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 07, 2024
Q3 2024
|
Braun Stacey Associates Inc
|
BUY
|
- |
2.07K+ 2.76% |
$839K - $991K
|
77.2K
$35.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Highlander Partners, L.P.
|
BUY
|
- |
2.05K+ 100.0% |
$831K - $981K
|
4.1K
$1.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
2.03KNew |
$823K - $971K
|
2.03K
$939K
|
|
|
Nov 14, 2024
Q3 2024
|
Symmetry Investments LP
|
BUY
|
- |
2KNew |
$810K - $957K
|
2K
$925K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.98K+ 11.67% |
$803K - $948K
|
19K
$8.77M
|
|
|
Oct 29, 2024
Q3 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
1.98K+ 8.56% |
$802K - $948K
|
25.1K
$11.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
1.98KNew |
$801K - $946K
|
1.98K
$914K
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
1.96K+ 145.47% |
$795K - $938K
|
3.31K
$1.53M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.94K+ 7.64% |
$786K - $928K
|
27.3K
$12.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
1.93K+ 8.05% |
$783K - $925K
|
25.9K
$12M
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.91KNew |
$774K - $914K
|
1.91K
$883K
|
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
1.91K+ 17.34% |
$772K - $912K
|
12.9K
$5.96M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.89K+ 0.7% |
$765K - $903K
|
270K
$125M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.88K+ 8.54% |
$761K - $899K
|
23.9K
$11M
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.87K+ 6.19% |
$759K - $896K
|
32.1K
$14.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
1.87KNew |
$758K - $895K
|
1.87K
$865K
|
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
1.87K+ 6.52% |
$757K - $894K
|
30.5K
$14.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
1.87K+ 6.09% |
$756K - $893K
|
32.5K
$15M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.85K+ 7.84% |
$751K - $887K
|
25.5K
$11.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
1.84KNew |
$746K - $881K
|
1.84K
$851K
|
|
|
Nov 07, 2024
Q3 2024
|
S&Co Inc
Boston, MA |
BUY
|
- |
1.83K+ 1.12% |
$741K - $876K
|
166K
$76.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
1.82KNew |
$739K - $873K
|
1.82K
$844K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1.82K+ 11.22% |
$736K - $869K
|
18K
$8.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Ttp Investments, Inc.
|
BUY
|
- |
1.81K+ 38.86% |
$733K - $866K
|
6.46K
$2.99M
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
BUY
|
- |
1.81K+ 2.92% |
$731K - $864K
|
63.6K
$29.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.8K+ 6.37% |
$727K - $859K
|
30K
$13.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.79K+ 1.5% |
$727K - $858K
|
121K
$56.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.79K+ 4.95% |
$724K - $855K
|
37.8K
$17.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
1.78K+ 7.33% |
$721K - $852K
|
26.1K
$12.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
1.77K+ 2.41% |
$718K - $849K
|
75.2K
$34.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.77K+ 3.32% |
$718K - $849K
|
55.2K
$25.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.77K+ 14.64% |
$715K - $845K
|
13.8K
$6.39M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.76K+ 24.46% |
$711K - $840K
|
8.93K
$4.13M
|
|
|
Nov 06, 2024
Q3 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
1.74K+ 14.36% |
$704K - $832K
|
13.8K
$6.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.74K+ 15.31% |
$703K - $831K
|
13.1K
$6.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
1.73K+ 6.45% |
$703K - $830K
|
28.6K
$13.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.73K+ 3.0% |
$699K - $826K
|
59.3K
$27.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
1.71KNew |
$693K - $819K
|
1.71K
$791K
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.71K+ 127.02% |
$693K - $819K
|
3.06K
$1.41M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.71K+ 3.36% |
$693K - $818K
|
52.6K
$24.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.71K+ 10.9% |
$692K - $817K
|
17.4K
$8.03M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.7K+ 3.03% |
$690K - $815K
|
58K
$26.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.7K+ 72.15% |
$690K - $815K
|
4.06K
$1.88M
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
1.7K+ 239.44% |
$689K - $814K
|
2.41K
$1.11M
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.7K+ 7.18% |
$687K - $812K
|
25.3K
$11.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.69K+ 9.68% |
$686K - $810K
|
19.2K
$8.86M
|
|
|
Nov 08, 2024
Q3 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
1.69K+ 27.01% |
$683K - $807K
|
7.93K
$3.67M
|
|
|
Oct 22, 2024
Q3 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
1.68K+ 40.16% |
$681K - $804K
|
5.87K
$2.71M
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
1.67K+ 54.55% |
$676K - $798K
|
4.73K
$2.19M
|
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
1.67K+ 24.28% |
$676K - $798K
|
8.54K
$3.95M
|