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 14, 2024
Q3 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-6- 0.75% |
$2.43K - $2.87K
|
790
$365K
|
|
|
Oct 04, 2024
Q3 2024
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-7- 0.72% |
$2.84K - $3.35K
|
959
$444K
|
|
|
Oct 15, 2024
Q3 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-7- 0.13% |
$2.84K - $3.35K
|
5.35K
$2.47M
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.15% |
$2.84K - $3.35K
|
4.53K
$2.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-7- 0.08% |
$2.84K - $3.35K
|
8.38K
$3.88M
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-7- 0.07% |
$2.84K - $3.35K
|
10.5K
$4.83M
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-7- 1.01% |
$2.84K - $3.35K
|
687
$318K
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-7- 0.04% |
$2.84K - $3.35K
|
19.8K
$9.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-7- 0.03% |
$2.84K - $3.35K
|
20.5K
$9.5M
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-7- 0.28% |
$2.84K - $3.35K
|
2.48K
$1.15M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-8- 1.61% |
$3.24K - $3.83K
|
488
$226K
|
|
|
Nov 04, 2024
Q3 2024
|
Winslow Asset Management Inc
|
SELL
|
- |
-8- 0.44% |
$3.24K - $3.83K
|
1.81K
$835K
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-8- 0.82% |
$3.24K - $3.83K
|
973
$450K
|
|
|
Oct 08, 2024
Q3 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-9- 1.2% |
$3.65K - $4.31K
|
738
$341K
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-9- 1.46% |
$3.65K - $4.31K
|
608
$281K
|
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-9- 0.11% |
$3.65K - $4.31K
|
8.35K
$3.86M
|
|
|
Oct 30, 2024
Q3 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-9- 1.54% |
$3.65K - $4.31K
|
576
$266K
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-9- 1.21% |
$3.65K - $4.31K
|
733
$339K
|
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-9- 0.93% |
$3.65K - $4.31K
|
961
$444K
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-9- 0.79% |
$3.65K - $4.31K
|
1.13K
$523K
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-9- 0.18% |
$3.65K - $4.31K
|
5.08K
$2.35M
|
|
|
Oct 04, 2024
Q3 2024
|
Orser Capital Management, LLC
|
SELL
|
- |
-10- 0.11% |
$4.05K - $4.79K
|
8.84K
$4.09M
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-10- 0.43% |
$4.05K - $4.79K
|
2.31K
$1.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Refined Wealth Management
|
SELL
|
- |
-10- 1.41% |
$4.05K - $4.79K
|
698
$323K
|
|
|
Oct 22, 2024
Q3 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-10- 0.35% |
$4.05K - $4.79K
|
2.84K
$1.31M
|
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-10- 0.52% |
$4.05K - $4.79K
|
1.92K
$887K
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-10- 1.14% |
$4.05K - $4.79K
|
868
$401K
|
|
|
Nov 08, 2024
Q3 2024
|
Kendall Capital Management
|
SELL
|
- |
-10- 1.43% |
$4.05K - $4.79K
|
688
$318K
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-10- 0.13% |
$4.05K - $4.79K
|
7.55K
$3.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-10- 0.09% |
$4.05K - $4.79K
|
11.7K
$5.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-10- 1.19% |
$4.05K - $4.79K
|
827
$382K
|
|
|
Nov 14, 2024
Q3 2024
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-10- 0.62% |
$4.05K - $4.79K
|
1.59K
$736K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-11- -0.0% |
$4.46K - $5.26K
|
223K
$103M
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-11- 0.06% |
$4.46K - $5.26K
|
17.9K
$8.28M
|
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
SELL
|
- |
-11- 1.21% |
$4.46K - $5.26K
|
898
$415K
|
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-11- 0.55% |
$4.46K - $5.26K
|
1.99K
$919K
|
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-11- 0.13% |
$4.46K - $5.26K
|
8.4K
$3.88M
|
|
|
Oct 31, 2024
Q3 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-11- 0.13% |
$4.46K - $5.26K
|
8.28K
$3.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-11- 0.17% |
$4.46K - $5.26K
|
6.32K
$2.92M
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-12- 0.38% |
$4.86K - $5.74K
|
3.11K
$1.44M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-12- 0.23% |
$4.86K - $5.74K
|
5.13K
$2.37M
|
|
|
Oct 07, 2024
Q3 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-12- 1.04% |
$4.86K - $5.74K
|
1.14K
$527K
|
|
|
Oct 11, 2024
Q3 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-12- 0.29% |
$4.86K - $5.74K
|
4.07K
$1.88M
|
|
|
Oct 16, 2024
Q3 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-12- 0.18% |
$4.86K - $5.74K
|
6.57K
$3.04M
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-12- 1.01% |
$4.86K - $5.74K
|
1.17K
$542K
|
|
|
Nov 14, 2024
Q3 2024
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-12- 0.59% |
$4.86K - $5.74K
|
2.02K
$935K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-13- 0.54% |
$5.27K - $6.22K
|
2.37K
$1.1M
|
|
|
Oct 23, 2024
Q3 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-13- 1.96% |
$5.27K - $6.22K
|
650
$301K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-13- 0.67% |
$5.27K - $6.22K
|
1.92K
$889K
|
|
|
Oct 30, 2024
Q3 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-13- 0.15% |
$5.27K - $6.22K
|
8.95K
$4.14M
|