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
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
664New |
$269K - $318K
|
664
$314K
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
112+ 2.36% |
$45.4K - $53.6K
|
4.85K
$2.29M
|
|
Nov 12, 2024
Q3 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-319- 1.05% |
$129K - $153K
|
29.9K
$14.2M
|
|
Nov 12, 2024
Q3 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
400+ 21.74% |
$162K - $191K
|
2.24K
$1.06M
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-69- 0.31% |
$28K - $33K
|
22.4K
$10.6M
|
|
Nov 12, 2024
Q3 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
363+ 64.48% |
$147K - $174K
|
926
$438K
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
924K+ 21.24% |
$374M - $442M
|
5.27M
$2.49B
|
|
Nov 12, 2024
Q3 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-40- 0.29% |
$16.2K - $19.1K
|
13.7K
$6.49M
|
|
Nov 12, 2024
Q3 2024
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
1.31K+ 8.76% |
$529K - $625K
|
16.2K
$7.66M
|
|
Nov 12, 2024
Q3 2024
|
Muhlenkamp & CO Inc
|
SELL
|
- |
-18- 0.05% |
$7.29K - $8.61K
|
38.1K
$18M
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
485New |
$197K - $232K
|
485
$229K
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
89.8K+ 16.92% |
$36.4M - $43M
|
621K
$293M
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.92K+ 32.44% |
$1.18M - $1.4M
|
11.9K
$5.62M
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
19+ 0.22% |
$7.7K - $9.09K
|
8.5K
$4.02M
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-1.23K- 2.05% |
$496K - $586K
|
58.6K
$27.7M
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
6.24K+ 0.82% |
$2.53M - $2.99M
|
766K
$362M
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
864+ 3.87% |
$350K - $413K
|
23.2K
$11M
|
|
Nov 12, 2024
Q3 2024
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-50- 5.88% |
$20.3K - $23.9K
|
800
$378K
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
3.2KNew |
$1.3M - $1.53M
|
3.2K
$1.51M
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
9.2K+ 6.28% |
$3.73M - $4.4M
|
156K
$73.6M
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
SELL
|
- |
-33- 0.34% |
$13.4K - $15.8K
|
9.6K
$4.54M
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-23- 0.61% |
$9.32K - $11K
|
3.78K
$1.78M
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-4.51K- 1.21% |
$1.83M - $2.16M
|
369K
$174M
|
|
Nov 12, 2024
Q3 2024
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-39- 4.37% |
$15.8K - $18.7K
|
854
$404K
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.46K- 12.5% |
$998K - $1.18M
|
17.2K
$8.15M
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-231- 1.82% |
$93.6K - $111K
|
12.5K
$5.88M
|
|
Nov 12, 2024
Q3 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-7- 0.04% |
$2.84K - $3.35K
|
19.8K
$9.38M
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
51New |
$20.7K - $24.4K
|
51
$24.1K
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.12K+ 18.5% |
$1.67M - $1.97M
|
26.4K
$12.5M
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-300- 4.53% |
$122K - $144K
|
6.32K
$2.99M
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-79- 6.13% |
$32K - $37.8K
|
1.21K
$571K
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
316+ 2.48% |
$128K - $151K
|
13K
$6.16M
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
9.33K+ 3.34% |
$3.78M - $4.46M
|
289K
$137M
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-30- 7.73% |
$12.2K - $14.4K
|
358
$169K
|
|
Nov 12, 2024
Q3 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-25- 0.45% |
$10.1K - $12K
|
5.5K
$2.6M
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-111- 0.97% |
$45K - $53.1K
|
11.3K
$5.36M
|
|
Nov 12, 2024
Q3 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-10.1K- 67.37% |
$4.09M - $4.83M
|
4.89K
$2.31M
|
|
Nov 12, 2024
Q3 2024
|
Burgundy Asset Management Ltd.
Toronto, A6 |
SELL
|
- |
-3.38K- 2.5% |
$1.37M - $1.62M
|
132K
$62.2M
|
|
Nov 12, 2024
Q3 2024
|
Hap Trading, LLC
New York, NY |
SELL
|
CALL |
-19K- 14.62% |
$7.7M - $9.09M
|
111K
$52.5M
|
|
Nov 12, 2024
Q3 2024
|
Blackhill Capital Inc
Morristown, NJ |
SELL
|
- |
-3- 0.01% |
$1.22K - $1.44K
|
21.2K
$10M
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
272+ 1.72% |
$110K - $130K
|
16.1K
$7.59M
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-2.61K- 9.11% |
$1.06M - $1.25M
|
26K
$12.3M
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-5.34K- 19.62% |
$2.17M - $2.56M
|
21.9K
$10.3M
|
|
Nov 12, 2024
Q3 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
50+ 2.81% |
$20.3K - $23.9K
|
1.83K
$865K
|
|
Nov 12, 2024
Q3 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
377+ 4.6% |
$153K - $180K
|
8.58K
$4.05M
|
|
Nov 12, 2024
Q3 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-2- 0.1% |
$810 - $957
|
1.99K
$939K
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-91- 1.46% |
$36.9K - $43.5K
|
6.15K
$2.91M
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.13K- 7.29% |
$456K - $538K
|
14.3K
$6.77M
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
303+ 3.29% |
$123K - $145K
|
9.51K
$4.49M
|
|
Nov 12, 2024
Q3 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
9.6KNew |
$3.89M - $4.59M
|
9.6K
$4.54M
|