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 14, 2024
Q1 2024
|
Dantai Capital LTD
Hong Kong, K3 |
SELL
|
- |
-1.22K- 31.28% |
$438K - $513K
|
2.68K
$1.3M
|
|
|
May 14, 2024
Q1 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-1.78K- 1.53% |
$638K - $746K
|
114K
$55.5M
|
|
|
May 14, 2024
Q1 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
491New |
$176K - $206K
|
491
$238K
|
|
|
May 14, 2024
Q1 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
6+ 0.64% |
$2.16K - $2.52K
|
945
$458K
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-1.25K- 66.49% |
$449K - $526K
|
630
$306K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
658+ 0.82% |
$236K - $277K
|
80.5K
$39M
|
|
|
May 14, 2024
Q1 2024
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
BUY
|
- |
12.5KNew |
$4.51M - $5.27M
|
12.5K
$6.08M
|
|
|
May 14, 2024
Q1 2024
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
SELL
|
- |
-11K- 18.74% |
$3.93M - $4.61M
|
47.5K
$23M
|
|
|
May 14, 2024
Q1 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
18+ 0.43% |
$6.47K - $7.57K
|
4.18K
$2.03M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.4K+ 3.36% |
$4.08M - $4.78M
|
350K
$170M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
69K+ 43.22% |
$24.8M - $29M
|
229K
$111M
|
|
|
May 14, 2024
Q1 2024
|
Hyperion Capital Advisors LP
New York, NY |
SELL
|
- |
-494- 3.83% |
$177K - $208K
|
12.4K
$6.01M
|
|
|
May 13, 2024
Q1 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-150- 0.68% |
$53.9K - $63.1K
|
21.9K
$10.6M
|
|
|
May 13, 2024
Q1 2024
|
Clear Alpha Technologies LP
Greenwich, CT |
BUY
|
- |
4.07KNew |
$1.46M - $1.71M
|
4.07K
$1.97M
|
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
130+ 0.45% |
$46.7K - $54.7K
|
29.3K
$14.2M
|
|
|
May 13, 2024
Q1 2024
|
Soditic Asset Management LLP
London, X0 |
SELL
|
- |
-4.85K- 47.71% |
$1.74M - $2.04M
|
5.32K
$2.58M
|
|
|
May 13, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-15.4K- 96.35% |
$5.52M - $6.47M
|
582
$282K
|
|
|
May 13, 2024
Q1 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-81- 13.71% |
$29.1K - $34.1K
|
510
$247K
|
|
|
May 13, 2024
Q1 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-2- 0.05% |
$719 - $841
|
4.09K
$1.98M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.31K- 0.28% |
$471K - $552K
|
461K
$224M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
14.2K+ 5.24% |
$5.11M - $5.98M
|
285K
$138M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-24K- 99.94% |
$8.61M - $10.1M
|
14
$6.79K
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-642- 56.91% |
$231K - $270K
|
486
$236K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
13.5K+ 896.08% |
$4.85M - $5.68M
|
15K
$7.28M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-17- 1.1% |
$6.11K - $7.15K
|
1.53K
$740K
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-185- 1.09% |
$66.5K - $77.8K
|
16.7K
$8.12M
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
57+ 0.79% |
$20.5K - $24K
|
7.29K
$3.54M
|
|
|
May 10, 2024
Q1 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
614New |
$221K - $258K
|
614
$298K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-32.4K- 2.39% |
$11.6M - $13.6M
|
1.32M
$642M
|
|
|
May 10, 2024
Q1 2024
|
Chiron Capital Management, LLC
|
SELL
|
- |
-5- 0.63% |
$1.8K - $2.1K
|
786
$381K
|
|
|
May 10, 2024
Q1 2024
|
Providence First Trust CO
|
BUY
|
- |
282+ 9.5% |
$101K - $119K
|
3.25K
$1.58M
|
|
|
May 09, 2024
Q1 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-144- 16.92% |
$51.7K - $60.6K
|
707
$343K
|
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
512New |
$184K - $215K
|
512
$248K
|
|
|
May 08, 2024
Q1 2024
|
Icici Prudential Asset Management CO LTD
|
SELL
|
- |
-883- 10.37% |
$317K - $371K
|
7.63K
$3.7M
|
|
|
May 08, 2024
Q1 2024
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-1.02K- 12.72% |
$365K - $427K
|
6.96K
$3.38M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
77+ 7.2% |
$27.7K - $32.4K
|
1.15K
$556K
|
|
|
May 07, 2024
Q1 2024
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-46.2K- 16.12% |
$16.6M - $19.4M
|
241K
$117M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.13K+ 2.21% |
$404K - $473K
|
52K
$25.2M
|
|
|
May 06, 2024
Q1 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
3.71KNew |
$1.33M - $1.56M
|
3.71K
$1.8M
|
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
1.44KNew |
$519K - $607K
|
1.44K
$700K
|
|
|
May 06, 2024
Q1 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-80- 4.6% |
$28.7K - $33.6K
|
1.66K
$804K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
483New |
$174K - $203K
|
483
$234K
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
SELL
|
- |
-46.1K- 96.26% |
$16.6M - $19.4M
|
1.79K
$869K
|
|
|
May 03, 2024
Q1 2024
|
Capital Management Associates
New York, NY |
BUY
|
- |
3KNew |
$1.08M - $1.26M
|
3K
$1.46M
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-5.08K- 63.73% |
$1.83M - $2.14M
|
2.89K
$1.4M
|
|
|
May 03, 2024
Q1 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-200- 29.11% |
$71.9K - $84.1K
|
487
$236K
|
|
|
May 01, 2024
Q1 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
534New |
$192K - $225K
|
534
$259K
|
|
|
May 01, 2024
Q1 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
521New |
$187K - $219K
|
521
$253K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
8.64K+ 10.08% |
$3.1M - $3.63M
|
94.3K
$45.8M
|
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
569New |
$204K - $239K
|
569
$276K
|