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 01, 2024
Q3 2024
|
Rovin Capital
|
SELL
|
- |
-772- 57.19% |
$313K - $369K
|
578
$280K
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-773- 9.1% |
$313K - $370K
|
7.72K
$3.74M
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-774- 3.53% |
$314K - $370K
|
21.2K
$10.3M
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-775- 18.18% |
$314K - $371K
|
3.49K
$1.69M
|
|
Nov 13, 2024
Q3 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-777- 3.76% |
$315K - $372K
|
19.9K
$9.65M
|
|
Apr 28, 2025
Q3 2024
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-778- 56.54% |
$315K - $372K
|
598
$290K
|
|
Nov 06, 2024
Q3 2024
|
Pecaut & Co.
|
SELL
|
- |
-783- 1.17% |
$317K - $375K
|
66.2K
$32.1M
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-792- 1.37% |
$321K - $379K
|
57.2K
$27.7M
|
|
Oct 21, 2024
Q3 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-795- 47.69% |
$322K - $380K
|
872
$423K
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-796- 1.63% |
$323K - $381K
|
48.1K
$23.3M
|
|
Feb 10, 2025
Q3 2024
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-796- 10.78% |
$323K - $381K
|
6.59K
$3.2M
|
|
Oct 09, 2024
Q3 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-802- 44.68% |
$325K - $384K
|
993
$482K
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-802- 0.58% |
$325K - $384K
|
138K
$66.7M
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-802- 0.35% |
$325K - $384K
|
226K
$110M
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-806- 11.51% |
$327K - $386K
|
6.19K
$3M
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-810- 20.28% |
$328K - $388K
|
3.19K
$1.54M
|
|
Oct 18, 2024
Q3 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-811- 1.96% |
$329K - $388K
|
40.6K
$19.7M
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-817- 2.71% |
$331K - $391K
|
29.4K
$14.2M
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-820- 2.36% |
$332K - $392K
|
34K
$16.5M
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
SELL
|
- |
-822- 0.8% |
$333K - $393K
|
102K
$49.6M
|
|
Oct 31, 2024
Q3 2024
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-833- 10.86% |
$338K - $399K
|
6.84K
$3.31M
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-833- 8.64% |
$338K - $399K
|
8.81K
$4.27M
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-837- 0.97% |
$339K - $401K
|
85.3K
$41.4M
|
|
Oct 25, 2024
Q3 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-838- 23.03% |
$340K - $401K
|
2.8K
$1.36M
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-838- 48.66% |
$340K - $401K
|
884
$429K
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-840- 4.79% |
$340K - $402K
|
16.7K
$8.09M
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-842- 4.25% |
$341K - $403K
|
19K
$9.2M
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-845- 1.12% |
$342K - $404K
|
74.5K
$36.1M
|
|
Nov 14, 2024
Q3 2024
|
Bristol John W & CO Inc
|
SELL
|
- |
-849- 0.24% |
$344K - $406K
|
353K
$171M
|
|
Oct 10, 2024
Q3 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-851- 5.08% |
$345K - $407K
|
15.9K
$7.71M
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-851- 0.83% |
$345K - $407K
|
101K
$49M
|
|
Nov 14, 2024
Q3 2024
|
Kemnay Advisory Services Inc.
New York, NY |
SELL
|
- |
-858- 2.85% |
$348K - $411K
|
29.2K
$14.2M
|
|
Oct 04, 2024
Q3 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-859- 0.85% |
$348K - $411K
|
99.7K
$48.3M
|
|
Oct 15, 2024
Q3 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-868- 1.15% |
$352K - $415K
|
74.7K
$36.2M
|
|
Oct 31, 2024
Q3 2024
|
Hendley & CO Inc
|
SELL
|
- |
-868- 1.44% |
$352K - $415K
|
59.6K
$28.9M
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-868- 1.37% |
$352K - $415K
|
62.6K
$30.4M
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-874- 0.29% |
$354K - $418K
|
299K
$145M
|
|
Oct 09, 2024
Q3 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-883- 1.73% |
$358K - $423K
|
50.3K
$24.4M
|
|
Oct 25, 2024
Q3 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-883- 1.71% |
$358K - $423K
|
50.8K
$24.7M
|
|
Oct 31, 2024
Q3 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-883- 0.92% |
$358K - $423K
|
95.2K
$46.2M
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-890- 1.17% |
$361K - $426K
|
75.1K
$36.4M
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-901- 3.41% |
$365K - $431K
|
25.5K
$12.4M
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-912- 6.19% |
$370K - $436K
|
13.8K
$6.7M
|
|
Nov 14, 2024
Q3 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-915- 1.55% |
$371K - $438K
|
58.1K
$28.2M
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-917- 16.32% |
$372K - $439K
|
4.7K
$2.28M
|
|
Nov 15, 2024
Q3 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-920- 6.8% |
$373K - $440K
|
12.6K
$6.12M
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-927- 10.03% |
$376K - $444K
|
8.32K
$4.03M
|
|
Oct 29, 2024
Q3 2024
|
White Pine Investment CO
|
SELL
|
- |
-930- 1.21% |
$377K - $445K
|
76.1K
$36.9M
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
SELL
|
- |
-931- 6.64% |
$377K - $446K
|
13.1K
$6.35M
|
|
Oct 25, 2024
Q3 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-935- 1.32% |
$379K - $447K
|
69.7K
$33.8M
|