Purchases and Sales Made in Q3 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
1+ 0.04% |
$405 - $479
|
2.43K
$1.18M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
1+ 0.01% |
$405 - $479
|
7.21K
$3.49M
|
|
|
Oct 17, 2024
Q3 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
1+ 0.1% |
$405 - $479
|
959
$465K
|
|
|
Oct 18, 2024
Q3 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
1+ 0.0% |
$405 - $479
|
56.8K
$27.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Better Wealth, LLC
|
BUY
|
- |
1+ 0.07% |
$405 - $479
|
1.34K
$649K
|
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
1+ 0.05% |
$405 - $479
|
1.83K
$889K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
1+ 0.09% |
$405 - $479
|
1.07K
$519K
|
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
1+ 0.02% |
$405 - $479
|
6.22K
$3.02M
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1+ 0.02% |
$405 - $479
|
6.13K
$2.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
1+ 0.02% |
$405 - $479
|
5.24K
$2.54M
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
SELL
|
- |
-1- 0.01% |
$405 - $479
|
9.15K
$4.44M
|
|
|
Oct 10, 2024
Q3 2024
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-1- 0.1% |
$405 - $479
|
1.01K
$489K
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
SELL
|
- |
-1- 0.11% |
$405 - $479
|
912
$442K
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1- 0.07% |
$405 - $479
|
1.51K
$731K
|
|
|
Oct 24, 2024
Q3 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-1- 0.09% |
$405 - $479
|
1.17K
$565K
|
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-1- 0.08% |
$405 - $479
|
1.24K
$601K
|
|
|
Nov 01, 2024
Q3 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-1- 0.05% |
$405 - $479
|
2.16K
$1.05M
|
|
|
Nov 06, 2024
Q3 2024
|
Veery Capital, LLC
|
SELL
|
- |
-1- 0.19% |
$405 - $479
|
519
$252K
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-1- 0.07% |
$405 - $479
|
1.41K
$685K
|
|
|
Nov 08, 2024
Q3 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1- 0.04% |
$405 - $479
|
2.7K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-1- 0.01% |
$405 - $479
|
14.6K
$7.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-1- 0.28% |
$405 - $479
|
361
$175K
|
|
|
Oct 08, 2024
Q3 2024
|
Sl Advisors, LLC
|
SELL
|
- |
-2- 0.04% |
$810 - $957
|
4.92K
$2.38M
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-2- 0.03% |
$810 - $957
|
7.29K
$3.54M
|
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-2- 0.14% |
$810 - $957
|
1.43K
$692K
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-2- 0.05% |
$810 - $957
|
3.93K
$1.91M
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
SELL
|
- |
-2- 0.26% |
$810 - $957
|
781
$379K
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-2- 0.2% |
$810 - $957
|
1.01K
$490K
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-2- 0.01% |
$810 - $957
|
16.8K
$8.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-2- 0.04% |
$810 - $957
|
4.67K
$2.26M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-2- 0.02% |
$810 - $957
|
9.34K
$4.53M
|
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
SELL
|
- |
-2- 0.04% |
$810 - $957
|
4.59K
$2.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-2- 0.03% |
$810 - $957
|
7.79K
$3.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-2- 0.1% |
$810 - $957
|
1.99K
$963K
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-2- 0.09% |
$810 - $957
|
2.35K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-2- -0.0% |
$810 - $957
|
47.1K
$22.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-2- 0.2% |
$810 - $957
|
991
$481K
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-2- 0.23% |
$810 - $957
|
886
$430K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-2- 6.9% |
$810 - $957
|
27
$13.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
SELL
|
- |
-3- 0.08% |
$1.22K - $1.44K
|
3.6K
$1.75M
|
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-3- 0.25% |
$1.22K - $1.44K
|
1.19K
$577K
|
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-3- 0.1% |
$1.22K - $1.44K
|
2.98K
$1.44M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-3- 0.18% |
$1.22K - $1.44K
|
1.65K
$800K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-3- 0.55% |
$1.22K - $1.44K
|
541
$262K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-3- 0.02% |
$1.22K - $1.44K
|
16.5K
$8M
|
|
|
Oct 24, 2024
Q3 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-3- 0.06% |
$1.22K - $1.44K
|
5.08K
$2.47M
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-3- 0.06% |
$1.22K - $1.44K
|
5.28K
$2.56M
|
|
|
Nov 06, 2024
Q3 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-3- 0.12% |
$1.22K - $1.44K
|
2.55K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Blackhill Capital Inc
Morristown, NJ |
SELL
|
- |
-3- 0.01% |
$1.22K - $1.44K
|
21.2K
$10.3M
|