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 24, 2024
Q3 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-602- 43.97% |
$244K - $288K
|
767
$372K
|
|
|
Oct 28, 2024
Q3 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-611- 2.25% |
$248K - $292K
|
26.5K
$12.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
SELL
|
- |
-612- 1.8% |
$248K - $293K
|
33.3K
$16.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-617- 27.0% |
$250K - $295K
|
1.67K
$809K
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-617- 3.77% |
$250K - $295K
|
15.8K
$7.64M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-618- 1.66% |
$250K - $296K
|
36.7K
$17.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Chuck Akre
Akre Capital Management LLC | Middleburg, Va
|
SELL
|
- |
-621- 3.91% |
$252K - $297K
|
15.3K
$7.41M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-625- 3.0% |
$253K - $299K
|
20.2K
$9.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-633- 5.02% |
$256K - $303K
|
12K
$5.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-634- 7.43% |
$257K - $303K
|
7.9K
$3.83M
|
|
|
Oct 23, 2024
Q3 2024
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-636- 27.58% |
$258K - $304K
|
1.67K
$810K
|
|
|
Oct 07, 2024
Q3 2024
|
Security National Bank
|
SELL
|
- |
-646- 0.97% |
$262K - $309K
|
66.1K
$32.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-646- 0.73% |
$262K - $309K
|
87.3K
$42.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-647- 6.14% |
$262K - $310K
|
9.89K
$4.8M
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-650- 10.5% |
$263K - $311K
|
5.54K
$2.69M
|
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
SELL
|
- |
-654- 0.47% |
$265K - $313K
|
140K
$67.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-664- 48.29% |
$269K - $318K
|
711
$345K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-667- 1.02% |
$270K - $319K
|
64.8K
$31.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-676- 14.87% |
$274K - $324K
|
3.87K
$1.88M
|
|
|
Oct 15, 2024
Q3 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-680- 8.28% |
$276K - $325K
|
7.54K
$3.66M
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-683- 0.59% |
$277K - $327K
|
115K
$55.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-685- 2.68% |
$278K - $328K
|
24.9K
$12.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-686- 1.26% |
$278K - $328K
|
53.7K
$26M
|
|
|
Oct 09, 2024
Q3 2024
|
Stolper CO
|
SELL
|
- |
-687- 1.68% |
$278K - $329K
|
40.2K
$19.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-687- 0.69% |
$278K - $329K
|
98.2K
$47.6M
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-691- 4.51% |
$280K - $331K
|
14.6K
$7.1M
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-695- 28.67% |
$282K - $333K
|
1.73K
$839K
|
|
|
Nov 07, 2024
Q3 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-697- 2.88% |
$282K - $334K
|
23.5K
$11.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-709- 34.14% |
$287K - $339K
|
1.37K
$663K
|
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-713- 0.98% |
$289K - $341K
|
71.8K
$34.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-714- 8.09% |
$289K - $342K
|
8.12K
$3.94M
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-715- 22.91% |
$290K - $342K
|
2.41K
$1.17M
|
|
|
Jan 15, 2025
Q3 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-715- 4.05% |
$290K - $342K
|
16.9K
$8.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-716- 0.79% |
$290K - $343K
|
89.6K
$43.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-717- 48.61% |
$291K - $343K
|
758
$368K
|
|
|
Nov 13, 2024
Q3 2024
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-720- 1.34% |
$292K - $345K
|
53K
$25.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-721- 13.26% |
$292K - $345K
|
4.72K
$2.29M
|
|
|
Nov 06, 2024
Q3 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-723- 1.79% |
$293K - $346K
|
39.6K
$19.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Management Associates Inc
|
SELL
|
- |
-725- 6.67% |
$294K - $347K
|
10.1K
$4.92M
|
|
|
Nov 07, 2024
Q3 2024
|
St. Louis Trust CO
|
SELL
|
- |
-742- 9.98% |
$301K - $355K
|
6.7K
$3.25M
|
|
|
Oct 09, 2024
Q3 2024
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-747- 2.21% |
$303K - $357K
|
33.1K
$16.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-752- 24.99% |
$305K - $360K
|
2.26K
$1.09M
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-753- 9.63% |
$305K - $360K
|
7.07K
$3.43M
|
|
|
Oct 07, 2024
Q3 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-755- 3.4% |
$306K - $361K
|
21.4K
$10.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-760- 2.12% |
$308K - $364K
|
35.1K
$17M
|
|
|
Oct 22, 2024
Q3 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-768- 11.63% |
$311K - $368K
|
5.84K
$2.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-768- 13.87% |
$311K - $368K
|
4.77K
$2.31M
|
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-770- 0.56% |
$312K - $368K
|
137K
$66.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-770- 7.55% |
$312K - $368K
|
9.44K
$4.58M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-771- 0.89% |
$312K - $369K
|
86.2K
$41.8M
|