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 |
---|---|---|---|---|---|---|---|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
SELL
|
- |
-2- 0.04% |
$810 - $957
|
4.59K
$2.12M
|
|
Nov 12, 2024
Q3 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-2- 0.03% |
$810 - $957
|
7.79K
$3.6M
|
|
Nov 12, 2024
Q3 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-2- 0.1% |
$810 - $957
|
1.99K
$919K
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-2- 0.09% |
$810 - $957
|
2.35K
$1.09M
|
|
Nov 12, 2024
Q3 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-2- -0.0% |
$810 - $957
|
47.1K
$21.8M
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-2- 0.2% |
$810 - $957
|
991
$458K
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-2- 0.23% |
$810 - $957
|
886
$410K
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-2- 6.9% |
$810 - $957
|
27
$12.5K
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
SELL
|
- |
-3- 0.08% |
$1.22K - $1.44K
|
3.6K
$1.67M
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-3- 0.25% |
$1.22K - $1.44K
|
1.19K
$550K
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-3- 0.1% |
$1.22K - $1.44K
|
2.98K
$1.38M
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-3- 0.18% |
$1.22K - $1.44K
|
1.65K
$763K
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-3- 0.55% |
$1.22K - $1.44K
|
541
$250K
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-3- 0.02% |
$1.22K - $1.44K
|
16.5K
$7.63M
|
|
Oct 24, 2024
Q3 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-3- 0.06% |
$1.22K - $1.44K
|
5.08K
$2.35M
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-3- 0.06% |
$1.22K - $1.44K
|
5.28K
$2.44M
|
|
Nov 06, 2024
Q3 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-3- 0.12% |
$1.22K - $1.44K
|
2.55K
$1.18M
|
|
Nov 12, 2024
Q3 2024
|
Blackhill Capital Inc
Morristown, NJ |
SELL
|
- |
-3- 0.01% |
$1.22K - $1.44K
|
21.2K
$9.82M
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-3- 0.14% |
$1.22K - $1.44K
|
2.11K
$974K
|
|
Oct 07, 2024
Q3 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-4- 0.76% |
$1.62K - $1.91K
|
523
$242K
|
|
Oct 15, 2024
Q3 2024
|
Epiq Partners, LLC
|
SELL
|
- |
-4- 0.04% |
$1.62K - $1.91K
|
10.6K
$4.91M
|
|
Oct 15, 2024
Q3 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-4- 0.06% |
$1.62K - $1.91K
|
6.38K
$2.95M
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-4- 0.8% |
$1.62K - $1.91K
|
499
$231K
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-4- 0.05% |
$1.62K - $1.91K
|
8.16K
$3.77M
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-4- 1.67% |
$1.62K - $1.91K
|
235
$109K
|
|
Oct 22, 2024
Q3 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-4- 0.11% |
$1.62K - $1.91K
|
3.66K
$1.69M
|
|
Nov 12, 2024
Q3 2024
|
Significant Wealth Partners LLC
Cary, IL |
SELL
|
- |
-4- 0.68% |
$1.62K - $1.91K
|
582
$269K
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-4- 0.03% |
$1.62K - $1.91K
|
13.8K
$6.38M
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-4- 1.02% |
$1.62K - $1.91K
|
390
$180K
|
|
Nov 14, 2024
Q3 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-4- 0.02% |
$1.62K - $1.91K
|
24.9K
$11.5M
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-5- 0.6% |
$2.03K - $2.39K
|
827
$382K
|
|
Oct 08, 2024
Q3 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-5- 0.33% |
$2.03K - $2.39K
|
1.52K
$701K
|
|
Oct 10, 2024
Q3 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-5- 0.41% |
$2.03K - $2.39K
|
1.21K
$559K
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-5- 0.25% |
$2.03K - $2.39K
|
2.03K
$938K
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-5- 0.35% |
$2.03K - $2.39K
|
1.43K
$661K
|
|
Oct 23, 2024
Q3 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-5- 0.06% |
$2.03K - $2.39K
|
8.24K
$3.81M
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-5- 0.13% |
$2.03K - $2.39K
|
3.87K
$1.79M
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-5- 0.06% |
$2.03K - $2.39K
|
8.74K
$4.04M
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-5- 2.86% |
$2.03K - $2.39K
|
170
$78.6K
|
|
Nov 01, 2024
Q3 2024
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-5- 0.04% |
$2.03K - $2.39K
|
14.2K
$6.59M
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-5- 0.11% |
$2.03K - $2.39K
|
4.52K
$2.09M
|
|
Nov 08, 2024
Q3 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-5- 0.17% |
$2.03K - $2.39K
|
2.99K
$1.38M
|
|
Nov 14, 2024
Q3 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-5- 10.0% |
$2.03K - $2.39K
|
45
$20.8K
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-6- 0.47% |
$2.43K - $2.87K
|
1.27K
$589K
|
|
Oct 10, 2024
Q3 2024
|
Asio Capital, LLC
|
SELL
|
- |
-6- 0.74% |
$2.43K - $2.87K
|
801
$370K
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-6- 0.82% |
$2.43K - $2.87K
|
722
$334K
|
|
Oct 30, 2024
Q3 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-6- 2.36% |
$2.43K - $2.87K
|
248
$115K
|
|
Nov 07, 2024
Q3 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-6- 0.43% |
$2.43K - $2.87K
|
1.38K
$639K
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-6- 1.12% |
$2.43K - $2.87K
|
531
$246K
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-6- 0.36% |
$2.43K - $2.87K
|
1.67K
$774K
|