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
|
Channing Global Advisors, LLC
|
SELL
|
- |
-20- 0.39% |
$8.1K - $9.57K
|
5.13K
$2.37M
|
|
Nov 14, 2024
Q3 2024
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-20- 2.53% |
$8.1K - $9.57K
|
771
$357K
|
|
Oct 08, 2024
Q3 2024
|
Leibman Financial Services, Inc.
Louisville, NE |
SELL
|
- |
-21- 0.18% |
$8.51K - $10K
|
11.5K
$5.34M
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-21- 2.59% |
$8.51K - $10K
|
791
$366K
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-21- 0.54% |
$8.51K - $10K
|
3.89K
$1.8M
|
|
Nov 04, 2024
Q3 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-21- 0.74% |
$8.51K - $10K
|
2.81K
$1.3M
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-21- 1.35% |
$8.51K - $10K
|
1.53K
$708K
|
|
Nov 14, 2024
Q3 2024
|
Bank Ozk
|
SELL
|
- |
-21- 3.41% |
$8.51K - $10K
|
594
$275K
|
|
Nov 14, 2024
Q3 2024
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-21- 0.63% |
$8.51K - $10K
|
3.29K
$1.52M
|
|
Nov 15, 2024
Q3 2024
|
Mcia Inc
|
SELL
|
- |
-21- 0.84% |
$8.51K - $10K
|
2.48K
$1.14M
|
|
Oct 09, 2024
Q3 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-22- 2.14% |
$8.91K - $10.5K
|
1.01K
$466K
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-22- 1.55% |
$8.91K - $10.5K
|
1.4K
$647K
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-22- 0.12% |
$8.91K - $10.5K
|
18.7K
$8.67M
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-22- 0.73% |
$8.91K - $10.5K
|
2.98K
$1.38M
|
|
Nov 01, 2024
Q3 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-22- 1.51% |
$8.91K - $10.5K
|
1.43K
$662K
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-22- 2.99% |
$8.91K - $10.5K
|
714
$330K
|
|
Nov 12, 2024
Q3 2024
|
Bey Douglas LLC
Marietta, GA |
SELL
|
- |
-22- 0.3% |
$8.91K - $10.5K
|
7.3K
$3.38M
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-23- 0.05% |
$9.32K - $11K
|
45.6K
$21.1M
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-23- 0.61% |
$9.32K - $11K
|
3.78K
$1.75M
|
|
Nov 13, 2024
Q3 2024
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-23- 0.05% |
$9.32K - $11K
|
44K
$20.4M
|
|
Nov 14, 2024
Q3 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-23- 0.28% |
$9.32K - $11K
|
8.13K
$3.76M
|
|
Oct 07, 2024
Q3 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-24- 1.26% |
$9.72K - $11.5K
|
1.89K
$873K
|
|
Nov 08, 2024
Q3 2024
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-24- 0.36% |
$9.72K - $11.5K
|
6.64K
$3.07M
|
|
Nov 12, 2024
Q3 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-24- 0.67% |
$9.72K - $11.5K
|
3.54K
$1.64M
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-24- 4.75% |
$9.72K - $11.5K
|
481
$222K
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-25- 0.6% |
$10.1K - $12K
|
4.17K
$1.93M
|
|
Oct 07, 2024
Q3 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-25- 1.89% |
$10.1K - $12K
|
1.3K
$600K
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-25- 0.83% |
$10.1K - $12K
|
2.98K
$1.38M
|
|
Oct 10, 2024
Q3 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-25- 1.83% |
$10.1K - $12K
|
1.34K
$622K
|
|
Oct 10, 2024
Q3 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-25- 1.45% |
$10.1K - $12K
|
1.7K
$786K
|
|
Oct 10, 2024
Q3 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-25- 1.21% |
$10.1K - $12K
|
2.05K
$946K
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-25- 2.2% |
$10.1K - $12K
|
1.11K
$513K
|
|
Oct 15, 2024
Q3 2024
|
Penbrook Management LLC
|
SELL
|
- |
-25- 0.69% |
$10.1K - $12K
|
3.58K
$1.66M
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
SELL
|
- |
-25- 1.27% |
$10.1K - $12K
|
1.94K
$898K
|
|
Oct 21, 2024
Q3 2024
|
Benin Management Corp
|
SELL
|
- |
-25- 0.43% |
$10.1K - $12K
|
5.82K
$2.69M
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-25- 3.71% |
$10.1K - $12K
|
649
$300K
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-25- 1.3% |
$10.1K - $12K
|
1.9K
$878K
|
|
Nov 08, 2024
Q3 2024
|
John G Ullman & Associates Inc
|
SELL
|
- |
-25- 1.39% |
$10.1K - $12K
|
1.77K
$820K
|
|
Nov 12, 2024
Q3 2024
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-25- 24.75% |
$10.1K - $12K
|
76
$35.1K
|
|
Nov 12, 2024
Q3 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-25- 0.45% |
$10.1K - $12K
|
5.5K
$2.54M
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-26- 0.56% |
$10.5K - $12.4K
|
4.61K
$2.13M
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-26- 0.78% |
$10.5K - $12.4K
|
3.29K
$1.52M
|
|
Oct 18, 2024
Q3 2024
|
Barden Capital Management, Inc.
|
SELL
|
- |
-26- 0.76% |
$10.5K - $12.4K
|
3.39K
$1.57M
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-26- 3.06% |
$10.5K - $12.4K
|
825
$382K
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-26- 0.3% |
$10.5K - $12.4K
|
8.62K
$3.98M
|
|
Nov 12, 2024
Q3 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-26- 0.91% |
$10.5K - $12.4K
|
2.82K
$1.3M
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-27- 0.75% |
$10.9K - $12.9K
|
3.57K
$1.65M
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
SELL
|
- |
-27- 1.16% |
$10.9K - $12.9K
|
2.31K
$1.07M
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-27- 0.35% |
$10.9K - $12.9K
|
7.68K
$3.55M
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-27- 0.59% |
$10.9K - $12.9K
|
4.53K
$2.09M
|