Purchases and Sales Made in Q3 2024 in Berkshire Hathaway Inc (BRK-A)
This table provides information about the institutional ownership of Berkshire Hathaway Inc (BRK-A) during Q3 2024. The information is specifically focused on institutions that hold shares of BERKSHIRE HATHAWAY INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
6New |
$3.66M - $4.3M
|
6
$4.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6+ 30.0% |
$3.66M - $4.3M
|
26
$17.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
6New |
$3.66M - $4.3M
|
6
$4.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5New |
$3.05M - $3.58M
|
5
$3.38M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4+ 133.33% |
$2.44M - $2.86M
|
7
$4.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
4+ 33.33% |
$2.44M - $2.86M
|
16
$10.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
4New |
$2.44M - $2.86M
|
4
$2.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Amundi
Paris, I0 |
BUY
|
- |
3+ 20.0% |
$1.83M - $2.15M
|
18
$12.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3+ 50.0% |
$1.83M - $2.15M
|
9
$6.09M
|
|
|
Nov 01, 2024
Q3 2024
|
Retirement Solution Inc.
|
BUY
|
- |
3New |
$1.83M - $2.15M
|
3
$2.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3New |
$1.83M - $2.15M
|
3
$2.03M
|
|
|
Nov 13, 2024
Q3 2024
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
3New |
$1.83M - $2.15M
|
3
$2.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3+ 6.67% |
$1.83M - $2.15M
|
48
$32.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
3New |
$1.83M - $2.15M
|
3
$2.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
3+ 1.56% |
$1.83M - $2.15M
|
195
$132M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
3+ 9.68% |
$1.83M - $2.15M
|
34
$23M
|
|
|
Oct 25, 2024
Q3 2024
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
3+ 150.0% |
$1.83M - $2.15M
|
5
$3.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3+ 42.86% |
$1.83M - $2.15M
|
10
$6.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
3+ 300.0% |
$1.83M - $2.15M
|
4
$2.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3+ 12.5% |
$1.83M - $2.15M
|
27
$18.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
2+ 22.22% |
$1.22M - $1.43M
|
11
$7.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
2+ 1.49% |
$1.22M - $1.43M
|
136
$92M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
2+ 50.0% |
$1.22M - $1.43M
|
6
$4.06M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
2+ 66.67% |
$1.22M - $1.43M
|
5
$3.38M
|
|
|
Nov 06, 2024
Q3 2024
|
Connable Office Inc
|
BUY
|
- |
2+ 8.0% |
$1.22M - $1.43M
|
27
$18.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2+ 40.0% |
$1.22M - $1.43M
|
7
$4.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
2New |
$1.22M - $1.43M
|
2
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
2+ 7.41% |
$1.22M - $1.43M
|
29
$19.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
2New |
$1.22M - $1.43M
|
2
$1.35M
|
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
2New |
$1.22M - $1.43M
|
2
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2+ 200.0% |
$1.22M - $1.43M
|
3
$2.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
2+ 66.67% |
$1.22M - $1.43M
|
5
$3.38M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2+ 8.33% |
$1.22M - $1.43M
|
26
$17.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2+ 33.33% |
$1.22M - $1.43M
|
8
$5.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2+ 4.17% |
$1.22M - $1.43M
|
50
$33.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Lgt Group Foundation
|
BUY
|
- |
1+ 100.0% |
$610K - $716K
|
2
$1.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1+ 2.63% |
$610K - $716K
|
39
$26.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1+ 100.0% |
$610K - $716K
|
2
$1.35M
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
1+ 100.0% |
$610K - $716K
|
2
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1New |
$610K - $716K
|
1
$677K
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
1+ 8.33% |
$610K - $716K
|
13
$8.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1New |
$610K - $716K
|
1
$677K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1+ 0.75% |
$610K - $716K
|
135
$91.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 1.49% |
$610K - $716K
|
68
$46M
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1+ 2.94% |
$610K - $716K
|
35
$23.7M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1+ 0.25% |
$610K - $716K
|
401
$271M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1+ 4.17% |
$610K - $716K
|
25
$16.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1+ 5.88% |
$610K - $716K
|
18
$12.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1New |
$610K - $716K
|
1
$677K
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
1+ 6.25% |
$610K - $716K
|
17
$11.5M
|