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 06, 2024
Q3 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-1.61K- 0.4% |
$653K - $771K
|
402K
$186M
|
|
|
Oct 30, 2024
Q3 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-1.62K- 2.63% |
$655K - $773K
|
59.7K
$27.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-1.65K- 2.48% |
$670K - $791K
|
64.9K
$30M
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.66K- 64.62% |
$671K - $792K
|
906
$419K
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.66K- 4.32% |
$672K - $793K
|
36.7K
$17M
|
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1.66K- 2.44% |
$672K - $794K
|
66.3K
$30.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-1.67K- 18.65% |
$677K - $800K
|
7.29K
$3.37M
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.68K- 35.83% |
$681K - $804K
|
3.01K
$1.39M
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-1.68K- 0.55% |
$681K - $804K
|
302K
$140M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.68K- 12.3% |
$681K - $804K
|
12K
$5.54M
|
|
|
Oct 18, 2024
Q3 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-1.69K- 52.03% |
$685K - $809K
|
1.56K
$721K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-1.7K- 30.02% |
$689K - $814K
|
3.96K
$1.83M
|
|
|
Oct 22, 2024
Q3 2024
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-1.7K- 33.39% |
$689K - $814K
|
3.39K
$1.57M
|
|
|
Nov 08, 2024
Q3 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-1.73K- 5.75% |
$699K - $826K
|
28.3K
$13.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.74K- 1.03% |
$704K - $831K
|
167K
$77.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.74K- 0.07% |
$706K - $834K
|
2.46M
$1.14B
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.74K- 6.55% |
$706K - $834K
|
24.9K
$11.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-1.77K- 5.87% |
$715K - $845K
|
28.3K
$13.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-1.77K- 39.82% |
$716K - $846K
|
2.67K
$1.23M
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.78K- 8.11% |
$719K - $849K
|
20.1K
$9.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-1.78K- 3.78% |
$720K - $850K
|
45.3K
$20.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-1.78K- 0.34% |
$722K - $852K
|
523K
$242M
|
|
|
Oct 10, 2024
Q3 2024
|
Guardian Investment Management
|
SELL
|
- |
-1.81K- 26.66% |
$733K - $866K
|
4.98K
$2.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-1.81K- 17.38% |
$735K - $868K
|
8.62K
$3.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Fenimore Asset Management Inc
|
SELL
|
- |
-1.82K- 7.62% |
$736K - $870K
|
22K
$10.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.83K- 6.36% |
$742K - $877K
|
27K
$12.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-1.85K- 1.81% |
$748K - $883K
|
100K
$46.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1.85K- 8.44% |
$750K - $885K
|
20.1K
$9.28M
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-1.88K- 3.08% |
$760K - $897K
|
59.1K
$27.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Peterson Wealth Management
|
SELL
|
- |
-1.88K- 25.35% |
$761K - $899K
|
5.53K
$2.56M
|
|
|
Nov 01, 2024
Q3 2024
|
Easterly Investment Partners LLC
|
SELL
|
- |
-1.9K- 16.59% |
$771K - $910K
|
9.56K
$4.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.93K- 15.79% |
$782K - $923K
|
10.3K
$4.76M
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.96K- 2.14% |
$793K - $937K
|
89.6K
$41.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-1.96K- 55.44% |
$795K - $939K
|
1.58K
$730K
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-1.97K- 33.96% |
$797K - $942K
|
3.83K
$1.77M
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1.99K- 14.18% |
$807K - $953K
|
12.1K
$5.57M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-2K- 2.92% |
$808K - $955K
|
66.4K
$30.7M
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-2K- 13.67% |
$811K - $958K
|
12.6K
$5.85M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-2.02K- 13.97% |
$819K - $968K
|
12.5K
$5.76M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-2.04K- 11.72% |
$827K - $977K
|
15.4K
$7.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-2.06K- 3.25% |
$833K - $984K
|
61.3K
$28.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Rwwm, Inc.
Rocklin, CA |
SELL
|
- |
-2.06K- 0.81% |
$834K - $985K
|
252K
$117M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-2.07K- 2.51% |
$837K - $989K
|
80.1K
$37M
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-2.07K- 1.84% |
$840K - $992K
|
110K
$51.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-2.1K- 7.52% |
$849K - $1M
|
25.8K
$11.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-2.1K- 4.24% |
$850K - $1M
|
47.4K
$21.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-2.13K- 10.22% |
$861K - $1.02M
|
18.7K
$8.64M
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-2.13K- 4.77% |
$865K - $1.02M
|
42.6K
$19.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-2.14K- 24.18% |
$865K - $1.02M
|
6.7K
$3.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-2.18K- 12.16% |
$881K - $1.04M
|
15.7K
$7.26M
|