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 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-53- 1.0% |
$21.5K - $25.4K
|
5.26K
$2.52M
|
|
Nov 13, 2024
Q3 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-53- 1.79% |
$21.5K - $25.4K
|
2.91K
$1.4M
|
|
Oct 02, 2024
Q3 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-54- 10.98% |
$21.9K - $25.8K
|
438
$210K
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-54- 1.35% |
$21.9K - $25.8K
|
3.95K
$1.9M
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-54- 0.29% |
$21.9K - $25.8K
|
18.8K
$9.02M
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-55- 4.51% |
$22.3K - $26.3K
|
1.17K
$559K
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-55- 0.47% |
$22.3K - $26.3K
|
11.7K
$5.61M
|
|
Nov 06, 2024
Q3 2024
|
Miramar Capital, LLC
|
SELL
|
- |
-55- 3.63% |
$22.3K - $26.3K
|
1.46K
$701K
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-55- 1.44% |
$22.3K - $26.3K
|
3.75K
$1.8M
|
|
Nov 13, 2024
Q3 2024
|
Campion Asset Management
|
SELL
|
- |
-55- 2.69% |
$22.3K - $26.3K
|
1.99K
$955K
|
|
Nov 14, 2024
Q3 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-55- 0.68% |
$22.3K - $26.3K
|
8.03K
$3.85M
|
|
Oct 07, 2024
Q3 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-56- 2.22% |
$22.7K - $26.8K
|
2.46K
$1.18M
|
|
Oct 18, 2024
Q3 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-56- 1.15% |
$22.7K - $26.8K
|
4.83K
$2.31M
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-56- 5.47% |
$22.7K - $26.8K
|
967
$464K
|
|
Nov 08, 2024
Q3 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-56- 0.89% |
$22.7K - $26.8K
|
6.23K
$2.99M
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-56- 0.42% |
$22.7K - $26.8K
|
13.2K
$6.34M
|
|
Nov 14, 2024
Q3 2024
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-56- 0.13% |
$22.7K - $26.8K
|
42.4K
$20.3M
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-57- 2.26% |
$23.1K - $27.3K
|
2.47K
$1.18M
|
|
Oct 28, 2024
Q3 2024
|
Absher Wealth Management, LLC
|
SELL
|
- |
-57- 0.11% |
$23.1K - $27.3K
|
50.6K
$24.3M
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-57- 0.48% |
$23.1K - $27.3K
|
11.7K
$5.63M
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-57- 0.78% |
$23.1K - $27.3K
|
7.25K
$3.48M
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-58- 2.41% |
$23.5K - $27.8K
|
2.35K
$1.12M
|
|
Nov 14, 2024
Q3 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-58- 0.12% |
$23.5K - $27.8K
|
48.6K
$23.3M
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-59- 0.41% |
$23.9K - $28.2K
|
14.3K
$6.84M
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
SELL
|
- |
-59- 2.49% |
$23.9K - $28.2K
|
2.31K
$1.11M
|
|
Oct 15, 2024
Q3 2024
|
Lynch & Associates
|
SELL
|
- |
-59- 0.45% |
$23.9K - $28.2K
|
12.9K
$6.21M
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-59- 0.51% |
$23.9K - $28.2K
|
11.5K
$5.53M
|
|
Oct 07, 2024
Q3 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-60- 0.79% |
$24.3K - $28.7K
|
7.5K
$3.6M
|
|
Oct 24, 2024
Q3 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-60- 4.0% |
$24.3K - $28.7K
|
1.44K
$691K
|
|
Oct 25, 2024
Q3 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-60- 3.03% |
$24.3K - $28.7K
|
1.92K
$922K
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-60- 2.78% |
$24.3K - $28.7K
|
2.1K
$1.01M
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-60- 0.25% |
$24.3K - $28.7K
|
23.5K
$11.3M
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-60- 0.92% |
$24.3K - $28.7K
|
6.49K
$3.11M
|
|
Nov 12, 2024
Q3 2024
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
SELL
|
- |
-60- 0.13% |
$24.3K - $28.7K
|
47.2K
$22.6M
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-60- 1.34% |
$24.3K - $28.7K
|
4.41K
$2.12M
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-60- 5.15% |
$24.3K - $28.7K
|
1.11K
$530K
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-61- 11.34% |
$24.7K - $29.2K
|
477
$229K
|
|
Oct 24, 2024
Q3 2024
|
Kercheville Advisors, LLC
|
SELL
|
- |
-61- 1.53% |
$24.7K - $29.2K
|
3.92K
$1.88M
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-61- 0.46% |
$24.7K - $29.2K
|
13.1K
$6.29M
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-62- 1.11% |
$25.1K - $29.7K
|
5.51K
$2.64M
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-62- 0.69% |
$25.1K - $29.7K
|
8.92K
$4.28M
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-63- 10.81% |
$25.5K - $30.1K
|
520
$249K
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-63- 3.64% |
$25.5K - $30.1K
|
1.67K
$800K
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-64- 0.67% |
$25.9K - $30.6K
|
9.43K
$4.52M
|
|
Oct 22, 2024
Q3 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-64- 1.87% |
$25.9K - $30.6K
|
3.36K
$1.61M
|
|
Oct 29, 2024
Q3 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-64- 9.28% |
$25.9K - $30.6K
|
626
$300K
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-64- 1.32% |
$25.9K - $30.6K
|
4.78K
$2.29M
|
|
Nov 15, 2024
Q3 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-64- 0.81% |
$25.9K - $30.6K
|
7.81K
$3.74M
|
|
Oct 07, 2024
Q3 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-65- 0.68% |
$26.3K - $31.1K
|
9.52K
$4.56M
|
|
Oct 16, 2024
Q3 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-65- 1.13% |
$26.3K - $31.1K
|
5.71K
$2.74M
|