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 10, 2024
Q3 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-5- 0.41% |
$2.03K - $2.39K
|
1.21K
$579K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-5- 0.25% |
$2.03K - $2.39K
|
2.03K
$971K
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-5- 0.35% |
$2.03K - $2.39K
|
1.43K
$685K
|
|
|
Oct 23, 2024
Q3 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-5- 0.06% |
$2.03K - $2.39K
|
8.24K
$3.95M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-5- 0.13% |
$2.03K - $2.39K
|
3.87K
$1.85M
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-5- 0.06% |
$2.03K - $2.39K
|
8.74K
$4.18M
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-5- 2.86% |
$2.03K - $2.39K
|
170
$81.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-5- 0.04% |
$2.03K - $2.39K
|
14.2K
$6.82M
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-5- 0.11% |
$2.03K - $2.39K
|
4.52K
$2.17M
|
|
|
Nov 08, 2024
Q3 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-5- 0.17% |
$2.03K - $2.39K
|
2.99K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-5- 10.0% |
$2.03K - $2.39K
|
45
$21.5K
|
|
|
Jan 06, 2025
Q3 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-5- 0.28% |
$2.03K - $2.39K
|
1.78K
$850K
|
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-6- 0.47% |
$2.43K - $2.87K
|
1.27K
$609K
|
|
|
Oct 10, 2024
Q3 2024
|
Asio Capital, LLC
|
SELL
|
- |
-6- 0.74% |
$2.43K - $2.87K
|
801
$383K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-6- 0.82% |
$2.43K - $2.87K
|
722
$346K
|
|
|
Oct 30, 2024
Q3 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-6- 2.36% |
$2.43K - $2.87K
|
248
$119K
|
|
|
Nov 07, 2024
Q3 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-6- 0.43% |
$2.43K - $2.87K
|
1.38K
$661K
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-6- 1.12% |
$2.43K - $2.87K
|
531
$254K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-6- 0.36% |
$2.43K - $2.87K
|
1.67K
$801K
|
|
|
Nov 14, 2024
Q3 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-6- 0.75% |
$2.43K - $2.87K
|
790
$378K
|
|
|
Oct 04, 2024
Q3 2024
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-7- 0.72% |
$2.84K - $3.35K
|
959
$459K
|
|
|
Oct 15, 2024
Q3 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-7- 0.13% |
$2.84K - $3.35K
|
5.35K
$2.56M
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.15% |
$2.84K - $3.35K
|
4.53K
$2.17M
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-7- 0.08% |
$2.84K - $3.35K
|
8.38K
$4.01M
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-7- 0.07% |
$2.84K - $3.35K
|
10.5K
$5M
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-7- 1.01% |
$2.84K - $3.35K
|
687
$329K
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-7- 0.04% |
$2.84K - $3.35K
|
19.8K
$9.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-7- 0.03% |
$2.84K - $3.35K
|
20.5K
$9.84M
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-7- 0.28% |
$2.84K - $3.35K
|
2.48K
$1.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-8- 1.61% |
$3.24K - $3.83K
|
488
$234K
|
|
|
Nov 04, 2024
Q3 2024
|
Winslow Asset Management Inc
|
SELL
|
- |
-8- 0.44% |
$3.24K - $3.83K
|
1.81K
$865K
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-8- 0.82% |
$3.24K - $3.83K
|
973
$466K
|
|
|
Oct 08, 2024
Q3 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-9- 1.2% |
$3.65K - $4.31K
|
738
$353K
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-9- 1.46% |
$3.65K - $4.31K
|
608
$291K
|
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-9- 0.11% |
$3.65K - $4.31K
|
8.35K
$4M
|
|
|
Oct 30, 2024
Q3 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-9- 1.54% |
$3.65K - $4.31K
|
576
$276K
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-9- 1.21% |
$3.65K - $4.31K
|
733
$351K
|
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-9- 0.93% |
$3.65K - $4.31K
|
961
$460K
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-9- 0.79% |
$3.65K - $4.31K
|
1.13K
$541K
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-9- 0.18% |
$3.65K - $4.31K
|
5.08K
$2.43M
|
|
|
Oct 04, 2024
Q3 2024
|
Orser Capital Management, LLC
|
SELL
|
- |
-10- 0.11% |
$4.05K - $4.79K
|
8.84K
$4.23M
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-10- 0.43% |
$4.05K - $4.79K
|
2.31K
$1.11M
|
|
|
Oct 18, 2024
Q3 2024
|
Refined Wealth Management
|
SELL
|
- |
-10- 1.41% |
$4.05K - $4.79K
|
698
$334K
|
|
|
Oct 22, 2024
Q3 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-10- 0.35% |
$4.05K - $4.79K
|
2.84K
$1.36M
|
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-10- 0.52% |
$4.05K - $4.79K
|
1.92K
$918K
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-10- 1.14% |
$4.05K - $4.79K
|
868
$416K
|
|
|
Nov 08, 2024
Q3 2024
|
Kendall Capital Management
|
SELL
|
- |
-10- 1.43% |
$4.05K - $4.79K
|
688
$329K
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-10- 0.13% |
$4.05K - $4.79K
|
7.55K
$3.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-10- 0.09% |
$4.05K - $4.79K
|
11.7K
$5.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-10- 1.19% |
$4.05K - $4.79K
|
827
$396K
|