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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-172- 20.0% |
$69.7K - $82.3K
|
688
$325K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-223- 1.93% |
$90.4K - $107K
|
11.4K
$5.36M
|
|
|
Oct 22, 2024
Q3 2024
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-1.7K- 33.39% |
$689K - $814K
|
3.39K
$1.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-516- 5.95% |
$209K - $247K
|
8.16K
$3.86M
|
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
144+ 3.78% |
$58.3K - $68.9K
|
3.95K
$1.87M
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-842- 4.25% |
$341K - $403K
|
19K
$8.97M
|
|
|
Oct 22, 2024
Q3 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
1.68K+ 40.16% |
$681K - $804K
|
5.87K
$2.77M
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
32+ 1.51% |
$13K - $15.3K
|
2.15K
$1.02M
|
|
|
Oct 22, 2024
Q3 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-2.87K- 2.29% |
$1.16M - $1.37M
|
123K
$57.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-33- 10.28% |
$13.4K - $15.8K
|
288
$136K
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-717- 48.61% |
$291K - $343K
|
758
$358K
|
|
|
Oct 22, 2024
Q3 2024
|
Hoertkorn Richard Charles
|
SELL
|
- |
-478- 11.51% |
$194K - $229K
|
3.67K
$1.74M
|
|
|
Oct 22, 2024
Q3 2024
|
Asset Planning Services Inc
|
SELL
|
- |
-110- 5.3% |
$44.6K - $52.6K
|
1.97K
$929K
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
10.4KNew |
$4.22M - $4.99M
|
10.4K
$4.93M
|
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-167K- 90.97% |
$67.7M - $80M
|
16.6K
$7.85M
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-2- 0.05% |
$810 - $957
|
3.93K
$1.86M
|
|
|
Oct 22, 2024
Q3 2024
|
X Square Capital, LLC
|
BUY
|
- |
317+ 3.06% |
$128K - $152K
|
10.7K
$5.05M
|
|
|
Oct 22, 2024
Q3 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-64- 1.87% |
$25.9K - $30.6K
|
3.36K
$1.59M
|
|
|
Oct 22, 2024
Q3 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
856+ 85.6% |
$347K - $410K
|
1.86K
$877K
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-187- 0.07% |
$75.8K - $89.5K
|
260K
$123M
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1- 0.07% |
$405 - $479
|
1.51K
$713K
|
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-36- 1.3% |
$14.6K - $17.2K
|
2.73K
$1.29M
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
86+ 9.68% |
$34.8K - $41.2K
|
974
$460K
|
|
|
Oct 21, 2024
Q3 2024
|
Arlington Partners LLC
|
BUY
|
- |
1.5K+ 11.55% |
$607K - $717K
|
14.5K
$6.84M
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-943- 1.88% |
$382K - $451K
|
49.1K
$23.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
BUY
|
- |
7.09K+ 19.92% |
$2.87M - $3.39M
|
42.7K
$20.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Lpf Advisors LLC
Sarasota, FL |
SELL
|
- |
-42- 6.87% |
$17K - $20.1K
|
569
$269K
|
|
|
Oct 21, 2024
Q3 2024
|
Magnolia Capital Management LTD
|
BUY
|
- |
110+ 1.66% |
$44.6K - $52.6K
|
6.74K
$3.19M
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
26+ 5.12% |
$10.5K - $12.4K
|
534
$252K
|
|
|
Oct 21, 2024
Q3 2024
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-241- 1.23% |
$97.7K - $115K
|
19.4K
$9.16M
|
|
|
Oct 21, 2024
Q3 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-1.33K- 40.74% |
$538K - $636K
|
1.93K
$913K
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
35+ 0.17% |
$14.2K - $16.7K
|
20.5K
$9.67M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
157+ 4.29% |
$63.6K - $75.1K
|
3.81K
$1.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Oldfield Partners LLP
|
SELL
|
- |
-70.2K- 45.39% |
$28.4M - $33.6M
|
84.4K
$39.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-618- 1.66% |
$250K - $296K
|
36.7K
$17.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-22- 1.55% |
$8.91K - $10.5K
|
1.4K
$662K
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-400- 5.42% |
$162K - $191K
|
6.98K
$3.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.74K- 0.07% |
$706K - $834K
|
2.46M
$1.16B
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
1K+ 7.37% |
$406K - $479K
|
14.6K
$6.89M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.52K- 0.55% |
$3.05M - $3.6M
|
1.36M
$641M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
300New |
$122K - $144K
|
300
$142K
|
|
|
Oct 18, 2024
Q3 2024
|
Refined Wealth Management
|
SELL
|
- |
-10- 1.41% |
$4.05K - $4.79K
|
698
$330K
|
|
|
Oct 18, 2024
Q3 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-56- 1.15% |
$22.7K - $26.8K
|
4.83K
$2.28M
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
15+ 4.18% |
$6.08K - $7.18K
|
374
$177K
|
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-167- 19.69% |
$67.7K - $79.9K
|
681
$322K
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
446New |
$181K - $213K
|
446
$211K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
19+ 0.35% |
$7.7K - $9.09K
|
5.39K
$2.55M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-568- 13.96% |
$230K - $272K
|
3.5K
$1.65M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
251+ 13.89% |
$102K - $120K
|
2.06K
$973K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
180+ 3.88% |
$72.9K - $86.1K
|
4.82K
$2.28M
|