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 15, 2024
Q3 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-90- 4.43% |
$36.5K - $43.1K
|
1.94K
$942K
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-90- 0.89% |
$36.5K - $43.1K
|
10K
$4.87M
|
|
Oct 24, 2024
Q3 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-90- 0.39% |
$36.5K - $43.1K
|
23.1K
$11.2M
|
|
Nov 13, 2024
Q3 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-90- 8.64% |
$36.5K - $43.1K
|
952
$462K
|
|
Nov 14, 2024
Q3 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-90- 0.49% |
$36.5K - $43.1K
|
18.4K
$8.95M
|
|
Oct 15, 2024
Q3 2024
|
Schwab Charitable Fund
|
SELL
|
- |
-91- 13.32% |
$36.9K - $43.5K
|
592
$287K
|
|
Nov 04, 2024
Q3 2024
|
Riverstone Advisors, LLC
|
SELL
|
- |
-91- 0.42% |
$36.9K - $43.5K
|
21.7K
$10.5M
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-91- 1.46% |
$36.9K - $43.5K
|
6.15K
$2.98M
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-92- 12.92% |
$37.3K - $44K
|
620
$301K
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-93- 0.58% |
$37.7K - $44.5K
|
16.1K
$7.79M
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-93- 1.12% |
$37.7K - $44.5K
|
8.22K
$3.99M
|
|
Oct 31, 2024
Q3 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-93- 0.68% |
$37.7K - $44.5K
|
13.5K
$6.56M
|
|
Nov 05, 2024
Q3 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-94- 0.71% |
$38.1K - $45K
|
13.1K
$6.36M
|
|
Nov 14, 2024
Q3 2024
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-95- 0.56% |
$38.5K - $45.5K
|
17K
$8.23M
|
|
Oct 15, 2024
Q3 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-96- 4.3% |
$38.9K - $45.9K
|
2.14K
$1.04M
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
SELL
|
- |
-96- 5.3% |
$38.9K - $45.9K
|
1.72K
$832K
|
|
Nov 12, 2024
Q3 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-96- 1.68% |
$38.9K - $45.9K
|
5.64K
$2.73M
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-97- 3.88% |
$39.3K - $46.4K
|
2.41K
$1.17M
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-97- 0.75% |
$39.3K - $46.4K
|
12.9K
$6.24M
|
|
Nov 05, 2024
Q3 2024
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-98- 1.04% |
$39.7K - $46.9K
|
9.37K
$4.54M
|
|
Nov 08, 2024
Q3 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-98- 0.97% |
$39.7K - $46.9K
|
9.99K
$4.84M
|
|
Oct 08, 2024
Q3 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-99- 0.13% |
$40.1K - $47.4K
|
78.7K
$38.2M
|
|
Oct 30, 2024
Q3 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-99- 1.38% |
$40.1K - $47.4K
|
7.08K
$3.44M
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-99- 1.0% |
$40.1K - $47.4K
|
9.81K
$4.76M
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-99- 0.33% |
$40.1K - $47.4K
|
29.6K
$14.4M
|
|
Oct 21, 2024
Q3 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-100- 6.61% |
$40.5K - $47.9K
|
1.41K
$685K
|
|
Oct 24, 2024
Q3 2024
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-100- 6.9% |
$40.5K - $47.9K
|
1.35K
$655K
|
|
Oct 31, 2024
Q3 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-100- 9.52% |
$40.5K - $47.9K
|
950
$461K
|
|
Nov 01, 2024
Q3 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-100- 8.9% |
$40.5K - $47.9K
|
1.02K
$497K
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-100- 1.92% |
$40.5K - $47.9K
|
5.12K
$2.48M
|
|
Nov 12, 2024
Q3 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-100- 11.88% |
$40.5K - $47.9K
|
742
$360K
|
|
Nov 13, 2024
Q3 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-100- 0.8% |
$40.5K - $47.9K
|
12.4K
$6.04M
|
|
Nov 13, 2024
Q3 2024
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-100- 3.29% |
$40.5K - $47.9K
|
2.94K
$1.43M
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-100- 8.25% |
$40.5K - $47.9K
|
1.11K
$539K
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-100- 5.78% |
$40.5K - $47.9K
|
1.63K
$791K
|
|
Nov 14, 2024
Q3 2024
|
Maren Capital LLC
Chicago, IL |
SELL
|
- |
-100- 12.5% |
$40.5K - $47.9K
|
700
$340K
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-101- 3.43% |
$40.9K - $48.3K
|
2.85K
$1.38M
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-101- 0.76% |
$40.9K - $48.3K
|
13.1K
$6.37M
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-102- 5.6% |
$41.3K - $48.8K
|
1.72K
$833K
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-103- 1.78% |
$41.7K - $49.3K
|
5.7K
$2.76M
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-104- 0.49% |
$42.1K - $49.8K
|
21.1K
$10.2M
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-104- 5.87% |
$42.1K - $49.8K
|
1.67K
$809K
|
|
Oct 02, 2024
Q3 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-106- 6.55% |
$43K - $50.7K
|
1.51K
$734K
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-106- 13.07% |
$43K - $50.7K
|
705
$342K
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-107- 0.06% |
$43.4K - $51.2K
|
166K
$80.3M
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-107- 8.22% |
$43.4K - $51.2K
|
1.2K
$580K
|
|
Oct 23, 2024
Q3 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-108- 19.18% |
$43.8K - $51.7K
|
455
$221K
|
|
Oct 24, 2024
Q3 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-108- 1.97% |
$43.8K - $51.7K
|
5.36K
$2.6M
|
|
Oct 30, 2024
Q3 2024
|
Hixon Zuercher, LLC
|
SELL
|
- |
-108- 1.05% |
$43.8K - $51.7K
|
10.2K
$4.96M
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-108- 0.37% |
$43.8K - $51.7K
|
29.2K
$14.2M
|