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 24, 2024
Q3 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-40- 1.13% |
$16.2K - $19.1K
|
3.5K
$1.7M
|
|
Oct 28, 2024
Q3 2024
|
Davis Rea Ltd.
|
SELL
|
- |
-40- 8.0% |
$16.2K - $19.1K
|
460
$223K
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-40- 6.25% |
$16.2K - $19.1K
|
600
$291K
|
|
Oct 29, 2024
Q3 2024
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-40- 0.32% |
$16.2K - $19.1K
|
12.3K
$5.95M
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-40- 3.42% |
$16.2K - $19.1K
|
1.13K
$547K
|
|
Nov 07, 2024
Q3 2024
|
Beddow Capital Management Inc
|
SELL
|
- |
-40- 0.24% |
$16.2K - $19.1K
|
16.6K
$8.03M
|
|
Nov 12, 2024
Q3 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-40- 0.29% |
$16.2K - $19.1K
|
13.7K
$6.66M
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-40- 0.37% |
$16.2K - $19.1K
|
10.7K
$5.18M
|
|
Nov 14, 2024
Q3 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-40- 0.13% |
$16.2K - $19.1K
|
30.2K
$14.6M
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-41- 0.96% |
$16.6K - $19.6K
|
4.24K
$2.05M
|
|
Oct 15, 2024
Q3 2024
|
Prairiewood Capital, LLC
|
SELL
|
- |
-41- 0.5% |
$16.6K - $19.6K
|
8.13K
$3.94M
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-41- 0.13% |
$16.6K - $19.6K
|
31.8K
$15.4M
|
|
Nov 14, 2024
Q3 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-41- 0.09% |
$16.6K - $19.6K
|
44.6K
$21.6M
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-42- 1.84% |
$17K - $20.1K
|
2.24K
$1.09M
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-42- 0.31% |
$17K - $20.1K
|
13.6K
$6.58M
|
|
Oct 10, 2024
Q3 2024
|
Bennett Selby Investments LP
|
SELL
|
- |
-42- 0.18% |
$17K - $20.1K
|
23.5K
$11.4M
|
|
Oct 21, 2024
Q3 2024
|
Lpf Advisors LLC
Sarasota, FL |
SELL
|
- |
-42- 6.87% |
$17K - $20.1K
|
569
$276K
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-42- 0.31% |
$17K - $20.1K
|
13.5K
$6.55M
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-42- 0.81% |
$17K - $20.1K
|
5.14K
$2.49M
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-42- 1.08% |
$17K - $20.1K
|
3.86K
$1.87M
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-43- 8.19% |
$17.4K - $20.6K
|
482
$234K
|
|
Nov 12, 2024
Q3 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-43- 1.37% |
$17.4K - $20.6K
|
3.09K
$1.5M
|
|
Nov 13, 2024
Q3 2024
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-43- 0.23% |
$17.4K - $20.6K
|
18.5K
$8.99M
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-43- 9.89% |
$17.4K - $20.6K
|
392
$190K
|
|
Dec 17, 2024
Q3 2024
|
Ims Capital Management
|
SELL
|
- |
-43- 0.45% |
$17.4K - $20.6K
|
9.46K
$4.59M
|
|
Jan 21, 2025
Q3 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-43- 7.71% |
$17.4K - $20.6K
|
515
$250K
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-44- 0.22% |
$17.8K - $21.1K
|
20.1K
$9.74M
|
|
Nov 13, 2024
Q3 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-44- 0.07% |
$17.8K - $21.1K
|
62.7K
$30.4M
|
|
Oct 02, 2024
Q3 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-45- 1.76% |
$18.2K - $21.5K
|
2.51K
$1.22M
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-45- 3.02% |
$18.2K - $21.5K
|
1.44K
$700K
|
|
Oct 31, 2024
Q3 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-45- 0.26% |
$18.2K - $21.5K
|
17.2K
$8.32M
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-45- 0.77% |
$18.2K - $21.5K
|
5.81K
$2.82M
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-45- 4.42% |
$18.2K - $21.5K
|
973
$472K
|
|
Nov 22, 2024
Q3 2024
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-45- 2.17% |
$18.2K - $21.5K
|
2.03K
$983K
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-46- 2.14% |
$18.6K - $22K
|
2.1K
$1.02M
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-47- 2.16% |
$19K - $22.5K
|
2.13K
$1.03M
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-47- 4.42% |
$19K - $22.5K
|
1.02K
$493K
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-47- 2.74% |
$19K - $22.5K
|
1.67K
$808K
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-47- 1.62% |
$19K - $22.5K
|
2.85K
$1.38M
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-47- 6.28% |
$19K - $22.5K
|
701
$340K
|
|
Nov 14, 2024
Q3 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-47- 2.11% |
$19K - $22.5K
|
2.18K
$1.06M
|
|
Nov 14, 2024
Q3 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-47- 1.77% |
$19K - $22.5K
|
2.6K
$1.26M
|
|
Oct 07, 2024
Q3 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-50- 0.4% |
$20.3K - $23.9K
|
12.4K
$6M
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-50- 1.1% |
$20.3K - $23.9K
|
4.5K
$2.18M
|
|
Oct 08, 2024
Q3 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-50- 3.43% |
$20.3K - $23.9K
|
1.41K
$683K
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-50- 1.47% |
$20.3K - $23.9K
|
3.36K
$1.63M
|
|
Oct 15, 2024
Q3 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-50- 22.62% |
$20.3K - $23.9K
|
171
$82.9K
|
|
Oct 15, 2024
Q3 2024
|
Touchstone Capital, Inc.
|
SELL
|
- |
-50- 8.91% |
$20.3K - $23.9K
|
511
$248K
|
|
Oct 16, 2024
Q3 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-50- 0.86% |
$20.3K - $23.9K
|
5.77K
$2.8M
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-50- 1.31% |
$20.3K - $23.9K
|
3.76K
$1.82M
|