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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-444- 3.44% |
$160K - $187K
|
12.5K
$5.99M
|
|
|
Apr 16, 2024
Q1 2024
|
Sara Bay Financial
|
BUY
|
- |
535New |
$192K - $225K
|
535
$257K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
1.26K+ 17.33% |
$454K - $531K
|
8.55K
$4.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Papp L Roy & Associates
|
BUY
|
- |
175+ 1.79% |
$62.9K - $73.6K
|
9.94K
$4.77M
|
|
|
Apr 15, 2024
Q1 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
729New |
$262K - $307K
|
729
$350K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-3- 0.31% |
$1.08K - $1.26K
|
972
$466K
|
|
|
Apr 15, 2024
Q1 2024
|
Cairn Investment Group, Inc.
|
BUY
|
- |
100+ 3.67% |
$35.9K - $42.1K
|
2.83K
$1.36M
|
|
|
Apr 15, 2024
Q1 2024
|
Portman Square Capital LLP
London, X0 |
SELL
|
- |
-247- 33.07% |
$88.7K - $104K
|
500
$240K
|
|
|
Apr 15, 2024
Q1 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
500New |
$180K - $210K
|
500
$240K
|
|
|
Apr 15, 2024
Q1 2024
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
3KNew |
$1.08M - $1.26M
|
3K
$1.44M
|
|
|
Apr 15, 2024
Q1 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
500New |
$180K - $210K
|
500
$240K
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-55- 0.54% |
$19.8K - $23.1K
|
10.2K
$4.89M
|
|
|
Apr 12, 2024
Q1 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
546+ 77.89% |
$196K - $230K
|
1.25K
$598K
|
|
|
Apr 12, 2024
Q1 2024
|
Triad Investment Management
|
SELL
|
- |
-171- 6.05% |
$61.4K - $71.9K
|
2.66K
$1.27M
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
1.97KNew |
$707K - $828K
|
1.97K
$944K
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
7K+ 489.92% |
$2.52M - $2.94M
|
8.43K
$4.04M
|
|
|
Apr 11, 2024
Q1 2024
|
Meyer Handelman CO
|
BUY
|
- |
3.45K+ 207.83% |
$1.24M - $1.45M
|
5.11K
$2.45M
|
|
|
Apr 10, 2024
Q1 2024
|
Tl Private Wealth
|
BUY
|
- |
548New |
$197K - $230K
|
548
$263K
|
|
|
Apr 10, 2024
Q1 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
24+ 0.43% |
$8.62K - $10.1K
|
5.56K
$2.67M
|
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
375+ 34.4% |
$135K - $158K
|
1.47K
$703K
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-130- 11.74% |
$46.7K - $54.7K
|
977
$469K
|
|
|
Apr 01, 2024
Q1 2024
|
A.P. Gilfoyle & Co., L.P.
San Francisco, CA |
BUY
|
- |
200New |
$71.9K - $84.1K
|
200
$95.9K
|
|
| Q4 2023 | |||||||
|
Jan 14, 2025
Q4 2023
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-252- 3.23% |
$83.6K - $91.4K
|
7.54K
$3.62M
|
|
|
Dec 03, 2024
Q4 2023
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
603New |
$200K - $219K
|
603
$289K
|
|
|
Sep 17, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
62+ 0.65% |
$20.6K - $22.5K
|
9.66K
$4.63M
|
|
|
Sep 06, 2024
Q4 2023
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
590New |
$196K - $214K
|
590
$283K
|
|
|
Aug 06, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
4.42KNew |
$1.47M - $1.6M
|
4.42K
$2.12M
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-186- 3.01% |
$61.7K - $67.5K
|
6K
$2.88M
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
50New |
$16.6K - $18.1K
|
50
$24K
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
51New |
$16.9K - $18.5K
|
51
$24.5K
|
|
|
Feb 22, 2024
Q4 2023
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
18.1KNew |
$6.01M - $6.57M
|
18.1K
$8.69M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
173New |
$57.4K - $62.7K
|
173
$83K
|
|
|
Feb 15, 2024
Q4 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-600- 18.02% |
$199K - $218K
|
2.73K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Nixon Capital, LLC
Austin, TX |
BUY
|
- |
510New |
$169K - $185K
|
510
$245K
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
44.4KNew |
$14.7M - $16.1M
|
44.4K
$21.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-134K- 97.3% |
$44.3M - $48.4M
|
3.7K
$1.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-3.42K- 58.75% |
$1.13M - $1.24M
|
2.4K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-7.29K- 74.7% |
$2.42M - $2.64M
|
2.47K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Quaker Capital Investments, LLC
Pittsburgh, PA |
SELL
|
- |
-100- 17.54% |
$33.2K - $36.3K
|
470
$225K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-18.4K- 7.13% |
$6.12M - $6.69M
|
240K
$115M
|
|
|
Feb 14, 2024
Q4 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
3.16K+ 59.53% |
$1.05M - $1.14M
|
8.46K
$4.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
1.92KNew |
$637K - $697K
|
1.92K
$921K
|
|
|
Feb 14, 2024
Q4 2023
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
1.58KNew |
$522K - $571K
|
1.58K
$755K
|
|
|
Feb 14, 2024
Q4 2023
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-305- 48.64% |
$101K - $111K
|
322
$154K
|
|
|
Feb 14, 2024
Q4 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-1.19K- 39.93% |
$394K - $431K
|
1.79K
$857K
|
|
|
Feb 14, 2024
Q4 2023
|
Progeny 3, Inc.
Seattle, WA |
BUY
|
- |
28.8K+ 117.84% |
$9.55M - $10.4M
|
53.2K
$25.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
5KNew |
$1.66M - $1.81M
|
5K
$2.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
PUT |
-11.4K- 95.8% |
$3.78M - $4.13M
|
500
$240K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-296- 76.29% |
$98.2K - $107K
|
92
$44.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.59KClosed |
$860K - $940K
|
0
$0
|
|