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
|
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
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-2- 0.09% |
$810 - $957
|
2.35K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
3+ 1.85% |
$1.22K - $1.44K
|
165
$78K
|
|
|
Nov 12, 2024
Q3 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-209- 10.18% |
$84.7K - $100K
|
1.84K
$871K
|
|
|
Nov 12, 2024
Q3 2024
|
Garner Asset Management Corp
|
BUY
|
- |
306+ 1.27% |
$124K - $146K
|
24.5K
$11.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
17+ 0.08% |
$6.89K - $8.14K
|
20.8K
$9.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-16- 0.84% |
$6.48K - $7.66K
|
1.88K
$888K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
4.06K+ 12.02% |
$1.65M - $1.94M
|
37.9K
$17.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
776+ 1.91% |
$314K - $371K
|
41.4K
$19.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-86- 2.79% |
$34.8K - $41.2K
|
2.99K
$1.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
696+ 1.49% |
$282K - $333K
|
47.5K
$22.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
3.72K+ 51.37% |
$1.51M - $1.78M
|
11K
$5.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-75- 3.39% |
$30.4K - $35.9K
|
2.14K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Mar Vista Investment Partners LLC
Los Angeles, CA |
SELL
|
- |
-34.3K- 26.14% |
$13.9M - $16.4M
|
97K
$45.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
10.8K+ 30.83% |
$4.39M - $5.18M
|
46K
$21.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Rwwm, Inc.
Rocklin, CA |
SELL
|
- |
-2.06K- 0.81% |
$834K - $985K
|
252K
$119M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
237+ 21.84% |
$96K - $113K
|
1.32K
$625K
|
|
|
Nov 12, 2024
Q3 2024
|
Orion Investment CO
St. Louis, MO |
BUY
|
- |
328+ 31.24% |
$133K - $157K
|
1.38K
$651K
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-11K- 34.2% |
$4.47M - $5.28M
|
21.2K
$10M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
8.67K+ 11.36% |
$3.51M - $4.15M
|
85K
$40.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
8+ 0.33% |
$3.24K - $3.83K
|
2.43K
$1.15M
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
105+ 1.26% |
$42.5K - $50.2K
|
8.44K
$3.99M
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-107- 8.22% |
$43.4K - $51.2K
|
1.2K
$565K
|
|
|
Nov 08, 2024
Q3 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
896New |
$363K - $429K
|
896
$423K
|
|
|
Nov 08, 2024
Q3 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
465New |
$188K - $223K
|
465
$220K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-424- 0.91% |
$172K - $203K
|
46.2K
$21.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Wealthgate Family Office, LLC
|
SELL
|
- |
-284- 17.27% |
$115K - $136K
|
1.36K
$643K
|
|
|
Nov 08, 2024
Q3 2024
|
Element Capital Management LLC
New York, NY |
BUY
|
- |
55KNew |
$22.3M - $26.3M
|
55K
$26M
|
|
|
Nov 08, 2024
Q3 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-468- 5.55% |
$190K - $224K
|
7.96K
$3.76M
|
|
|
Nov 08, 2024
Q3 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
601New |
$244K - $288K
|
601
$284K
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
25+ 3.49% |
$10.1K - $12K
|
741
$350K
|
|
|
Nov 08, 2024
Q3 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-1.73K- 5.75% |
$699K - $826K
|
28.3K
$13.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-4.47K- 7.92% |
$1.81M - $2.14M
|
51.9K
$24.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-5- 0.17% |
$2.03K - $2.39K
|
2.99K
$1.41M
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-2.32K- 3.47% |
$941K - $1.11M
|
64.6K
$30.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.59KNew |
$3.07M - $3.63M
|
7.59K
$3.58M
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6+ 1.15% |
$2.43K - $2.87K
|
526
$249K
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
146+ 1.28% |
$59.2K - $69.9K
|
11.6K
$5.48M
|
|
|
Nov 08, 2024
Q3 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
122+ 18.68% |
$49.4K - $58.4K
|
775
$366K
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
322+ 0.97% |
$130K - $154K
|
33.5K
$15.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
4.47K+ 93.65% |
$1.81M - $2.14M
|
9.25K
$4.37M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-13.9K- 14.06% |
$5.64M - $6.66M
|
85K
$40.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-2.13K- 10.22% |
$861K - $1.02M
|
18.7K
$8.83M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
970+ 1.03% |
$393K - $464K
|
95.5K
$45.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
328+ 1.84% |
$133K - $157K
|
18.2K
$8.58M
|
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-350- 5.76% |
$142K - $167K
|
5.73K
$2.71M
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-2.25K- 57.77% |
$913K - $1.08M
|
1.65K
$778K
|