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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q3 2024
|
United American Securities Inc. (D
New York, NY |
SELL
|
- |
-936- 0.3% |
$379K - $448K
|
311K
$151M
|
|
|
Feb 20, 2025
Q3 2024
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-937- 0.22% |
$380K - $448K
|
418K
$203M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-940- 9.08% |
$381K - $450K
|
9.42K
$4.57M
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-943- 1.88% |
$382K - $451K
|
49.1K
$23.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-950- 24.52% |
$385K - $455K
|
2.93K
$1.42M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-953- 3.24% |
$386K - $456K
|
28.4K
$13.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-962- 3.11% |
$390K - $460K
|
30K
$14.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-973- 6.43% |
$394K - $466K
|
14.2K
$6.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-975- 19.81% |
$395K - $467K
|
3.95K
$1.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-978- 25.87% |
$396K - $468K
|
2.8K
$1.36M
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-980- 11.0% |
$397K - $469K
|
7.93K
$3.85M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-989- 5.54% |
$401K - $473K
|
16.9K
$8.18M
|
|
|
Nov 07, 2024
Q3 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-995- 1.93% |
$403K - $476K
|
50.5K
$24.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-997- 1.31% |
$404K - $477K
|
75K
$36.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Boit C F David
Boston, MA |
SELL
|
- |
-1K- 3.06% |
$405K - $479K
|
31.7K
$15.4M
|
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.01K- 8.54% |
$408K - $482K
|
10.8K
$5.24M
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-1.02K- 6.42% |
$411K - $486K
|
14.8K
$7.18M
|
|
|
Oct 28, 2024
Q3 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-1.05K- 0.78% |
$424K - $501K
|
134K
$64.8M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.05K- 13.99% |
$425K - $502K
|
6.44K
$3.12M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.06K- 35.21% |
$429K - $506K
|
1.95K
$944K
|
|
|
Oct 15, 2024
Q3 2024
|
Founders Capital Management, LLC
|
SELL
|
- |
-1.06K- 0.74% |
$430K - $508K
|
142K
$69.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.06K- 22.5% |
$430K - $508K
|
3.66K
$1.77M
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.07K- 2.86% |
$433K - $512K
|
36.3K
$17.6M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.07K- 1.95% |
$434K - $513K
|
53.7K
$26.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.08K- 2.47% |
$436K - $515K
|
42.5K
$20.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-1.08K- 0.46% |
$439K - $519K
|
233K
$113M
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-1.09K- 20.48% |
$442K - $522K
|
4.23K
$2.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-1.09K- 8.89% |
$442K - $523K
|
11.2K
$5.43M
|
|
|
Nov 15, 2024
Q3 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-1.11K- 3.52% |
$449K - $530K
|
30.3K
$14.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-1.12K- 9.42% |
$452K - $534K
|
10.7K
$5.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Wulff, Hansen & Co.
|
SELL
|
- |
-1.12K- 19.25% |
$454K - $536K
|
4.7K
$2.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.13K- 7.29% |
$456K - $538K
|
14.3K
$6.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-1.13K- 11.32% |
$456K - $538K
|
8.81K
$4.27M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.14K- 9.02% |
$460K - $543K
|
11.4K
$5.55M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-1.14K- 15.04% |
$460K - $543K
|
6.41K
$3.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-1.14K- 5.56% |
$462K - $546K
|
19.4K
$9.39M
|
|
|
Oct 11, 2024
Q3 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-1.14K- 3.39% |
$463K - $547K
|
32.5K
$15.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
SELL
|
- |
-1.15K- 8.05% |
$466K - $550K
|
13.1K
$6.37M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1.15K- 0.97% |
$466K - $550K
|
117K
$56.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-1.15K- 2.13% |
$468K - $552K
|
53K
$25.7M
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-1.16K- 8.87% |
$470K - $555K
|
11.9K
$5.77M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.16K- 1.66% |
$470K - $555K
|
68.6K
$33.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-1.17K- 1.55% |
$474K - $560K
|
74.5K
$36.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Defender Capital, Llc.
|
SELL
|
- |
-1.18K- 1.18% |
$479K - $566K
|
99.3K
$48.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-1.18K- 8.12% |
$479K - $566K
|
13.4K
$6.49M
|
|
|
Oct 28, 2024
Q3 2024
|
Iron Financial, LLC
|
SELL
|
- |
-1.19K- 53.95% |
$481K - $568K
|
1.01K
$491K
|
|
|
Oct 15, 2024
Q3 2024
|
Ervin Investment Management, LLC
|
SELL
|
- |
-1.19K- 1.3% |
$481K - $569K
|
90.2K
$43.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-1.19K- 7.84% |
$484K - $571K
|
14K
$6.81M
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.21K- 0.52% |
$488K - $577K
|
229K
$111M
|
|
|
Nov 07, 2024
Q3 2024
|
Legato Capital Management LLC
|
SELL
|
- |
-1.21K- 18.04% |
$489K - $577K
|
5.48K
$2.66M
|