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 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
47+ 0.18% |
$19K - $22.5K
|
26K
$12.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-2.13K- 10.22% |
$861K - $1.02M
|
18.7K
$8.94M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
970+ 1.03% |
$393K - $464K
|
95.5K
$45.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Heron Bay Capital Management
|
SELL
|
- |
-1.41K- 6.86% |
$571K - $674K
|
19.1K
$9.15M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
211K+ 9.23% |
$85.4M - $101M
|
2.49M
$1.19B
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
100+ 3.03% |
$40.5K - $47.9K
|
3.4K
$1.63M
|
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
328+ 1.84% |
$133K - $157K
|
18.2K
$8.69M
|
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-350- 5.76% |
$142K - $167K
|
5.73K
$2.74M
|
|
|
Nov 08, 2024
Q3 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-396- 17.25% |
$160K - $190K
|
1.9K
$909K
|
|
|
Nov 08, 2024
Q3 2024
|
America First Investment Advisors, LLC
|
SELL
|
- |
-1.39K- 13.01% |
$561K - $663K
|
9.26K
$4.43M
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-760- 2.12% |
$308K - $364K
|
35.1K
$16.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-2.25K- 57.77% |
$913K - $1.08M
|
1.65K
$788K
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.7K+ 7.18% |
$687K - $812K
|
25.3K
$12.1M
|
|
|
Nov 08, 2024
Q3 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
7+ 0.67% |
$2.84K - $3.35K
|
1.05K
$503K
|
|
|
Nov 08, 2024
Q3 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1- 0.04% |
$405 - $479
|
2.7K
$1.29M
|
|
|
Nov 08, 2024
Q3 2024
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
PUT |
-7.8K- 42.62% |
$3.16M - $3.73M
|
10.5K
$5.02M
|
|
|
Nov 08, 2024
Q3 2024
|
John G Ullman & Associates Inc
|
SELL
|
- |
-25- 1.39% |
$10.1K - $12K
|
1.77K
$849K
|
|
|
Nov 08, 2024
Q3 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
5.11K+ 2.98% |
$2.07M - $2.45M
|
177K
$84.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.33K- 2.24% |
$540K - $637K
|
58K
$27.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-6.25K- 8.47% |
$2.53M - $2.99M
|
67.5K
$32.3M
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.21K+ 0.6% |
$488K - $577K
|
204K
$97.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
12.6K+ 18.5% |
$5.11M - $6.03M
|
80.7K
$38.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-2.35K- 6.27% |
$952K - $1.12M
|
35.1K
$16.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
907+ 4.78% |
$368K - $434K
|
19.9K
$9.51M
|
|
|
Nov 08, 2024
Q3 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-459- 0.45% |
$186K - $220K
|
102K
$49M
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-130- 15.12% |
$52.7K - $62.2K
|
730
$349K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
604New |
$245K - $289K
|
604
$289K
|
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
494+ 3.69% |
$200K - $236K
|
13.9K
$6.65M
|
|
|
Nov 08, 2024
Q3 2024
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-24- 0.36% |
$9.72K - $11.5K
|
6.64K
$3.18M
|
|
|
Nov 08, 2024
Q3 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-770- 7.55% |
$312K - $368K
|
9.44K
$4.52M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.26K+ 4.1% |
$511K - $604K
|
32K
$15.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-76- 5.3% |
$30.8K - $36.4K
|
1.36K
$650K
|
|
|
Nov 08, 2024
Q3 2024
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-2.78K- 8.3% |
$1.13M - $1.33M
|
30.7K
$14.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
110+ 3.54% |
$44.6K - $52.6K
|
3.21K
$1.54M
|
|
|
Nov 08, 2024
Q3 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-164K- 69.91% |
$66.3M - $78.3M
|
70.4K
$33.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-122- 1.02% |
$49.4K - $58.4K
|
11.8K
$5.64M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-802- 0.35% |
$325K - $384K
|
226K
$108M
|
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-124- 0.3% |
$50.2K - $59.3K
|
40.9K
$19.6M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
22+ 0.13% |
$8.91K - $10.5K
|
17.2K
$8.25M
|
|
|
Nov 08, 2024
Q3 2024
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-461- 2.32% |
$187K - $221K
|
19.4K
$9.28M
|
|
|
Nov 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.25% |
$3.24K - $3.83K
|
3.26K
$1.56M
|
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
762+ 8.85% |
$309K - $365K
|
9.38K
$4.49M
|
|
|
Nov 08, 2024
Q3 2024
|
Beck Bode, LLC
|
BUY
|
- |
491New |
$199K - $235K
|
491
$235K
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-617- 3.77% |
$250K - $295K
|
15.8K
$7.54M
|
|
|
Nov 08, 2024
Q3 2024
|
Highlander Partners, L.P.
|
BUY
|
- |
2.05K+ 100.0% |
$831K - $981K
|
4.1K
$1.96M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
4.24KNew |
$1.72M - $2.03M
|
4.24K
$2.03M
|
|
|
Nov 08, 2024
Q3 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
280+ 52.34% |
$113K - $134K
|
815
$390K
|
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
104K+ 122.86% |
$42.2M - $49.9M
|
189K
$90.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
270+ 14.96% |
$109K - $129K
|
2.08K
$993K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
16+ 0.82% |
$6.48K - $7.66K
|
1.97K
$944K
|