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 15, 2024
Q3 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
483+ 1.9% |
$196K - $231K
|
25.8K
$12M
|
|
Oct 18, 2024
Q3 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
482+ 5.35% |
$195K - $231K
|
9.49K
$4.39M
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
480+ 11.36% |
$194K - $230K
|
4.71K
$2.18M
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
479+ 25.1% |
$194K - $229K
|
2.39K
$1.1M
|
|
Nov 14, 2024
Q3 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
479New |
$194K - $229K
|
479
$222K
|
|
Oct 17, 2024
Q3 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
477New |
$193K - $228K
|
477
$221K
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
477+ 20.33% |
$193K - $228K
|
2.82K
$1.31M
|
|
Oct 29, 2024
Q3 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
477+ 28.87% |
$193K - $228K
|
2.13K
$985K
|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
477+ 11.32% |
$193K - $228K
|
4.69K
$2.17M
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
475+ 21.02% |
$192K - $227K
|
2.74K
$1.26M
|
|
Nov 13, 2024
Q3 2024
|
Msa Advisors, LLC
Santa Monica, CA |
BUY
|
- |
475New |
$192K - $227K
|
475
$220K
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
472New |
$191K - $226K
|
472
$218K
|
|
Oct 15, 2024
Q3 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
470+ 23.77% |
$190K - $225K
|
2.45K
$1.13M
|
|
Oct 29, 2024
Q3 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
470+ 24.93% |
$190K - $225K
|
2.36K
$1.09M
|
|
Oct 18, 2024
Q3 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
468New |
$190K - $224K
|
468
$216K
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
467+ 32.75% |
$189K - $223K
|
1.89K
$875K
|
|
Nov 14, 2024
Q3 2024
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
466New |
$189K - $223K
|
466
$216K
|
|
Nov 08, 2024
Q3 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
465New |
$188K - $223K
|
465
$215K
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
464+ 20.54% |
$188K - $222K
|
2.72K
$1.26M
|
|
Oct 29, 2024
Q3 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
464New |
$188K - $222K
|
464
$215K
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
463+ 2.06% |
$188K - $222K
|
23K
$10.6M
|
|
Oct 07, 2024
Q3 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
462New |
$187K - $221K
|
462
$214K
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
462+ 9.33% |
$187K - $221K
|
5.41K
$2.5M
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
462+ 22.13% |
$187K - $221K
|
2.55K
$1.18M
|
|
Oct 25, 2024
Q3 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
460New |
$186K - $220K
|
460
$213K
|
|
Oct 24, 2024
Q3 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
459New |
$186K - $220K
|
459
$212K
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
459+ 0.58% |
$186K - $220K
|
80.1K
$37M
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
458New |
$186K - $219K
|
458
$212K
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
456+ 35.79% |
$185K - $218K
|
1.73K
$800K
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
452+ 6.76% |
$183K - $216K
|
7.14K
$3.3M
|
|
Nov 13, 2024
Q3 2024
|
Capital Counsel LLC
New York, NY |
BUY
|
- |
451+ 9.41% |
$183K - $216K
|
5.24K
$2.42M
|
|
Oct 29, 2024
Q3 2024
|
Rwq Financial Management Services, Inc.
|
BUY
|
- |
450New |
$182K - $215K
|
450
$208K
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
449New |
$182K - $215K
|
449
$208K
|
|
Nov 01, 2024
Q3 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
449New |
$182K - $215K
|
449
$208K
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
448+ 2.84% |
$182K - $214K
|
16.2K
$7.5M
|
|
Nov 07, 2024
Q3 2024
|
Capital City Trust CO
|
BUY
|
- |
447+ 3.84% |
$181K - $214K
|
12.1K
$5.59M
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
446New |
$181K - $213K
|
446
$206K
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
446+ 30.42% |
$181K - $213K
|
1.91K
$884K
|
|
Oct 29, 2024
Q3 2024
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
446New |
$181K - $213K
|
446
$206K
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
444+ 4.38% |
$180K - $212K
|
10.6K
$4.89M
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
444+ 4.76% |
$180K - $212K
|
9.77K
$4.52M
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
442+ 0.77% |
$179K - $212K
|
58.1K
$26.8M
|
|
Oct 15, 2024
Q3 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
441New |
$179K - $211K
|
441
$204K
|
|
Oct 08, 2024
Q3 2024
|
Shearwater Capital LLC
|
BUY
|
- |
438New |
$177K - $210K
|
438
$203K
|
|
Nov 12, 2024
Q3 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
436New |
$177K - $209K
|
436
$202K
|
|
Oct 22, 2024
Q3 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
435+ 0.76% |
$176K - $208K
|
57.9K
$26.8M
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
430+ 4.22% |
$174K - $206K
|
10.6K
$4.91M
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
430+ 8.67% |
$174K - $206K
|
5.39K
$2.49M
|
|
Nov 12, 2024
Q3 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
425+ 73.66% |
$172K - $203K
|
1K
$463K
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
424+ 0.55% |
$172K - $203K
|
76.9K
$35.6M
|