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 21, 2024
Q3 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-795- 47.69% |
$322K - $380K
|
872
$417K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-796- 1.63% |
$323K - $381K
|
48.1K
$23M
|
|
|
Oct 09, 2024
Q3 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-802- 44.68% |
$325K - $384K
|
993
$475K
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-802- 0.58% |
$325K - $384K
|
138K
$65.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-802- 0.35% |
$325K - $384K
|
226K
$108M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-806- 11.51% |
$327K - $386K
|
6.19K
$2.96M
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-810- 20.28% |
$328K - $388K
|
3.19K
$1.52M
|
|
|
Oct 18, 2024
Q3 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-811- 1.96% |
$329K - $388K
|
40.6K
$19.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-817- 2.71% |
$331K - $391K
|
29.4K
$14M
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-820- 2.36% |
$332K - $392K
|
34K
$16.2M
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
SELL
|
- |
-822- 0.8% |
$333K - $393K
|
102K
$48.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-833- 10.86% |
$338K - $399K
|
6.84K
$3.27M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-833- 8.64% |
$338K - $399K
|
8.81K
$4.21M
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-837- 0.97% |
$339K - $401K
|
85.3K
$40.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-838- 23.03% |
$340K - $401K
|
2.8K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-838- 48.66% |
$340K - $401K
|
884
$423K
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-840- 4.79% |
$340K - $402K
|
16.7K
$7.98M
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-842- 4.25% |
$341K - $403K
|
19K
$9.08M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-845- 1.12% |
$342K - $404K
|
74.5K
$35.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Bristol John W & CO Inc
|
SELL
|
- |
-849- 0.24% |
$344K - $406K
|
353K
$169M
|
|
|
Oct 10, 2024
Q3 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-851- 5.08% |
$345K - $407K
|
15.9K
$7.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-851- 0.83% |
$345K - $407K
|
101K
$48.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Kemnay Advisory Services Inc.
New York, NY |
SELL
|
- |
-858- 2.85% |
$348K - $411K
|
29.2K
$14M
|
|
|
Oct 04, 2024
Q3 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-859- 0.85% |
$348K - $411K
|
99.7K
$47.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-868- 1.15% |
$352K - $415K
|
74.7K
$35.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Hendley & CO Inc
|
SELL
|
- |
-868- 1.44% |
$352K - $415K
|
59.6K
$28.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-868- 1.37% |
$352K - $415K
|
62.6K
$30M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-874- 0.29% |
$354K - $418K
|
299K
$143M
|
|
|
Oct 09, 2024
Q3 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-883- 1.73% |
$358K - $423K
|
50.3K
$24.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-883- 1.71% |
$358K - $423K
|
50.8K
$24.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-883- 0.92% |
$358K - $423K
|
95.2K
$45.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-890- 1.17% |
$361K - $426K
|
75.1K
$35.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-901- 3.41% |
$365K - $431K
|
25.5K
$12.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-912- 6.19% |
$370K - $436K
|
13.8K
$6.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-915- 1.55% |
$371K - $438K
|
58.1K
$27.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-917- 16.32% |
$372K - $439K
|
4.7K
$2.25M
|
|
|
Nov 15, 2024
Q3 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-920- 6.8% |
$373K - $440K
|
12.6K
$6.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-927- 10.03% |
$376K - $444K
|
8.32K
$3.98M
|
|
|
Oct 29, 2024
Q3 2024
|
White Pine Investment CO
|
SELL
|
- |
-930- 1.21% |
$377K - $445K
|
76.1K
$36.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
SELL
|
- |
-931- 6.64% |
$377K - $446K
|
13.1K
$6.26M
|
|
|
Oct 25, 2024
Q3 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-935- 1.32% |
$379K - $447K
|
69.7K
$33.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-940- 9.08% |
$381K - $450K
|
9.42K
$4.51M
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-943- 1.88% |
$382K - $451K
|
49.1K
$23.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-950- 24.52% |
$385K - $455K
|
2.93K
$1.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-953- 3.24% |
$386K - $456K
|
28.4K
$13.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-962- 3.11% |
$390K - $460K
|
30K
$14.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-973- 6.43% |
$394K - $466K
|
14.2K
$6.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-975- 19.81% |
$395K - $467K
|
3.95K
$1.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-978- 25.87% |
$396K - $468K
|
2.8K
$1.34M
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-980- 11.0% |
$397K - $469K
|
7.93K
$3.79M
|