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
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
9.7K+ 75.19% |
$3.93M - $4.64M
|
22.6K
$11M
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
230+ 3.52% |
$93.2K - $110K
|
6.76K
$3.28M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-232- 9.25% |
$94K - $111K
|
2.28K
$1.1M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-1.14K- 15.04% |
$460K - $543K
|
6.41K
$3.11M
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
60+ 4.6% |
$24.3K - $28.7K
|
1.37K
$662K
|
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
1+ 0.05% |
$405 - $479
|
1.83K
$889K
|
|
|
Oct 31, 2024
Q3 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
9+ 1.29% |
$3.65K - $4.31K
|
708
$343K
|
|
|
Oct 31, 2024
Q3 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
2.26KNew |
$914K - $1.08M
|
2.26K
$1.09M
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-40- 3.42% |
$16.2K - $19.1K
|
1.13K
$547K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-17- 1.35% |
$6.89K - $8.14K
|
1.24K
$602K
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
11+ 1.97% |
$4.46K - $5.26K
|
569
$276K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-31- 1.22% |
$12.6K - $14.8K
|
2.52K
$1.22M
|
|
|
Oct 30, 2024
Q3 2024
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
24+ 1.71% |
$9.72K - $11.5K
|
1.43K
$694K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-34- 3.9% |
$13.8K - $16.3K
|
837
$406K
|
|
|
Oct 29, 2024
Q3 2024
|
Biechele Royce Advisors
|
BUY
|
- |
29+ 0.99% |
$11.8K - $13.9K
|
2.97K
$1.44M
|
|
|
Oct 29, 2024
Q3 2024
|
Sunesis Advisors, LLC
|
SELL
|
- |
-366- 13.12% |
$148K - $175K
|
2.42K
$1.18M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
3K+ 169.49% |
$1.22M - $1.44M
|
4.77K
$2.31M
|
|
|
Oct 29, 2024
Q3 2024
|
Rwq Financial Management Services, Inc.
|
BUY
|
- |
450New |
$182K - $215K
|
450
$218K
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
94+ 4.74% |
$38.1K - $45K
|
2.08K
$1.01M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-112- 0.59% |
$45.4K - $53.6K
|
19K
$9.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
11+ 0.27% |
$4.46K - $5.26K
|
4.13K
$2M
|
|
|
Oct 29, 2024
Q3 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
470+ 24.93% |
$190K - $225K
|
2.36K
$1.14M
|
|
|
Oct 28, 2024
Q3 2024
|
Addis & Hill, Inc
Wayne, PA |
BUY
|
- |
1.6KNew |
$649K - $767K
|
1.6K
$777K
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
72+ 3.22% |
$29.2K - $34.5K
|
2.31K
$1.12M
|
|
|
Oct 28, 2024
Q3 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
3.11KNew |
$1.26M - $1.49M
|
3.11K
$1.51M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-13- 0.67% |
$5.27K - $6.22K
|
1.92K
$933K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
40+ 1.64% |
$16.2K - $19.1K
|
2.48K
$1.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-40- 6.25% |
$16.2K - $19.1K
|
600
$291K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-39- 4.58% |
$15.8K - $18.7K
|
813
$394K
|
|
|
Oct 25, 2024
Q3 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
460New |
$186K - $220K
|
460
$223K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-299- 81.69% |
$121K - $143K
|
67
$32.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-60- 3.03% |
$24.3K - $28.7K
|
1.92K
$933K
|
|
|
Oct 25, 2024
Q3 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
82+ 9.5% |
$33.2K - $39.2K
|
945
$458K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
8.91K+ 15.1% |
$3.61M - $4.26M
|
67.9K
$32.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
31+ 4.53% |
$12.6K - $14.8K
|
715
$347K
|
|
|
Oct 24, 2024
Q3 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
25+ 4.84% |
$10.1K - $12K
|
541
$262K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-3- 0.55% |
$1.22K - $1.44K
|
541
$262K
|
|
|
Oct 24, 2024
Q3 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-20- 0.64% |
$8.1K - $9.57K
|
3.12K
$1.51M
|
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
BUY
|
- |
295+ 16.03% |
$120K - $141K
|
2.14K
$1.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-5- 2.86% |
$2.03K - $2.39K
|
170
$82.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-250- 11.91% |
$101K - $120K
|
1.85K
$897K
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
CALL |
100New |
$40.5K - $47.9K
|
100
$48.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
BUY
|
- |
214+ 33.08% |
$86.7K - $102K
|
861
$418K
|
|
|
Oct 23, 2024
Q3 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
725New |
$294K - $347K
|
725
$352K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
4.79KNew |
$1.94M - $2.29M
|
4.79K
$2.32M
|
|
|
Oct 22, 2024
Q3 2024
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-1.7K- 33.39% |
$689K - $814K
|
3.39K
$1.65M
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-33- 10.28% |
$13.4K - $15.8K
|
288
$140K
|
|
|
Oct 22, 2024
Q3 2024
|
Asset Planning Services Inc
|
SELL
|
- |
-110- 5.3% |
$44.6K - $52.6K
|
1.97K
$953K
|
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-167K- 90.97% |
$67.7M - $80M
|
16.6K
$8.05M
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1- 0.07% |
$405 - $479
|
1.51K
$731K
|