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 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-25- 2.2% |
$10.1K - $12K
|
1.11K
$531K
|
|
Oct 15, 2024
Q3 2024
|
Penbrook Management LLC
|
SELL
|
- |
-25- 0.69% |
$10.1K - $12K
|
3.58K
$1.71M
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
SELL
|
- |
-25- 1.27% |
$10.1K - $12K
|
1.94K
$929K
|
|
Oct 21, 2024
Q3 2024
|
Benin Management Corp
|
SELL
|
- |
-25- 0.43% |
$10.1K - $12K
|
5.82K
$2.78M
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-25- 3.71% |
$10.1K - $12K
|
649
$311K
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-25- 1.3% |
$10.1K - $12K
|
1.9K
$909K
|
|
Nov 08, 2024
Q3 2024
|
John G Ullman & Associates Inc
|
SELL
|
- |
-25- 1.39% |
$10.1K - $12K
|
1.77K
$849K
|
|
Nov 12, 2024
Q3 2024
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-25- 24.75% |
$10.1K - $12K
|
76
$36.4K
|
|
Nov 12, 2024
Q3 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-25- 0.45% |
$10.1K - $12K
|
5.5K
$2.63M
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-26- 0.56% |
$10.5K - $12.4K
|
4.61K
$2.21M
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-26- 0.78% |
$10.5K - $12.4K
|
3.29K
$1.57M
|
|
Oct 18, 2024
Q3 2024
|
Barden Capital Management, Inc.
|
SELL
|
- |
-26- 0.76% |
$10.5K - $12.4K
|
3.39K
$1.62M
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-26- 3.06% |
$10.5K - $12.4K
|
825
$395K
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-26- 0.3% |
$10.5K - $12.4K
|
8.62K
$4.12M
|
|
Nov 12, 2024
Q3 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-26- 0.91% |
$10.5K - $12.4K
|
2.82K
$1.35M
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-27- 0.75% |
$10.9K - $12.9K
|
3.57K
$1.71M
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
SELL
|
- |
-27- 1.16% |
$10.9K - $12.9K
|
2.31K
$1.1M
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-27- 0.35% |
$10.9K - $12.9K
|
7.68K
$3.68M
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-27- 0.59% |
$10.9K - $12.9K
|
4.53K
$2.17M
|
|
Nov 05, 2024
Q3 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-28- 0.58% |
$11.3K - $13.4K
|
4.82K
$2.31M
|
|
Nov 13, 2024
Q3 2024
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-28- 1.49% |
$11.3K - $13.4K
|
1.86K
$888K
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-29- 0.42% |
$11.8K - $13.9K
|
6.82K
$3.27M
|
|
Oct 03, 2024
Q3 2024
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-30- 0.35% |
$12.2K - $14.4K
|
8.61K
$4.12M
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
SELL
|
- |
-30- 0.33% |
$12.2K - $14.4K
|
8.98K
$4.3M
|
|
Oct 21, 2024
Q3 2024
|
Rba Wealth Management, LLC
|
SELL
|
- |
-30- 4.37% |
$12.2K - $14.4K
|
656
$314K
|
|
Oct 29, 2024
Q3 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-30- 1.05% |
$12.2K - $14.4K
|
2.83K
$1.35M
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-30- 7.73% |
$12.2K - $14.4K
|
358
$171K
|
|
Nov 12, 2024
Q3 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-30- 2.88% |
$12.2K - $14.4K
|
1.01K
$484K
|
|
Nov 14, 2024
Q3 2024
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-30- 3.61% |
$12.2K - $14.4K
|
800
$383K
|
|
Oct 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-31- 0.3% |
$12.6K - $14.8K
|
10.4K
$4.97M
|
|
Oct 29, 2024
Q3 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-31- 1.15% |
$12.6K - $14.8K
|
2.66K
$1.27M
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-31- 1.22% |
$12.6K - $14.8K
|
2.52K
$1.2M
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-31- 3.34% |
$12.6K - $14.8K
|
897
$429K
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-32- 2.73% |
$13K - $15.3K
|
1.14K
$546K
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-32- 0.33% |
$13K - $15.3K
|
9.69K
$4.64M
|
|
Nov 13, 2024
Q3 2024
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-32- 0.05% |
$13K - $15.3K
|
69.2K
$33.1M
|
|
Oct 03, 2024
Q3 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-33- 2.15% |
$13.4K - $15.8K
|
1.5K
$719K
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-33- 0.53% |
$13.4K - $15.8K
|
6.2K
$2.97M
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-33- 0.61% |
$13.4K - $15.8K
|
5.39K
$2.58M
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
SELL
|
- |
-33- 0.56% |
$13.4K - $15.8K
|
5.9K
$2.83M
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-33- 10.28% |
$13.4K - $15.8K
|
288
$138K
|
|
Oct 30, 2024
Q3 2024
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-33- 0.77% |
$13.4K - $15.8K
|
4.24K
$2.03M
|
|
Nov 12, 2024
Q3 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-33- 2.19% |
$13.4K - $15.8K
|
1.47K
$705K
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
SELL
|
- |
-33- 0.34% |
$13.4K - $15.8K
|
9.6K
$4.6M
|
|
Nov 13, 2024
Q3 2024
|
May Tech Global Investments, LLC
New York, NY |
SELL
|
- |
-33- 2.9% |
$13.4K - $15.8K
|
1.11K
$529K
|
|
Oct 15, 2024
Q3 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-34- 2.54% |
$13.8K - $16.3K
|
1.31K
$626K
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-34- 1.05% |
$13.8K - $16.3K
|
3.21K
$1.54M
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-34- 1.02% |
$13.8K - $16.3K
|
3.3K
$1.58M
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-34- 3.9% |
$13.8K - $16.3K
|
837
$401K
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
SELL
|
- |
-34- 0.71% |
$13.8K - $16.3K
|
4.75K
$2.27M
|