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 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
98+ 0.57% |
$39.7K - $46.9K
|
17.3K
$8.27M
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
525+ 4.42% |
$213K - $251K
|
12.4K
$5.95M
|
|
|
Oct 08, 2024
Q3 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-50- 3.43% |
$20.3K - $23.9K
|
1.41K
$675K
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
SELL
|
- |
-322- 2.15% |
$130K - $154K
|
14.7K
$7.04M
|
|
|
Oct 08, 2024
Q3 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-1.21K- 31.94% |
$489K - $578K
|
2.57K
$1.23M
|
|
|
Oct 08, 2024
Q3 2024
|
Shearwater Capital LLC
|
BUY
|
- |
438New |
$177K - $210K
|
438
$210K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
138+ 7.66% |
$55.9K - $66K
|
1.94K
$930K
|
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
79+ 16.99% |
$32K - $37.8K
|
544
$261K
|
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-21- 2.59% |
$8.51K - $10K
|
791
$379K
|
|
|
Oct 07, 2024
Q3 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
734New |
$297K - $351K
|
734
$352K
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
14+ 1.02% |
$5.67K - $6.7K
|
1.39K
$668K
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
101+ 1.3% |
$40.9K - $48.3K
|
7.86K
$3.77M
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
150+ 6.19% |
$60.8K - $71.8K
|
2.57K
$1.23M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
796+ 1.59% |
$323K - $381K
|
50.9K
$24.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
39+ 0.45% |
$15.8K - $18.7K
|
8.8K
$4.22M
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
215+ 6.23% |
$87.1K - $103K
|
3.67K
$1.76M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
SELL
|
- |
-30- 0.33% |
$12.2K - $14.4K
|
8.98K
$4.31M
|
|
|
Oct 07, 2024
Q3 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
462New |
$187K - $221K
|
462
$222K
|
|
|
Oct 07, 2024
Q3 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-12- 1.04% |
$4.86K - $5.74K
|
1.14K
$547K
|
|
|
Oct 07, 2024
Q3 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
6+ 0.45% |
$2.43K - $2.87K
|
1.35K
$647K
|
|
|
Oct 07, 2024
Q3 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
72+ 3.55% |
$29.2K - $34.5K
|
2.1K
$1.01M
|
|
|
Oct 07, 2024
Q3 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
616New |
$250K - $295K
|
616
$295K
|
|
|
Oct 07, 2024
Q3 2024
|
Eastover Investment Advisors LLC
|
BUY
|
- |
10+ 1.43% |
$4.05K - $4.79K
|
711
$341K
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-64- 0.67% |
$25.9K - $30.6K
|
9.43K
$4.52M
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-114- 6.77% |
$46.2K - $54.6K
|
1.57K
$753K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-148- 4.77% |
$60K - $70.8K
|
2.95K
$1.42M
|
|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
139+ 4.82% |
$56.3K - $66.5K
|
3.02K
$1.45M
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-10- 0.43% |
$4.05K - $4.79K
|
2.31K
$1.11M
|
|
|
Oct 04, 2024
Q3 2024
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-142- 6.48% |
$57.5K - $68K
|
2.05K
$984K
|
|
|
Oct 04, 2024
Q3 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
10+ 1.4% |
$4.05K - $4.79K
|
723
$347K
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
220+ 10.44% |
$89.1K - $105K
|
2.33K
$1.12M
|
|
|
Oct 03, 2024
Q3 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-33- 2.15% |
$13.4K - $15.8K
|
1.5K
$720K
|
|
|
Oct 03, 2024
Q3 2024
|
Farmers Trust CO
|
BUY
|
- |
275+ 13.3% |
$111K - $132K
|
2.34K
$1.12M
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-601- 0.95% |
$244K - $288K
|
62.6K
$30M
|
|
|
Oct 02, 2024
Q3 2024
|
First Community Trust Na
|
SELL
|
- |
-15- 0.46% |
$6.08K - $7.18K
|
3.27K
$1.57M
|
|
|
Oct 02, 2024
Q3 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-54- 10.98% |
$21.9K - $25.8K
|
438
$210K
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
56+ 0.49% |
$22.7K - $26.8K
|
11.5K
$5.49M
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
SELL
|
- |
-59- 2.49% |
$23.9K - $28.2K
|
2.31K
$1.11M
|
|
|
Oct 02, 2024
Q3 2024
|
Verity Wealth Advisors
|
BUY
|
- |
200+ 10.67% |
$81K - $95.7K
|
2.08K
$995K
|
|
|
Oct 02, 2024
Q3 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-510- 8.83% |
$207K - $244K
|
5.27K
$2.53M
|
|
| Q2 2024 | |||||||
|
Feb 13, 2025
Q2 2024
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-2.31KClosed |
$916K - $971K
|
0
$0
|
|
|
Jan 27, 2025
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
10+ 1.18% |
$3.97K - $4.2K
|
861
$413K
|
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
13+ 48.15% |
$5.16K - $5.46K
|
40
$19.2K
|
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-644- 25.25% |
$255K - $271K
|
1.91K
$915K
|
|
|
Dec 19, 2024
Q2 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-75- 12.34% |
$29.8K - $31.5K
|
533
$256K
|
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
4.8KNew |
$1.9M - $2.02M
|
4.8K
$2.3M
|
|
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-134- 18.61% |
$53.2K - $56.3K
|
586
$281K
|
|
|
Nov 21, 2024
Q2 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-10- 1.05% |
$3.97K - $4.2K
|
939
$450K
|
|
|
Nov 13, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-3- 0.13% |
$1.19K - $1.26K
|
2.32K
$1.11M
|
|
|
Nov 01, 2024
Q2 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-15- 0.87% |
$5.95K - $6.3K
|
1.71K
$821K
|
|