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
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
538+ 1.21% |
$218K - $257K
|
45K
$20.8M
|
|
Oct 08, 2024
Q3 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
535+ 21.37% |
$217K - $256K
|
3.04K
$1.41M
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
535New |
$217K - $256K
|
535
$247K
|
|
Nov 07, 2024
Q3 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
535New |
$217K - $256K
|
535
$247K
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
534+ 7.5% |
$216K - $256K
|
7.66K
$3.54M
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
BUY
|
- |
533+ 3.37% |
$216K - $255K
|
16.3K
$7.56M
|
|
Oct 18, 2024
Q3 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
532+ 3.05% |
$216K - $255K
|
18K
$8.32M
|
|
Nov 14, 2024
Q3 2024
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
529New |
$214K - $253K
|
529
$245K
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
528+ 7.43% |
$214K - $253K
|
7.63K
$3.53M
|
|
Nov 14, 2024
Q3 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
528+ 8.98% |
$214K - $253K
|
6.41K
$2.96M
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
526New |
$213K - $252K
|
526
$243K
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
526+ 21.12% |
$213K - $252K
|
3.02K
$1.4M
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
525+ 4.42% |
$213K - $251K
|
12.4K
$5.74M
|
|
Nov 14, 2024
Q3 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
525New |
$213K - $251K
|
525
$243K
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
524+ 2.19% |
$212K - $251K
|
24.4K
$11.3M
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
523+ 3.46% |
$212K - $250K
|
15.7K
$7.24M
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
521+ 14.7% |
$211K - $249K
|
4.07K
$1.88M
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
521+ 2.07% |
$211K - $249K
|
25.7K
$11.9M
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
521+ 48.06% |
$211K - $249K
|
1.61K
$742K
|
|
Nov 05, 2024
Q3 2024
|
Dillon & Associates Inc
|
BUY
|
- |
520New |
$211K - $249K
|
520
$240K
|
|
Nov 14, 2024
Q3 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
520+ 31.52% |
$211K - $249K
|
2.17K
$1M
|
|
Nov 14, 2024
Q3 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
515New |
$209K - $246K
|
515
$238K
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
514+ 2.4% |
$208K - $246K
|
22K
$10.2M
|
|
Nov 14, 2024
Q3 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
509+ 0.28% |
$206K - $244K
|
182K
$84.3M
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
508+ 12.37% |
$206K - $243K
|
4.62K
$2.13M
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
507+ 6.61% |
$205K - $243K
|
8.18K
$3.78M
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
505+ 0.72% |
$205K - $242K
|
70.4K
$32.6M
|
|
Nov 13, 2024
Q3 2024
|
Barings LLC
|
BUY
|
- |
503+ 77.74% |
$204K - $241K
|
1.15K
$532K
|
|
Nov 14, 2024
Q3 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
501New |
$203K - $240K
|
501
$232K
|
|
Nov 04, 2024
Q3 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
500+ 47.89% |
$203K - $239K
|
1.54K
$714K
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
500+ 27.5% |
$203K - $239K
|
2.32K
$1.07M
|
|
Oct 16, 2024
Q3 2024
|
Baskin Financial Services Inc.
|
BUY
|
- |
499+ 0.59% |
$202K - $239K
|
84.7K
$39.2M
|
|
Nov 14, 2024
Q3 2024
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
498+ 75.8% |
$202K - $238K
|
1.16K
$534K
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
496+ 3.25% |
$201K - $237K
|
15.8K
$7.29M
|
|
Oct 15, 2024
Q3 2024
|
Parkside Investments, LLC
|
BUY
|
- |
495New |
$201K - $237K
|
495
$229K
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
494+ 3.69% |
$200K - $236K
|
13.9K
$6.42M
|
|
Nov 12, 2024
Q3 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
492New |
$199K - $235K
|
492
$228K
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
492+ 79.87% |
$199K - $235K
|
1.11K
$512K
|
|
Nov 08, 2024
Q3 2024
|
Beck Bode, LLC
|
BUY
|
- |
491New |
$199K - $235K
|
491
$227K
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
491+ 5.13% |
$199K - $235K
|
10.1K
$4.66M
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
489+ 4.94% |
$198K - $234K
|
10.4K
$4.8M
|
|
Oct 09, 2024
Q3 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
488New |
$198K - $234K
|
488
$226K
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
487+ 0.85% |
$197K - $233K
|
57.5K
$26.6M
|
|
Oct 15, 2024
Q3 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
485New |
$197K - $232K
|
485
$224K
|
|
Oct 22, 2024
Q3 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
485New |
$197K - $232K
|
485
$224K
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
485New |
$197K - $232K
|
485
$224K
|
|
Nov 15, 2024
Q3 2024
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
485New |
$197K - $232K
|
485
$224K
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
484+ 3.39% |
$196K - $232K
|
14.8K
$6.84M
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
483+ 5.52% |
$196K - $231K
|
9.24K
$4.27M
|
|
Nov 12, 2024
Q3 2024
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
483New |
$196K - $231K
|
483
$223K
|