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 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-133- 1.31% |
$53.9K - $63.6K
|
10.1K
$4.79M
|
|
Nov 12, 2024
Q3 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-134- 1.14% |
$54.3K - $64.1K
|
11.6K
$5.54M
|
|
Nov 13, 2024
Q3 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-134- 5.24% |
$54.3K - $64.1K
|
2.43K
$1.16M
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-135- 7.22% |
$54.7K - $64.6K
|
1.74K
$827K
|
|
Oct 21, 2024
Q3 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-137- 5.09% |
$55.5K - $65.6K
|
2.55K
$1.22M
|
|
Nov 05, 2024
Q3 2024
|
Chase Investment Counsel Corp
|
SELL
|
- |
-137- 1.11% |
$55.5K - $65.6K
|
12.2K
$5.79M
|
|
Nov 14, 2024
Q3 2024
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-137- 5.19% |
$55.5K - $65.6K
|
2.5K
$1.19M
|
|
Nov 13, 2024
Q3 2024
|
Clayton Partners LLC
Berkeley, CA |
SELL
|
- |
-138- 0.89% |
$55.9K - $66K
|
15.4K
$7.35M
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-139- 3.38% |
$56.3K - $66.5K
|
3.98K
$1.9M
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-141- 1.71% |
$57.1K - $67.5K
|
8.13K
$3.87M
|
|
Oct 04, 2024
Q3 2024
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-142- 6.48% |
$57.5K - $68K
|
2.05K
$977K
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-142- 7.11% |
$57.5K - $68K
|
1.85K
$884K
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-143- 0.81% |
$57.9K - $68.4K
|
17.5K
$8.32M
|
|
Nov 13, 2024
Q3 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-143- 0.32% |
$57.9K - $68.4K
|
45K
$21.4M
|
|
Oct 31, 2024
Q3 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-144- 0.69% |
$58.3K - $68.9K
|
20.7K
$9.85M
|
|
Oct 09, 2024
Q3 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-145- 1.09% |
$58.8K - $69.4K
|
13.1K
$6.25M
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-145- 1.6% |
$58.8K - $69.4K
|
8.91K
$4.24M
|
|
Nov 06, 2024
Q3 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-146- 16.29% |
$59.2K - $69.9K
|
750
$357K
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-147- 1.52% |
$59.6K - $70.3K
|
9.52K
$4.53M
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-148- 4.77% |
$60K - $70.8K
|
2.95K
$1.41M
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-148- 1.21% |
$60K - $70.8K
|
12K
$5.74M
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-148- 0.81% |
$60K - $70.8K
|
18K
$8.59M
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-148- 2.01% |
$60K - $70.8K
|
7.21K
$3.44M
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-149- 1.36% |
$60.4K - $71.3K
|
10.8K
$5.13M
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-150- 1.55% |
$60.8K - $71.8K
|
9.55K
$4.55M
|
|
Oct 09, 2024
Q3 2024
|
Madden Securities Corp
|
SELL
|
- |
-150- 10.92% |
$60.8K - $71.8K
|
1.22K
$583K
|
|
Oct 10, 2024
Q3 2024
|
Avondale Wealth Management
|
SELL
|
- |
-150- 13.64% |
$60.8K - $71.8K
|
950
$453K
|
|
Oct 17, 2024
Q3 2024
|
Carmel Capital Management L.L.C.
|
SELL
|
- |
-150- 0.61% |
$60.8K - $71.8K
|
24.3K
$11.6M
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
SELL
|
- |
-150- 1.12% |
$60.8K - $71.8K
|
13.3K
$6.32M
|
|
Nov 13, 2024
Q3 2024
|
Oak Grove Capital LLC
North Hampton, NH |
SELL
|
- |
-150- 1.88% |
$60.8K - $71.8K
|
7.84K
$3.73M
|
|
Nov 13, 2024
Q3 2024
|
Permit Capital, LLC
West Conshohocken, PA |
SELL
|
- |
-150- 8.22% |
$60.8K - $71.8K
|
1.68K
$798K
|
|
Nov 14, 2024
Q3 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
SELL
|
- |
-150- 1.01% |
$60.8K - $71.8K
|
14.6K
$6.97M
|
|
Nov 14, 2024
Q3 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-150- 9.17% |
$60.8K - $71.8K
|
1.49K
$708K
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-151- 0.28% |
$61.2K - $72.3K
|
54.7K
$26.1M
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-151- 0.82% |
$61.2K - $72.3K
|
18.2K
$8.68M
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-151- 10.29% |
$61.2K - $72.3K
|
1.32K
$628K
|
|
Oct 25, 2024
Q3 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-152- 4.29% |
$61.6K - $72.7K
|
3.39K
$1.61M
|
|
Oct 29, 2024
Q3 2024
|
Capitol Family Office, Inc.
|
SELL
|
- |
-153- 1.95% |
$62K - $73.2K
|
7.71K
$3.67M
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-153- 0.14% |
$62K - $73.2K
|
109K
$51.9M
|
|
Oct 28, 2024
Q3 2024
|
Wealth Forward, LLC
Fargo, ND |
SELL
|
- |
-154- 5.82% |
$62.4K - $73.7K
|
2.49K
$1.19M
|
|
Oct 31, 2024
Q3 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-154- 3.84% |
$62.4K - $73.7K
|
3.86K
$1.84M
|
|
Nov 12, 2024
Q3 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-154- 5.23% |
$62.4K - $73.7K
|
2.79K
$1.33M
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-155- 1.23% |
$62.8K - $74.2K
|
12.4K
$5.91M
|
|
Nov 14, 2024
Q3 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-155- 1.02% |
$62.8K - $74.2K
|
15K
$7.17M
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-156- 0.16% |
$63.2K - $74.7K
|
94.6K
$45.1M
|
|
Oct 15, 2024
Q3 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-157- 0.37% |
$63.6K - $75.1K
|
41.8K
$19.9M
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-157- 0.63% |
$63.6K - $75.1K
|
24.7K
$11.8M
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-157- 3.63% |
$63.6K - $75.1K
|
4.17K
$1.98M
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-158- 3.65% |
$64K - $75.6K
|
4.17K
$1.99M
|
|
Oct 08, 2024
Q3 2024
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-159- 0.36% |
$64.4K - $76.1K
|
44.4K
$21.1M
|