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 21, 2024
Q3 2024
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-241- 1.23% |
$97.7K - $115K
|
19.4K
$9.28M
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-241- 3.5% |
$97.7K - $115K
|
6.64K
$3.18M
|
|
|
Oct 01, 2024
Q3 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-244- 4.91% |
$98.9K - $117K
|
4.72K
$2.26M
|
|
|
Nov 04, 2024
Q3 2024
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-244- 0.17% |
$98.9K - $117K
|
139K
$66.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-245- 0.11% |
$99.3K - $117K
|
215K
$103M
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
SELL
|
- |
-246- 4.19% |
$99.7K - $118K
|
5.63K
$2.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-246- 14.74% |
$99.7K - $118K
|
1.42K
$681K
|
|
|
Nov 14, 2024
Q3 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-246- 1.39% |
$99.7K - $118K
|
17.4K
$8.33M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-249- 5.91% |
$101K - $119K
|
3.96K
$1.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-250- 31.25% |
$101K - $120K
|
550
$263K
|
|
|
Oct 24, 2024
Q3 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-250- 11.91% |
$101K - $120K
|
1.85K
$885K
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-250- 6.13% |
$101K - $120K
|
3.83K
$1.83M
|
|
|
Oct 31, 2024
Q3 2024
|
Emerald Advisors, LLC
|
SELL
|
- |
-250- 11.44% |
$101K - $120K
|
1.94K
$927K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-251- 0.43% |
$102K - $120K
|
58.4K
$28M
|
|
|
Nov 08, 2024
Q3 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-253- 1.96% |
$103K - $121K
|
12.7K
$6.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-254- 2.28% |
$103K - $122K
|
10.9K
$5.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-255- 4.07% |
$103K - $122K
|
6.01K
$2.88M
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-257- 6.82% |
$104K - $123K
|
3.51K
$1.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-258- 1.54% |
$105K - $123K
|
16.5K
$7.89M
|
|
|
Oct 01, 2024
Q3 2024
|
Jacobs & CO
|
SELL
|
- |
-259- 2.02% |
$105K - $124K
|
12.6K
$6.03M
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-259- 0.52% |
$105K - $124K
|
49.4K
$23.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
SELL
|
- |
-260- 3.84% |
$105K - $124K
|
6.51K
$3.11M
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-260- 5.09% |
$105K - $124K
|
4.85K
$2.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-263- 2.85% |
$107K - $126K
|
8.95K
$4.29M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-264- 1.01% |
$107K - $126K
|
25.9K
$12.4M
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-264- 7.93% |
$107K - $126K
|
3.07K
$1.47M
|
|
|
Oct 21, 2024
Q3 2024
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-265- 1.66% |
$107K - $127K
|
15.7K
$7.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-265- 0.71% |
$107K - $127K
|
37.2K
$17.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-266- 1.24% |
$108K - $127K
|
21.2K
$10.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-270- 31.51% |
$109K - $129K
|
587
$281K
|
|
|
Nov 06, 2024
Q3 2024
|
Sam Advisors, LLC
|
SELL
|
- |
-271- 1.3% |
$110K - $130K
|
20.5K
$9.83M
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-275- 57.65% |
$111K - $132K
|
202
$96.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-276- 1.88% |
$112K - $132K
|
14.4K
$6.9M
|
|
|
Oct 04, 2024
Q3 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-277- 1.5% |
$112K - $133K
|
18.3K
$8.74M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-279- 0.52% |
$113K - $134K
|
53.9K
$25.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-280- 1.61% |
$113K - $134K
|
17.1K
$8.18M
|
|
|
Nov 08, 2024
Q3 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-280- 22.62% |
$113K - $134K
|
958
$459K
|
|
|
Nov 13, 2024
Q3 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-280- 11.2% |
$113K - $134K
|
2.22K
$1.06M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-281- 6.21% |
$114K - $134K
|
4.24K
$2.03M
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
SELL
|
- |
-281- 6.08% |
$114K - $134K
|
4.34K
$2.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-281- 6.15% |
$114K - $134K
|
4.29K
$2.05M
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-282- 13.53% |
$114K - $135K
|
1.8K
$863K
|
|
|
Oct 08, 2024
Q3 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-284- 5.31% |
$115K - $136K
|
5.07K
$2.42M
|
|
|
Nov 08, 2024
Q3 2024
|
Wealthgate Family Office, LLC
|
SELL
|
- |
-284- 17.27% |
$115K - $136K
|
1.36K
$651K
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-284- 16.34% |
$115K - $136K
|
1.45K
$696K
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
SELL
|
- |
-287- 2.41% |
$116K - $137K
|
11.6K
$5.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-288- 9.87% |
$117K - $138K
|
2.63K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-290- 32.95% |
$118K - $139K
|
590
$282K
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
SELL
|
- |
-297- 1.19% |
$120K - $142K
|
24.6K
$11.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-297- 2.77% |
$120K - $142K
|
10.4K
$5M
|