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 06, 2024
Q3 2024
|
Gouws Capital LLC
|
SELL
|
- |
-75- 6.0% |
$30.4K - $35.9K
|
1.18K
$555K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-108- 0.37% |
$43.8K - $51.7K
|
29.2K
$13.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-21- 1.35% |
$8.51K - $10K
|
1.53K
$723K
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-42- 1.08% |
$17K - $20.1K
|
3.86K
$1.82M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-16.1K- 1.3% |
$6.54M - $7.73M
|
1.23M
$579M
|
|
|
Nov 06, 2024
Q3 2024
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
15+ 2.41% |
$6.08K - $7.18K
|
637
$301K
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
4.95K+ 19.99% |
$2M - $2.37M
|
29.7K
$14M
|
|
|
Nov 05, 2024
Q3 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
636New |
$258K - $304K
|
636
$301K
|
|
|
Nov 05, 2024
Q3 2024
|
Hemenway Trust CO LLC
|
SELL
|
- |
-130- 4.34% |
$52.7K - $62.2K
|
2.86K
$1.35M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.87K- 2.47% |
$1.16M - $1.37M
|
113K
$53.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.23K+ 25.61% |
$500K - $591K
|
6.05K
$2.86M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
16+ 0.83% |
$6.48K - $7.66K
|
1.95K
$922K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-3.83K- 29.48% |
$1.55M - $1.83M
|
9.17K
$4.33M
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-429- 2.67% |
$174K - $205K
|
15.6K
$7.38M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
200+ 1.63% |
$81K - $95.7K
|
12.5K
$5.91M
|
|
|
Nov 05, 2024
Q3 2024
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
BUY
|
- |
18.3KNew |
$7.4M - $8.74M
|
18.3K
$8.63M
|
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-74- 13.88% |
$30K - $35.4K
|
459
$217K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.9K+ 16.8% |
$1.17M - $1.39M
|
20.1K
$9.52M
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-7- 1.01% |
$2.84K - $3.35K
|
687
$325K
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-4.73K- 1.91% |
$1.92M - $2.26M
|
242K
$114M
|
|
|
Nov 05, 2024
Q3 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
32+ 3.39% |
$13K - $15.3K
|
975
$461K
|
|
|
Nov 05, 2024
Q3 2024
|
Dillon & Associates Inc
|
BUY
|
- |
520New |
$211K - $249K
|
520
$246K
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-350- 23.16% |
$142K - $167K
|
1.16K
$549K
|
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-15- 7.28% |
$6.08K - $7.18K
|
191
$90.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-2.13K- 4.77% |
$865K - $1.02M
|
42.6K
$20.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
12.6K+ 17.06% |
$5.11M - $6.04M
|
86.6K
$40.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-494- 29.87% |
$200K - $236K
|
1.16K
$548K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-356- 2.81% |
$144K - $170K
|
12.3K
$5.81M
|
|
|
Nov 05, 2024
Q3 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
822+ 94.59% |
$333K - $393K
|
1.69K
$799K
|
|
|
Nov 04, 2024
Q3 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
20+ 0.43% |
$8.1K - $9.57K
|
4.65K
$2.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
2.5K+ 30.98% |
$1.01M - $1.2M
|
10.6K
$5M
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-19- 0.87% |
$7.7K - $9.09K
|
2.16K
$1.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-281- 6.21% |
$114K - $134K
|
4.24K
$2M
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
898+ 1.96% |
$364K - $430K
|
46.8K
$22.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-300- 4.78% |
$122K - $144K
|
5.98K
$2.83M
|
|
|
Nov 04, 2024
Q3 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-50- 0.5% |
$20.3K - $23.9K
|
9.9K
$4.68M
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
9.42KNew |
$3.82M - $4.51M
|
9.42K
$4.45M
|
|
|
Nov 04, 2024
Q3 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
100+ 9.12% |
$40.5K - $47.9K
|
1.2K
$566K
|
|
|
Nov 04, 2024
Q3 2024
|
Findlay Park Partners LLP
London, X0 |
BUY
|
- |
177K+ 129.18% |
$71.5M - $84.5M
|
313K
$148M
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
83+ 2.36% |
$33.6K - $39.7K
|
3.6K
$1.7M
|
|
|
Nov 04, 2024
Q3 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-2.6K- 2.09% |
$1.05M - $1.24M
|
122K
$57.4M
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
3.07K+ 0.63% |
$1.24M - $1.47M
|
487K
$230M
|
|
|
Nov 04, 2024
Q3 2024
|
Winslow Asset Management Inc
|
SELL
|
- |
-8- 0.44% |
$3.24K - $3.83K
|
1.81K
$854K
|
|
|
Nov 04, 2024
Q3 2024
|
Meridian Management CO
|
BUY
|
- |
17+ 2.77% |
$6.89K - $8.14K
|
630
$298K
|
|
|
Nov 04, 2024
Q3 2024
|
Entropy Technologies, LP
New York, NY |
SELL
|
- |
-18.2K- 74.41% |
$7.38M - $8.72M
|
6.27K
$2.96M
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
1.09KNew |
$442K - $522K
|
1.09K
$516K
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-110- 19.5% |
$44.6K - $52.6K
|
454
$215K
|
|
|
Nov 04, 2024
Q3 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
226+ 2.71% |
$91.6K - $108K
|
8.56K
$4.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.32K+ 8.75% |
$536K - $634K
|
16.4K
$7.77M
|
|
|
Nov 01, 2024
Q3 2024
|
Fj Investments, LLC
Salt Lake City, UT |
SELL
|
- |
-62.3K- 50.0% |
$25.2M - $29.8M
|
62.3K
$29.4M
|