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 |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-619- 33.51% |
$182K - $198K
|
1.23K
$588K
|
|
May 15, 2023
Q1 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
666New |
$195K - $213K
|
666
$319K
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
2.41K+ 1554.84% |
$707K - $772K
|
2.57K
$1.23M
|
|
May 15, 2023
Q1 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
14+ 0.55% |
$4.11K - $4.49K
|
2.55K
$1.22M
|
|
May 12, 2023
Q1 2023
|
Ariel Investments, LLC
Chicago, IL |
SELL
|
- |
-49- 0.38% |
$14.4K - $15.7K
|
13K
$6.2M
|
|
May 12, 2023
Q1 2023
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
1.3K+ 46.43% |
$382K - $416K
|
4.1K
$1.96M
|
|
May 12, 2023
Q1 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
820New |
$241K - $263K
|
820
$392K
|
|
May 12, 2023
Q1 2023
|
Security Asset Management
|
SELL
|
- |
-1.57K- 10.82% |
$460K - $502K
|
12.9K
$6.18M
|
|
May 12, 2023
Q1 2023
|
Trustees Of Dartmouth College
Hanover, NH |
SELL
|
- |
-235Closed |
$69K - $75.3K
|
0
$0
|
|
May 12, 2023
Q1 2023
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
864New |
$254K - $277K
|
864
$413K
|
|
May 12, 2023
Q1 2023
|
Nine Masts Capital LTD
|
SELL
|
- |
-18.4K- 55.19% |
$5.4M - $5.9M
|
14.9K
$7.15M
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
327+ 1.59% |
$96K - $105K
|
20.9K
$9.99M
|
|
May 12, 2023
Q1 2023
|
Hitchwood Capital Management LP
New York, NY |
SELL
|
- |
-55K- 57.89% |
$16.1M - $17.6M
|
40K
$19.1M
|
|
May 12, 2023
Q1 2023
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
- |
1.1KNew |
$323K - $352K
|
1.1K
$526K
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-343- 7.34% |
$101K - $110K
|
4.33K
$2.07M
|
|
May 11, 2023
Q1 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
PUT |
27.4KNew |
$8.04M - $8.78M
|
27.4K
$13.1M
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-2- 0.99% |
$587 - $641
|
200
$95.7K
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
PUT |
300New |
$88.1K - $96.1K
|
300
$144K
|
|
May 11, 2023
Q1 2023
|
Resource Planning Group
|
SELL
|
- |
-572- 31.39% |
$168K - $183K
|
1.25K
$598K
|
|
May 11, 2023
Q1 2023
|
Gqg Partners LLC
Ft. Lauderdale, FL |
SELL
|
- |
-2.23M- 99.88% |
$654M - $713M
|
2.62K
$1.25M
|
|
May 10, 2023
Q1 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
240+ 7.48% |
$70.4K - $76.9K
|
3.45K
$1.65M
|
|
May 10, 2023
Q1 2023
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-10- 2.55% |
$2.94K - $3.2K
|
382
$183K
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
5.99K+ 106.51% |
$1.76M - $1.92M
|
11.6K
$5.56M
|
|
May 10, 2023
Q1 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
9.51KNew |
$2.79M - $3.05M
|
9.51K
$4.55M
|
|
May 10, 2023
Q1 2023
|
Sycale Advisors (Ny) LLC
New York, NY |
BUY
|
- |
42.2KNew |
$12.4M - $13.5M
|
42.2K
$20.2M
|
|
May 09, 2023
Q1 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
1.01KNew |
$297K - $324K
|
1.01K
$484K
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
13.9MNew |
$4.07B - $4.44B
|
13.9M
$6.64B
|
|
May 05, 2023
Q1 2023
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
25+ 3.81% |
$7.34K - $8.01K
|
682
$326K
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
165+ 21.88% |
$48.4K - $52.9K
|
919
$440K
|
|
May 05, 2023
Q1 2023
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
BUY
|
- |
1.54K+ 6.01% |
$452K - $493K
|
27.2K
$13M
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
190+ 13.94% |
$55.8K - $60.9K
|
1.55K
$743K
|
|
May 04, 2023
Q1 2023
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
200+ 16.37% |
$58.7K - $64.1K
|
1.42K
$681K
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
1.06K+ 96.55% |
$312K - $341K
|
2.16K
$1.04M
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
220New |
$64.6K - $70.5K
|
220
$105K
|
|
May 03, 2023
Q1 2023
|
Fithian, LLC
New York, NY |
BUY
|
- |
6.19K+ 88.76% |
$1.82M - $1.98M
|
13.2K
$6.3M
|
|
May 02, 2023
Q1 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-50- 6.94% |
$14.7K - $16K
|
670
$321K
|
|
May 02, 2023
Q1 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1.42KNew |
$417K - $455K
|
1.42K
$680K
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
100+ 6.17% |
$29.4K - $32K
|
1.72K
$824K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-7- 4.4% |
$2.05K - $2.24K
|
152
$72.7K
|
|
May 02, 2023
Q1 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-101- 8.47% |
$29.6K - $32.4K
|
1.09K
$522K
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-7- 0.26% |
$2.05K - $2.24K
|
2.68K
$1.28M
|
|
May 01, 2023
Q1 2023
|
Grace & White Inc
|
BUY
|
- |
1KNew |
$294K - $320K
|
1K
$479K
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-384- 12.4% |
$113K - $123K
|
2.71K
$1.3M
|
|
Apr 27, 2023
Q1 2023
|
Regis Management CO LLC
|
SELL
|
- |
-525- 1.57% |
$154K - $168K
|
33K
$15.8M
|
|
Apr 26, 2023
Q1 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
55.5KNew |
$16.3M - $17.8M
|
55.5K
$26.6M
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
BUY
|
- |
50+ 0.61% |
$14.7K - $16K
|
8.25K
$3.95M
|
|
Apr 21, 2023
Q1 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-31- 0.68% |
$9.1K - $9.93K
|
4.5K
$2.15M
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.64K+ 30.27% |
$480K - $524K
|
7.04K
$3.37M
|
|
Apr 20, 2023
Q1 2023
|
Fusion Family Wealth LLC
|
SELL
|
- |
-95- 7.25% |
$27.9K - $30.4K
|
1.22K
$582K
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
1.11K+ 32.85% |
$327K - $357K
|
4.5K
$2.15M
|