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 14, 2024
Q3 2024
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-10- 0.62% |
$4.05K - $4.79K
|
1.59K
$762K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-11- -0.0% |
$4.46K - $5.26K
|
223K
$107M
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-11- 0.06% |
$4.46K - $5.26K
|
17.9K
$8.57M
|
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
SELL
|
- |
-11- 1.21% |
$4.46K - $5.26K
|
898
$430K
|
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-11- 0.55% |
$4.46K - $5.26K
|
1.99K
$951K
|
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-11- 0.13% |
$4.46K - $5.26K
|
8.4K
$4.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-11- 0.13% |
$4.46K - $5.26K
|
8.28K
$3.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-11- 0.17% |
$4.46K - $5.26K
|
6.32K
$3.03M
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-12- 0.38% |
$4.86K - $5.74K
|
3.11K
$1.49M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-12- 0.23% |
$4.86K - $5.74K
|
5.13K
$2.46M
|
|
|
Oct 07, 2024
Q3 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-12- 1.04% |
$4.86K - $5.74K
|
1.14K
$546K
|
|
|
Oct 11, 2024
Q3 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-12- 0.29% |
$4.86K - $5.74K
|
4.07K
$1.95M
|
|
|
Oct 16, 2024
Q3 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-12- 0.18% |
$4.86K - $5.74K
|
6.57K
$3.14M
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-12- 1.01% |
$4.86K - $5.74K
|
1.17K
$561K
|
|
|
Nov 14, 2024
Q3 2024
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-12- 0.59% |
$4.86K - $5.74K
|
2.02K
$968K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-13- 0.54% |
$5.27K - $6.22K
|
2.37K
$1.14M
|
|
|
Oct 23, 2024
Q3 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-13- 1.96% |
$5.27K - $6.22K
|
650
$311K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-13- 0.67% |
$5.27K - $6.22K
|
1.92K
$921K
|
|
|
Oct 30, 2024
Q3 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-13- 0.15% |
$5.27K - $6.22K
|
8.95K
$4.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
SELL
|
- |
-13- 1.79% |
$5.27K - $6.22K
|
714
$342K
|
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-14- 0.31% |
$5.67K - $6.7K
|
4.43K
$2.12M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-14- 1.7% |
$5.67K - $6.7K
|
811
$388K
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-14- 0.33% |
$5.67K - $6.7K
|
4.18K
$2M
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-15- 0.84% |
$6.08K - $7.18K
|
1.77K
$848K
|
|
|
Oct 02, 2024
Q3 2024
|
First Community Trust Na
|
SELL
|
- |
-15- 0.46% |
$6.08K - $7.18K
|
3.27K
$1.57M
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-15- 0.66% |
$6.08K - $7.18K
|
2.26K
$1.08M
|
|
|
Oct 29, 2024
Q3 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-15- 3.04% |
$6.08K - $7.18K
|
479
$229K
|
|
|
Oct 29, 2024
Q3 2024
|
Harvey Capital Management Inc
|
SELL
|
- |
-15- 0.07% |
$6.08K - $7.18K
|
20.1K
$9.65M
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-15- 1.35% |
$6.08K - $7.18K
|
1.1K
$526K
|
|
|
Nov 01, 2024
Q3 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-15- 0.33% |
$6.08K - $7.18K
|
4.52K
$2.16M
|
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-15- 7.28% |
$6.08K - $7.18K
|
191
$91.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
SELL
|
- |
-15- 0.74% |
$6.08K - $7.18K
|
2.02K
$967K
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-15- 1.18% |
$6.08K - $7.18K
|
1.26K
$603K
|
|
|
Oct 09, 2024
Q3 2024
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-16- 1.49% |
$6.48K - $7.66K
|
1.06K
$506K
|
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-16- 0.61% |
$6.48K - $7.66K
|
2.59K
$1.24M
|
|
|
Oct 23, 2024
Q3 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-16- 0.08% |
$6.48K - $7.66K
|
19.1K
$9.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-16- 0.06% |
$6.48K - $7.66K
|
27.1K
$13M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-16- 0.84% |
$6.48K - $7.66K
|
1.88K
$900K
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-16- 0.15% |
$6.48K - $7.66K
|
10.7K
$5.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-16- 2.86% |
$6.48K - $7.66K
|
543
$260K
|
|
|
Oct 11, 2024
Q3 2024
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-17- 1.0% |
$6.89K - $8.14K
|
1.69K
$810K
|
|
|
Oct 30, 2024
Q3 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-17- 0.79% |
$6.89K - $8.14K
|
2.13K
$1.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-17- 1.35% |
$6.89K - $8.14K
|
1.24K
$595K
|
|
|
Nov 01, 2024
Q3 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-17- 2.4% |
$6.89K - $8.14K
|
691
$331K
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-17- 2.72% |
$6.89K - $8.14K
|
609
$292K
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-17- 0.55% |
$6.89K - $8.14K
|
3.1K
$1.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Pingora Partners LLC
Wilson, WY |
SELL
|
- |
-17- 3.44% |
$6.89K - $8.14K
|
477
$228K
|
|
|
Oct 04, 2024
Q3 2024
|
Red Spruce Capital, LLC
|
SELL
|
- |
-18- 0.98% |
$7.29K - $8.61K
|
1.83K
$874K
|
|
|
Oct 15, 2024
Q3 2024
|
American Asset Management Inc.
|
SELL
|
- |
-18- 1.72% |
$7.29K - $8.61K
|
1.03K
$492K
|
|
|
Nov 12, 2024
Q3 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-18- 1.32% |
$7.29K - $8.61K
|
1.35K
$645K
|