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 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-34- 0.01% |
$13.8K - $16.3K
|
568K
$272M
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-35- 2.59% |
$14.2K - $16.7K
|
1.32K
$631K
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-35- 0.51% |
$14.2K - $16.7K
|
6.86K
$3.28M
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-35- 1.23% |
$14.2K - $16.7K
|
2.81K
$1.34M
|
|
Oct 25, 2024
Q3 2024
|
Augustine Asset Management Inc
|
SELL
|
- |
-35- 0.5% |
$14.2K - $16.7K
|
7.01K
$3.36M
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-35- 0.37% |
$14.2K - $16.7K
|
9.37K
$4.48M
|
|
Nov 04, 2024
Q3 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-35- 0.61% |
$14.2K - $16.7K
|
5.68K
$2.72M
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-35- 0.28% |
$14.2K - $16.7K
|
12.6K
$6.01M
|
|
Nov 12, 2024
Q3 2024
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-35- 0.32% |
$14.2K - $16.7K
|
11K
$5.27M
|
|
Nov 13, 2024
Q3 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-35- 35.0% |
$14.2K - $16.7K
|
65
$31.1K
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-36- 1.3% |
$14.6K - $17.2K
|
2.73K
$1.31M
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-36- 0.09% |
$14.6K - $17.2K
|
40.3K
$19.3M
|
|
Nov 12, 2024
Q3 2024
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-36- 0.09% |
$14.6K - $17.2K
|
38.5K
$18.4M
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-37- 0.62% |
$15K - $17.7K
|
5.97K
$2.86M
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-37- 0.95% |
$15K - $17.7K
|
3.87K
$1.85M
|
|
Oct 23, 2024
Q3 2024
|
Coerente Capital Management
|
SELL
|
- |
-37- 2.45% |
$15K - $17.7K
|
1.48K
$706K
|
|
Nov 12, 2024
Q3 2024
|
Planning Center, Inc.
|
SELL
|
- |
-37- 0.51% |
$15K - $17.7K
|
7.26K
$3.48M
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-37- 38.54% |
$15K - $17.7K
|
59
$28.2K
|
|
Nov 13, 2024
Q3 2024
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-37- 2.53% |
$15K - $17.7K
|
1.43K
$684K
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-37- 0.94% |
$15K - $17.7K
|
3.91K
$1.87M
|
|
Jan 16, 2025
Q3 2024
|
Cim, LLC
|
SELL
|
- |
-37- 0.08% |
$15K - $17.7K
|
47.1K
$22.6M
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-38- 1.15% |
$15.4K - $18.2K
|
3.28K
$1.57M
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-38- 6.16% |
$15.4K - $18.2K
|
579
$277K
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-38- 1.94% |
$15.4K - $18.2K
|
1.92K
$918K
|
|
Nov 07, 2024
Q3 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-38- 3.2% |
$15.4K - $18.2K
|
1.15K
$551K
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-39- 0.31% |
$15.8K - $18.7K
|
12.6K
$6.02M
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-39- 4.58% |
$15.8K - $18.7K
|
813
$389K
|
|
Nov 12, 2024
Q3 2024
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-39- 4.37% |
$15.8K - $18.7K
|
854
$409K
|
|
Oct 08, 2024
Q3 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-40- 0.24% |
$16.2K - $19.1K
|
16.9K
$8.08M
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-40- 2.68% |
$16.2K - $19.1K
|
1.45K
$695K
|
|
Oct 18, 2024
Q3 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-40- 0.39% |
$16.2K - $19.1K
|
10.2K
$4.88M
|
|
Oct 24, 2024
Q3 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-40- 1.13% |
$16.2K - $19.1K
|
3.5K
$1.67M
|
|
Oct 28, 2024
Q3 2024
|
Davis Rea Ltd.
|
SELL
|
- |
-40- 8.0% |
$16.2K - $19.1K
|
460
$220K
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-40- 6.25% |
$16.2K - $19.1K
|
600
$287K
|
|
Oct 29, 2024
Q3 2024
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-40- 0.32% |
$16.2K - $19.1K
|
12.3K
$5.88M
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-40- 3.42% |
$16.2K - $19.1K
|
1.13K
$540K
|
|
Nov 07, 2024
Q3 2024
|
Beddow Capital Management Inc
|
SELL
|
- |
-40- 0.24% |
$16.2K - $19.1K
|
16.6K
$7.93M
|
|
Nov 12, 2024
Q3 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-40- 0.29% |
$16.2K - $19.1K
|
13.7K
$6.58M
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-40- 0.37% |
$16.2K - $19.1K
|
10.7K
$5.11M
|
|
Nov 14, 2024
Q3 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-40- 0.13% |
$16.2K - $19.1K
|
30.2K
$14.5M
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-41- 0.96% |
$16.6K - $19.6K
|
4.24K
$2.03M
|
|
Oct 15, 2024
Q3 2024
|
Prairiewood Capital, LLC
|
SELL
|
- |
-41- 0.5% |
$16.6K - $19.6K
|
8.13K
$3.89M
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-41- 0.13% |
$16.6K - $19.6K
|
31.8K
$15.2M
|
|
Nov 14, 2024
Q3 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-41- 0.09% |
$16.6K - $19.6K
|
44.6K
$21.3M
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-42- 1.84% |
$17K - $20.1K
|
2.24K
$1.07M
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-42- 0.31% |
$17K - $20.1K
|
13.6K
$6.5M
|
|
Oct 10, 2024
Q3 2024
|
Bennett Selby Investments LP
|
SELL
|
- |
-42- 0.18% |
$17K - $20.1K
|
23.5K
$11.2M
|
|
Oct 21, 2024
Q3 2024
|
Lpf Advisors LLC
Sarasota, FL |
SELL
|
- |
-42- 6.87% |
$17K - $20.1K
|
569
$272K
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-42- 0.31% |
$17K - $20.1K
|
13.5K
$6.46M
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-42- 0.81% |
$17K - $20.1K
|
5.14K
$2.46M
|