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
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
449New |
$182K - $215K
|
449
$218K
|
|
|
Nov 01, 2024
Q3 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
449New |
$182K - $215K
|
449
$218K
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
448+ 2.84% |
$182K - $214K
|
16.2K
$7.87M
|
|
|
Nov 07, 2024
Q3 2024
|
Capital City Trust CO
|
BUY
|
- |
447+ 3.84% |
$181K - $214K
|
12.1K
$5.86M
|
|
|
Feb 14, 2025
Q3 2024
|
Triumph Capital Management
|
BUY
|
- |
447+ 7.56% |
$181K - $214K
|
6.36K
$3.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
446New |
$181K - $213K
|
446
$216K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
446+ 30.42% |
$181K - $213K
|
1.91K
$927K
|
|
|
Oct 29, 2024
Q3 2024
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
446New |
$181K - $213K
|
446
$216K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
444+ 4.38% |
$180K - $212K
|
10.6K
$5.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
444+ 4.76% |
$180K - $212K
|
9.77K
$4.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
442+ 0.77% |
$179K - $212K
|
58.1K
$28.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
441New |
$179K - $211K
|
441
$214K
|
|
|
Oct 08, 2024
Q3 2024
|
Shearwater Capital LLC
|
BUY
|
- |
438New |
$177K - $210K
|
438
$212K
|
|
|
Nov 12, 2024
Q3 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
436New |
$177K - $209K
|
436
$211K
|
|
|
Oct 22, 2024
Q3 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
435+ 0.76% |
$176K - $208K
|
57.9K
$28.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
430+ 4.22% |
$174K - $206K
|
10.6K
$5.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
430+ 8.67% |
$174K - $206K
|
5.39K
$2.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
425+ 73.66% |
$172K - $203K
|
1K
$486K
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
424+ 0.55% |
$172K - $203K
|
76.9K
$37.3M
|
|
|
Oct 03, 2024
Q3 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
423+ 1.09% |
$171K - $202K
|
39.4K
$19.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
421+ 6.1% |
$171K - $201K
|
7.33K
$3.55M
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
420+ 2.21% |
$170K - $201K
|
19.4K
$9.41M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
420+ 18.85% |
$170K - $201K
|
2.65K
$1.28M
|
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
420+ 40.46% |
$170K - $201K
|
1.46K
$707K
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
418+ 3.32% |
$169K - $200K
|
13K
$6.32M
|
|
|
Oct 04, 2024
Q3 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
417+ 1.31% |
$169K - $200K
|
32.4K
$15.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
415+ 3.06% |
$168K - $199K
|
14K
$6.78M
|
|
|
Oct 25, 2024
Q3 2024
|
Tevis Investment Management
|
BUY
|
- |
406+ 2.31% |
$165K - $194K
|
18K
$8.74M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
406New |
$165K - $194K
|
406
$197K
|
|
|
Oct 29, 2024
Q3 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
405+ 12.33% |
$164K - $194K
|
3.69K
$1.79M
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
404+ 41.39% |
$164K - $193K
|
1.38K
$669K
|
|
|
Nov 22, 2024
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
404+ 0.8% |
$164K - $193K
|
51.1K
$24.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
400+ 2.7% |
$162K - $191K
|
15.2K
$7.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
400+ 21.74% |
$162K - $191K
|
2.24K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
399+ 0.85% |
$162K - $191K
|
47.3K
$22.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
394+ 2.1% |
$160K - $189K
|
19.1K
$9.29M
|
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
389+ 14.32% |
$158K - $186K
|
3.11K
$1.51M
|
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
385+ 8.53% |
$156K - $184K
|
4.9K
$2.38M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
380+ 2.15% |
$154K - $182K
|
18.1K
$8.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
380+ 2.79% |
$154K - $182K
|
14K
$6.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
378+ 2.39% |
$153K - $181K
|
16.2K
$7.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
377+ 4.6% |
$153K - $180K
|
8.58K
$4.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
374+ 0.96% |
$152K - $179K
|
39.2K
$19M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
368+ 14.02% |
$149K - $176K
|
2.99K
$1.45M
|
|
|
Oct 29, 2024
Q3 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
366+ 18.03% |
$148K - $175K
|
2.4K
$1.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
363+ 64.48% |
$147K - $174K
|
926
$449K
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
363+ 4.64% |
$147K - $174K
|
8.19K
$3.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
363+ 3.86% |
$147K - $174K
|
9.76K
$4.74M
|
|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
360+ 6.92% |
$146K - $172K
|
5.56K
$2.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
354+ 1.71% |
$143K - $169K
|
21K
$10.2M
|