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 12, 2024
Q3 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
1+ 9.09% |
$610K - $716K
|
12
$8.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1New |
$610K - $716K
|
1
$677K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1+ 16.67% |
$610K - $716K
|
7
$4.74M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1New |
$610K - $716K
|
1
$677K
|
|
|
Oct 09, 2024
Q3 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
1+ 10.0% |
$610K - $716K
|
11
$7.44M
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1New |
$610K - $716K
|
1
$677K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1New |
$610K - $716K
|
1
$677K
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1New |
$610K - $716K
|
1
$677K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1New |
$610K - $716K
|
1
$677K
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
1+ 7.69% |
$610K - $716K
|
14
$9.47M
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1New |
$610K - $716K
|
1
$677K
|
|
|
Oct 30, 2024
Q3 2024
|
Donald Yacktman
Yacktman Asset Management LP
|
BUY
|
- |
1+ 7.14% |
$610K - $716K
|
15
$10.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
1New |
$610K - $716K
|
1
$677K
|
|
|
Oct 18, 2024
Q3 2024
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
1New |
$610K - $716K
|
1
$677K
|
|
|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
1New |
$610K - $716K
|
1
$677K
|
|
|
Nov 15, 2024
Q3 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
1New |
$610K - $716K
|
1
$677K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
1New |
$610K - $716K
|
1
$677K
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
1New |
$610K - $716K
|
1
$677K
|
|
|
Oct 23, 2024
Q3 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1+ 100.0% |
$610K - $716K
|
2
$1.35M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1+ 1.96% |
$610K - $716K
|
52
$35.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
1New |
$610K - $716K
|
1
$677K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1New |
$610K - $716K
|
1
$677K
|
|
|
Nov 14, 2024
Q3 2024
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
1New |
$610K - $716K
|
1
$677K
|
|
|
Nov 14, 2024
Q3 2024
|
Independent Family Office, LLC
|
BUY
|
- |
1+ 50.0% |
$610K - $716K
|
3
$2.03M
|
|
|
Oct 04, 2024
Q3 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
1+ 50.0% |
$610K - $716K
|
3
$2.03M
|
|
|
Oct 07, 2024
Q3 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
1New |
$610K - $716K
|
1
$677K
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1+ 6.67% |
$610K - $716K
|
16
$10.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1New |
$610K - $716K
|
1
$677K
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
BUY
|
- |
1+ 1.12% |
$610K - $716K
|
90
$60.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1+ 2.17% |
$610K - $716K
|
47
$31.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1+ 4.0% |
$610K - $716K
|
26
$17.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
1+ 0.96% |
$610K - $716K
|
105
$71M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-1- 20.0% |
$610K - $716K
|
4
$2.71M
|
|
|
Nov 13, 2024
Q3 2024
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-1- 0.14% |
$610K - $716K
|
715
$484M
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-1- 50.0% |
$610K - $716K
|
1
$677K
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-1Closed |
$610K - $716K
|
0
$0
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- 3.45% |
$610K - $716K
|
28
$18.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1- 0.78% |
$610K - $716K
|
127
$85.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1- 12.5% |
$610K - $716K
|
7
$4.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-1- 8.33% |
$610K - $716K
|
11
$7.44M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1- 50.0% |
$610K - $716K
|
1
$677K
|
|
|
Oct 07, 2024
Q3 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-1- 33.33% |
$610K - $716K
|
2
$1.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-1- 7.14% |
$610K - $716K
|
13
$8.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1- 5.26% |
$610K - $716K
|
18
$12.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-1- 50.0% |
$610K - $716K
|
1
$677K
|
|
|
Oct 08, 2024
Q3 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
SELL
|
- |
-1- 14.29% |
$610K - $716K
|
6
$4.06M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1- 0.47% |
$610K - $716K
|
214
$145M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1- 16.67% |
$610K - $716K
|
5
$3.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-1- 3.33% |
$610K - $716K
|
29
$19.6M
|