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 12, 2024
Q3 2024
|
Muhlenkamp & CO Inc
|
SELL
|
- |
-18- 0.05% |
$7.29K - $8.61K
|
38.1K
$18.3M
|
|
Oct 11, 2024
Q3 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-19- 1.78% |
$7.7K - $9.09K
|
1.05K
$503K
|
|
Oct 15, 2024
Q3 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-19- 0.48% |
$7.7K - $9.09K
|
3.94K
$1.89M
|
|
Oct 16, 2024
Q3 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-19- 1.2% |
$7.7K - $9.09K
|
1.57K
$749K
|
|
Oct 21, 2024
Q3 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-19- 0.47% |
$7.7K - $9.09K
|
4.02K
$1.92M
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-19- 0.87% |
$7.7K - $9.09K
|
2.16K
$1.03M
|
|
Nov 04, 2024
Q3 2024
|
Brickley Wealth Management
|
SELL
|
- |
-19- 1.94% |
$7.7K - $9.09K
|
958
$459K
|
|
Nov 14, 2024
Q3 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-19- 1.03% |
$7.7K - $9.09K
|
1.82K
$871K
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-20- 0.2% |
$8.1K - $9.57K
|
10K
$4.8M
|
|
Oct 23, 2024
Q3 2024
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-20- 0.92% |
$8.1K - $9.57K
|
2.16K
$1.03M
|
|
Oct 24, 2024
Q3 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-20- 0.64% |
$8.1K - $9.57K
|
3.12K
$1.49M
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-20- 2.82% |
$8.1K - $9.57K
|
688
$329K
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-20- 0.36% |
$8.1K - $9.57K
|
5.58K
$2.67M
|
|
Nov 12, 2024
Q3 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-20- 2.04% |
$8.1K - $9.57K
|
962
$461K
|
|
Nov 12, 2024
Q3 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-20- 0.44% |
$8.1K - $9.57K
|
4.52K
$2.16M
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-20- 3.08% |
$8.1K - $9.57K
|
629
$301K
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-20- 0.05% |
$8.1K - $9.57K
|
43K
$20.6M
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-20- 3.63% |
$8.1K - $9.57K
|
531
$254K
|
|
Nov 14, 2024
Q3 2024
|
Channing Global Advisors, LLC
|
SELL
|
- |
-20- 0.39% |
$8.1K - $9.57K
|
5.13K
$2.46M
|
|
Nov 14, 2024
Q3 2024
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-20- 2.53% |
$8.1K - $9.57K
|
771
$369K
|
|
Oct 08, 2024
Q3 2024
|
Leibman Financial Services, Inc.
Louisville, NE |
SELL
|
- |
-21- 0.18% |
$8.51K - $10K
|
11.5K
$5.52M
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-21- 2.59% |
$8.51K - $10K
|
791
$379K
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-21- 0.54% |
$8.51K - $10K
|
3.89K
$1.86M
|
|
Nov 04, 2024
Q3 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-21- 0.74% |
$8.51K - $10K
|
2.81K
$1.34M
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-21- 1.35% |
$8.51K - $10K
|
1.53K
$732K
|
|
Nov 14, 2024
Q3 2024
|
Bank Ozk
|
SELL
|
- |
-21- 3.41% |
$8.51K - $10K
|
594
$284K
|
|
Nov 14, 2024
Q3 2024
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-21- 0.63% |
$8.51K - $10K
|
3.29K
$1.57M
|
|
Nov 15, 2024
Q3 2024
|
Mcia Inc
|
SELL
|
- |
-21- 0.84% |
$8.51K - $10K
|
2.48K
$1.18M
|
|
Feb 13, 2025
Q3 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-21- 3.96% |
$8.51K - $10K
|
509
$244K
|
|
Oct 09, 2024
Q3 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-22- 2.14% |
$8.91K - $10.5K
|
1.01K
$482K
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-22- 1.55% |
$8.91K - $10.5K
|
1.4K
$670K
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-22- 0.12% |
$8.91K - $10.5K
|
18.7K
$8.98M
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-22- 0.73% |
$8.91K - $10.5K
|
2.98K
$1.42M
|
|
Nov 01, 2024
Q3 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-22- 1.51% |
$8.91K - $10.5K
|
1.43K
$685K
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-22- 2.99% |
$8.91K - $10.5K
|
714
$342K
|
|
Nov 12, 2024
Q3 2024
|
Bey Douglas LLC
Marietta, GA |
SELL
|
- |
-22- 0.3% |
$8.91K - $10.5K
|
7.3K
$3.5M
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-23- 0.05% |
$9.32K - $11K
|
45.6K
$21.8M
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-23- 0.61% |
$9.32K - $11K
|
3.78K
$1.81M
|
|
Nov 13, 2024
Q3 2024
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-23- 0.05% |
$9.32K - $11K
|
44K
$21.1M
|
|
Nov 14, 2024
Q3 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-23- 0.28% |
$9.32K - $11K
|
8.13K
$3.89M
|
|
Oct 07, 2024
Q3 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-24- 1.26% |
$9.72K - $11.5K
|
1.89K
$904K
|
|
Nov 08, 2024
Q3 2024
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-24- 0.36% |
$9.72K - $11.5K
|
6.64K
$3.18M
|
|
Nov 12, 2024
Q3 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-24- 0.67% |
$9.72K - $11.5K
|
3.54K
$1.69M
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-24- 4.75% |
$9.72K - $11.5K
|
481
$230K
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-25- 0.6% |
$10.1K - $12K
|
4.17K
$2M
|
|
Oct 07, 2024
Q3 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-25- 1.89% |
$10.1K - $12K
|
1.3K
$621K
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-25- 0.83% |
$10.1K - $12K
|
2.98K
$1.43M
|
|
Oct 10, 2024
Q3 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-25- 1.83% |
$10.1K - $12K
|
1.34K
$643K
|
|
Oct 10, 2024
Q3 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-25- 1.45% |
$10.1K - $12K
|
1.7K
$814K
|
|
Oct 10, 2024
Q3 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-25- 1.21% |
$10.1K - $12K
|
2.05K
$979K
|