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 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-222- 13.01% |
$90K - $106K
|
1.48K
$720K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-223- 1.93% |
$90.4K - $107K
|
11.4K
$5.51M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-224- 0.29% |
$90.8K - $107K
|
76.9K
$37.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-226- 2.0% |
$91.6K - $108K
|
11.1K
$5.38M
|
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-226- 2.6% |
$91.6K - $108K
|
8.47K
$4.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Parkwood LLC
Cleveland, OH |
SELL
|
- |
-229- 1.53% |
$92.8K - $110K
|
14.7K
$7.14M
|
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
SELL
|
- |
-231- 0.86% |
$93.6K - $111K
|
26.5K
$12.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-231- 1.82% |
$93.6K - $111K
|
12.5K
$6.04M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-232- 9.25% |
$94K - $111K
|
2.28K
$1.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-232- 9.89% |
$94K - $111K
|
2.11K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Core Alternative Capital
|
SELL
|
- |
-232- 1.36% |
$94K - $111K
|
16.9K
$8.19M
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-234- 0.21% |
$94.8K - $112K
|
113K
$54.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-234- 7.03% |
$94.8K - $112K
|
3.1K
$1.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-235- 8.1% |
$95.2K - $112K
|
2.67K
$1.29M
|
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-236- 3.65% |
$95.6K - $113K
|
6.23K
$3.02M
|
|
|
Oct 22, 2024
Q3 2024
|
Mad River Investors
|
SELL
|
- |
-238- 3.19% |
$96.4K - $114K
|
7.23K
$3.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-238- 0.45% |
$96.4K - $114K
|
53K
$25.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Stack Financial Management, Inc
|
SELL
|
- |
-240- 0.19% |
$97.2K - $115K
|
124K
$60.3M
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
SELL
|
- |
-241- 9.85% |
$97.7K - $115K
|
2.21K
$1.07M
|
|
|
Oct 21, 2024
Q3 2024
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-241- 1.23% |
$97.7K - $115K
|
19.4K
$9.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-241- 3.5% |
$97.7K - $115K
|
6.64K
$3.22M
|
|
|
Oct 01, 2024
Q3 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-244- 4.91% |
$98.9K - $117K
|
4.72K
$2.29M
|
|
|
Nov 04, 2024
Q3 2024
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-244- 0.17% |
$98.9K - $117K
|
139K
$67.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-245- 0.11% |
$99.3K - $117K
|
215K
$104M
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
SELL
|
- |
-246- 4.19% |
$99.7K - $118K
|
5.63K
$2.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-246- 14.74% |
$99.7K - $118K
|
1.42K
$690K
|
|
|
Nov 14, 2024
Q3 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-246- 1.39% |
$99.7K - $118K
|
17.4K
$8.43M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-249- 5.91% |
$101K - $119K
|
3.96K
$1.92M
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-250- 31.25% |
$101K - $120K
|
550
$267K
|
|
|
Oct 24, 2024
Q3 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-250- 11.91% |
$101K - $120K
|
1.85K
$897K
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-250- 6.13% |
$101K - $120K
|
3.83K
$1.86M
|
|
|
Oct 31, 2024
Q3 2024
|
Emerald Advisors, LLC
|
SELL
|
- |
-250- 11.44% |
$101K - $120K
|
1.94K
$939K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-251- 0.43% |
$102K - $120K
|
58.4K
$28.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-253- 1.96% |
$103K - $121K
|
12.7K
$6.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-254- 2.28% |
$103K - $122K
|
10.9K
$5.27M
|
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-255- 4.07% |
$103K - $122K
|
6.01K
$2.92M
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-257- 6.82% |
$104K - $123K
|
3.51K
$1.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-258- 1.54% |
$105K - $123K
|
16.5K
$7.99M
|
|
|
Oct 01, 2024
Q3 2024
|
Jacobs & CO
|
SELL
|
- |
-259- 2.02% |
$105K - $124K
|
12.6K
$6.11M
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-259- 0.52% |
$105K - $124K
|
49.4K
$24M
|
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
SELL
|
- |
-260- 3.84% |
$105K - $124K
|
6.51K
$3.16M
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-260- 5.09% |
$105K - $124K
|
4.85K
$2.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-263- 2.85% |
$107K - $126K
|
8.95K
$4.34M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-264- 1.01% |
$107K - $126K
|
25.9K
$12.6M
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-264- 7.93% |
$107K - $126K
|
3.07K
$1.49M
|
|
|
Oct 21, 2024
Q3 2024
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-265- 1.66% |
$107K - $127K
|
15.7K
$7.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-265- 0.71% |
$107K - $127K
|
37.2K
$18M
|
|
|
Nov 05, 2024
Q3 2024
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-266- 1.24% |
$108K - $127K
|
21.2K
$10.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-270- 31.51% |
$109K - $129K
|
587
$285K
|
|
|
Nov 06, 2024
Q3 2024
|
Sam Advisors, LLC
|
SELL
|
- |
-271- 1.3% |
$110K - $130K
|
20.5K
$9.96M
|