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 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-31- 3.34% |
$12.6K - $14.8K
|
897
$435K
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-32- 2.73% |
$13K - $15.3K
|
1.14K
$553K
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-32- 0.33% |
$13K - $15.3K
|
9.69K
$4.7M
|
|
Nov 13, 2024
Q3 2024
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-32- 0.05% |
$13K - $15.3K
|
69.2K
$33.6M
|
|
Oct 03, 2024
Q3 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-33- 2.15% |
$13.4K - $15.8K
|
1.5K
$728K
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-33- 0.53% |
$13.4K - $15.8K
|
6.2K
$3.01M
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-33- 0.61% |
$13.4K - $15.8K
|
5.39K
$2.61M
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
SELL
|
- |
-33- 0.56% |
$13.4K - $15.8K
|
5.9K
$2.86M
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-33- 10.28% |
$13.4K - $15.8K
|
288
$140K
|
|
Oct 30, 2024
Q3 2024
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-33- 0.77% |
$13.4K - $15.8K
|
4.24K
$2.06M
|
|
Nov 12, 2024
Q3 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-33- 2.19% |
$13.4K - $15.8K
|
1.47K
$714K
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
SELL
|
- |
-33- 0.34% |
$13.4K - $15.8K
|
9.6K
$4.66M
|
|
Nov 13, 2024
Q3 2024
|
May Tech Global Investments, LLC
New York, NY |
SELL
|
- |
-33- 2.9% |
$13.4K - $15.8K
|
1.11K
$536K
|
|
Jul 15, 2025
Q3 2024
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-33- 0.77% |
$13.4K - $15.8K
|
4.24K
$2.06M
|
|
Oct 15, 2024
Q3 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-34- 2.54% |
$13.8K - $16.3K
|
1.31K
$634K
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-34- 1.05% |
$13.8K - $16.3K
|
3.21K
$1.56M
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-34- 1.02% |
$13.8K - $16.3K
|
3.3K
$1.6M
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-34- 3.9% |
$13.8K - $16.3K
|
837
$406K
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
SELL
|
- |
-34- 0.71% |
$13.8K - $16.3K
|
4.75K
$2.3M
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-34- 0.01% |
$13.8K - $16.3K
|
568K
$275M
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-35- 2.59% |
$14.2K - $16.7K
|
1.32K
$639K
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-35- 0.51% |
$14.2K - $16.7K
|
6.86K
$3.33M
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-35- 1.23% |
$14.2K - $16.7K
|
2.81K
$1.36M
|
|
Oct 25, 2024
Q3 2024
|
Augustine Asset Management Inc
|
SELL
|
- |
-35- 0.5% |
$14.2K - $16.7K
|
7.01K
$3.4M
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-35- 0.37% |
$14.2K - $16.7K
|
9.37K
$4.54M
|
|
Nov 04, 2024
Q3 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-35- 0.61% |
$14.2K - $16.7K
|
5.68K
$2.76M
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-35- 0.28% |
$14.2K - $16.7K
|
12.6K
$6.09M
|
|
Nov 12, 2024
Q3 2024
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-35- 0.32% |
$14.2K - $16.7K
|
11K
$5.34M
|
|
Nov 13, 2024
Q3 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-35- 35.0% |
$14.2K - $16.7K
|
65
$31.5K
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-36- 1.3% |
$14.6K - $17.2K
|
2.73K
$1.33M
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-36- 0.09% |
$14.6K - $17.2K
|
40.3K
$19.5M
|
|
Nov 12, 2024
Q3 2024
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-36- 0.09% |
$14.6K - $17.2K
|
38.5K
$18.7M
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-37- 0.62% |
$15K - $17.7K
|
5.97K
$2.9M
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-37- 0.95% |
$15K - $17.7K
|
3.87K
$1.88M
|
|
Oct 23, 2024
Q3 2024
|
Coerente Capital Management
|
SELL
|
- |
-37- 2.45% |
$15K - $17.7K
|
1.48K
$715K
|
|
Nov 12, 2024
Q3 2024
|
Planning Center, Inc.
|
SELL
|
- |
-37- 0.51% |
$15K - $17.7K
|
7.26K
$3.52M
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-37- 38.54% |
$15K - $17.7K
|
59
$28.6K
|
|
Nov 13, 2024
Q3 2024
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-37- 2.53% |
$15K - $17.7K
|
1.43K
$693K
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-37- 0.94% |
$15K - $17.7K
|
3.91K
$1.9M
|
|
Jan 16, 2025
Q3 2024
|
Cim, LLC
|
SELL
|
- |
-37- 0.08% |
$15K - $17.7K
|
47.1K
$22.8M
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-38- 1.15% |
$15.4K - $18.2K
|
3.28K
$1.59M
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-38- 6.16% |
$15.4K - $18.2K
|
579
$281K
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-38- 1.94% |
$15.4K - $18.2K
|
1.92K
$930K
|
|
Nov 07, 2024
Q3 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-38- 3.2% |
$15.4K - $18.2K
|
1.15K
$558K
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-39- 0.31% |
$15.8K - $18.7K
|
12.6K
$6.09M
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-39- 4.58% |
$15.8K - $18.7K
|
813
$394K
|
|
Nov 12, 2024
Q3 2024
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-39- 4.37% |
$15.8K - $18.7K
|
854
$414K
|
|
Oct 08, 2024
Q3 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-40- 0.24% |
$16.2K - $19.1K
|
16.9K
$8.19M
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-40- 2.68% |
$16.2K - $19.1K
|
1.45K
$704K
|
|
Oct 18, 2024
Q3 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-40- 0.39% |
$16.2K - $19.1K
|
10.2K
$4.94M
|