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 14, 2024
Q3 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-155- 1.02% |
$62.8K - $74.2K
|
15K
$7.29M
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-156- 0.16% |
$63.2K - $74.7K
|
94.6K
$45.9M
|
|
Oct 15, 2024
Q3 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-157- 0.37% |
$63.6K - $75.1K
|
41.8K
$20.3M
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-157- 0.63% |
$63.6K - $75.1K
|
24.7K
$12M
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-157- 3.63% |
$63.6K - $75.1K
|
4.17K
$2.02M
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-158- 3.65% |
$64K - $75.6K
|
4.17K
$2.02M
|
|
Oct 08, 2024
Q3 2024
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-159- 0.36% |
$64.4K - $76.1K
|
44.4K
$21.5M
|
|
Nov 04, 2024
Q3 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-160- 4.06% |
$64.8K - $76.6K
|
3.78K
$1.83M
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-160- 1.42% |
$64.8K - $76.6K
|
11.1K
$5.37M
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-160- 16.75% |
$64.8K - $76.6K
|
795
$386K
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-163- 0.46% |
$66K - $78K
|
35.5K
$17.2M
|
|
Nov 01, 2024
Q3 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-164- 0.28% |
$66.5K - $78.5K
|
58.9K
$28.6M
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-165- 8.82% |
$66.9K - $79K
|
1.71K
$827K
|
|
Oct 18, 2024
Q3 2024
|
First Bancorp, Inc
|
SELL
|
- |
-165- 5.8% |
$66.9K - $79K
|
2.68K
$1.3M
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-165- 8.24% |
$66.9K - $79K
|
1.84K
$891K
|
|
Oct 17, 2024
Q3 2024
|
Academy Capital Management Inc
Waco, TX |
SELL
|
- |
-166- 0.15% |
$67.3K - $79.4K
|
113K
$54.8M
|
|
Nov 14, 2024
Q3 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-166- 3.69% |
$67.3K - $79.4K
|
4.33K
$2.1M
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-166- 0.68% |
$67.3K - $79.4K
|
24.3K
$11.8M
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-167- 19.69% |
$67.7K - $79.9K
|
681
$330K
|
|
Oct 01, 2024
Q3 2024
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-168- 0.15% |
$68.1K - $80.4K
|
110K
$53.5M
|
|
Oct 24, 2024
Q3 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-168- 1.83% |
$68.1K - $80.4K
|
9.01K
$4.37M
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-168- 1.71% |
$68.1K - $80.4K
|
9.66K
$4.68M
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
SELL
|
- |
-169- 1.96% |
$68.5K - $80.9K
|
8.44K
$4.09M
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-170- 0.14% |
$68.9K - $81.4K
|
117K
$57M
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-170- 2.9% |
$68.9K - $81.4K
|
5.69K
$2.76M
|
|
Oct 24, 2024
Q3 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-170- 4.17% |
$68.9K - $81.4K
|
3.91K
$1.9M
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-170- 4.26% |
$68.9K - $81.4K
|
3.82K
$1.85M
|
|
Oct 23, 2024
Q3 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-172- 20.0% |
$69.7K - $82.3K
|
688
$334K
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-175- 5.68% |
$70.9K - $83.7K
|
2.9K
$1.41M
|
|
Oct 21, 2024
Q3 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-175- 1.19% |
$70.9K - $83.7K
|
14.5K
$7.04M
|
|
Oct 28, 2024
Q3 2024
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-175- 6.25% |
$70.9K - $83.7K
|
2.63K
$1.27M
|
|
Nov 01, 2024
Q3 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-175- 16.03% |
$70.9K - $83.7K
|
917
$445K
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-175- 0.6% |
$70.9K - $83.7K
|
29.2K
$14.2M
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-177- 2.12% |
$71.7K - $84.7K
|
8.17K
$3.96M
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-178- 0.74% |
$72.1K - $85.2K
|
24K
$11.7M
|
|
Oct 16, 2024
Q3 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-180- 2.3% |
$72.9K - $86.1K
|
7.66K
$3.71M
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-180- 3.48% |
$72.9K - $86.1K
|
4.99K
$2.42M
|
|
Oct 25, 2024
Q3 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-180- 1.91% |
$72.9K - $86.1K
|
9.24K
$4.48M
|
|
Nov 04, 2024
Q3 2024
|
Delta Financial Advisors LLC
|
SELL
|
- |
-180- 1.67% |
$72.9K - $86.1K
|
10.6K
$5.14M
|
|
Nov 13, 2024
Q3 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-180- 12.62% |
$72.9K - $86.1K
|
1.25K
$604K
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-180- 1.29% |
$72.9K - $86.1K
|
13.8K
$6.67M
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-182- 5.13% |
$73.7K - $87.1K
|
3.37K
$1.63M
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-182- 16.56% |
$73.7K - $87.1K
|
917
$445K
|
|
Nov 13, 2024
Q3 2024
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-182- 2.3% |
$73.7K - $87.1K
|
7.73K
$3.75M
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-184- 1.08% |
$74.6K - $88.1K
|
16.8K
$8.14M
|
|
Nov 05, 2024
Q3 2024
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-184- 6.71% |
$74.6K - $88.1K
|
2.56K
$1.24M
|
|
Oct 09, 2024
Q3 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-185- 1.84% |
$75K - $88.5K
|
9.85K
$4.78M
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
SELL
|
- |
-185- 0.31% |
$75K - $88.5K
|
59K
$28.6M
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-186- 8.68% |
$75.4K - $89K
|
1.96K
$949K
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-187- 0.07% |
$75.8K - $89.5K
|
260K
$126M
|