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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
353K+ 16.48% |
$143M - $169M
|
2.5M
$1.21B
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
1.46K+ 2.62% |
$591K - $698K
|
57.1K
$27.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-144- 0.69% |
$58.3K - $68.9K
|
20.7K
$9.99M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.68K- 12.3% |
$681K - $804K
|
12K
$5.78M
|
|
|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-126- 1.07% |
$51.1K - $60.3K
|
11.7K
$5.65M
|
|
|
Oct 31, 2024
Q3 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-503- 25.61% |
$204K - $241K
|
1.46K
$706K
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
218+ 2.5% |
$88.3K - $104K
|
8.93K
$4.31M
|
|
|
Oct 31, 2024
Q3 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-315- 1.42% |
$128K - $151K
|
21.9K
$10.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
1.35K+ 11.17% |
$548K - $647K
|
13.5K
$6.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
77+ 1.14% |
$31.2K - $36.8K
|
6.83K
$3.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
1.01KNew |
$408K - $482K
|
1.01K
$487K
|
|
|
Oct 31, 2024
Q3 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-883- 0.92% |
$358K - $423K
|
95.2K
$46M
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
SELL
|
- |
-931- 6.64% |
$377K - $446K
|
13.1K
$6.32M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
2.14K+ 6.34% |
$866K - $1.02M
|
35.9K
$17.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
136+ 1.33% |
$55.1K - $65.1K
|
10.4K
$5.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
61+ 2.72% |
$24.7K - $29.2K
|
2.3K
$1.11M
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
2.6K+ 28.47% |
$1.05M - $1.24M
|
11.7K
$5.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
BUY
|
- |
5+ 0.24% |
$2.03K - $2.39K
|
2.05K
$990K
|
|
|
Oct 31, 2024
Q3 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-131- 0.91% |
$53.1K - $62.7K
|
14.3K
$6.92M
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
415+ 3.06% |
$168K - $199K
|
14K
$6.75M
|
|
|
Oct 31, 2024
Q3 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-11- 0.13% |
$4.46K - $5.26K
|
8.28K
$4M
|
|
|
Oct 31, 2024
Q3 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
15+ 50.0% |
$6.08K - $7.18K
|
45
$21.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
11.9KNew |
$4.84M - $5.71M
|
11.9K
$5.77M
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
61+ 3.0% |
$24.7K - $29.2K
|
2.09K
$1.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
189+ 1.19% |
$76.6K - $90.4K
|
16.1K
$7.77M
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
17.7K+ 3.53% |
$7.19M - $8.49M
|
520K
$251M
|
|
|
Oct 30, 2024
Q3 2024
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-53- 0.2% |
$21.5K - $25.4K
|
26.3K
$12.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-3.39K- 3.14% |
$1.37M - $1.62M
|
104K
$50.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-31- 1.22% |
$12.6K - $14.8K
|
2.52K
$1.21M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-14- 1.7% |
$5.67K - $6.7K
|
811
$392K
|
|
|
Oct 30, 2024
Q3 2024
|
Solitude Financial Services
|
BUY
|
- |
2.61K+ 2.97% |
$1.06M - $1.25M
|
90.4K
$43.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-315- 1.08% |
$128K - $151K
|
28.7K
$13.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
663+ 22.28% |
$269K - $317K
|
3.64K
$1.76M
|
|
|
Oct 30, 2024
Q3 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
3+ 0.02% |
$1.22K - $1.44K
|
16.6K
$8M
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-515- 51.5% |
$209K - $246K
|
485
$234K
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
214+ 3.47% |
$86.7K - $102K
|
6.38K
$3.08M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-165- 8.24% |
$66.9K - $79K
|
1.84K
$887K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-127- 1.2% |
$51.5K - $60.8K
|
10.4K
$5.04M
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
3.71K+ 12.12% |
$1.5M - $1.78M
|
34.4K
$16.6M
|
|
|
Oct 30, 2024
Q3 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-99- 1.38% |
$40.1K - $47.4K
|
7.08K
$3.42M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
104+ 1.66% |
$42.1K - $49.8K
|
6.37K
$3.07M
|
|
|
Oct 30, 2024
Q3 2024
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
24+ 1.71% |
$9.72K - $11.5K
|
1.43K
$691K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-83- 6.19% |
$33.6K - $39.7K
|
1.26K
$608K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
524+ 2.19% |
$212K - $251K
|
24.4K
$11.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-184- 1.08% |
$74.6K - $88.1K
|
16.8K
$8.11M
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.49K- 2.03% |
$604K - $714K
|
72K
$34.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-125- 0.37% |
$50.6K - $59.8K
|
33.7K
$16.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.14K- 9.02% |
$460K - $543K
|
11.4K
$5.53M
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.6K- 0.63% |
$650K - $768K
|
252K
$122M
|
|
|
Oct 30, 2024
Q3 2024
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
10+ 0.19% |
$4.05K - $4.79K
|
5.3K
$2.56M
|