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 12, 2024
Q3 2024
|
Lathrop Investment Management Corp
|
SELL
|
- |
-482- 4.64% |
$195K - $231K
|
9.9K
$4.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
164+ 0.38% |
$66.5K - $78.5K
|
43.1K
$20.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
380+ 2.79% |
$154K - $182K
|
14K
$6.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-192- 8.03% |
$77.8K - $91.9K
|
2.2K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
572+ 1.89% |
$232K - $274K
|
30.8K
$14.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Hikari Tsushin, Inc.
Tokyo, M0 |
BUY
|
- |
143+ 0.61% |
$57.9K - $68.4K
|
23.6K
$11.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-2.25K- 5.48% |
$911K - $1.08M
|
38.8K
$18.3M
|
|
|
Nov 12, 2024
Q3 2024
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
9.69K+ 12.09% |
$3.93M - $4.64M
|
89.8K
$42.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
45New |
$18.2K - $21.5K
|
45
$21.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-182- 16.56% |
$73.7K - $87.1K
|
917
$433K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
667+ 3.22% |
$270K - $319K
|
21.4K
$10.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-55- 1.44% |
$22.3K - $26.3K
|
3.75K
$1.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Marsico Capital Management LLC
Denver, CO |
SELL
|
- |
-461- 22.72% |
$187K - $221K
|
1.57K
$741K
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-109- 1.54% |
$44.2K - $52.2K
|
6.99K
$3.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
320+ 4.98% |
$130K - $153K
|
6.75K
$3.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-36- 0.09% |
$14.6K - $17.2K
|
38.5K
$18.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
1.78K+ 7.33% |
$721K - $852K
|
26.1K
$12.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
6+ 0.23% |
$2.43K - $2.87K
|
2.63K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
887+ 10.15% |
$359K - $424K
|
9.63K
$4.55M
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
81+ 5.27% |
$32.8K - $38.8K
|
1.62K
$764K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-7.97K- 41.41% |
$3.23M - $3.81M
|
11.3K
$5.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
2.19KNew |
$887K - $1.05M
|
2.19K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
14.5K+ 1.33% |
$5.86M - $6.93M
|
1.1M
$520M
|
|
|
Nov 12, 2024
Q3 2024
|
Kidder Stephen W
|
SELL
|
- |
-75- 1.76% |
$30.4K - $35.9K
|
4.19K
$1.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Puzo Michael J
|
SELL
|
- |
-215- 5.56% |
$87.1K - $103K
|
3.66K
$1.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Somerville Kurt F
|
SELL
|
- |
-350- 9.34% |
$142K - $167K
|
3.4K
$1.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
222+ 12.16% |
$90K - $106K
|
2.05K
$968K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.24K+ 19.64% |
$502K - $593K
|
7.55K
$3.57M
|
|
|
Nov 12, 2024
Q3 2024
|
St. James Investment Company, LLC
|
SELL
|
- |
-4.59K- 2.92% |
$1.86M - $2.2M
|
152K
$72M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
85.1K+ 8.32% |
$34.5M - $40.7M
|
1.11M
$523M
|
|
|
Nov 12, 2024
Q3 2024
|
Close Asset Management LTD
|
BUY
|
- |
3.35K+ 2.83% |
$1.36M - $1.6M
|
122K
$57.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-21.5K- 32.04% |
$8.7M - $10.3M
|
45.6K
$21.5M
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
542+ 15.42% |
$220K - $259K
|
4.06K
$1.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
57+ 0.05% |
$23.1K - $27.3K
|
113K
$53.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-32.3K- 4.29% |
$13.1M - $15.5M
|
720K
$341M
|
|
|
Nov 12, 2024
Q3 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
10+ 0.48% |
$4.05K - $4.79K
|
2.11K
$996K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
24.1K+ 13.09% |
$9.75M - $11.5M
|
208K
$98.2M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.84K- 1.24% |
$1.15M - $1.36M
|
227K
$107M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
PUT |
1.24M+ 45926.0% |
$502M - $593M
|
1.24M
$587M
|
|
|
Nov 12, 2024
Q3 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
2.28KNew |
$922K - $1.09M
|
2.28K
$1.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
906K+ 2.53% |
$367M - $433M
|
36.7M
$17.4B
|
|
|
Nov 12, 2024
Q3 2024
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-25- 24.75% |
$10.1K - $12K
|
76
$35.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-43- 1.37% |
$17.4K - $20.6K
|
3.09K
$1.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-16- 0.06% |
$6.48K - $7.66K
|
27.1K
$12.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.98K+ 11.67% |
$803K - $948K
|
19K
$8.96M
|
|
|
Nov 12, 2024
Q3 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
566+ 14.15% |
$229K - $271K
|
4.57K
$2.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
63+ 0.52% |
$25.5K - $30.1K
|
12.2K
$5.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-191- 18.69% |
$77.4K - $91.4K
|
831
$393K
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
4+ 0.09% |
$1.62K - $1.91K
|
4.4K
$2.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
149+ 1.62% |
$60.4K - $71.3K
|
9.37K
$4.43M
|