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 09, 2024
Q3 2024
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-16- 1.49% |
$6.48K - $7.66K
|
1.06K
$513K
|
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-16- 0.61% |
$6.48K - $7.66K
|
2.59K
$1.26M
|
|
|
Oct 23, 2024
Q3 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-16- 0.08% |
$6.48K - $7.66K
|
19.1K
$9.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-16- 0.06% |
$6.48K - $7.66K
|
27.1K
$13.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-16- 0.84% |
$6.48K - $7.66K
|
1.88K
$911K
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-16- 0.15% |
$6.48K - $7.66K
|
10.7K
$5.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-16- 2.86% |
$6.48K - $7.66K
|
543
$263K
|
|
|
Oct 11, 2024
Q3 2024
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-17- 1.0% |
$6.89K - $8.14K
|
1.69K
$820K
|
|
|
Oct 30, 2024
Q3 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-17- 0.79% |
$6.89K - $8.14K
|
2.13K
$1.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-17- 1.35% |
$6.89K - $8.14K
|
1.24K
$602K
|
|
|
Nov 01, 2024
Q3 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-17- 2.4% |
$6.89K - $8.14K
|
691
$335K
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-17- 2.72% |
$6.89K - $8.14K
|
609
$295K
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-17- 0.55% |
$6.89K - $8.14K
|
3.1K
$1.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Pingora Partners LLC
Wilson, WY |
SELL
|
- |
-17- 3.44% |
$6.89K - $8.14K
|
477
$231K
|
|
|
Oct 04, 2024
Q3 2024
|
Red Spruce Capital, LLC
|
SELL
|
- |
-18- 0.98% |
$7.29K - $8.61K
|
1.83K
$885K
|
|
|
Oct 15, 2024
Q3 2024
|
American Asset Management Inc.
|
SELL
|
- |
-18- 1.72% |
$7.29K - $8.61K
|
1.03K
$499K
|
|
|
Nov 12, 2024
Q3 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-18- 1.32% |
$7.29K - $8.61K
|
1.35K
$654K
|
|
|
Nov 12, 2024
Q3 2024
|
Muhlenkamp & CO Inc
|
SELL
|
- |
-18- 0.05% |
$7.29K - $8.61K
|
38.1K
$18.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-19- 1.78% |
$7.7K - $9.09K
|
1.05K
$510K
|
|
|
Oct 15, 2024
Q3 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-19- 0.48% |
$7.7K - $9.09K
|
3.94K
$1.91M
|
|
|
Oct 16, 2024
Q3 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-19- 1.2% |
$7.7K - $9.09K
|
1.57K
$759K
|
|
|
Oct 21, 2024
Q3 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-19- 0.47% |
$7.7K - $9.09K
|
4.02K
$1.95M
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-19- 0.87% |
$7.7K - $9.09K
|
2.16K
$1.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Brickley Wealth Management
|
SELL
|
- |
-19- 1.94% |
$7.7K - $9.09K
|
958
$465K
|
|
|
Nov 14, 2024
Q3 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-19- 1.03% |
$7.7K - $9.09K
|
1.82K
$882K
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-20- 0.2% |
$8.1K - $9.57K
|
10K
$4.86M
|
|
|
Oct 23, 2024
Q3 2024
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-20- 0.92% |
$8.1K - $9.57K
|
2.16K
$1.05M
|
|
|
Oct 24, 2024
Q3 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-20- 0.64% |
$8.1K - $9.57K
|
3.12K
$1.51M
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-20- 2.82% |
$8.1K - $9.57K
|
688
$334K
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-20- 0.36% |
$8.1K - $9.57K
|
5.58K
$2.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-20- 2.04% |
$8.1K - $9.57K
|
962
$467K
|
|
|
Nov 12, 2024
Q3 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-20- 0.44% |
$8.1K - $9.57K
|
4.52K
$2.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-20- 3.08% |
$8.1K - $9.57K
|
629
$305K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-20- 0.05% |
$8.1K - $9.57K
|
43K
$20.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-20- 3.63% |
$8.1K - $9.57K
|
531
$258K
|
|
|
Nov 14, 2024
Q3 2024
|
Channing Global Advisors, LLC
|
SELL
|
- |
-20- 0.39% |
$8.1K - $9.57K
|
5.13K
$2.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-20- 2.53% |
$8.1K - $9.57K
|
771
$374K
|
|
|
Oct 08, 2024
Q3 2024
|
Leibman Financial Services, Inc.
Louisville, NE |
SELL
|
- |
-21- 0.18% |
$8.51K - $10K
|
11.5K
$5.59M
|
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-21- 2.59% |
$8.51K - $10K
|
791
$384K
|
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-21- 0.54% |
$8.51K - $10K
|
3.89K
$1.88M
|
|
|
Nov 04, 2024
Q3 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-21- 0.74% |
$8.51K - $10K
|
2.81K
$1.36M
|
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-21- 1.35% |
$8.51K - $10K
|
1.53K
$742K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Ozk
|
SELL
|
- |
-21- 3.41% |
$8.51K - $10K
|
594
$288K
|
|
|
Nov 14, 2024
Q3 2024
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-21- 0.63% |
$8.51K - $10K
|
3.29K
$1.59M
|
|
|
Nov 15, 2024
Q3 2024
|
Mcia Inc
|
SELL
|
- |
-21- 0.84% |
$8.51K - $10K
|
2.48K
$1.2M
|
|
|
Feb 13, 2025
Q3 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-21- 3.96% |
$8.51K - $10K
|
509
$247K
|
|
|
Oct 09, 2024
Q3 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-22- 2.14% |
$8.91K - $10.5K
|
1.01K
$488K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-22- 1.55% |
$8.91K - $10.5K
|
1.4K
$679K
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-22- 0.12% |
$8.91K - $10.5K
|
18.7K
$9.09M
|
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-22- 0.73% |
$8.91K - $10.5K
|
2.98K
$1.44M
|