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 01, 2024
Q3 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-22- 1.51% |
$8.91K - $10.5K
|
1.43K
$694K
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-22- 2.99% |
$8.91K - $10.5K
|
714
$346K
|
|
Nov 12, 2024
Q3 2024
|
Bey Douglas LLC
Marietta, GA |
SELL
|
- |
-22- 0.3% |
$8.91K - $10.5K
|
7.3K
$3.54M
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-23- 0.05% |
$9.32K - $11K
|
45.6K
$22.1M
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-23- 0.61% |
$9.32K - $11K
|
3.78K
$1.83M
|
|
Nov 13, 2024
Q3 2024
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-23- 0.05% |
$9.32K - $11K
|
44K
$21.4M
|
|
Nov 14, 2024
Q3 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-23- 0.28% |
$9.32K - $11K
|
8.13K
$3.94M
|
|
Oct 07, 2024
Q3 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-24- 1.26% |
$9.72K - $11.5K
|
1.89K
$916K
|
|
Nov 08, 2024
Q3 2024
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-24- 0.36% |
$9.72K - $11.5K
|
6.64K
$3.22M
|
|
Nov 12, 2024
Q3 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-24- 0.67% |
$9.72K - $11.5K
|
3.54K
$1.72M
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-24- 4.75% |
$9.72K - $11.5K
|
481
$233K
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-25- 0.6% |
$10.1K - $12K
|
4.17K
$2.02M
|
|
Oct 07, 2024
Q3 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-25- 1.89% |
$10.1K - $12K
|
1.3K
$629K
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-25- 0.83% |
$10.1K - $12K
|
2.98K
$1.44M
|
|
Oct 10, 2024
Q3 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-25- 1.83% |
$10.1K - $12K
|
1.34K
$652K
|
|
Oct 10, 2024
Q3 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-25- 1.45% |
$10.1K - $12K
|
1.7K
$825K
|
|
Oct 10, 2024
Q3 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-25- 1.21% |
$10.1K - $12K
|
2.05K
$992K
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-25- 2.2% |
$10.1K - $12K
|
1.11K
$538K
|
|
Oct 15, 2024
Q3 2024
|
Penbrook Management LLC
|
SELL
|
- |
-25- 0.69% |
$10.1K - $12K
|
3.58K
$1.74M
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
SELL
|
- |
-25- 1.27% |
$10.1K - $12K
|
1.94K
$941K
|
|
Oct 21, 2024
Q3 2024
|
Benin Management Corp
|
SELL
|
- |
-25- 0.43% |
$10.1K - $12K
|
5.82K
$2.82M
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-25- 3.71% |
$10.1K - $12K
|
649
$315K
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-25- 1.3% |
$10.1K - $12K
|
1.9K
$921K
|
|
Nov 08, 2024
Q3 2024
|
John G Ullman & Associates Inc
|
SELL
|
- |
-25- 1.39% |
$10.1K - $12K
|
1.77K
$860K
|
|
Nov 12, 2024
Q3 2024
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-25- 24.75% |
$10.1K - $12K
|
76
$36.9K
|
|
Nov 12, 2024
Q3 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-25- 0.45% |
$10.1K - $12K
|
5.5K
$2.67M
|
|
May 19, 2025
Q3 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-25- 1.13% |
$10.1K - $12K
|
2.19K
$1.06M
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-26- 0.56% |
$10.5K - $12.4K
|
4.61K
$2.24M
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-26- 0.78% |
$10.5K - $12.4K
|
3.29K
$1.6M
|
|
Oct 18, 2024
Q3 2024
|
Barden Capital Management, Inc.
|
SELL
|
- |
-26- 0.76% |
$10.5K - $12.4K
|
3.39K
$1.64M
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-26- 3.06% |
$10.5K - $12.4K
|
825
$400K
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-26- 0.3% |
$10.5K - $12.4K
|
8.62K
$4.18M
|
|
Nov 12, 2024
Q3 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-26- 0.91% |
$10.5K - $12.4K
|
2.82K
$1.37M
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-27- 0.75% |
$10.9K - $12.9K
|
3.57K
$1.73M
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
SELL
|
- |
-27- 1.16% |
$10.9K - $12.9K
|
2.31K
$1.12M
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-27- 0.35% |
$10.9K - $12.9K
|
7.68K
$3.72M
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-27- 0.59% |
$10.9K - $12.9K
|
4.53K
$2.2M
|
|
Nov 05, 2024
Q3 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-28- 0.58% |
$11.3K - $13.4K
|
4.82K
$2.34M
|
|
Nov 13, 2024
Q3 2024
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-28- 1.49% |
$11.3K - $13.4K
|
1.86K
$900K
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-29- 0.42% |
$11.8K - $13.9K
|
6.82K
$3.31M
|
|
Oct 03, 2024
Q3 2024
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-30- 0.35% |
$12.2K - $14.4K
|
8.61K
$4.18M
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
SELL
|
- |
-30- 0.33% |
$12.2K - $14.4K
|
8.98K
$4.35M
|
|
Oct 21, 2024
Q3 2024
|
Rba Wealth Management, LLC
|
SELL
|
- |
-30- 4.37% |
$12.2K - $14.4K
|
656
$318K
|
|
Oct 29, 2024
Q3 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-30- 1.05% |
$12.2K - $14.4K
|
2.83K
$1.37M
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-30- 7.73% |
$12.2K - $14.4K
|
358
$174K
|
|
Nov 12, 2024
Q3 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-30- 2.88% |
$12.2K - $14.4K
|
1.01K
$490K
|
|
Nov 14, 2024
Q3 2024
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-30- 3.61% |
$12.2K - $14.4K
|
800
$388K
|
|
Oct 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-31- 0.3% |
$12.6K - $14.8K
|
10.4K
$5.03M
|
|
Oct 29, 2024
Q3 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-31- 1.15% |
$12.6K - $14.8K
|
2.66K
$1.29M
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-31- 1.22% |
$12.6K - $14.8K
|
2.52K
$1.22M
|