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 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-195- 1.56% |
$79K - $93.3K
|
12.3K
$5.85M
|
|
|
Nov 04, 2024
Q3 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-195- 2.38% |
$79K - $93.3K
|
7.99K
$3.81M
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-195- 0.7% |
$79K - $93.3K
|
27.7K
$13.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-197- 14.06% |
$79.8K - $94.3K
|
1.2K
$574K
|
|
|
Oct 09, 2024
Q3 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-197- 1.1% |
$79.8K - $94.3K
|
17.7K
$8.43M
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-198- 0.76% |
$80.2K - $94.8K
|
25.8K
$12.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-198- 0.68% |
$80.2K - $94.8K
|
29K
$13.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-199- 3.11% |
$80.6K - $95.2K
|
6.2K
$2.95M
|
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-199- 1.48% |
$80.6K - $95.2K
|
13.2K
$6.31M
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-200- 8.5% |
$81K - $95.7K
|
2.15K
$1.03M
|
|
|
Oct 11, 2024
Q3 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-200- 35.71% |
$81K - $95.7K
|
360
$172K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-200- 2.05% |
$81K - $95.7K
|
9.55K
$4.55M
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-200- 1.32% |
$81K - $95.7K
|
15K
$7.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-200- 28.17% |
$81K - $95.7K
|
510
$243K
|
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-200- 7.04% |
$81K - $95.7K
|
2.64K
$1.26M
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-200- 2.22% |
$81K - $95.7K
|
8.82K
$4.21M
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-201- 1.71% |
$81.4K - $96.2K
|
11.6K
$5.51M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-202- 1.06% |
$81.8K - $96.7K
|
18.8K
$8.97M
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-202- 1.11% |
$81.8K - $96.7K
|
18K
$8.56M
|
|
|
Oct 15, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-202- 2.76% |
$81.8K - $96.7K
|
7.1K
$3.39M
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-203- 12.61% |
$82.3K - $97.1K
|
1.41K
$671K
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-204- 1.25% |
$82.7K - $97.6K
|
16.1K
$7.68M
|
|
|
Oct 29, 2024
Q3 2024
|
Cortland Associates Inc
|
SELL
|
- |
-205- 2.67% |
$83.1K - $98.1K
|
7.46K
$3.56M
|
|
|
Nov 05, 2024
Q3 2024
|
Tlw Wealth Management, LLC
|
SELL
|
- |
-207- 0.48% |
$83.9K - $99.1K
|
42.7K
$20.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-208- 0.74% |
$84.3K - $99.5K
|
27.8K
$13.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-208- 1.83% |
$84.3K - $99.5K
|
11.1K
$5.31M
|
|
|
Oct 16, 2024
Q3 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-208- 9.29% |
$84.3K - $99.5K
|
2.03K
$967K
|
|
|
Nov 12, 2024
Q3 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-208- 0.42% |
$84.3K - $99.5K
|
49.9K
$23.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-209- 10.18% |
$84.7K - $100K
|
1.84K
$879K
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-210- 3.87% |
$85.1K - $100K
|
5.22K
$2.49M
|
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-211- 1.3% |
$85.5K - $101K
|
16.1K
$7.66M
|
|
|
Nov 14, 2024
Q3 2024
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-212- 0.62% |
$85.9K - $101K
|
33.8K
$16.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-213- 3.93% |
$86.3K - $102K
|
5.21K
$2.48M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-214- 0.89% |
$86.7K - $102K
|
23.7K
$11.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-215- 4.74% |
$87.1K - $103K
|
4.32K
$2.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Puzo Michael J
|
SELL
|
- |
-215- 5.56% |
$87.1K - $103K
|
3.66K
$1.74M
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-216- 7.85% |
$87.5K - $103K
|
2.54K
$1.21M
|
|
|
Oct 16, 2024
Q3 2024
|
Tamar Securities, LLC
|
SELL
|
- |
-216- 21.54% |
$87.5K - $103K
|
787
$375K
|
|
|
Oct 03, 2024
Q3 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-220- 11.89% |
$89.1K - $105K
|
1.63K
$777K
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-220- 4.79% |
$89.1K - $105K
|
4.38K
$2.08M
|
|
|
Oct 30, 2024
Q3 2024
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-220- 0.29% |
$89.1K - $105K
|
76.2K
$36.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-220- 0.77% |
$89.1K - $105K
|
28.3K
$13.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-221- 5.62% |
$89.5K - $106K
|
3.71K
$1.77M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-222- 13.01% |
$90K - $106K
|
1.48K
$707K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-223- 1.93% |
$90.4K - $107K
|
11.4K
$5.41M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-224- 0.29% |
$90.8K - $107K
|
76.9K
$36.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-226- 2.0% |
$91.6K - $108K
|
11.1K
$5.29M
|
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-226- 2.6% |
$91.6K - $108K
|
8.47K
$4.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Parkwood LLC
Cleveland, OH |
SELL
|
- |
-229- 1.53% |
$92.8K - $110K
|
14.7K
$7.01M
|
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
SELL
|
- |
-231- 0.86% |
$93.6K - $111K
|
26.5K
$12.6M
|