL
|
- |
-583- 14.3% |
$236K - $279K
|
3.49K
$1.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
545+ 29.62% |
$221K - $261K
|
2.39K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-2.07K- 2.51% |
$837K - $989K
|
80.1K
$38.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-502- 0.2% |
$203K - $240K
|
255K
$122M
|
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
3.72K+ 51.37% |
$1.51M - $1.78M
|
11K
$5.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
15.8K+ 3.56% |
$6.4M - $7.56M
|
459K
$220M
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-56.9K- 12.29% |
$23M - $27.2M
|
406K
$194M
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
32K+ 44.38% |
$13M - $15.3M
|
104K
$49.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
10.8K+ 375.54% |
$4.37M - $5.16M
|
13.6K
$6.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-75- 3.39% |
$30.4K - $35.9K
|
2.14K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Mar Vista Investment Partners LLC
Los Angeles, CA |
SELL
|
- |
-34.3K- 26.14% |
$13.9M - $16.4M
|
97K
$46.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
10.8K+ 30.83% |
$4.39M - $5.18M
|
46K
$22M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
686+ 7.65% |
$278K - $328K
|
9.65K
$4.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Rwwm, Inc.
Rocklin, CA |
SELL
|
- |
-2.06K- 0.81% |
$834K - $985K
|
252K
$121M
|
|
|
Nov 12, 2024
Q3 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
683+ 7.67% |
$277K - $327K
|
9.59K
$4.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-127- 1.33% |
$51.5K - $60.8K
|
9.45K
$4.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-768- 13.87% |
$311K - $368K
|
4.77K
$2.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
237+ 21.84% |
$96K - $113K
|
1.32K
$633K
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-566- 24.77% |
$229K - $271K
|
1.72K
$823K
|
|
|
Nov 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
113+ 4.39% |
$45.8K - $54.1K
|
2.69K
$1.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
SELL
|
- |
-1.15K- 8.05% |
$466K - $550K
|
13.1K
$6.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Orion Investment CO
St. Louis, MO |
BUY
|
- |
328+ 31.24% |
$133K - $157K
|
1.38K
$659K
|
|
|
Nov 08, 2024
Q3 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-98- 0.97% |
$39.7K - $46.9K
|
9.99K
$4.78M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.49K- 0.33% |
$1.41M - $1.67M
|
1.06M
$508M
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-11K- 34.2% |
$4.47M - $5.28M
|
21.2K
$10.2M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
8.67K+ 11.36% |
$3.51M - $4.15M
|
85K
$40.7M
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
BUY
|
- |
1.28K+ 1.16% |
$519K - $613K
|
112K
$53.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
8+ 0.33% |
$3.24K - $3.83K
|
2.43K
$1.16M
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
105+ 1.26% |
$42.5K - $50.2K
|
8.44K
$4.04M
|
|
|
Nov 08, 2024
Q3 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-502- 9.11% |
$203K - $240K
|
5.01K
$2.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-11.5K- 55.55% |
$4.66M - $5.51M
|
9.21K
$4.41M
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-107- 8.22% |
$43.4K - $51.2K
|
1.2K
$572K
|
|
|
Nov 08, 2024
Q3 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-280- 22.62% |
$113K - $134K
|
958
$458K
|
|
|
Nov 08, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
112+ 3.38% |
$45.4K - $53.6K
|
3.42K
$1.64M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.41M+ 32.12% |
$1.38B - $1.63B
|
14M
$6.71B
|
|
|
Nov 08, 2024
Q3 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
10.2K+ 5.13% |
$4.13M - $4.88M
|
209K
$100M
|
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
42+ 0.19% |
$17K - $20.1K
|
22.1K
$10.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
12+ 1.38% |
$4.86K - $5.74K
|
882
$422K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.74K- 6.55% |
$706K - $834K
|
24.9K
$11.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Kendall Capital Management
|
SELL
|
- |
-10- 1.43% |
$4.05K - $4.79K
|
688
$329K
|
|
|
Nov 08, 2024
Q3 2024
|
Tredje Ap Fonden
|
BUY
|
- |
10.2K+ 3.67% |
$4.13M - $4.88M
|
288K
$138M
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-600- 13.56% |
$243K - $287K
|
3.83K
$1.83M
|
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-255- 4.07% |
$103K - $122K
|
6.01K
$2.88M
|