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 07, 2024
Q3 2024
|
Wrapmanager Inc
|
BUY
|
- |
549+ 11.58% |
$222K - $263K
|
5.29K
$2.53M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.16K+ 3.23% |
$469K - $554K
|
37K
$17.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Smead Capital Management, Inc.
Phoenix, AZ |
BUY
|
- |
7.15K+ 3.49% |
$2.9M - $3.42M
|
212K
$101M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.37K+ 5.21% |
$555K - $656K
|
27.7K
$13.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
421+ 6.1% |
$171K - $201K
|
7.33K
$3.51M
|
|
|
Nov 07, 2024
Q3 2024
|
Capital City Trust CO
|
BUY
|
- |
447+ 3.84% |
$181K - $214K
|
12.1K
$5.78M
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-4.34K- 21.2% |
$1.76M - $2.08M
|
16.1K
$7.72M
|
|
|
Nov 07, 2024
Q3 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
535New |
$217K - $256K
|
535
$256K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
81+ 4.85% |
$32.8K - $38.8K
|
1.75K
$838K
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-6- 1.12% |
$2.43K - $2.87K
|
531
$254K
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-64- 1.32% |
$25.9K - $30.6K
|
4.78K
$2.29M
|
|
|
Nov 07, 2024
Q3 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-995- 1.93% |
$403K - $476K
|
50.5K
$24.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-1- 0.07% |
$405 - $479
|
1.41K
$676K
|
|
|
Nov 07, 2024
Q3 2024
|
Holistic Financial Partners
|
SELL
|
- |
-65- 6.07% |
$26.3K - $31.1K
|
1.01K
$481K
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-160- 1.42% |
$64.8K - $76.6K
|
11.1K
$5.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Investidor Profissional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-11K- 84.01% |
$4.46M - $5.26M
|
2.09K
$1M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
755+ 10.17% |
$306K - $361K
|
8.18K
$3.92M
|
|
|
Nov 07, 2024
Q3 2024
|
Braun Stacey Associates Inc
|
BUY
|
- |
2.07K+ 2.76% |
$839K - $991K
|
77.2K
$36.9M
|
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
SELL
|
- |
-128- 16.54% |
$51.9K - $61.3K
|
646
$309K
|
|
|
Nov 07, 2024
Q3 2024
|
Banyan Capital Management, Inc.
Atlanta, GA |
SELL
|
- |
-391- 0.87% |
$158K - $187K
|
44.7K
$21.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-38- 3.2% |
$15.4K - $18.2K
|
1.15K
$550K
|
|
|
Nov 07, 2024
Q3 2024
|
Belmont Capital, LLC
|
BUY
|
- |
2.27K+ 107.33% |
$920K - $1.09M
|
4.39K
$2.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-69- 1.0% |
$28K - $33K
|
6.83K
$3.27M
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-100- 1.92% |
$40.5K - $47.9K
|
5.12K
$2.45M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-29.4K- 9.58% |
$11.9M - $14.1M
|
278K
$133M
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-2K- 13.67% |
$811K - $958K
|
12.6K
$6.05M
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
19+ 3.35% |
$7.7K - $9.09K
|
587
$281K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.73K+ 3.0% |
$699K - $826K
|
59.3K
$28.4M
|
|
|
Nov 07, 2024
Q3 2024
|
St. Louis Trust CO
|
SELL
|
- |
-742- 9.98% |
$301K - $355K
|
6.7K
$3.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
143+ 0.78% |
$57.9K - $68.4K
|
18.5K
$8.86M
|
|
|
Nov 07, 2024
Q3 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
400+ 2.7% |
$162K - $191K
|
15.2K
$7.29M
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
835New |
$338K - $400K
|
835
$400K
|
|
|
Nov 07, 2024
Q3 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2+ 0.24% |
$810 - $957
|
846
$405K
|
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
456+ 35.79% |
$185K - $218K
|
1.73K
$828K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-3K- 0.77% |
$1.22M - $1.44M
|
386K
$185M
|
|
|
Nov 07, 2024
Q3 2024
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-111- 17.76% |
$45K - $53.1K
|
514
$246K
|
|
|
Nov 07, 2024
Q3 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
10.6K+ 14.6% |
$4.29M - $5.07M
|
83.2K
$39.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
3.01K+ 39.37% |
$1.22M - $1.44M
|
10.7K
$5.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-70- 6.88% |
$28.4K - $33.5K
|
948
$454K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-817- 2.71% |
$331K - $391K
|
29.4K
$14M
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
11+ 0.54% |
$4.46K - $5.26K
|
2.06K
$985K
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
5.17KNew |
$2.1M - $2.47M
|
5.17K
$2.47M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
406New |
$165K - $194K
|
406
$194K
|
|
|
Nov 07, 2024
Q3 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
210K+ 9.99% |
$85.2M - $101M
|
2.32M
$1.11B
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
10.8K+ 4.32% |
$4.36M - $5.15M
|
260K
$124M
|
|
|
Nov 06, 2024
Q3 2024
|
Kbc Group Nv
|
BUY
|
- |
156K+ 145.75% |
$63.1M - $74.5M
|
263K
$126M
|
|
|
Nov 06, 2024
Q3 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-146- 16.29% |
$59.2K - $69.9K
|
750
$359K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
8.5K+ 3.35% |
$3.44M - $4.07M
|
262K
$125M
|
|
|
Nov 06, 2024
Q3 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
1+ 0.09% |
$405 - $479
|
1.07K
$512K
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-3K- 37.98% |
$1.21M - $1.43M
|
4.89K
$2.34M
|