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 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-60- 2.78% |
$24.3K - $28.7K
|
2.1K
$1.02M
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-60- 0.25% |
$24.3K - $28.7K
|
23.5K
$11.4M
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-60- 0.92% |
$24.3K - $28.7K
|
6.49K
$3.15M
|
|
Nov 12, 2024
Q3 2024
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
SELL
|
- |
-60- 0.13% |
$24.3K - $28.7K
|
47.2K
$22.9M
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-60- 1.34% |
$24.3K - $28.7K
|
4.41K
$2.14M
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-60- 5.15% |
$24.3K - $28.7K
|
1.11K
$536K
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-61- 11.34% |
$24.7K - $29.2K
|
477
$231K
|
|
Oct 24, 2024
Q3 2024
|
Kercheville Advisors, LLC
|
SELL
|
- |
-61- 1.53% |
$24.7K - $29.2K
|
3.92K
$1.9M
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-61- 0.46% |
$24.7K - $29.2K
|
13.1K
$6.36M
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-62- 1.11% |
$25.1K - $29.7K
|
5.51K
$2.67M
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-62- 0.69% |
$25.1K - $29.7K
|
8.92K
$4.33M
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-63- 10.81% |
$25.5K - $30.1K
|
520
$252K
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-63- 3.64% |
$25.5K - $30.1K
|
1.67K
$809K
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-64- 0.67% |
$25.9K - $30.6K
|
9.43K
$4.57M
|
|
Oct 22, 2024
Q3 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-64- 1.87% |
$25.9K - $30.6K
|
3.36K
$1.63M
|
|
Oct 29, 2024
Q3 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-64- 9.28% |
$25.9K - $30.6K
|
626
$304K
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-64- 1.32% |
$25.9K - $30.6K
|
4.78K
$2.32M
|
|
Nov 15, 2024
Q3 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-64- 0.81% |
$25.9K - $30.6K
|
7.81K
$3.79M
|
|
Oct 07, 2024
Q3 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-65- 0.68% |
$26.3K - $31.1K
|
9.52K
$4.62M
|
|
Oct 16, 2024
Q3 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-65- 1.13% |
$26.3K - $31.1K
|
5.71K
$2.77M
|
|
Oct 17, 2024
Q3 2024
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-65- 8.97% |
$26.3K - $31.1K
|
660
$320K
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO
|
SELL
|
- |
-65- 1.92% |
$26.3K - $31.1K
|
3.32K
$1.61M
|
|
Nov 07, 2024
Q3 2024
|
Holistic Financial Partners
|
SELL
|
- |
-65- 6.07% |
$26.3K - $31.1K
|
1.01K
$487K
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-66- 1.79% |
$26.7K - $31.6K
|
3.63K
$1.76M
|
|
Oct 25, 2024
Q3 2024
|
Echo45 Advisors LLC
|
SELL
|
- |
-67- 7.34% |
$27.1K - $32.1K
|
846
$410K
|
|
Oct 30, 2024
Q3 2024
|
Gordian Advisors LLC
Tucson, AZ |
SELL
|
- |
-68- 3.6% |
$27.6K - $32.5K
|
1.82K
$884K
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-68- 9.52% |
$27.6K - $32.5K
|
646
$313K
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-68- 0.37% |
$27.6K - $32.5K
|
18.4K
$8.91M
|
|
Oct 24, 2024
Q3 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-69- 3.7% |
$28K - $33K
|
1.8K
$871K
|
|
Oct 24, 2024
Q3 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-69- 0.25% |
$28K - $33K
|
27.7K
$13.5M
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-69- 1.0% |
$28K - $33K
|
6.83K
$3.31M
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-69- 0.31% |
$28K - $33K
|
22.4K
$10.8M
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-70- 3.5% |
$28.4K - $33.5K
|
1.93K
$935K
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
SELL
|
- |
-70- 0.57% |
$28.4K - $33.5K
|
12.2K
$5.9M
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-70- 0.26% |
$28.4K - $33.5K
|
26.4K
$12.8M
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-70- 2.58% |
$28.4K - $33.5K
|
2.65K
$1.28M
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-70- 6.88% |
$28.4K - $33.5K
|
948
$460K
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-70- 2.19% |
$28.4K - $33.5K
|
3.12K
$1.51M
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-71- 1.03% |
$28.8K - $34K
|
6.85K
$3.32M
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-72- 3.45% |
$29.2K - $34.5K
|
2.02K
$977K
|
|
Nov 04, 2024
Q3 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-72- 13.33% |
$29.2K - $34.5K
|
468
$227K
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-72- 1.57% |
$29.2K - $34.5K
|
4.52K
$2.19M
|
|
Oct 22, 2024
Q3 2024
|
Argent Capital Management LLC
|
SELL
|
- |
-73- 3.49% |
$29.6K - $34.9K
|
2.02K
$980K
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-73- 3.1% |
$29.6K - $34.9K
|
2.28K
$1.11M
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-73- 1.98% |
$29.6K - $34.9K
|
3.62K
$1.76M
|
|
Nov 13, 2024
Q3 2024
|
Quantum Capital Management, LLC
Northfield, NJ |
SELL
|
- |
-73- 0.53% |
$29.6K - $34.9K
|
13.7K
$6.63M
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-73- 0.28% |
$29.6K - $34.9K
|
26.4K
$12.8M
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-74- 1.15% |
$30K - $35.4K
|
6.38K
$3.09M
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-74- 1.56% |
$30K - $35.4K
|
4.67K
$2.26M
|
|
Oct 15, 2024
Q3 2024
|
626 Financial, LLC
|
SELL
|
- |
-74- 3.27% |
$30K - $35.4K
|
2.19K
$1.06M
|