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 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-36- 1.3% |
$14.6K - $17.2K
|
2.73K
$1.33M
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-943- 1.88% |
$382K - $451K
|
49.1K
$23.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Lpf Advisors LLC
Sarasota, FL |
SELL
|
- |
-42- 6.87% |
$17K - $20.1K
|
569
$276K
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
26+ 5.12% |
$10.5K - $12.4K
|
534
$259K
|
|
|
Oct 21, 2024
Q3 2024
|
Oldfield Partners LLP
|
SELL
|
- |
-70.2K- 45.39% |
$28.4M - $33.6M
|
84.4K
$41M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.74K- 0.07% |
$706K - $834K
|
2.46M
$1.19B
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
1K+ 7.37% |
$406K - $479K
|
14.6K
$7.07M
|
|
|
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
$657M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
300New |
$122K - $144K
|
300
$146K
|
|
|
Oct 18, 2024
Q3 2024
|
Refined Wealth Management
|
SELL
|
- |
-10- 1.41% |
$4.05K - $4.79K
|
698
$339K
|
|
|
Oct 18, 2024
Q3 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-56- 1.15% |
$22.7K - $26.8K
|
4.83K
$2.34M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
251+ 13.89% |
$102K - $120K
|
2.06K
$998K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
180+ 3.88% |
$72.9K - $86.1K
|
4.82K
$2.34M
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
SELL
|
- |
-39.1K- 93.59% |
$15.9M - $18.7M
|
2.68K
$1.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Matisse Capital
|
BUY
|
- |
36+ 2.2% |
$14.6K - $17.2K
|
1.68K
$813K
|
|
|
Oct 17, 2024
Q3 2024
|
D. Scott Neal, Inc.
|
BUY
|
- |
319+ 5.91% |
$129K - $153K
|
5.72K
$2.77M
|
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-61- 11.34% |
$24.7K - $29.2K
|
477
$231K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
CALL |
-1K- 50.0% |
$405K - $479K
|
1K
$485K
|
|
|
Oct 17, 2024
Q3 2024
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-65- 8.97% |
$26.3K - $31.1K
|
660
$320K
|
|
|
Oct 16, 2024
Q3 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
220+ 21.72% |
$89.1K - $105K
|
1.23K
$598K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
26+ 1.33% |
$10.5K - $12.4K
|
1.99K
$963K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
32+ 0.88% |
$13K - $15.3K
|
3.68K
$1.78M
|
|
|
Oct 16, 2024
Q3 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
1.23KNew |
$497K - $587K
|
1.23K
$595K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
2.1KNew |
$851K - $1M
|
2.1K
$1.02M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-34- 1.02% |
$13.8K - $16.3K
|
3.3K
$1.6M
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-25- 2.2% |
$10.1K - $12K
|
1.11K
$538K
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-26- 0.78% |
$10.5K - $12.4K
|
3.29K
$1.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Penbrook Management LLC
|
SELL
|
- |
-25- 0.69% |
$10.1K - $12K
|
3.58K
$1.74M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-2.39K- 18.6% |
$970K - $1.15M
|
10.5K
$5.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
13+ 1.06% |
$5.27K - $6.22K
|
1.24K
$603K
|
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
100+ 16.13% |
$40.5K - $47.9K
|
720
$349K
|
|
|
Oct 15, 2024
Q3 2024
|
Touchstone Capital, Inc.
|
SELL
|
- |
-50- 8.91% |
$20.3K - $23.9K
|
511
$248K
|
|
|
Oct 15, 2024
Q3 2024
|
Parkside Investments, LLC
|
BUY
|
- |
495New |
$201K - $237K
|
495
$240K
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-45- 3.02% |
$18.2K - $21.5K
|
1.44K
$700K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-165- 8.82% |
$66.9K - $79K
|
1.71K
$827K
|
|
|
Oct 11, 2024
Q3 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
2.11KNew |
$855K - $1.01M
|
2.11K
$1.02M
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
25+ 2.19% |
$10.1K - $12K
|
1.16K
$565K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
834+ 1283.08% |
$338K - $399K
|
899
$436K
|
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
2.16KNew |
$874K - $1.03M
|
2.16K
$1.05M
|
|
|
Oct 10, 2024
Q3 2024
|
Atwater Malick LLC
|
BUY
|
- |
11+ 0.43% |
$4.46K - $5.26K
|
2.59K
$1.26M
|
|
|
Oct 10, 2024
Q3 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-1.6K- 0.62% |
$648K - $766K
|
255K
$123M
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
488New |
$198K - $234K
|
488
$237K
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
28+ 3.75% |
$11.3K - $13.4K
|
774
$375K
|
|
|
Oct 09, 2024
Q3 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-87- 6.81% |
$35.3K - $41.6K
|
1.19K
$578K
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
10.2KNew |
$4.12M - $4.87M
|
10.2K
$4.93M
|
|
|
Oct 08, 2024
Q3 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-50- 3.43% |
$20.3K - $23.9K
|
1.41K
$683K
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
SELL
|
- |
-322- 2.15% |
$130K - $154K
|
14.7K
$7.12M
|
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-21- 2.59% |
$8.51K - $10K
|
791
$384K
|
|
|
Oct 07, 2024
Q3 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
734New |
$297K - $351K
|
734
$356K
|