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 12, 2024
Q3 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
SELL
|
- |
-13- 1.79% |
$5.27K - $6.22K
|
714
$330K
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-14- 0.31% |
$5.67K - $6.7K
|
4.43K
$2.05M
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-14- 1.7% |
$5.67K - $6.7K
|
811
$375K
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-14- 0.33% |
$5.67K - $6.7K
|
4.18K
$1.93M
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-15- 0.84% |
$6.08K - $7.18K
|
1.77K
$820K
|
|
Oct 02, 2024
Q3 2024
|
First Community Trust Na
|
SELL
|
- |
-15- 0.46% |
$6.08K - $7.18K
|
3.27K
$1.51M
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-15- 0.66% |
$6.08K - $7.18K
|
2.26K
$1.05M
|
|
Oct 29, 2024
Q3 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-15- 3.04% |
$6.08K - $7.18K
|
479
$222K
|
|
Oct 29, 2024
Q3 2024
|
Harvey Capital Management Inc
|
SELL
|
- |
-15- 0.07% |
$6.08K - $7.18K
|
20.1K
$9.32M
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-15- 1.35% |
$6.08K - $7.18K
|
1.1K
$508K
|
|
Nov 01, 2024
Q3 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-15- 0.33% |
$6.08K - $7.18K
|
4.52K
$2.09M
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-15- 7.28% |
$6.08K - $7.18K
|
191
$88.3K
|
|
Nov 06, 2024
Q3 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
SELL
|
- |
-15- 0.74% |
$6.08K - $7.18K
|
2.02K
$934K
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-15- 1.18% |
$6.08K - $7.18K
|
1.26K
$583K
|
|
Oct 09, 2024
Q3 2024
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-16- 1.49% |
$6.48K - $7.66K
|
1.06K
$489K
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-16- 0.61% |
$6.48K - $7.66K
|
2.59K
$1.2M
|
|
Oct 23, 2024
Q3 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-16- 0.08% |
$6.48K - $7.66K
|
19.1K
$8.84M
|
|
Nov 12, 2024
Q3 2024
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-16- 0.06% |
$6.48K - $7.66K
|
27.1K
$12.5M
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-16- 0.84% |
$6.48K - $7.66K
|
1.88K
$869K
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-16- 0.15% |
$6.48K - $7.66K
|
10.7K
$4.96M
|
|
Nov 14, 2024
Q3 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-16- 2.86% |
$6.48K - $7.66K
|
543
$251K
|
|
Oct 11, 2024
Q3 2024
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-17- 1.0% |
$6.89K - $8.14K
|
1.69K
$782K
|
|
Oct 30, 2024
Q3 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-17- 0.79% |
$6.89K - $8.14K
|
2.13K
$986K
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-17- 1.35% |
$6.89K - $8.14K
|
1.24K
$574K
|
|
Nov 01, 2024
Q3 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-17- 2.4% |
$6.89K - $8.14K
|
691
$320K
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-17- 2.72% |
$6.89K - $8.14K
|
609
$282K
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-17- 0.55% |
$6.89K - $8.14K
|
3.1K
$1.43M
|
|
Nov 14, 2024
Q3 2024
|
Pingora Partners LLC
Wilson, WY |
SELL
|
- |
-17- 3.44% |
$6.89K - $8.14K
|
477
$221K
|
|
Oct 04, 2024
Q3 2024
|
Red Spruce Capital, LLC
|
SELL
|
- |
-18- 0.98% |
$7.29K - $8.61K
|
1.83K
$844K
|
|
Oct 15, 2024
Q3 2024
|
American Asset Management Inc.
|
SELL
|
- |
-18- 1.72% |
$7.29K - $8.61K
|
1.03K
$475K
|
|
Nov 12, 2024
Q3 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-18- 1.32% |
$7.29K - $8.61K
|
1.35K
$623K
|
|
Nov 12, 2024
Q3 2024
|
Muhlenkamp & CO Inc
|
SELL
|
- |
-18- 0.05% |
$7.29K - $8.61K
|
38.1K
$17.6M
|
|
Oct 11, 2024
Q3 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-19- 1.78% |
$7.7K - $9.09K
|
1.05K
$486K
|
|
Oct 15, 2024
Q3 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-19- 0.48% |
$7.7K - $9.09K
|
3.94K
$1.82M
|
|
Oct 16, 2024
Q3 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-19- 1.2% |
$7.7K - $9.09K
|
1.57K
$724K
|
|
Oct 21, 2024
Q3 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-19- 0.47% |
$7.7K - $9.09K
|
4.02K
$1.86M
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-19- 0.87% |
$7.7K - $9.09K
|
2.16K
$998K
|
|
Nov 04, 2024
Q3 2024
|
Brickley Wealth Management
|
SELL
|
- |
-19- 1.94% |
$7.7K - $9.09K
|
958
$443K
|
|
Nov 14, 2024
Q3 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-19- 1.03% |
$7.7K - $9.09K
|
1.82K
$841K
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-20- 0.2% |
$8.1K - $9.57K
|
10K
$4.63M
|
|
Oct 23, 2024
Q3 2024
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-20- 0.92% |
$8.1K - $9.57K
|
2.16K
$999K
|
|
Oct 24, 2024
Q3 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-20- 0.64% |
$8.1K - $9.57K
|
3.12K
$1.44M
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-20- 2.82% |
$8.1K - $9.57K
|
688
$318K
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-20- 0.36% |
$8.1K - $9.57K
|
5.58K
$2.58M
|
|
Nov 12, 2024
Q3 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-20- 2.04% |
$8.1K - $9.57K
|
962
$445K
|
|
Nov 12, 2024
Q3 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-20- 0.44% |
$8.1K - $9.57K
|
4.52K
$2.09M
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-20- 3.08% |
$8.1K - $9.57K
|
629
$291K
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-20- 0.05% |
$8.1K - $9.57K
|
43K
$19.9M
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-20- 3.63% |
$8.1K - $9.57K
|
531
$246K
|
|
Nov 14, 2024
Q3 2024
|
Channing Global Advisors, LLC
|
SELL
|
- |
-20- 0.39% |
$8.1K - $9.57K
|
5.13K
$2.37M
|