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 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-280- 1.61% |
$113K - $134K
|
17.1K
$8.17M
|
|
|
Nov 08, 2024
Q3 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-280- 22.62% |
$113K - $134K
|
958
$458K
|
|
|
Nov 13, 2024
Q3 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-280- 11.2% |
$113K - $134K
|
2.22K
$1.06M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-281- 6.21% |
$114K - $134K
|
4.24K
$2.03M
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
SELL
|
- |
-281- 6.08% |
$114K - $134K
|
4.34K
$2.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-281- 6.15% |
$114K - $134K
|
4.29K
$2.05M
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-282- 13.53% |
$114K - $135K
|
1.8K
$863K
|
|
|
Oct 08, 2024
Q3 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-284- 5.31% |
$115K - $136K
|
5.07K
$2.42M
|
|
|
Nov 08, 2024
Q3 2024
|
Wealthgate Family Office, LLC
|
SELL
|
- |
-284- 17.27% |
$115K - $136K
|
1.36K
$651K
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-284- 16.34% |
$115K - $136K
|
1.45K
$696K
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
SELL
|
- |
-287- 2.41% |
$116K - $137K
|
11.6K
$5.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-288- 9.87% |
$117K - $138K
|
2.63K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-290- 32.95% |
$118K - $139K
|
590
$282K
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
SELL
|
- |
-297- 1.19% |
$120K - $142K
|
24.6K
$11.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-297- 2.77% |
$120K - $142K
|
10.4K
$5M
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
SELL
|
- |
-299- 6.77% |
$121K - $143K
|
4.12K
$1.97M
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-299- 81.69% |
$121K - $143K
|
67
$32.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-300- 3.65% |
$122K - $144K
|
7.92K
$3.79M
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-300- 16.28% |
$122K - $144K
|
1.54K
$738K
|
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-300- 4.78% |
$122K - $144K
|
5.98K
$2.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-300- 4.53% |
$122K - $144K
|
6.32K
$3.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Winning Points Advisors, LLC
Boca Raton, FL |
SELL
|
- |
-300- 25.25% |
$122K - $144K
|
888
$425K
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-302- 2.31% |
$122K - $145K
|
12.8K
$6.11M
|
|
|
Oct 15, 2024
Q3 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-304- 0.82% |
$123K - $145K
|
37K
$17.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-305- 21.08% |
$124K - $146K
|
1.14K
$547K
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-305- 87.9% |
$124K - $146K
|
42
$20.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-305- 11.06% |
$124K - $146K
|
2.45K
$1.17M
|
|
|
Oct 24, 2024
Q3 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-306- 4.19% |
$124K - $146K
|
7K
$3.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-306- 4.14% |
$124K - $146K
|
7.09K
$3.39M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-307- 1.39% |
$124K - $147K
|
21.7K
$10.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-308- 4.22% |
$125K - $147K
|
6.99K
$3.34M
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-308- 7.63% |
$125K - $147K
|
3.73K
$1.78M
|
|
|
Oct 15, 2024
Q3 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-309- 4.52% |
$125K - $148K
|
6.53K
$3.12M
|
|
|
Oct 16, 2024
Q3 2024
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-309- 2.83% |
$125K - $148K
|
10.6K
$5.07M
|
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-309- 0.79% |
$125K - $148K
|
38.8K
$18.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-310- 2.17% |
$126K - $148K
|
14K
$6.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-311- 29.17% |
$126K - $149K
|
755
$361K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-315- 1.08% |
$128K - $151K
|
28.7K
$13.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-315- 1.42% |
$128K - $151K
|
21.9K
$10.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-318- 2.28% |
$129K - $152K
|
13.6K
$6.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Amica Retiree Medical Trust
|
SELL
|
- |
-318- 5.76% |
$129K - $152K
|
5.21K
$2.49M
|
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-319- 4.53% |
$129K - $153K
|
6.73K
$3.22M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-319- 5.0% |
$129K - $153K
|
6.07K
$2.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-319- 1.05% |
$129K - $153K
|
29.9K
$14.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-321- 14.68% |
$130K - $154K
|
1.87K
$893K
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
SELL
|
- |
-322- 2.15% |
$130K - $154K
|
14.7K
$7.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
SELL
|
- |
-328- 0.09% |
$133K - $157K
|
380K
$182M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-329- 2.92% |
$133K - $157K
|
10.9K
$5.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-331- 2.74% |
$134K - $158K
|
11.8K
$5.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-331- 14.41% |
$134K - $158K
|
1.97K
$941K
|