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
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-501- 2.15% |
$203K - $240K
|
22.8K
$10.5M
|
|
Nov 08, 2024
Q3 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-502- 9.11% |
$203K - $240K
|
5.01K
$2.32M
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-502- 0.2% |
$203K - $240K
|
255K
$118M
|
|
Oct 31, 2024
Q3 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-503- 25.61% |
$204K - $241K
|
1.46K
$676K
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-504- 1.23% |
$204K - $241K
|
40.4K
$18.7M
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-509- 1.2% |
$206K - $244K
|
41.9K
$19.4M
|
|
Oct 02, 2024
Q3 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-510- 8.83% |
$207K - $244K
|
5.27K
$2.44M
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-510- 38.87% |
$207K - $244K
|
802
$371K
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-515- 51.5% |
$209K - $246K
|
485
$224K
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-516- 5.95% |
$209K - $247K
|
8.16K
$3.77M
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-518- 26.99% |
$210K - $248K
|
1.4K
$648K
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-520- 1.84% |
$211K - $249K
|
27.7K
$12.8M
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-522- 22.95% |
$212K - $250K
|
1.75K
$811K
|
|
Oct 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-533- 0.55% |
$216K - $255K
|
95.8K
$44.3M
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-533- 0.43% |
$216K - $255K
|
123K
$56.9M
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-534- 2.27% |
$216K - $256K
|
23K
$10.7M
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-537- 0.46% |
$218K - $257K
|
117K
$54.3M
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-539- 2.69% |
$218K - $258K
|
19.5K
$9.03M
|
|
Nov 15, 2024
Q3 2024
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-539- 1.38% |
$218K - $258K
|
38.4K
$17.8M
|
|
Nov 12, 2024
Q3 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-541- 12.93% |
$219K - $259K
|
3.64K
$1.68M
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-543- 3.64% |
$220K - $260K
|
14.4K
$6.65M
|
|
Oct 07, 2024
Q3 2024
|
Goal Fusion Wealth Management, LLC
|
SELL
|
- |
-547- 49.01% |
$222K - $262K
|
569
$263K
|
|
Oct 24, 2024
Q3 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-547- 3.83% |
$222K - $262K
|
13.7K
$6.35M
|
|
Nov 14, 2024
Q3 2024
|
Brandes Investment Partners, LP
La Jolla, CA |
SELL
|
- |
-549- 0.77% |
$222K - $263K
|
70.4K
$32.6M
|
|
Oct 17, 2024
Q3 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-551- 2.47% |
$223K - $264K
|
21.7K
$10.1M
|
|
Nov 14, 2024
Q3 2024
|
Nebula Research & Development LLC
New York, NY |
SELL
|
- |
-552- 30.2% |
$224K - $264K
|
1.28K
$590K
|
|
Nov 13, 2024
Q3 2024
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-556- 0.6% |
$225K - $266K
|
91.5K
$42.3M
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-558- 1.21% |
$226K - $267K
|
45.7K
$21.1M
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-563- 1.4% |
$228K - $269K
|
39.5K
$18.3M
|
|
Nov 04, 2024
Q3 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-565- 0.71% |
$229K - $270K
|
79.3K
$36.7M
|
|
Nov 05, 2024
Q3 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
SELL
|
- |
-565- 1.85% |
$229K - $270K
|
30K
$13.9M
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-566- 24.77% |
$229K - $271K
|
1.72K
$795K
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-566- 4.01% |
$229K - $271K
|
13.5K
$6.26M
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-568- 13.96% |
$230K - $272K
|
3.5K
$1.62M
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-569- 8.93% |
$231K - $272K
|
5.81K
$2.69M
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-569- 7.64% |
$231K - $272K
|
6.88K
$3.18M
|
|
Nov 13, 2024
Q3 2024
|
Elkhorn Partners Limited Partnership
Omaha, NE |
SELL
|
- |
-570- 1.02% |
$231K - $273K
|
55.2K
$25.5M
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-574- 2.23% |
$233K - $275K
|
25.1K
$11.6M
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-576- 8.6% |
$233K - $276K
|
6.12K
$2.83M
|
|
Nov 15, 2024
Q3 2024
|
Unconventional Investor, LLC
|
SELL
|
- |
-576- 1.02% |
$233K - $276K
|
55.9K
$25.9M
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-577- 14.1% |
$234K - $276K
|
3.51K
$1.63M
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-578- 1.65% |
$234K - $277K
|
34.4K
$15.9M
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-582- 1.08% |
$236K - $279K
|
53.4K
$24.7M
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-582- 6.19% |
$236K - $279K
|
8.82K
$4.08M
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
SELL
|
- |
-583- 14.3% |
$236K - $279K
|
3.49K
$1.62M
|
|
Oct 24, 2024
Q3 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-584- 3.78% |
$237K - $279K
|
14.8K
$6.87M
|
|
Nov 08, 2024
Q3 2024
|
Tcw Group Inc
|
SELL
|
- |
-587- 2.33% |
$238K - $281K
|
24.6K
$11.4M
|
|
Oct 18, 2024
Q3 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-591- 4.22% |
$239K - $283K
|
13.4K
$6.21M
|
|
Oct 16, 2024
Q3 2024
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-595- 1.07% |
$241K - $285K
|
54.8K
$25.3M
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-595- 4.76% |
$241K - $285K
|
11.9K
$5.5M
|