Purchases and Sales Made in Q3 2021 in Berkshire Hathaway Inc Class B (BRK-B)
This table provides information about the institutional ownership of Berkshire Hathaway Inc Class B (BRK-B) during Q3 2021. The information is specifically focused on institutions that hold shares of BERKSHIRE HATHAWAY INC - Class B.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jun 21, 2023
Q3 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
138K+ 170.66% |
$37.5M - $40.1M
|
218K
$103M
|
|
|
Oct 02, 2024
Q3 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
85.3K+ 2129.17% |
$23.3M - $24.9M
|
89.3K
$42M
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
77.2K+ 12.51% |
$21.1M - $22.5M
|
695K
$327M
|
|
|
Jun 22, 2023
Q3 2021
|
Msd Partners, L.P.
New York, NY |
BUY
|
- |
50.3K+ 31.75% |
$13.7M - $14.7M
|
209K
$98.2M
|
|
|
Mar 22, 2023
Q3 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
16.2K+ 3.69% |
$4.42M - $4.72M
|
456K
$214M
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
15.4K+ 4.37% |
$4.2M - $4.49M
|
368K
$173M
|
|
|
Jan 17, 2024
Q3 2021
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
7.52K+ 2.61% |
$2.05M - $2.19M
|
295K
$139M
|
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.86K+ 13.87% |
$1.32M - $1.42M
|
39.9K
$18.8M
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.95K+ 53.12% |
$1.08M - $1.15M
|
11.4K
$5.35M
|
|
|
Aug 06, 2024
Q3 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
3.82K+ 18.06% |
$1.04M - $1.11M
|
25K
$11.8M
|
|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.74K+ 19.12% |
$1.02M - $1.09M
|
23.3K
$10.9M
|
|
|
Aug 28, 2024
Q3 2021
|
Farmers National Bank
Danville, KY |
BUY
|
- |
3.43KNew |
$934K - $998K
|
3.43K
$1.61M
|
|
|
Nov 12, 2021
Q3 2021
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
3.18K+ 41.01% |
$867K - $926K
|
10.9K
$5.14M
|
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
3.07K+ 32.16% |
$838K - $895K
|
12.6K
$5.94M
|
|
|
Oct 18, 2024
Q3 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
2.83K+ 148.53% |
$770K - $823K
|
4.73K
$2.22M
|
|
|
Feb 14, 2023
Q3 2021
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
1.04K+ 6.4% |
$284K - $303K
|
17.3K
$8.13M
|
|
|
Oct 25, 2021
Q3 2021
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
807+ 8.87% |
$220K - $235K
|
9.91K
$4.66M
|
|
|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
740+ 6.72% |
$202K - $216K
|
11.7K
$5.52M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
603+ 11.94% |
$164K - $176K
|
5.66K
$2.66M
|
|
|
Dec 02, 2024
Q3 2021
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
576+ 12.04% |
$157K - $168K
|
5.36K
$2.52M
|
|
|
Nov 12, 2021
Q3 2021
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
526New |
$143K - $153K
|
526
$247K
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
236+ 0.2% |
$64.3K - $68.7K
|
121K
$56.8M
|
|
|
Nov 14, 2024
Q3 2021
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
200+ 25.0% |
$54.5K - $58.3K
|
1K
$470K
|
|
|
Mar 24, 2023
Q3 2021
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
194+ 15.95% |
$52.9K - $56.5K
|
1.41K
$663K
|
|
|
Nov 14, 2023
Q3 2021
|
Silicon Valley Community Foundation
Mountain View, CA |
BUY
|
- |
183+ 27.52% |
$49.9K - $53.3K
|
848
$399K
|
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
137+ 2.21% |
$37.4K - $39.9K
|
6.34K
$2.98M
|
|
|
Nov 15, 2021
Q3 2021
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
125+ 1.26% |
$34.1K - $36.4K
|
10.1K
$4.73M
|
|
|
Nov 12, 2021
Q3 2021
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
113+ 5.65% |
$30.8K - $32.9K
|
2.11K
$994K
|
|
|
Jun 17, 2024
Q3 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
100+ 1.01% |
$27.3K - $29.1K
|
10K
$4.72M
|
|
|
Nov 15, 2021
Q3 2021
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
80+ 0.89% |
$21.8K - $23.3K
|
9.04K
$4.25M
|
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
60+ 1.24% |
$16.4K - $17.5K
|
4.9K
$2.3M
|
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
57+ 1.42% |
$15.5K - $16.6K
|
4.08K
$1.92M
|
|
|
Dec 19, 2023
Q3 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
57+ 9.3% |
$15.5K - $16.6K
|
670
$315K
|
|
|
Jan 03, 2023
Q3 2021
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
54+ 1.54% |
$14.7K - $15.7K
|
3.55K
$1.67M
|
|
|
Jan 02, 2024
Q3 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
50+ 1.04% |
$13.6K - $14.6K
|
4.87K
$2.29M
|
|
|
Oct 13, 2021
Q3 2021
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
38+ 2.8% |
$10.4K - $11.1K
|
1.4K
$656K
|
|
|
Apr 05, 2024
Q3 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
16+ 1.08% |
$4.36K - $4.66K
|
1.49K
$702K
|
|
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
16+ 0.42% |
$4.36K - $4.66K
|
3.87K
$1.82M
|
|
|
Oct 07, 2021
Q3 2021
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-6- 0.76% |
$1.64K - $1.75K
|
786
$370K
|
|
|
Oct 01, 2021
Q3 2021
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-12- 0.33% |
$3.27K - $3.5K
|
3.59K
$1.69M
|
|
|
May 09, 2023
Q3 2021
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-16- 11.94% |
$4.36K - $4.66K
|
118
$55.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-18- 0.69% |
$4.91K - $5.24K
|
2.58K
$1.21M
|
|
|
Sep 21, 2023
Q3 2021
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-25- 20.83% |
$6.82K - $7.28K
|
95
$44.7K
|
|
|
May 15, 2023
Q3 2021
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-50- 1.23% |
$13.6K - $14.6K
|
4.01K
$1.89M
|
|
|
May 26, 2023
Q3 2021
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-180- 12.61% |
$49.1K - $52.4K
|
1.25K
$587K
|
|
|
May 15, 2024
Q3 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-191- 47.04% |
$52.1K - $55.6K
|
215
$101K
|
|
|
Oct 07, 2021
Q3 2021
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-275- 1.57% |
$75K - $80.1K
|
17.3K
$8.13M
|
|
|
Oct 04, 2021
Q3 2021
|
Rk Asset Management, LLC
Grosse Pointe Farms, MI |
SELL
|
- |
-275- 1.62% |
$75K - $80.1K
|
16.7K
$7.85M
|
|
|
Nov 22, 2021
Q3 2021
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-560- 19.63% |
$153K - $163K
|
2.29K
$1.08M
|
|
|
Nov 22, 2024
Q3 2021
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-596- 5.81% |
$163K - $174K
|
9.65K
$4.54M
|