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
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-533- 0.43% |
$216K - $255K
|
123K
$58.6M
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-534- 2.27% |
$216K - $256K
|
23K
$11M
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-537- 0.46% |
$218K - $257K
|
117K
$56M
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-539- 2.69% |
$218K - $258K
|
19.5K
$9.31M
|
|
Nov 15, 2024
Q3 2024
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-539- 1.38% |
$218K - $258K
|
38.4K
$18.3M
|
|
Nov 12, 2024
Q3 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-541- 12.93% |
$219K - $259K
|
3.64K
$1.74M
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-543- 3.64% |
$220K - $260K
|
14.4K
$6.85M
|
|
Oct 07, 2024
Q3 2024
|
Goal Fusion Wealth Management, LLC
|
SELL
|
- |
-547- 49.01% |
$222K - $262K
|
569
$271K
|
|
Oct 24, 2024
Q3 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-547- 3.83% |
$222K - $262K
|
13.7K
$6.55M
|
|
Nov 14, 2024
Q3 2024
|
Brandes Investment Partners, LP
La Jolla, CA |
SELL
|
- |
-549- 0.77% |
$222K - $263K
|
70.4K
$33.6M
|
|
Oct 17, 2024
Q3 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-551- 2.47% |
$223K - $264K
|
21.7K
$10.4M
|
|
Nov 14, 2024
Q3 2024
|
Nebula Research & Development LLC
New York, NY |
SELL
|
- |
-552- 30.2% |
$224K - $264K
|
1.28K
$608K
|
|
Nov 13, 2024
Q3 2024
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-556- 0.6% |
$225K - $266K
|
91.5K
$43.6M
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-558- 1.21% |
$226K - $267K
|
45.7K
$21.8M
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-563- 1.4% |
$228K - $269K
|
39.5K
$18.8M
|
|
Nov 04, 2024
Q3 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-565- 0.71% |
$229K - $270K
|
79.3K
$37.8M
|
|
Nov 05, 2024
Q3 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
SELL
|
- |
-565- 1.85% |
$229K - $270K
|
30K
$14.3M
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-566- 24.77% |
$229K - $271K
|
1.72K
$819K
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-566- 4.01% |
$229K - $271K
|
13.5K
$6.46M
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-568- 13.96% |
$230K - $272K
|
3.5K
$1.67M
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-569- 8.93% |
$231K - $272K
|
5.81K
$2.77M
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-569- 7.64% |
$231K - $272K
|
6.88K
$3.28M
|
|
Nov 13, 2024
Q3 2024
|
Elkhorn Partners Limited Partnership
Omaha, NE |
SELL
|
- |
-570- 1.02% |
$231K - $273K
|
55.2K
$26.3M
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-574- 2.23% |
$233K - $275K
|
25.1K
$12M
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-576- 8.6% |
$233K - $276K
|
6.12K
$2.92M
|
|
Nov 15, 2024
Q3 2024
|
Unconventional Investor, LLC
|
SELL
|
- |
-576- 1.02% |
$233K - $276K
|
55.9K
$26.6M
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-577- 14.1% |
$234K - $276K
|
3.51K
$1.67M
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-578- 1.65% |
$234K - $277K
|
34.4K
$16.4M
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-582- 1.08% |
$236K - $279K
|
53.4K
$25.5M
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-582- 6.19% |
$236K - $279K
|
8.82K
$4.2M
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
SELL
|
- |
-583- 14.3% |
$236K - $279K
|
3.49K
$1.66M
|
|
Oct 24, 2024
Q3 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-584- 3.78% |
$237K - $279K
|
14.8K
$7.08M
|
|
Nov 08, 2024
Q3 2024
|
Tcw Group Inc
|
SELL
|
- |
-587- 2.33% |
$238K - $281K
|
24.6K
$11.7M
|
|
Oct 18, 2024
Q3 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-591- 4.22% |
$239K - $283K
|
13.4K
$6.39M
|
|
Oct 16, 2024
Q3 2024
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-595- 1.07% |
$241K - $285K
|
54.8K
$26.1M
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-595- 4.76% |
$241K - $285K
|
11.9K
$5.67M
|
|
Oct 21, 2024
Q3 2024
|
James Hambro & Partners
|
SELL
|
- |
-598- 8.44% |
$242K - $286K
|
6.48K
$3.09M
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-600- 13.56% |
$243K - $287K
|
3.83K
$1.82M
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-601- 0.95% |
$244K - $288K
|
62.6K
$29.8M
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-601- 2.47% |
$244K - $288K
|
23.7K
$11.3M
|
|
Oct 24, 2024
Q3 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-602- 43.97% |
$244K - $288K
|
767
$366K
|
|
Oct 28, 2024
Q3 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-611- 2.25% |
$248K - $292K
|
26.5K
$12.6M
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
SELL
|
- |
-612- 1.8% |
$248K - $293K
|
33.3K
$15.9M
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-617- 27.0% |
$250K - $295K
|
1.67K
$795K
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-617- 3.77% |
$250K - $295K
|
15.8K
$7.51M
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-618- 1.66% |
$250K - $296K
|
36.7K
$17.5M
|
|
Nov 13, 2024
Q3 2024
|
Chuck Akre
Akre Capital Management LLC | Middleburg, Va
|
SELL
|
- |
-621- 3.91% |
$252K - $297K
|
15.3K
$7.28M
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-625- 3.0% |
$253K - $299K
|
20.2K
$9.62M
|
|
Nov 14, 2024
Q3 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-633- 5.02% |
$256K - $303K
|
12K
$5.7M
|
|
Nov 15, 2024
Q3 2024
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-634- 7.43% |
$257K - $303K
|
7.9K
$3.77M
|