Purchases and Sales Made in Q3 2024 in Berkshire Hathaway Inc (BRK-A)
This table provides information about the institutional ownership of Berkshire Hathaway Inc (BRK-A) during Q3 2024. The information is specifically focused on institutions that hold shares of BERKSHIRE HATHAWAY INC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1- 4.76% |
$610K - $716K
|
20
$14.4M
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1- 0.47% |
$610K - $716K
|
214
$154M
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-1- 20.0% |
$610K - $716K
|
4
$2.88M
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1- 0.78% |
$610K - $716K
|
127
$91.3M
|
|
Nov 06, 2024
Q3 2024
|
Matthew 25 Management Corp
|
SELL
|
- |
-1- 4.55% |
$610K - $716K
|
21
$15.1M
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1- 16.67% |
$610K - $716K
|
5
$3.59M
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-1- 50.0% |
$610K - $716K
|
1
$719K
|
|
Nov 06, 2024
Q3 2024
|
Pecaut & Co.
|
SELL
|
- |
-1- 8.33% |
$610K - $716K
|
11
$7.91M
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1- 50.0% |
$610K - $716K
|
1
$719K
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-1- 14.29% |
$610K - $716K
|
6
$4.31M
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-1Closed |
$610K - $716K
|
0
$0
|
|
Oct 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-1- 33.33% |
$610K - $716K
|
2
$1.44M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1- 2.7% |
$610K - $716K
|
36
$25.9M
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-1- 12.5% |
$610K - $716K
|
7
$5.03M
|
|
Oct 07, 2024
Q3 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-1- 33.33% |
$610K - $716K
|
2
$1.44M
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1- 50.0% |
$610K - $716K
|
1
$719K
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-1- 5.26% |
$610K - $716K
|
18
$12.9M
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1- 10.0% |
$610K - $716K
|
9
$6.47M
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1- 0.11% |
$610K - $716K
|
926
$666M
|
|
Nov 12, 2024
Q3 2024
|
Burgundy Asset Management Ltd.
Toronto, A6 |
SELL
|
- |
-1- 0.62% |
$610K - $716K
|
161
$116M
|
|
Nov 06, 2024
Q3 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-1- 50.0% |
$610K - $716K
|
1
$719K
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-2- 40.0% |
$1.22M - $1.43M
|
3
$2.16M
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-2- 1.74% |
$1.22M - $1.43M
|
113
$81.2M
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2- 2.5% |
$1.22M - $1.43M
|
78
$56.1M
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2- 5.88% |
$1.22M - $1.43M
|
32
$23M
|
|
Nov 14, 2024
Q3 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-2- 4.65% |
$1.22M - $1.43M
|
41
$29.5M
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-2- 18.18% |
$1.22M - $1.43M
|
9
$6.47M
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2- 2.99% |
$1.22M - $1.43M
|
65
$46.7M
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2- 66.67% |
$1.22M - $1.43M
|
1
$719K
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-2- 5.26% |
$1.22M - $1.43M
|
36
$25.9M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2- 8.7% |
$1.22M - $1.43M
|
21
$15.1M
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-2- 20.0% |
$1.22M - $1.43M
|
8
$5.75M
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-2- 66.67% |
$1.22M - $1.43M
|
1
$719K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2- 22.22% |
$1.22M - $1.43M
|
7
$5.03M
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-3- 10.34% |
$1.83M - $2.15M
|
26
$18.7M
|
|
Oct 15, 2024
Q3 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-3- 8.57% |
$1.83M - $2.15M
|
32
$23M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3- 14.29% |
$1.83M - $2.15M
|
18
$12.9M
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-3- 42.86% |
$1.83M - $2.15M
|
4
$2.88M
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3- 50.0% |
$1.83M - $2.15M
|
3
$2.16M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-3- 50.0% |
$1.83M - $2.15M
|
3
$2.16M
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3- 2.34% |
$1.83M - $2.15M
|
125
$89.8M
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-3- 37.5% |
$1.83M - $2.15M
|
5
$3.59M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3- 9.09% |
$1.83M - $2.15M
|
30
$21.6M
|
|
Oct 02, 2024
Q3 2024
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-3- 0.92% |
$1.83M - $2.15M
|
323
$232M
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3- 2.34% |
$1.83M - $2.15M
|
125
$89.8M
|
|
Nov 08, 2024
Q3 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-3- 16.67% |
$1.83M - $2.15M
|
15
$10.8M
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-3- 6.82% |
$1.83M - $2.15M
|
41
$29.5M
|
|
Nov 13, 2024
Q3 2024
|
Ruane, Cunniff & Goldfarb L.P.
New York, NY |
SELL
|
- |
-4- 2.9% |
$2.44M - $2.86M
|
134
$96.3M
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-4- 50.0% |
$2.44M - $2.86M
|
4
$2.88M
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-4- 8.16% |
$2.44M - $2.86M
|
45
$32.3M
|