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 16, 2024
Q3 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
794+ 2.37% |
$322K - $380K
|
34.3K
$16.6M
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
790New |
$320K - $378K
|
790
$383K
|
|
Oct 29, 2024
Q3 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
778New |
$315K - $372K
|
778
$377K
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
776+ 1.91% |
$314K - $371K
|
41.4K
$20.1M
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
765+ 3.65% |
$310K - $366K
|
21.7K
$10.5M
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
763+ 5.17% |
$309K - $365K
|
15.5K
$7.53M
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
762+ 8.85% |
$309K - $365K
|
9.38K
$4.55M
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
761+ 7.23% |
$308K - $364K
|
11.3K
$5.47M
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
756+ 26.17% |
$306K - $362K
|
3.65K
$1.77M
|
|
Nov 07, 2024
Q3 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
755+ 10.17% |
$306K - $361K
|
8.18K
$3.97M
|
|
Nov 13, 2024
Q3 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
755New |
$306K - $361K
|
755
$366K
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
753+ 3.59% |
$305K - $360K
|
21.7K
$10.5M
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
751+ 140.64% |
$304K - $359K
|
1.29K
$623K
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
BUY
|
- |
751+ 8.18% |
$304K - $359K
|
9.93K
$4.82M
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
749+ 20.17% |
$303K - $358K
|
4.46K
$2.16M
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
748+ 7.42% |
$303K - $358K
|
10.8K
$5.25M
|
|
Nov 14, 2024
Q3 2024
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
BUY
|
- |
746+ 0.31% |
$302K - $357K
|
238K
$115M
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
740+ 1.85% |
$300K - $354K
|
40.7K
$19.7M
|
|
Mar 04, 2025
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
740+ 1.85% |
$300K - $354K
|
40.7K
$19.7M
|
|
Nov 01, 2024
Q3 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
737+ 1.79% |
$299K - $353K
|
41.9K
$20.3M
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
735+ 7.05% |
$298K - $352K
|
11.2K
$5.42M
|
|
Oct 07, 2024
Q3 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
734New |
$297K - $351K
|
734
$356K
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
733+ 18.84% |
$297K - $351K
|
4.62K
$2.24M
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
729+ 0.47% |
$295K - $349K
|
155K
$75.2M
|
|
Oct 07, 2024
Q3 2024
|
Rk Asset Management, LLC
Grosse Pointe Farms, MI |
BUY
|
- |
727+ 5.3% |
$295K - $348K
|
14.4K
$7M
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
726+ 16.84% |
$294K - $347K
|
5.04K
$2.44M
|
|
Oct 23, 2024
Q3 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
725New |
$294K - $347K
|
725
$352K
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
717+ 19.49% |
$291K - $343K
|
4.4K
$2.13M
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
716+ 4.28% |
$290K - $343K
|
17.5K
$8.47M
|
|
Feb 04, 2025
Q3 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
707+ 94.52% |
$286K - $338K
|
1.46K
$706K
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
703+ 7.9% |
$285K - $336K
|
9.6K
$4.66M
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
BUY
|
- |
700+ 0.1% |
$284K - $335K
|
689K
$334M
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
700+ 0.68% |
$284K - $335K
|
103K
$50M
|
|
Oct 31, 2024
Q3 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
697+ 42.24% |
$282K - $334K
|
2.35K
$1.14M
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
697+ 4.32% |
$282K - $334K
|
16.8K
$8.16M
|
|
Oct 03, 2024
Q3 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
696+ 4.76% |
$282K - $333K
|
15.3K
$7.43M
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
696+ 1.49% |
$282K - $333K
|
47.5K
$23.1M
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
696+ 10.9% |
$282K - $333K
|
7.08K
$3.44M
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
695New |
$282K - $333K
|
695
$337K
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
695+ 38.33% |
$282K - $333K
|
2.51K
$1.22M
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
695+ 12.83% |
$282K - $333K
|
6.11K
$2.96M
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
692New |
$280K - $331K
|
692
$336K
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
690+ 1.17% |
$280K - $330K
|
59.7K
$28.9M
|
|
Nov 14, 2024
Q3 2024
|
Alamar Capital Management, LLC
|
BUY
|
- |
689New |
$279K - $330K
|
689
$334K
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
687+ 41.34% |
$278K - $329K
|
2.35K
$1.14M
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
686+ 7.65% |
$278K - $328K
|
9.65K
$4.68M
|
|
Nov 12, 2024
Q3 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
683+ 7.67% |
$277K - $327K
|
9.59K
$4.65M
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
682+ 11.63% |
$276K - $326K
|
6.55K
$3.18M
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
681New |
$276K - $326K
|
681
$330K
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
678+ 7.27% |
$275K - $324K
|
10K
$4.85M
|