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 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
230+ 3.52% |
$93.2K - $110K
|
6.76K
$3.19M
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
76+ 8.87% |
$30.8K - $36.4K
|
933
$441K
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
343+ 14.81% |
$139K - $164K
|
2.66K
$1.26M
|
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
226+ 2.82% |
$91.6K - $108K
|
8.25K
$3.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
10.2KNew |
$4.12M - $4.87M
|
10.2K
$4.81M
|
|
|
Nov 01, 2024
Q3 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
1.64K+ 127.04% |
$662K - $782K
|
2.92K
$1.38M
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
BUY
|
- |
43+ 0.93% |
$17.4K - $20.6K
|
4.66K
$2.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-232- 9.25% |
$94K - $111K
|
2.28K
$1.08M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-1.14K- 15.04% |
$460K - $543K
|
6.41K
$3.03M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-47- 1.62% |
$19K - $22.5K
|
2.85K
$1.35M
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.94K+ 130.93% |
$1.19M - $1.41M
|
5.18K
$2.45M
|
|
|
Nov 01, 2024
Q3 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
7+ 0.51% |
$2.84K - $3.35K
|
1.39K
$657K
|
|
|
Nov 01, 2024
Q3 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-175- 16.03% |
$70.9K - $83.7K
|
917
$433K
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
60+ 4.6% |
$24.3K - $28.7K
|
1.37K
$645K
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-9- 1.21% |
$3.65K - $4.31K
|
733
$346K
|
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
1+ 0.05% |
$405 - $479
|
1.83K
$866K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-115- 0.78% |
$46.6K - $55K
|
14.6K
$6.89M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.48K+ 84.29% |
$1.82M - $2.15M
|
9.8K
$4.63M
|
|
|
Oct 31, 2024
Q3 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
9+ 1.29% |
$3.65K - $4.31K
|
708
$335K
|
|
|
Oct 31, 2024
Q3 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
2.26KNew |
$914K - $1.08M
|
2.26K
$1.07M
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-40- 3.42% |
$16.2K - $19.1K
|
1.13K
$533K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-73- 3.1% |
$29.6K - $34.9K
|
2.28K
$1.08M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
8.9KNew |
$3.61M - $4.26M
|
8.9K
$4.21M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
PUT |
400New |
$162K - $191K
|
400
$189K
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-110- 4.79% |
$44.6K - $52.6K
|
2.19K
$1.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Emerald Advisors, LLC
|
SELL
|
- |
-250- 11.44% |
$101K - $120K
|
1.94K
$915K
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
578+ 68.48% |
$234K - $277K
|
1.42K
$672K
|
|
|
Oct 31, 2024
Q3 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
1.06KNew |
$431K - $509K
|
1.06K
$503K
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-110- 18.71% |
$44.6K - $52.6K
|
478
$226K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-17- 1.35% |
$6.89K - $8.14K
|
1.24K
$587K
|
|
|
Oct 31, 2024
Q3 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-100- 9.52% |
$40.5K - $47.9K
|
950
$449K
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
1.87K+ 6.09% |
$756K - $893K
|
32.5K
$15.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
697+ 42.24% |
$282K - $334K
|
2.35K
$1.11M
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-200- 28.17% |
$81K - $95.7K
|
510
$241K
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-260- 5.09% |
$105K - $124K
|
4.85K
$2.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
250+ 2.97% |
$101K - $120K
|
8.67K
$4.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
1.02KNew |
$411K - $486K
|
1.02K
$480K
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
11+ 1.97% |
$4.46K - $5.26K
|
569
$269K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
1.35K+ 11.17% |
$548K - $647K
|
13.5K
$6.36M
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
1.01KNew |
$408K - $482K
|
1.01K
$476K
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
SELL
|
- |
-931- 6.64% |
$377K - $446K
|
13.1K
$6.18M
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
BUY
|
- |
5+ 0.24% |
$2.03K - $2.39K
|
2.05K
$968K
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
11.9KNew |
$4.84M - $5.71M
|
11.9K
$5.64M
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
61+ 3.0% |
$24.7K - $29.2K
|
2.09K
$989K
|
|
|
Oct 30, 2024
Q3 2024
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-53- 0.2% |
$21.5K - $25.4K
|
26.3K
$12.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-31- 1.22% |
$12.6K - $14.8K
|
2.52K
$1.19M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-165- 8.24% |
$66.9K - $79K
|
1.84K
$868K
|
|
|
Oct 30, 2024
Q3 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-99- 1.38% |
$40.1K - $47.4K
|
7.08K
$3.35M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
104+ 1.66% |
$42.1K - $49.8K
|
6.37K
$3.01M
|
|
|
Oct 30, 2024
Q3 2024
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
24+ 1.71% |
$9.72K - $11.5K
|
1.43K
$676K
|