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 28, 2024
Q3 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-1.05K- 0.78% |
$424K - $501K
|
134K
$63.1M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.05K- 13.99% |
$425K - $502K
|
6.44K
$3.04M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.06K- 35.21% |
$429K - $506K
|
1.95K
$919K
|
|
|
Oct 15, 2024
Q3 2024
|
Founders Capital Management, LLC
|
SELL
|
- |
-1.06K- 0.74% |
$430K - $508K
|
142K
$67.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.06K- 22.5% |
$430K - $508K
|
3.66K
$1.73M
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.07K- 2.86% |
$433K - $512K
|
36.3K
$17.2M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.07K- 1.95% |
$434K - $513K
|
53.7K
$25.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.08K- 2.47% |
$436K - $515K
|
42.5K
$20.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-1.08K- 0.46% |
$439K - $519K
|
233K
$110M
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-1.09K- 20.48% |
$442K - $522K
|
4.23K
$2M
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-1.09K- 8.89% |
$442K - $523K
|
11.2K
$5.28M
|
|
|
Nov 15, 2024
Q3 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-1.11K- 3.52% |
$449K - $530K
|
30.3K
$14.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-1.12K- 9.42% |
$452K - $534K
|
10.7K
$5.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Wulff, Hansen & Co.
|
SELL
|
- |
-1.12K- 19.25% |
$454K - $536K
|
4.7K
$2.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.13K- 7.29% |
$456K - $538K
|
14.3K
$6.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-1.13K- 11.32% |
$456K - $538K
|
8.81K
$4.16M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.14K- 9.02% |
$460K - $543K
|
11.4K
$5.4M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-1.14K- 15.04% |
$460K - $543K
|
6.41K
$3.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-1.14K- 5.56% |
$462K - $546K
|
19.4K
$9.14M
|
|
|
Oct 11, 2024
Q3 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-1.14K- 3.39% |
$463K - $547K
|
32.5K
$15.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
SELL
|
- |
-1.15K- 8.05% |
$466K - $550K
|
13.1K
$6.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1.15K- 0.97% |
$466K - $550K
|
117K
$55.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-1.15K- 2.13% |
$468K - $552K
|
53K
$25M
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-1.16K- 8.87% |
$470K - $555K
|
11.9K
$5.62M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.16K- 1.66% |
$470K - $555K
|
68.6K
$32.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-1.17K- 1.55% |
$474K - $560K
|
74.5K
$35.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Defender Capital, Llc.
|
SELL
|
- |
-1.18K- 1.18% |
$479K - $566K
|
99.3K
$46.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-1.18K- 8.12% |
$479K - $566K
|
13.4K
$6.32M
|
|
|
Oct 28, 2024
Q3 2024
|
Iron Financial, LLC
|
SELL
|
- |
-1.19K- 53.95% |
$481K - $568K
|
1.01K
$478K
|
|
|
Oct 15, 2024
Q3 2024
|
Ervin Investment Management, LLC
|
SELL
|
- |
-1.19K- 1.3% |
$481K - $569K
|
90.2K
$42.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-1.19K- 7.84% |
$484K - $571K
|
14K
$6.62M
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.21K- 0.52% |
$488K - $577K
|
229K
$108M
|
|
|
Nov 07, 2024
Q3 2024
|
Legato Capital Management LLC
|
SELL
|
- |
-1.21K- 18.04% |
$489K - $577K
|
5.48K
$2.59M
|
|
|
Oct 24, 2024
Q3 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-1.21K- 47.63% |
$489K - $578K
|
1.33K
$626K
|
|
|
Oct 08, 2024
Q3 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-1.21K- 31.94% |
$489K - $578K
|
2.57K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Shorepath Capital Management LLC
Evanston, IL |
SELL
|
- |
-1.22K- 6.75% |
$496K - $585K
|
16.9K
$7.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-1.23K- 2.05% |
$496K - $586K
|
58.6K
$27.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-1.24K- 13.27% |
$501K - $592K
|
8.08K
$3.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.24K- 6.09% |
$503K - $594K
|
19.2K
$9.04M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-1.25K- 17.24% |
$506K - $598K
|
6K
$2.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Venator Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.27K- 4.71% |
$514K - $607K
|
25.7K
$12.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Seaview Investment Managers LLC
|
SELL
|
- |
-1.27K- 5.37% |
$515K - $608K
|
22.4K
$10.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.29K- 1.58% |
$521K - $615K
|
80.1K
$37.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-1.32K- 4.22% |
$536K - $633K
|
30.1K
$14.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-1.33K- 40.74% |
$538K - $636K
|
1.93K
$912K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.33K- 2.53% |
$538K - $636K
|
51.1K
$24.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.33K- 2.24% |
$540K - $637K
|
58K
$27.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-1.33K- 5.05% |
$540K - $637K
|
25K
$11.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Timucuan Asset Management Inc
Jacksonville, FL |
SELL
|
- |
-1.34K- 0.39% |
$542K - $640K
|
339K
$160M
|
|
|
Oct 02, 2024
Q3 2024
|
Weybosset Research & Management LLC
|
SELL
|
- |
-1.35K- 4.06% |
$545K - $644K
|
31.8K
$15M
|