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
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-28- 0.58% |
$11.3K - $13.4K
|
4.82K
$2.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-28- 1.49% |
$11.3K - $13.4K
|
1.86K
$858K
|
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-29- 0.42% |
$11.8K - $13.9K
|
6.82K
$3.15M
|
|
|
Oct 03, 2024
Q3 2024
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-30- 0.35% |
$12.2K - $14.4K
|
8.61K
$3.98M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
SELL
|
- |
-30- 0.33% |
$12.2K - $14.4K
|
8.98K
$4.15M
|
|
|
Oct 21, 2024
Q3 2024
|
Rba Wealth Management, LLC
|
SELL
|
- |
-30- 4.37% |
$12.2K - $14.4K
|
656
$303K
|
|
|
Oct 29, 2024
Q3 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-30- 1.05% |
$12.2K - $14.4K
|
2.83K
$1.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-30- 7.73% |
$12.2K - $14.4K
|
358
$166K
|
|
|
Nov 12, 2024
Q3 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-30- 2.88% |
$12.2K - $14.4K
|
1.01K
$467K
|
|
|
Nov 14, 2024
Q3 2024
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-30- 3.61% |
$12.2K - $14.4K
|
800
$370K
|
|
|
Oct 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-31- 0.3% |
$12.6K - $14.8K
|
10.4K
$4.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-31- 1.15% |
$12.6K - $14.8K
|
2.66K
$1.23M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-31- 1.22% |
$12.6K - $14.8K
|
2.52K
$1.16M
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-31- 3.34% |
$12.6K - $14.8K
|
897
$415K
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-32- 2.73% |
$13K - $15.3K
|
1.14K
$527K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-32- 0.33% |
$13K - $15.3K
|
9.69K
$4.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-32- 0.05% |
$13K - $15.3K
|
69.2K
$32M
|
|
|
Oct 03, 2024
Q3 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-33- 2.15% |
$13.4K - $15.8K
|
1.5K
$695K
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-33- 0.53% |
$13.4K - $15.8K
|
6.2K
$2.87M
|
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-33- 0.61% |
$13.4K - $15.8K
|
5.39K
$2.49M
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
SELL
|
- |
-33- 0.56% |
$13.4K - $15.8K
|
5.9K
$2.73M
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-33- 10.28% |
$13.4K - $15.8K
|
288
$133K
|
|
|
Oct 30, 2024
Q3 2024
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-33- 0.77% |
$13.4K - $15.8K
|
4.24K
$1.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-33- 2.19% |
$13.4K - $15.8K
|
1.47K
$681K
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
SELL
|
- |
-33- 0.34% |
$13.4K - $15.8K
|
9.6K
$4.44M
|
|
|
Nov 13, 2024
Q3 2024
|
May Tech Global Investments, LLC
New York, NY |
SELL
|
- |
-33- 2.9% |
$13.4K - $15.8K
|
1.11K
$512K
|
|
|
Oct 15, 2024
Q3 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-34- 2.54% |
$13.8K - $16.3K
|
1.31K
$604K
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-34- 1.05% |
$13.8K - $16.3K
|
3.21K
$1.49M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-34- 1.02% |
$13.8K - $16.3K
|
3.3K
$1.52M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-34- 3.9% |
$13.8K - $16.3K
|
837
$387K
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
SELL
|
- |
-34- 0.71% |
$13.8K - $16.3K
|
4.75K
$2.19M
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-34- 0.01% |
$13.8K - $16.3K
|
568K
$263M
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-35- 2.59% |
$14.2K - $16.7K
|
1.32K
$610K
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-35- 0.51% |
$14.2K - $16.7K
|
6.86K
$3.17M
|
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-35- 1.23% |
$14.2K - $16.7K
|
2.81K
$1.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Augustine Asset Management Inc
|
SELL
|
- |
-35- 0.5% |
$14.2K - $16.7K
|
7.01K
$3.24M
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-35- 0.37% |
$14.2K - $16.7K
|
9.37K
$4.33M
|
|
|
Nov 04, 2024
Q3 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-35- 0.61% |
$14.2K - $16.7K
|
5.68K
$2.63M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-35- 0.28% |
$14.2K - $16.7K
|
12.6K
$5.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-35- 0.32% |
$14.2K - $16.7K
|
11K
$5.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-35- 35.0% |
$14.2K - $16.7K
|
65
$30.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-36- 1.3% |
$14.6K - $17.2K
|
2.73K
$1.26M
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-36- 0.09% |
$14.6K - $17.2K
|
40.3K
$18.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-36- 0.09% |
$14.6K - $17.2K
|
38.5K
$17.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-37- 0.62% |
$15K - $17.7K
|
5.97K
$2.76M
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-37- 0.95% |
$15K - $17.7K
|
3.87K
$1.79M
|
|
|
Oct 23, 2024
Q3 2024
|
Coerente Capital Management
|
SELL
|
- |
-37- 2.45% |
$15K - $17.7K
|
1.48K
$682K
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Center, Inc.
|
SELL
|
- |
-37- 0.51% |
$15K - $17.7K
|
7.26K
$3.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-37- 38.54% |
$15K - $17.7K
|
59
$27.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-37- 2.53% |
$15K - $17.7K
|
1.43K
$660K
|