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 07, 2024
Q3 2024
|
Clean Yield Group
|
SELL
|
- |
-3- 0.08% |
$1.22K - $1.44K
|
3.6K
$1.72M
|
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-3- 0.25% |
$1.22K - $1.44K
|
1.19K
$569K
|
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-3- 0.1% |
$1.22K - $1.44K
|
2.98K
$1.42M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-3- 0.18% |
$1.22K - $1.44K
|
1.65K
$789K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-3- 0.55% |
$1.22K - $1.44K
|
541
$259K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-3- 0.02% |
$1.22K - $1.44K
|
16.5K
$7.89M
|
|
|
Oct 24, 2024
Q3 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-3- 0.06% |
$1.22K - $1.44K
|
5.08K
$2.43M
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-3- 0.06% |
$1.22K - $1.44K
|
5.28K
$2.52M
|
|
|
Nov 06, 2024
Q3 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-3- 0.12% |
$1.22K - $1.44K
|
2.55K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Blackhill Capital Inc
Morristown, NJ |
SELL
|
- |
-3- 0.01% |
$1.22K - $1.44K
|
21.2K
$10.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-3- 0.14% |
$1.22K - $1.44K
|
2.11K
$1.01M
|
|
|
Oct 07, 2024
Q3 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-4- 0.76% |
$1.62K - $1.91K
|
523
$250K
|
|
|
Oct 15, 2024
Q3 2024
|
Epiq Partners, LLC
|
SELL
|
- |
-4- 0.04% |
$1.62K - $1.91K
|
10.6K
$5.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-4- 0.06% |
$1.62K - $1.91K
|
6.38K
$3.05M
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-4- 0.8% |
$1.62K - $1.91K
|
499
$239K
|
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-4- 0.05% |
$1.62K - $1.91K
|
8.16K
$3.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-4- 1.67% |
$1.62K - $1.91K
|
235
$112K
|
|
|
Oct 22, 2024
Q3 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-4- 0.11% |
$1.62K - $1.91K
|
3.66K
$1.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Significant Wealth Partners LLC
Cary, IL |
SELL
|
- |
-4- 0.68% |
$1.62K - $1.91K
|
582
$279K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-4- 0.03% |
$1.62K - $1.91K
|
13.8K
$6.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-4- 1.02% |
$1.62K - $1.91K
|
390
$187K
|
|
|
Nov 14, 2024
Q3 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-4- 0.02% |
$1.62K - $1.91K
|
24.9K
$11.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-5- 0.6% |
$2.03K - $2.39K
|
827
$396K
|
|
|
Oct 08, 2024
Q3 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-5- 0.33% |
$2.03K - $2.39K
|
1.52K
$725K
|
|
|
Oct 10, 2024
Q3 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-5- 0.41% |
$2.03K - $2.39K
|
1.21K
$579K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-5- 0.25% |
$2.03K - $2.39K
|
2.03K
$971K
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-5- 0.35% |
$2.03K - $2.39K
|
1.43K
$684K
|
|
|
Oct 23, 2024
Q3 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-5- 0.06% |
$2.03K - $2.39K
|
8.24K
$3.94M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-5- 0.13% |
$2.03K - $2.39K
|
3.87K
$1.85M
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-5- 0.06% |
$2.03K - $2.39K
|
8.74K
$4.18M
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-5- 2.86% |
$2.03K - $2.39K
|
170
$81.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-5- 0.04% |
$2.03K - $2.39K
|
14.2K
$6.81M
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-5- 0.11% |
$2.03K - $2.39K
|
4.52K
$2.16M
|
|
|
Nov 08, 2024
Q3 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-5- 0.17% |
$2.03K - $2.39K
|
2.99K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-5- 10.0% |
$2.03K - $2.39K
|
45
$21.5K
|
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-6- 0.47% |
$2.43K - $2.87K
|
1.27K
$609K
|
|
|
Oct 10, 2024
Q3 2024
|
Asio Capital, LLC
|
SELL
|
- |
-6- 0.74% |
$2.43K - $2.87K
|
801
$383K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-6- 0.82% |
$2.43K - $2.87K
|
722
$346K
|
|
|
Oct 30, 2024
Q3 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-6- 2.36% |
$2.43K - $2.87K
|
248
$119K
|
|
|
Nov 07, 2024
Q3 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-6- 0.43% |
$2.43K - $2.87K
|
1.38K
$661K
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-6- 1.12% |
$2.43K - $2.87K
|
531
$254K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-6- 0.36% |
$2.43K - $2.87K
|
1.67K
$801K
|
|
|
Nov 14, 2024
Q3 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-6- 0.75% |
$2.43K - $2.87K
|
790
$378K
|
|
|
Oct 04, 2024
Q3 2024
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-7- 0.72% |
$2.84K - $3.35K
|
959
$459K
|
|
|
Oct 15, 2024
Q3 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-7- 0.13% |
$2.84K - $3.35K
|
5.35K
$2.56M
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.15% |
$2.84K - $3.35K
|
4.53K
$2.17M
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-7- 0.08% |
$2.84K - $3.35K
|
8.38K
$4.01M
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-7- 0.07% |
$2.84K - $3.35K
|
10.5K
$5M
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-7- 1.01% |
$2.84K - $3.35K
|
687
$329K
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-7- 0.04% |
$2.84K - $3.35K
|
19.8K
$9.5M
|