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 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2.92K- 20.64% |
$1.18M - $1.4M
|
11.2K
$5.37M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-170- 4.26% |
$68.9K - $81.4K
|
3.82K
$1.83M
|
|
|
Nov 04, 2024
Q3 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-160- 4.06% |
$64.8K - $76.6K
|
3.78K
$1.81M
|
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-9- 0.93% |
$3.65K - $4.31K
|
961
$460K
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
90+ 1.65% |
$36.5K - $43.1K
|
5.55K
$2.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
BUY
|
- |
347+ 10.92% |
$141K - $166K
|
3.53K
$1.69M
|
|
|
Nov 04, 2024
Q3 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
127+ 10.6% |
$51.5K - $60.8K
|
1.33K
$634K
|
|
|
Nov 04, 2024
Q3 2024
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-244- 0.17% |
$98.9K - $117K
|
139K
$66.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-4.26K- 4.78% |
$1.73M - $2.04M
|
84.9K
$40.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
11+ 1.07% |
$4.46K - $5.26K
|
1.04K
$498K
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-110- 19.5% |
$44.6K - $52.6K
|
454
$217K
|
|
|
Nov 04, 2024
Q3 2024
|
Delta Financial Advisors LLC
|
SELL
|
- |
-180- 1.67% |
$72.9K - $86.1K
|
10.6K
$5.07M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
1.12K+ 12.82% |
$453K - $536K
|
9.85K
$4.71M
|
|
|
Nov 04, 2024
Q3 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-21- 0.74% |
$8.51K - $10K
|
2.81K
$1.34M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-2- 0.02% |
$810 - $957
|
9.34K
$4.47M
|
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
BUY
|
- |
110+ 5.82% |
$44.6K - $52.6K
|
2K
$957K
|
|
|
Nov 04, 2024
Q3 2024
|
Weil Company, Inc.
|
SELL
|
- |
-2.2K- 9.89% |
$889K - $1.05M
|
20K
$9.57M
|
|
|
Nov 04, 2024
Q3 2024
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-198- 0.68% |
$80.2K - $94.8K
|
29K
$13.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
233+ 4.53% |
$94.4K - $112K
|
5.37K
$2.57M
|
|
|
Nov 04, 2024
Q3 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
226+ 2.71% |
$91.6K - $108K
|
8.56K
$4.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.32K+ 8.75% |
$536K - $634K
|
16.4K
$7.87M
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
621+ 5.27% |
$252K - $297K
|
12.4K
$5.93M
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
838+ 15.57% |
$340K - $401K
|
6.22K
$2.98M
|
|
|
Nov 04, 2024
Q3 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
90+ 1.72% |
$36.5K - $43.1K
|
5.32K
$2.55M
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Management Associates Inc
|
SELL
|
- |
-725- 6.67% |
$294K - $347K
|
10.1K
$4.86M
|
|
|
Nov 04, 2024
Q3 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-72- 13.33% |
$29.2K - $34.5K
|
468
$224K
|
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
BUY
|
- |
285+ 4.08% |
$115K - $136K
|
7.27K
$3.48M
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
BUY
|
- |
10+ 0.35% |
$4.05K - $4.79K
|
2.86K
$1.37M
|
|
|
Nov 04, 2024
Q3 2024
|
Bronte Capital Management Pty Ltd.
|
SELL
|
- |
-9.78K- 2.87% |
$3.96M - $4.68M
|
331K
$159M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-868- 1.37% |
$352K - $415K
|
62.6K
$30M
|
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
1.87K+ 6.52% |
$757K - $894K
|
30.5K
$14.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
642+ 5.37% |
$260K - $307K
|
12.6K
$6.03M
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-47- 6.28% |
$19K - $22.5K
|
701
$335K
|
|
|
Nov 01, 2024
Q3 2024
|
Fj Investments, LLC
Salt Lake City, UT |
SELL
|
- |
-62.3K- 50.0% |
$25.2M - $29.8M
|
62.3K
$29.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-595- 4.76% |
$241K - $285K
|
11.9K
$5.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-1- 0.05% |
$405 - $479
|
2.16K
$1.03M
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-7.44K- 1.26% |
$3.02M - $3.56M
|
583K
$279M
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
241+ 5.29% |
$97.7K - $115K
|
4.8K
$2.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
10.8K+ 14.44% |
$4.38M - $5.17M
|
85.6K
$41M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
9.7K+ 75.19% |
$3.93M - $4.64M
|
22.6K
$10.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
48.3K+ 6.16% |
$19.6M - $23.1M
|
833K
$399M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
179+ 3.2% |
$72.5K - $85.7K
|
5.77K
$2.76M
|
|
|
Nov 01, 2024
Q3 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-17- 2.4% |
$6.89K - $8.14K
|
691
$331K
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.66K- 4.32% |
$672K - $793K
|
36.7K
$17.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-11.6K- 6.61% |
$4.71M - $5.56M
|
164K
$78.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.36K+ 6.39% |
$1.77M - $2.09M
|
72.5K
$34.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.85K+ 7.84% |
$751K - $887K
|
25.5K
$12.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Easterly Investment Partners LLC
|
SELL
|
- |
-1.9K- 16.59% |
$771K - $910K
|
9.56K
$4.58M
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
28KNew |
$11.4M - $13.4M
|
28K
$13.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Retirement Solution Inc.
|
BUY
|
- |
4.45KNew |
$1.8M - $2.13M
|
4.45K
$2.13M
|