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 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-462- 0.75% |
$187K - $221K
|
61.2K
$29.3M
|
|
Nov 12, 2024
Q3 2024
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-463- 0.66% |
$188K - $222K
|
69.8K
$33.4M
|
|
Nov 14, 2024
Q3 2024
|
Excalibur Management Corp
|
SELL
|
- |
-463- 2.06% |
$188K - $222K
|
22K
$10.5M
|
|
Oct 16, 2024
Q3 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-464- 7.04% |
$188K - $222K
|
6.12K
$2.93M
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-465- 2.2% |
$188K - $223K
|
20.7K
$9.9M
|
|
Nov 08, 2024
Q3 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-468- 5.55% |
$190K - $224K
|
7.96K
$3.81M
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-472- 1.52% |
$191K - $226K
|
30.5K
$14.6M
|
|
Oct 28, 2024
Q3 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-473- 2.46% |
$192K - $226K
|
18.8K
$9M
|
|
Nov 13, 2024
Q3 2024
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-475- 23.92% |
$192K - $227K
|
1.51K
$723K
|
|
Nov 15, 2024
Q3 2024
|
Menlo Advisors LLC
|
SELL
|
- |
-475- 0.73% |
$192K - $227K
|
64.7K
$31M
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-476- 1.11% |
$193K - $228K
|
42.4K
$20.3M
|
|
Oct 22, 2024
Q3 2024
|
Hoertkorn Richard Charles
|
SELL
|
- |
-478- 11.51% |
$194K - $229K
|
3.67K
$1.76M
|
|
Nov 12, 2024
Q3 2024
|
Lathrop Investment Management Corp
|
SELL
|
- |
-482- 4.64% |
$195K - $231K
|
9.9K
$4.74M
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-483- 6.31% |
$196K - $231K
|
7.17K
$3.43M
|
|
Oct 03, 2024
Q3 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-484- 7.44% |
$196K - $232K
|
6.02K
$2.88M
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-485- 8.16% |
$197K - $232K
|
5.46K
$2.61M
|
|
Nov 13, 2024
Q3 2024
|
Eschler Asset Management LLP
Cambridge, X0 |
SELL
|
- |
-485- 28.66% |
$197K - $232K
|
1.21K
$578K
|
|
Oct 31, 2024
Q3 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-486- 2.57% |
$197K - $233K
|
18.4K
$8.83M
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-492- 0.65% |
$199K - $235K
|
75.2K
$36M
|
|
Nov 04, 2024
Q3 2024
|
Asset Management Advisors, LLC
|
SELL
|
- |
-493- 0.44% |
$200K - $236K
|
113K
$54M
|
|
Nov 14, 2024
Q3 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-493- 8.33% |
$200K - $236K
|
5.43K
$2.6M
|
|
Nov 05, 2024
Q3 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-494- 29.87% |
$200K - $236K
|
1.16K
$555K
|
|
Oct 28, 2024
Q3 2024
|
Campbell Wealth Management
|
SELL
|
- |
-496- 32.08% |
$201K - $237K
|
1.05K
$503K
|
|
Nov 01, 2024
Q3 2024
|
Skylands Capital, LLC
|
SELL
|
- |
-500- 25.64% |
$203K - $239K
|
1.45K
$694K
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-500- 1.58% |
$203K - $239K
|
31.1K
$14.9M
|
|
Nov 13, 2024
Q3 2024
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-500- 0.64% |
$203K - $239K
|
77.4K
$37M
|
|
Nov 13, 2024
Q3 2024
|
Torno Capital, LLC
Cohasset, MA |
SELL
|
- |
-500- 25.0% |
$203K - $239K
|
1.5K
$718K
|
|
Oct 28, 2024
Q3 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-501- 2.15% |
$203K - $240K
|
22.8K
$10.9M
|
|
Nov 08, 2024
Q3 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-502- 9.11% |
$203K - $240K
|
5.01K
$2.4M
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-502- 0.2% |
$203K - $240K
|
255K
$122M
|
|
Oct 31, 2024
Q3 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-503- 25.61% |
$204K - $241K
|
1.46K
$699K
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-504- 1.23% |
$204K - $241K
|
40.4K
$19.3M
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-509- 1.2% |
$206K - $244K
|
41.9K
$20.1M
|
|
Oct 02, 2024
Q3 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-510- 8.83% |
$207K - $244K
|
5.27K
$2.52M
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-510- 38.87% |
$207K - $244K
|
802
$384K
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-515- 51.5% |
$209K - $246K
|
485
$232K
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-516- 5.95% |
$209K - $247K
|
8.16K
$3.91M
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-518- 26.99% |
$210K - $248K
|
1.4K
$671K
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-520- 1.84% |
$211K - $249K
|
27.7K
$13.3M
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-522- 22.95% |
$212K - $250K
|
1.75K
$839K
|
|
Oct 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-533- 0.55% |
$216K - $255K
|
95.8K
$45.9M
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-533- 0.43% |
$216K - $255K
|
123K
$58.9M
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-534- 2.27% |
$216K - $256K
|
23K
$11M
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-537- 0.46% |
$218K - $257K
|
117K
$56.2M
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-539- 2.69% |
$218K - $258K
|
19.5K
$9.35M
|
|
Nov 15, 2024
Q3 2024
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-539- 1.38% |
$218K - $258K
|
38.4K
$18.4M
|
|
Nov 12, 2024
Q3 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-541- 12.93% |
$219K - $259K
|
3.64K
$1.74M
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-543- 3.64% |
$220K - $260K
|
14.4K
$6.88M
|
|
Oct 07, 2024
Q3 2024
|
Goal Fusion Wealth Management, LLC
|
SELL
|
- |
-547- 49.01% |
$222K - $262K
|
569
$272K
|
|
Oct 24, 2024
Q3 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-547- 3.83% |
$222K - $262K
|
13.7K
$6.58M
|