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 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.6K- 0.63% |
$650K - $768K
|
252K
$122M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.61K- 26.83% |
$651K - $769K
|
4.38K
$2.12M
|
|
|
Oct 03, 2024
Q3 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-1.61K- 32.54% |
$652K - $770K
|
3.34K
$1.62M
|
|
|
Nov 06, 2024
Q3 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-1.61K- 0.4% |
$653K - $771K
|
402K
$195M
|
|
|
Oct 30, 2024
Q3 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-1.62K- 2.63% |
$655K - $773K
|
59.7K
$29M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-1.65K- 2.48% |
$670K - $791K
|
64.9K
$31.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.66K- 64.62% |
$671K - $792K
|
906
$439K
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.66K- 4.32% |
$672K - $793K
|
36.7K
$17.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1.66K- 2.44% |
$672K - $794K
|
66.3K
$32.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-1.67K- 18.65% |
$677K - $800K
|
7.29K
$3.54M
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.68K- 35.83% |
$681K - $804K
|
3.01K
$1.46M
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-1.68K- 0.55% |
$681K - $804K
|
302K
$146M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.68K- 12.3% |
$681K - $804K
|
12K
$5.81M
|
|
|
Oct 18, 2024
Q3 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-1.69K- 52.03% |
$685K - $809K
|
1.56K
$756K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-1.7K- 30.02% |
$689K - $814K
|
3.96K
$1.92M
|
|
|
Oct 22, 2024
Q3 2024
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-1.7K- 33.39% |
$689K - $814K
|
3.39K
$1.65M
|
|
|
Nov 08, 2024
Q3 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-1.73K- 5.75% |
$699K - $826K
|
28.3K
$13.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.74K- 1.03% |
$704K - $831K
|
167K
$80.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.74K- 0.07% |
$706K - $834K
|
2.46M
$1.19B
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.74K- 6.55% |
$706K - $834K
|
24.9K
$12.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-1.77K- 5.87% |
$715K - $845K
|
28.3K
$13.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-1.77K- 39.82% |
$716K - $846K
|
2.67K
$1.29M
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.78K- 8.11% |
$719K - $849K
|
20.1K
$9.75M
|
|
|
Oct 24, 2024
Q3 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-1.78K- 3.78% |
$720K - $850K
|
45.3K
$22M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-1.78K- 0.34% |
$722K - $852K
|
523K
$254M
|
|
|
Oct 10, 2024
Q3 2024
|
Guardian Investment Management
|
SELL
|
- |
-1.81K- 26.66% |
$733K - $866K
|
4.98K
$2.42M
|
|
|
Oct 23, 2024
Q3 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-1.81K- 17.38% |
$735K - $868K
|
8.62K
$4.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Fenimore Asset Management Inc
|
SELL
|
- |
-1.82K- 7.62% |
$736K - $870K
|
22K
$10.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.83K- 6.36% |
$742K - $877K
|
27K
$13.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-1.85K- 1.81% |
$748K - $883K
|
100K
$48.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1.85K- 8.44% |
$750K - $885K
|
20.1K
$9.73M
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-1.88K- 3.08% |
$760K - $897K
|
59.1K
$28.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Peterson Wealth Management
|
SELL
|
- |
-1.88K- 25.35% |
$761K - $899K
|
5.53K
$2.68M
|
|
|
Nov 01, 2024
Q3 2024
|
Easterly Investment Partners LLC
|
SELL
|
- |
-1.9K- 16.59% |
$771K - $910K
|
9.56K
$4.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.93K- 15.79% |
$782K - $923K
|
10.3K
$4.99M
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.96K- 2.14% |
$793K - $937K
|
89.6K
$43.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-1.96K- 55.44% |
$795K - $939K
|
1.58K
$765K
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-1.97K- 33.96% |
$797K - $942K
|
3.83K
$1.86M
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1.99K- 14.18% |
$807K - $953K
|
12.1K
$5.85M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-2K- 2.92% |
$808K - $955K
|
66.4K
$32.2M
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-2K- 13.67% |
$811K - $958K
|
12.6K
$6.13M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-2.02K- 13.97% |
$819K - $968K
|
12.5K
$6.04M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-2.04K- 11.72% |
$827K - $977K
|
15.4K
$7.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-2.06K- 3.25% |
$833K - $984K
|
61.3K
$29.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Rwwm, Inc.
Rocklin, CA |
SELL
|
- |
-2.06K- 0.81% |
$834K - $985K
|
252K
$122M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-2.07K- 2.51% |
$837K - $989K
|
80.1K
$38.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-2.07K- 1.84% |
$840K - $992K
|
110K
$53.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-2.1K- 7.52% |
$849K - $1M
|
25.8K
$12.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-2.1K- 4.24% |
$850K - $1M
|
47.4K
$23M
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-2.13K- 10.22% |
$861K - $1.02M
|
18.7K
$9.06M
|