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 |
---|---|---|---|---|---|---|---|
Dec 17, 2024
Q3 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-323- 4.77% |
$131K - $155K
|
6.45K
$3.13M
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
SELL
|
- |
-328- 0.09% |
$133K - $157K
|
380K
$184M
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-329- 2.92% |
$133K - $157K
|
10.9K
$5.3M
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-331- 2.74% |
$134K - $158K
|
11.8K
$5.7M
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-331- 14.41% |
$134K - $158K
|
1.97K
$954K
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-335- 34.64% |
$136K - $160K
|
632
$307K
|
|
Nov 13, 2024
Q3 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-335- 3.19% |
$136K - $160K
|
10.2K
$4.92M
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
SELL
|
- |
-338- 1.83% |
$137K - $162K
|
18.1K
$8.77M
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-340- 2.15% |
$138K - $163K
|
15.5K
$7.51M
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-341- 0.36% |
$138K - $163K
|
95.2K
$46.1M
|
|
Nov 12, 2024
Q3 2024
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-346- 3.16% |
$140K - $166K
|
10.6K
$5.14M
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-346- 1.1% |
$140K - $166K
|
31K
$15M
|
|
Nov 15, 2024
Q3 2024
|
Gould Capital, LLC
|
SELL
|
- |
-348- 4.05% |
$141K - $167K
|
8.24K
$4M
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-349- 0.2% |
$141K - $167K
|
177K
$85.9M
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-350- 23.16% |
$142K - $167K
|
1.16K
$563K
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-350- 5.76% |
$142K - $167K
|
5.73K
$2.78M
|
|
Nov 12, 2024
Q3 2024
|
Somerville Kurt F
|
SELL
|
- |
-350- 9.34% |
$142K - $167K
|
3.4K
$1.65M
|
|
Nov 14, 2024
Q3 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-350- 16.01% |
$142K - $167K
|
1.84K
$890K
|
|
Oct 15, 2024
Q3 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-353- 0.86% |
$143K - $169K
|
40.5K
$19.7M
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
SELL
|
- |
-354- 3.34% |
$143K - $169K
|
10.3K
$4.97M
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-356- 2.81% |
$144K - $170K
|
12.3K
$5.96M
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-358- 6.43% |
$145K - $171K
|
5.21K
$2.52M
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-360- 9.46% |
$146K - $172K
|
3.45K
$1.67M
|
|
Oct 07, 2024
Q3 2024
|
Value Partners Investments Inc.
|
SELL
|
- |
-361- 9.26% |
$146K - $173K
|
3.54K
$1.71M
|
|
Feb 21, 2025
Q3 2024
|
Value Partners Investments Inc.
|
SELL
|
- |
-361- 9.26% |
$146K - $173K
|
3.54K
$1.71M
|
|
Oct 16, 2024
Q3 2024
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-362- 5.84% |
$147K - $173K
|
5.83K
$2.83M
|
|
Oct 29, 2024
Q3 2024
|
Sunesis Advisors, LLC
|
SELL
|
- |
-366- 13.12% |
$148K - $175K
|
2.42K
$1.18M
|
|
Oct 15, 2024
Q3 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-371- 15.14% |
$150K - $178K
|
2.08K
$1.01M
|
|
Oct 09, 2024
Q3 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-372- 3.77% |
$151K - $178K
|
9.49K
$4.6M
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-372- 2.74% |
$151K - $178K
|
13.2K
$6.42M
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-377- 4.53% |
$153K - $180K
|
7.94K
$3.85M
|
|
Nov 13, 2024
Q3 2024
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-377- 8.31% |
$153K - $180K
|
4.16K
$2.02M
|
|
Oct 16, 2024
Q3 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-380- 45.24% |
$154K - $182K
|
460
$223K
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
SELL
|
- |
-380- 76.0% |
$154K - $182K
|
120
$58.2K
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-381- 0.82% |
$154K - $182K
|
46K
$22.3M
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-383- 0.51% |
$155K - $183K
|
74.4K
$36.1M
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-383- 0.23% |
$155K - $183K
|
165K
$80.1M
|
|
Oct 24, 2024
Q3 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-387- 2.41% |
$157K - $185K
|
15.7K
$7.6M
|
|
Nov 13, 2024
Q3 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-389- 0.71% |
$158K - $186K
|
54.4K
$26.4M
|
|
Nov 14, 2024
Q3 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-389- 1.21% |
$158K - $186K
|
31.8K
$15.4M
|
|
Nov 07, 2024
Q3 2024
|
Banyan Capital Management, Inc.
Atlanta, GA |
SELL
|
- |
-391- 0.87% |
$158K - $187K
|
44.7K
$21.7M
|
|
Nov 14, 2024
Q3 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-393- 0.02% |
$159K - $188K
|
2.17M
$1.05B
|
|
Oct 10, 2024
Q3 2024
|
Foundation Resource Management Inc
|
SELL
|
- |
-394- 0.39% |
$160K - $189K
|
99.9K
$48.5M
|
|
Oct 24, 2024
Q3 2024
|
Sprucegrove Investment Management LTD
Toronto, A6 |
SELL
|
- |
-395- 0.52% |
$160K - $189K
|
75.8K
$36.8M
|
|
Nov 08, 2024
Q3 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-396- 17.25% |
$160K - $190K
|
1.9K
$922K
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-400- 5.42% |
$162K - $191K
|
6.98K
$3.38M
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-407- 1.92% |
$165K - $195K
|
20.7K
$10.1M
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-411- 6.63% |
$167K - $197K
|
5.79K
$2.81M
|
|
Oct 09, 2024
Q3 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-415- 2.45% |
$168K - $199K
|
16.5K
$8.02M
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-417- 1.34% |
$169K - $200K
|
30.8K
$14.9M
|