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 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-42- 1.08% |
$17K - $20.1K
|
3.86K
$1.85M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-43- 8.19% |
$17.4K - $20.6K
|
482
$231K
|
|
|
Nov 12, 2024
Q3 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-43- 1.37% |
$17.4K - $20.6K
|
3.09K
$1.48M
|
|
|
Nov 13, 2024
Q3 2024
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-43- 0.23% |
$17.4K - $20.6K
|
18.5K
$8.87M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-43- 9.89% |
$17.4K - $20.6K
|
392
$188K
|
|
|
Dec 17, 2024
Q3 2024
|
Ims Capital Management
|
SELL
|
- |
-43- 0.45% |
$17.4K - $20.6K
|
9.46K
$4.53M
|
|
|
Jan 21, 2025
Q3 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-43- 7.71% |
$17.4K - $20.6K
|
515
$247K
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-44- 0.22% |
$17.8K - $21.1K
|
20.1K
$9.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-44- 0.07% |
$17.8K - $21.1K
|
62.7K
$30M
|
|
|
Oct 02, 2024
Q3 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-45- 1.76% |
$18.2K - $21.5K
|
2.51K
$1.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-45- 3.02% |
$18.2K - $21.5K
|
1.44K
$691K
|
|
|
Oct 31, 2024
Q3 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-45- 0.26% |
$18.2K - $21.5K
|
17.2K
$8.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-45- 0.77% |
$18.2K - $21.5K
|
5.81K
$2.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-45- 4.42% |
$18.2K - $21.5K
|
973
$466K
|
|
|
Nov 22, 2024
Q3 2024
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-45- 2.17% |
$18.2K - $21.5K
|
2.03K
$970K
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-46- 2.14% |
$18.6K - $22K
|
2.1K
$1.01M
|
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-47- 2.16% |
$19K - $22.5K
|
2.13K
$1.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-47- 4.42% |
$19K - $22.5K
|
1.02K
$487K
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-47- 2.74% |
$19K - $22.5K
|
1.67K
$798K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-47- 1.62% |
$19K - $22.5K
|
2.85K
$1.37M
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-47- 6.28% |
$19K - $22.5K
|
701
$336K
|
|
|
Nov 14, 2024
Q3 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-47- 2.11% |
$19K - $22.5K
|
2.18K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-47- 1.77% |
$19K - $22.5K
|
2.6K
$1.25M
|
|
|
Oct 07, 2024
Q3 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-50- 0.4% |
$20.3K - $23.9K
|
12.4K
$5.93M
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-50- 1.1% |
$20.3K - $23.9K
|
4.5K
$2.15M
|
|
|
Oct 08, 2024
Q3 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-50- 3.43% |
$20.3K - $23.9K
|
1.41K
$674K
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-50- 1.47% |
$20.3K - $23.9K
|
3.36K
$1.61M
|
|
|
Oct 15, 2024
Q3 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-50- 22.62% |
$20.3K - $23.9K
|
171
$81.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Touchstone Capital, Inc.
|
SELL
|
- |
-50- 8.91% |
$20.3K - $23.9K
|
511
$245K
|
|
|
Oct 16, 2024
Q3 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-50- 0.86% |
$20.3K - $23.9K
|
5.77K
$2.76M
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-50- 1.31% |
$20.3K - $23.9K
|
3.76K
$1.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-50- 0.14% |
$20.3K - $23.9K
|
34.9K
$16.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-50- 4.92% |
$20.3K - $23.9K
|
966
$462K
|
|
|
Oct 28, 2024
Q3 2024
|
Golden Road Advisors LLC
Tampa, FL |
SELL
|
- |
-50- 5.89% |
$20.3K - $23.9K
|
799
$383K
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-50- 3.85% |
$20.3K - $23.9K
|
1.25K
$598K
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-50- 6.27% |
$20.3K - $23.9K
|
748
$358K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-50- 1.78% |
$20.3K - $23.9K
|
2.76K
$1.32M
|
|
|
Oct 31, 2024
Q3 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-50- 1.26% |
$20.3K - $23.9K
|
3.91K
$1.87M
|
|
|
Nov 01, 2024
Q3 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-50- 0.42% |
$20.3K - $23.9K
|
11.9K
$5.72M
|
|
|
Nov 04, 2024
Q3 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-50- 0.5% |
$20.3K - $23.9K
|
9.9K
$4.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-50- 5.88% |
$20.3K - $23.9K
|
800
$383K
|
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-50- 1.66% |
$20.3K - $23.9K
|
2.96K
$1.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-50- 0.46% |
$20.3K - $23.9K
|
10.9K
$5.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-50- 0.42% |
$20.3K - $23.9K
|
11.8K
$5.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
SELL
|
- |
-50- 2.48% |
$20.3K - $23.9K
|
1.97K
$941K
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
SELL
|
- |
-50- 1.27% |
$20.3K - $23.9K
|
3.89K
$1.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Arnhold LLC
|
SELL
|
- |
-52- 0.14% |
$21.1K - $24.9K
|
37.3K
$17.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-53- 0.61% |
$21.5K - $25.4K
|
8.6K
$4.12M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-53- 2.72% |
$21.5K - $25.4K
|
1.9K
$908K
|
|
|
Oct 17, 2024
Q3 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-53- 0.43% |
$21.5K - $25.4K
|
12.3K
$5.89M
|