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 17, 2024
Q3 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
673+ 15.69% |
$273K - $322K
|
4.96K
$2.41M
|
|
Nov 13, 2024
Q3 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
673+ 1.11% |
$273K - $322K
|
61.3K
$29.7M
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
672+ 0.77% |
$272K - $322K
|
88.1K
$42.7M
|
|
Oct 21, 2024
Q3 2024
|
Asset Planning Corporation
|
BUY
|
- |
670+ 1.81% |
$271K - $321K
|
37.7K
$18.3M
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
667+ 3.22% |
$270K - $319K
|
21.4K
$10.4M
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
666+ 13.38% |
$270K - $319K
|
5.65K
$2.74M
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
666+ 2.46% |
$270K - $319K
|
27.7K
$13.5M
|
|
Nov 12, 2024
Q3 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
664New |
$269K - $318K
|
664
$322K
|
|
Oct 17, 2024
Q3 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
663New |
$269K - $317K
|
663
$322K
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
663+ 22.28% |
$269K - $317K
|
3.64K
$1.76M
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
661+ 17.5% |
$268K - $316K
|
4.44K
$2.15M
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
656New |
$266K - $314K
|
656
$318K
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
BUY
|
- |
644+ 0.54% |
$261K - $308K
|
121K
$58.7M
|
|
Oct 22, 2024
Q3 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
644New |
$261K - $308K
|
644
$312K
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
642+ 5.37% |
$260K - $307K
|
12.6K
$6.11M
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
636+ 2.01% |
$258K - $304K
|
32.2K
$15.6M
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
636+ 71.95% |
$258K - $304K
|
1.52K
$737K
|
|
Nov 05, 2024
Q3 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
636New |
$258K - $304K
|
636
$308K
|
|
Oct 15, 2024
Q3 2024
|
Flower City Capital
|
BUY
|
- |
632New |
$256K - $302K
|
632
$307K
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
631+ 5.66% |
$256K - $302K
|
11.8K
$5.72M
|
|
Nov 12, 2024
Q3 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
625+ 16.39% |
$253K - $299K
|
4.44K
$2.15M
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
625+ 1.38% |
$253K - $299K
|
45.9K
$22.2M
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
621+ 5.27% |
$252K - $297K
|
12.4K
$6.01M
|
|
Oct 16, 2024
Q3 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
617+ 4.36% |
$250K - $295K
|
14.8K
$7.16M
|
|
Oct 07, 2024
Q3 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
616New |
$250K - $295K
|
616
$299K
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
612+ 7.92% |
$248K - $293K
|
8.34K
$4.04M
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
611+ 8.09% |
$248K - $292K
|
8.16K
$3.96M
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
610+ 0.56% |
$247K - $292K
|
109K
$52.8M
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
607+ 1.26% |
$246K - $290K
|
48.9K
$23.7M
|
|
Oct 24, 2024
Q3 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
606+ 4.99% |
$246K - $290K
|
12.7K
$6.18M
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
604New |
$245K - $289K
|
604
$293K
|
|
Oct 10, 2024
Q3 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
602+ 54.23% |
$244K - $288K
|
1.71K
$830K
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
602+ 2.4% |
$244K - $288K
|
25.7K
$12.5M
|
|
Nov 08, 2024
Q3 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
601New |
$244K - $288K
|
601
$291K
|
|
Oct 09, 2024
Q3 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
600+ 18.06% |
$243K - $287K
|
3.92K
$1.9M
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
600+ 2.15% |
$243K - $287K
|
28.5K
$13.8M
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
599+ 32.26% |
$243K - $287K
|
2.46K
$1.19M
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
597+ 2.13% |
$242K - $286K
|
28.6K
$13.9M
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
595New |
$241K - $285K
|
595
$289K
|
|
Oct 30, 2024
Q3 2024
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
595+ 9.82% |
$241K - $285K
|
6.65K
$3.23M
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
594New |
$241K - $284K
|
594
$288K
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
590+ 56.14% |
$239K - $282K
|
1.64K
$796K
|
|
Nov 14, 2024
Q3 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
588New |
$238K - $281K
|
588
$285K
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
582+ 17.96% |
$236K - $279K
|
3.82K
$1.85M
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
582+ 2.51% |
$236K - $279K
|
23.8K
$11.5M
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
581New |
$235K - $278K
|
581
$282K
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
578+ 68.48% |
$234K - $277K
|
1.42K
$690K
|
|
Nov 12, 2024
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
572+ 1.89% |
$232K - $274K
|
30.8K
$14.9M
|
|
Oct 09, 2024
Q3 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
568+ 4.36% |
$230K - $272K
|
13.6K
$6.6M
|
|
Nov 13, 2024
Q3 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
568+ 10.79% |
$230K - $272K
|
5.83K
$2.83M
|