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 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
183+ 2.3% |
$74.1K - $87.6K
|
8.15K
$3.94M
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-35- 0.37% |
$14.2K - $16.7K
|
9.37K
$4.52M
|
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-1.96K- 55.44% |
$795K - $939K
|
1.58K
$762K
|
|
|
Oct 25, 2024
Q3 2024
|
Bay Rivers Group
|
BUY
|
- |
272+ 31.26% |
$110K - $130K
|
1.14K
$552K
|
|
|
Oct 25, 2024
Q3 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-838- 23.03% |
$340K - $401K
|
2.8K
$1.35M
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.96K- 2.14% |
$793K - $937K
|
89.6K
$43.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.71K+ 3.36% |
$693K - $818K
|
52.6K
$25.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Jacobsen Capital Management
|
BUY
|
- |
64+ 2.24% |
$25.9K - $30.6K
|
2.93K
$1.41M
|
|
|
Oct 25, 2024
Q3 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-60- 3.03% |
$24.3K - $28.7K
|
1.92K
$929K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
37+ 2.53% |
$15K - $17.7K
|
1.5K
$724K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.68K+ 15.62% |
$1.08M - $1.28M
|
19.8K
$9.57M
|
|
|
Oct 25, 2024
Q3 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-180- 1.91% |
$72.9K - $86.1K
|
9.24K
$4.46M
|
|
|
Oct 25, 2024
Q3 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
82+ 9.5% |
$33.2K - $39.2K
|
945
$456K
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
547+ 18.23% |
$222K - $262K
|
3.55K
$1.71M
|
|
|
Oct 25, 2024
Q3 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-883- 1.71% |
$358K - $423K
|
50.8K
$24.6M
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-695- 28.67% |
$282K - $333K
|
1.73K
$835K
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
99+ 1.96% |
$40.1K - $47.4K
|
5.15K
$2.49M
|
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-21- 0.54% |
$8.51K - $10K
|
3.89K
$1.88M
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
151+ 0.69% |
$61.2K - $72.3K
|
22.1K
$10.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-2.44K- 5.98% |
$989K - $1.17M
|
38.4K
$18.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
91+ 2.91% |
$36.9K - $43.5K
|
3.21K
$1.55M
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-1.19K- 7.84% |
$484K - $571K
|
14K
$6.78M
|
|
|
Oct 25, 2024
Q3 2024
|
Echo45 Advisors LLC
|
SELL
|
- |
-67- 7.34% |
$27.1K - $32.1K
|
846
$409K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
73+ 0.94% |
$29.6K - $34.9K
|
7.8K
$3.77M
|
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
39+ 0.56% |
$15.8K - $18.7K
|
6.95K
$3.36M
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
33.2K+ 18.13% |
$13.5M - $15.9M
|
216K
$104M
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
4+ 40.0% |
$1.62K - $1.91K
|
14
$6.76K
|
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-49.3K- 2.84% |
$20M - $23.6M
|
1.69M
$815M
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-235- 8.1% |
$95.2K - $112K
|
2.67K
$1.29M
|
|
|
Oct 25, 2024
Q3 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-664- 48.29% |
$269K - $318K
|
711
$343K
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
5+ 0.08% |
$2.03K - $2.39K
|
6.36K
$3.07M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-88- 3.22% |
$35.7K - $42.1K
|
2.65K
$1.28M
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
4.7K+ 13.85% |
$1.9M - $2.25M
|
38.6K
$18.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
282+ 0.57% |
$114K - $135K
|
49.6K
$24M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
8.91K+ 15.1% |
$3.61M - $4.26M
|
67.9K
$32.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-152- 4.29% |
$61.6K - $72.7K
|
3.39K
$1.64M
|
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-1- 0.08% |
$405 - $479
|
1.24K
$599K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
18K+ 20.05% |
$7.28M - $8.6M
|
108K
$51.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.35K- 1.2% |
$546K - $645K
|
111K
$53.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
33.8K+ 464.0% |
$13.7M - $16.2M
|
41K
$19.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
4.25K+ 2.4% |
$1.72M - $2.03M
|
181K
$87.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-149- 1.36% |
$60.4K - $71.3K
|
10.8K
$5.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-113- 13.14% |
$45.8K - $54.1K
|
747
$361K
|
|
|
Oct 25, 2024
Q3 2024
|
Tevis Investment Management
|
BUY
|
- |
406+ 2.31% |
$165K - $194K
|
18K
$8.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
120+ 1.29% |
$48.6K - $57.4K
|
9.39K
$4.54M
|
|
|
Oct 24, 2024
Q3 2024
|
Sprucegrove Investment Management LTD
Toronto, A6 |
SELL
|
- |
-395- 0.52% |
$160K - $189K
|
75.8K
$36.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO
|
SELL
|
- |
-65- 1.92% |
$26.3K - $31.1K
|
3.32K
$1.61M
|
|
|
Oct 24, 2024
Q3 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
44.2K+ 13.95% |
$17.9M - $21.2M
|
361K
$174M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
307+ 1.08% |
$124K - $147K
|
28.6K
$13.8M
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
SELL
|
- |
-11.9K- 41.17% |
$4.83M - $5.71M
|
17K
$8.23M
|