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 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-2- 0.05% |
$810 - $957
|
3.93K
$1.9M
|
|
|
Oct 22, 2024
Q3 2024
|
X Square Capital, LLC
|
BUY
|
- |
317+ 3.06% |
$128K - $152K
|
10.7K
$5.16M
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
30+ 0.6% |
$12.2K - $14.4K
|
5K
$2.42M
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
3+ 0.09% |
$1.22K - $1.44K
|
3.46K
$1.67M
|
|
|
Oct 22, 2024
Q3 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-64- 1.87% |
$25.9K - $30.6K
|
3.36K
$1.62M
|
|
|
Oct 22, 2024
Q3 2024
|
Mad River Investors
|
SELL
|
- |
-238- 3.19% |
$96.4K - $114K
|
7.23K
$3.49M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-10.2K- 19.59% |
$4.15M - $4.9M
|
42K
$20.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-4- 0.11% |
$1.62K - $1.91K
|
3.66K
$1.77M
|
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
8+ 0.09% |
$3.24K - $3.83K
|
8.95K
$4.32M
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-890- 1.17% |
$361K - $426K
|
75.1K
$36.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
72+ 0.67% |
$29.2K - $34.5K
|
10.9K
$5.25M
|
|
|
Oct 22, 2024
Q3 2024
|
Better Wealth, LLC
|
BUY
|
- |
1+ 0.07% |
$405 - $479
|
1.34K
$647K
|
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
313+ 6.96% |
$127K - $150K
|
4.81K
$2.32M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
740+ 1.85% |
$300K - $354K
|
40.7K
$19.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
46+ 2.33% |
$18.6K - $22K
|
2.02K
$977K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
8.45M+ 43672.13% |
$3.43B - $4.05B
|
8.47M
$4.09B
|
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-35- 1.23% |
$14.2K - $16.7K
|
2.81K
$1.35M
|
|
|
Oct 22, 2024
Q3 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
856+ 85.6% |
$347K - $410K
|
1.86K
$896K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
221+ 4.63% |
$89.5K - $106K
|
4.99K
$2.41M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
843+ 21.51% |
$342K - $403K
|
4.76K
$2.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-715- 22.91% |
$290K - $342K
|
2.41K
$1.16M
|
|
|
Oct 22, 2024
Q3 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
30+ 1.21% |
$12.2K - $14.4K
|
2.5K
$1.21M
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-187- 0.07% |
$75.8K - $89.5K
|
260K
$125M
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1- 0.07% |
$405 - $479
|
1.51K
$728K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
446+ 30.42% |
$181K - $213K
|
1.91K
$924K
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
SELL
|
- |
-70- 0.57% |
$28.4K - $33.5K
|
12.2K
$5.88M
|
|
|
Oct 22, 2024
Q3 2024
|
Argent Capital Management LLC
|
SELL
|
- |
-73- 3.49% |
$29.6K - $34.9K
|
2.02K
$976K
|
|
|
Oct 22, 2024
Q3 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-10- 0.35% |
$4.05K - $4.79K
|
2.84K
$1.37M
|
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
175+ 6.5% |
$70.9K - $83.7K
|
2.87K
$1.39M
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-75- 11.89% |
$30.4K - $35.9K
|
556
$269K
|
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-456- 3.09% |
$185K - $218K
|
14.3K
$6.91M
|
|
|
Oct 21, 2024
Q3 2024
|
Asset Planning Corporation
|
BUY
|
- |
670+ 1.81% |
$271K - $321K
|
37.7K
$18.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-137- 5.09% |
$55.5K - $65.6K
|
2.55K
$1.23M
|
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-36- 1.3% |
$14.6K - $17.2K
|
2.73K
$1.32M
|
|
|
Oct 21, 2024
Q3 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-19- 0.47% |
$7.7K - $9.09K
|
4.02K
$1.94M
|
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
2.77K+ 16.7% |
$1.12M - $1.33M
|
19.4K
$9.36M
|
|
|
Oct 21, 2024
Q3 2024
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-88- 1.36% |
$35.7K - $42.1K
|
6.4K
$3.09M
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
25+ 0.25% |
$10.1K - $12K
|
9.91K
$4.78M
|
|
|
Oct 21, 2024
Q3 2024
|
James Hambro & Partners
|
SELL
|
- |
-598- 8.44% |
$242K - $286K
|
6.48K
$3.13M
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
86+ 9.68% |
$34.8K - $41.2K
|
974
$470K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
BUY
|
- |
122+ 2.35% |
$49.4K - $58.4K
|
5.31K
$2.56M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-43- 8.19% |
$17.4K - $20.6K
|
482
$233K
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
139+ 3.35% |
$56.3K - $66.5K
|
4.29K
$2.07M
|
|
|
Oct 21, 2024
Q3 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
83+ 11.51% |
$33.6K - $39.7K
|
804
$388K
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-54- 1.35% |
$21.9K - $25.8K
|
3.95K
$1.91M
|
|
|
Oct 21, 2024
Q3 2024
|
Suncoast Equity Management
|
SELL
|
- |
-3.07K- 5.98% |
$1.24M - $1.47M
|
48.3K
$23.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Arlington Partners LLC
|
BUY
|
- |
1.5K+ 11.55% |
$607K - $717K
|
14.5K
$6.99M
|
|
|
Oct 21, 2024
Q3 2024
|
Benin Management Corp
|
SELL
|
- |
-25- 0.43% |
$10.1K - $12K
|
5.82K
$2.81M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
214+ 6.18% |
$86.7K - $102K
|
3.68K
$1.78M
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-943- 1.88% |
$382K - $451K
|
49.1K
$23.7M
|