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 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.74K- 6.55% |
$706K - $834K
|
24.9K
$11.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-1.77K- 5.87% |
$715K - $845K
|
28.3K
$13.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-1.77K- 39.82% |
$716K - $846K
|
2.67K
$1.26M
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.78K- 8.11% |
$719K - $849K
|
20.1K
$9.49M
|
|
|
Oct 24, 2024
Q3 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-1.78K- 3.78% |
$720K - $850K
|
45.3K
$21.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-1.78K- 0.34% |
$722K - $852K
|
523K
$247M
|
|
|
Oct 10, 2024
Q3 2024
|
Guardian Investment Management
|
SELL
|
- |
-1.81K- 26.66% |
$733K - $866K
|
4.98K
$2.35M
|
|
|
Oct 23, 2024
Q3 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-1.81K- 17.38% |
$735K - $868K
|
8.62K
$4.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Fenimore Asset Management Inc
|
SELL
|
- |
-1.82K- 7.62% |
$736K - $870K
|
22K
$10.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.83K- 6.36% |
$742K - $877K
|
27K
$12.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-1.85K- 1.81% |
$748K - $883K
|
100K
$47.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1.85K- 8.44% |
$750K - $885K
|
20.1K
$9.47M
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-1.88K- 3.08% |
$760K - $897K
|
59.1K
$27.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Peterson Wealth Management
|
SELL
|
- |
-1.88K- 25.35% |
$761K - $899K
|
5.53K
$2.61M
|
|
|
Nov 01, 2024
Q3 2024
|
Easterly Investment Partners LLC
|
SELL
|
- |
-1.9K- 16.59% |
$771K - $910K
|
9.56K
$4.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.93K- 15.79% |
$782K - $923K
|
10.3K
$4.86M
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.96K- 2.14% |
$793K - $937K
|
89.6K
$42.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-1.96K- 55.44% |
$795K - $939K
|
1.58K
$745K
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-1.97K- 33.96% |
$797K - $942K
|
3.83K
$1.81M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-2K- 2.92% |
$808K - $955K
|
66.4K
$31.3M
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-2K- 13.67% |
$811K - $958K
|
12.6K
$5.97M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-2.04K- 11.72% |
$827K - $977K
|
15.4K
$7.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-2.06K- 3.25% |
$833K - $984K
|
61.3K
$29M
|
|
|
Nov 12, 2024
Q3 2024
|
Rwwm, Inc.
Rocklin, CA |
SELL
|
- |
-2.06K- 0.81% |
$834K - $985K
|
252K
$119M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-2.07K- 2.51% |
$837K - $989K
|
80.1K
$37.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-2.07K- 1.84% |
$840K - $992K
|
110K
$52.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-2.1K- 7.52% |
$849K - $1M
|
25.8K
$12.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-2.1K- 4.24% |
$850K - $1M
|
47.4K
$22.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-2.13K- 10.22% |
$861K - $1.02M
|
18.7K
$8.82M
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-2.13K- 4.77% |
$865K - $1.02M
|
42.6K
$20.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-2.14K- 24.18% |
$865K - $1.02M
|
6.7K
$3.16M
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-2.18K- 12.16% |
$881K - $1.04M
|
15.7K
$7.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.18K- 11.9% |
$885K - $1.05M
|
16.2K
$7.63M
|
|
|
Nov 04, 2024
Q3 2024
|
Weil Company, Inc.
|
SELL
|
- |
-2.2K- 9.89% |
$889K - $1.05M
|
20K
$9.44M
|
|
|
Oct 31, 2024
Q3 2024
|
Reik & Co., LLC
|
SELL
|
- |
-2.24K- 2.71% |
$906K - $1.07M
|
80.2K
$37.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-2.25K- 5.48% |
$911K - $1.08M
|
38.8K
$18.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-2.25K- 57.77% |
$913K - $1.08M
|
1.65K
$777K
|
|
|
Nov 13, 2024
Q3 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-2.3K- 5.03% |
$932K - $1.1M
|
43.4K
$20.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-2.3K- 0.72% |
$932K - $1.1M
|
316K
$149M
|
|
|
Nov 04, 2024
Q3 2024
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-2.32K- 9.88% |
$938K - $1.11M
|
21.1K
$9.98M
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-2.32K- 3.47% |
$941K - $1.11M
|
64.6K
$30.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-2.35K- 7.37% |
$951K - $1.12M
|
29.5K
$13.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-2.35K- 1.47% |
$951K - $1.12M
|
157K
$74.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-2.35K- 6.27% |
$952K - $1.12M
|
35.1K
$16.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-2.37K- 29.88% |
$962K - $1.14M
|
5.57K
$2.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-2.38K- 1.02% |
$964K - $1.14M
|
232K
$109M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.39K- 1.63% |
$968K - $1.14M
|
144K
$68M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-2.39K- 18.6% |
$970K - $1.15M
|
10.5K
$4.95M
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-2.4K- 1.0% |
$973K - $1.15M
|
238K
$112M
|
|
|
Oct 25, 2024
Q3 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-2.44K- 5.98% |
$989K - $1.17M
|
38.4K
$18.1M
|