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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2023
Q4 2022
|
Regents Of The University Of California
|
SELL
|
- |
-2.32K- 28.84% |
$612K - $739K
|
5.72K
$2.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-140- 2.02% |
$37K - $44.6K
|
6.8K
$3.21M
|
|
|
Jan 31, 2023
Q4 2022
|
Montgomery Investment Management Inc
|
BUY
|
- |
694New |
$183K - $221K
|
694
$328K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-122- 0.64% |
$32.2K - $38.9K
|
19K
$8.98M
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
308+ 5.66% |
$81.3K - $98.1K
|
5.75K
$2.72M
|
|
|
Jan 30, 2023
Q4 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-542- 45.13% |
$143K - $173K
|
659
$311K
|
|
|
Jan 30, 2023
Q4 2022
|
Progressive Investment Management Corp
|
BUY
|
- |
300+ 22.06% |
$79.2K - $95.6K
|
1.66K
$784K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-9.81K- 24.86% |
$2.59M - $3.12M
|
29.6K
$14M
|
|
|
Jan 30, 2023
Q4 2022
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
669New |
$177K - $213K
|
669
$316K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-71- 0.49% |
$18.7K - $22.6K
|
14.4K
$6.82M
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-100- 1.96% |
$26.4K - $31.9K
|
5.01K
$2.36M
|
|
|
Jan 26, 2023
Q4 2022
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
714New |
$188K - $227K
|
714
$337K
|
|
|
Jan 26, 2023
Q4 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-232- 20.49% |
$61.2K - $73.9K
|
900
$425K
|
|
|
Jan 25, 2023
Q4 2022
|
Parker Investment Management, LLC
|
BUY
|
- |
748New |
$197K - $238K
|
748
$353K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-1.22K- 3.27% |
$322K - $389K
|
36.1K
$17M
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Advisors LLC
|
BUY
|
CALL |
70.6K+ 50.14% |
$18.6M - $22.5M
|
211K
$99.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
732New |
$193K - $233K
|
732
$346K
|
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-272- 5.15% |
$71.8K - $86.7K
|
5.01K
$2.37M
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
24+ 0.92% |
$6.34K - $7.65K
|
2.63K
$1.24M
|
|
|
Jan 24, 2023
Q4 2022
|
Linden Rose Investment LLC
|
SELL
|
- |
-1.31K- 15.57% |
$347K - $419K
|
7.12K
$3.36M
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-450- 4.3% |
$119K - $143K
|
10K
$4.72M
|
|
|
Jan 23, 2023
Q4 2022
|
Goodwin Daniel L
|
BUY
|
- |
300+ 25.0% |
$79.2K - $95.6K
|
1.5K
$708K
|
|
|
Jan 23, 2023
Q4 2022
|
Hms Capital Management, LLC
|
SELL
|
- |
-103- 5.72% |
$27.2K - $32.8K
|
1.7K
$802K
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Financial Services, LLC
|
SELL
|
- |
-665- 4.88% |
$176K - $212K
|
13K
$6.12M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
2.36K+ 4.03% |
$623K - $752K
|
60.9K
$28.7M
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-813- 2.3% |
$215K - $259K
|
34.6K
$16.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Golden Green, Inc.
|
SELL
|
- |
-2- 0.09% |
$528 - $637
|
2.23K
$1.05M
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
2.67K+ 4.39% |
$705K - $851K
|
63.6K
$30M
|
|
|
Jan 20, 2023
Q4 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-34- 2.57% |
$8.98K - $10.8K
|
1.29K
$609K
|
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
110+ 0.26% |
$29K - $35K
|
42.7K
$20.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Shore Point Advisors, LLC
|
BUY
|
- |
1.84KNew |
$486K - $586K
|
1.84K
$869K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
SELL
|
- |
-351- 8.0% |
$92.7K - $112K
|
4.04K
$1.91M
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
73+ 4.11% |
$19.3K - $23.3K
|
1.85K
$873K
|
|
|
Jan 18, 2023
Q4 2022
|
New Potomac Partners, LLC
|
BUY
|
- |
810New |
$214K - $258K
|
810
$382K
|
|
|
Jan 13, 2023
Q4 2022
|
Adams Asset Advisors, LLC
|
BUY
|
- |
744New |
$196K - $237K
|
744
$351K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
301+ 5.53% |
$79.5K - $95.9K
|
5.74K
$2.71M
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
916+ 0.77% |
$242K - $292K
|
120K
$56.8M
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
- |
419New |
$111K - $133K
|
419
$198K
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
PUT |
1.9KNew |
$502K - $605K
|
1.9K
$897K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-70- 1.09% |
$18.5K - $22.3K
|
6.33K
$2.99M
|
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
20+ 14.29% |
$5.28K - $6.37K
|
160
$75.5K
|
|
|
Jan 11, 2023
Q4 2022
|
Cox Capital Mgt LLC
|
BUY
|
- |
950New |
$251K - $303K
|
950
$449K
|
|
|
Jan 10, 2023
Q4 2022
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
14+ 1.26% |
$3.7K - $4.46K
|
1.13K
$533K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
857New |
$226K - $273K
|
857
$405K
|
|
|
Jan 05, 2023
Q4 2022
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-32- 4.25% |
$8.45K - $10.2K
|
721
$340K
|
|
| Q3 2022 | |||||||
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
3.54K+ 516.96% |
$935K - $1.08M
|
4.22K
$1.99M
|
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-7- 0.18% |
$1.85K - $2.15K
|
3.87K
$1.83M
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5.65KClosed |
$1.49M - $1.73M
|
0
$0
|
|
| Q1 2022 | |||||||
|
Jul 20, 2023
Q1 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-1.84KClosed |
$554K - $662K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Nov 14, 2024
Q4 2021
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-1KClosed |
$274K - $300K
|
0
$0
|
|