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
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.09K+ 13.27% |
$441K - $521K
|
9.29K
$4.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.09K+ 20.38% |
$440K - $520K
|
6.42K
$2.97M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.08K+ 1.04% |
$438K - $518K
|
105K
$48.5M
|
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.07KNew |
$435K - $514K
|
1.07K
$496K
|
|
|
Oct 31, 2024
Q3 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
1.06KNew |
$431K - $509K
|
1.06K
$492K
|
|
|
Oct 31, 2024
Q3 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
1.06K+ 2.73% |
$430K - $507K
|
39.9K
$18.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
1.06KNew |
$428K - $506K
|
1.06K
$489K
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
1.05K+ 7.49% |
$427K - $504K
|
15.1K
$7M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.05K+ 18.42% |
$427K - $504K
|
6.78K
$3.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.05K+ 1.38% |
$424K - $501K
|
77K
$35.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.04K+ 85.9% |
$422K - $499K
|
2.26K
$1.04M
|
|
|
Oct 18, 2024
Q3 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
1.04K+ 2.1% |
$422K - $498K
|
50.5K
$23.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.04K+ 11.34% |
$422K - $498K
|
10.2K
$4.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Ckw Financial Group
|
BUY
|
- |
1.03K+ 97.26% |
$417K - $492K
|
2.09K
$964K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.03K+ 1.81% |
$415K - $491K
|
57.8K
$26.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
1.02KNew |
$411K - $486K
|
1.02K
$469K
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
1.01K+ 44.6% |
$410K - $484K
|
3.28K
$1.52M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.01K+ 9.44% |
$409K - $483K
|
11.7K
$5.42M
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
1.01KNew |
$408K - $482K
|
1.01K
$466K
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
1K+ 7.37% |
$406K - $479K
|
14.6K
$6.75M
|
|
|
Oct 21, 2024
Q3 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
996+ 16.52% |
$404K - $477K
|
7.03K
$3.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Independent Family Office, LLC
|
BUY
|
- |
996+ 15.12% |
$404K - $477K
|
7.58K
$3.51M
|
|
|
Oct 15, 2024
Q3 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
993+ 9.58% |
$402K - $475K
|
11.4K
$5.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
990+ 25.87% |
$401K - $474K
|
4.82K
$2.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
989+ 24.93% |
$401K - $473K
|
4.96K
$2.29M
|
|
|
Oct 18, 2024
Q3 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
988New |
$400K - $473K
|
988
$457K
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
988New |
$400K - $473K
|
988
$457K
|
|
|
Oct 15, 2024
Q3 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
985+ 1.47% |
$399K - $471K
|
67.9K
$31.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
979+ 5.46% |
$397K - $469K
|
18.9K
$8.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
978+ 8.55% |
$396K - $468K
|
12.4K
$5.74M
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
975+ 42.1% |
$395K - $467K
|
3.29K
$1.52M
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
972+ 14.12% |
$394K - $465K
|
7.85K
$3.63M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
970+ 1.03% |
$393K - $464K
|
95.5K
$44.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
968+ 23.92% |
$392K - $463K
|
5.02K
$2.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
967New |
$392K - $463K
|
967
$447K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
966+ 1.76% |
$391K - $462K
|
55.9K
$25.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
965+ 6.13% |
$391K - $462K
|
16.7K
$7.72M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
959+ 26.55% |
$389K - $459K
|
4.57K
$2.11M
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
955+ 1.44% |
$387K - $457K
|
67.1K
$31M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
951+ 0.74% |
$385K - $455K
|
129K
$59.7M
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
947+ 42.58% |
$384K - $453K
|
3.17K
$1.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
934New |
$378K - $447K
|
934
$432K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
932+ 4.38% |
$378K - $446K
|
22.2K
$10.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
930+ 2.17% |
$377K - $445K
|
43.9K
$20.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
925+ 1.48% |
$375K - $443K
|
63.3K
$29.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
925+ 0.34% |
$375K - $443K
|
275K
$127M
|
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
918+ 3.55% |
$372K - $439K
|
26.8K
$12.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
907+ 4.78% |
$368K - $434K
|
19.9K
$9.19M
|
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
904+ 4.45% |
$366K - $433K
|
21.2K
$9.81M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
903+ 3.4% |
$366K - $432K
|
27.4K
$12.7M
|