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 04, 2024
Q3 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
1.12K+ 12.82% |
$453K - $536K
|
9.85K
$4.78M
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.12K+ 113.85% |
$453K - $535K
|
2.1K
$1.02M
|
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
1.11K+ 0.28% |
$451K - $533K
|
399K
$193M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.11K+ 3.81% |
$451K - $533K
|
30.3K
$14.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.11K+ 2.63% |
$451K - $532K
|
43.4K
$21M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
1.11K+ 2.8% |
$451K - $532K
|
40.8K
$19.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
1.11K+ 14.27% |
$450K - $532K
|
8.9K
$4.32M
|
|
|
Oct 04, 2024
Q3 2024
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
1.1K+ 4.3% |
$447K - $528K
|
26.8K
$13M
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
1.09KNew |
$442K - $522K
|
1.09K
$529K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.09K+ 5.73% |
$442K - $522K
|
20.1K
$9.76M
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1.09K+ 11.49% |
$441K - $521K
|
10.6K
$5.13M
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.09K+ 13.27% |
$441K - $521K
|
9.29K
$4.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.09K+ 20.38% |
$440K - $520K
|
6.42K
$3.11M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.08K+ 1.04% |
$438K - $518K
|
105K
$50.9M
|
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.07KNew |
$435K - $514K
|
1.07K
$520K
|
|
|
Oct 31, 2024
Q3 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
1.06KNew |
$431K - $509K
|
1.06K
$516K
|
|
|
Oct 31, 2024
Q3 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
1.06K+ 2.73% |
$430K - $507K
|
39.9K
$19.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
1.06KNew |
$428K - $506K
|
1.06K
$513K
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
1.05K+ 7.49% |
$427K - $504K
|
15.1K
$7.34M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.05K+ 18.42% |
$427K - $504K
|
6.78K
$3.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.05K+ 1.38% |
$424K - $501K
|
77K
$37.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.04K+ 85.9% |
$422K - $499K
|
2.26K
$1.09M
|
|
|
Oct 18, 2024
Q3 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
1.04K+ 2.1% |
$422K - $498K
|
50.5K
$24.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.04K+ 11.34% |
$422K - $498K
|
10.2K
$4.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Ckw Financial Group
|
BUY
|
- |
1.03K+ 97.26% |
$417K - $492K
|
2.09K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.03K+ 1.81% |
$415K - $491K
|
57.8K
$28M
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
1.02KNew |
$411K - $486K
|
1.02K
$492K
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
1.01K+ 44.6% |
$410K - $484K
|
3.28K
$1.59M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.01K+ 9.44% |
$409K - $483K
|
11.7K
$5.68M
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
1.01KNew |
$408K - $482K
|
1.01K
$489K
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
1K+ 7.37% |
$406K - $479K
|
14.6K
$7.07M
|
|
|
Oct 21, 2024
Q3 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
996+ 16.52% |
$404K - $477K
|
7.03K
$3.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Independent Family Office, LLC
|
BUY
|
- |
996+ 15.12% |
$404K - $477K
|
7.58K
$3.68M
|
|
|
Oct 15, 2024
Q3 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
993+ 9.58% |
$402K - $475K
|
11.4K
$5.51M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
990+ 25.87% |
$401K - $474K
|
4.82K
$2.34M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
989+ 24.93% |
$401K - $473K
|
4.96K
$2.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
988New |
$400K - $473K
|
988
$479K
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
988New |
$400K - $473K
|
988
$479K
|
|
|
Oct 15, 2024
Q3 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
985+ 1.47% |
$399K - $471K
|
67.9K
$32.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
979+ 5.46% |
$397K - $469K
|
18.9K
$9.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
978+ 8.55% |
$396K - $468K
|
12.4K
$6.02M
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
975+ 42.1% |
$395K - $467K
|
3.29K
$1.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
972+ 14.12% |
$394K - $465K
|
7.85K
$3.81M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
970+ 1.03% |
$393K - $464K
|
95.5K
$46.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
968+ 23.92% |
$392K - $463K
|
5.02K
$2.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
967New |
$392K - $463K
|
967
$469K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
966+ 1.76% |
$391K - $462K
|
55.9K
$27.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
965+ 6.13% |
$391K - $462K
|
16.7K
$8.1M
|
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
962+ 29.49% |
$390K - $460K
|
4.22K
$2.05M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
959+ 26.55% |
$389K - $459K
|
4.57K
$2.22M
|