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 15, 2024
Q3 2024
|
Churchill Management Corp
|
BUY
|
- |
301+ 0.81% |
$122K - $144K
|
37.5K
$18.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
300+ 7.14% |
$122K - $144K
|
4.5K
$2.18M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
300New |
$122K - $144K
|
300
$146K
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
300+ 9.04% |
$122K - $144K
|
3.62K
$1.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
300+ 17.42% |
$122K - $144K
|
2.02K
$981K
|
|
|
Nov 14, 2024
Q3 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
300+ 0.34% |
$122K - $144K
|
88.5K
$42.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
300+ 3.14% |
$122K - $144K
|
9.87K
$4.79M
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
297+ 3.06% |
$120K - $142K
|
9.99K
$4.85M
|
|
|
Oct 17, 2024
Q3 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
297+ 12.78% |
$120K - $142K
|
2.62K
$1.27M
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
295+ 0.61% |
$120K - $141K
|
48.8K
$23.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
BUY
|
- |
295+ 16.03% |
$120K - $141K
|
2.14K
$1.04M
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
BUY
|
- |
292+ 0.59% |
$118K - $140K
|
50.1K
$24.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
291+ 5.3% |
$118K - $139K
|
5.78K
$2.81M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
290+ 2.75% |
$118K - $139K
|
10.8K
$5.25M
|
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
289+ 3.81% |
$117K - $138K
|
7.87K
$3.82M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
288+ 10.95% |
$117K - $138K
|
2.92K
$1.42M
|
|
|
Apr 01, 2025
Q3 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
287+ 154.3% |
$116K - $137K
|
473
$229K
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
286+ 3.66% |
$116K - $137K
|
8.09K
$3.92M
|
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
BUY
|
- |
285+ 4.08% |
$115K - $136K
|
7.27K
$3.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
284New |
$115K - $136K
|
284
$138K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
284New |
$115K - $136K
|
284
$138K
|
|
|
Oct 22, 2024
Q3 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
283+ 1.0% |
$115K - $135K
|
28.7K
$13.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
283+ 9.56% |
$115K - $135K
|
3.24K
$1.57M
|
|
|
Oct 25, 2024
Q3 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
282+ 0.57% |
$114K - $135K
|
49.6K
$24.1M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
282+ 2.74% |
$114K - $135K
|
10.6K
$5.13M
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
281+ 2.7% |
$114K - $134K
|
10.7K
$5.19M
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
281+ 4.78% |
$114K - $134K
|
6.15K
$2.98M
|
|
|
Nov 08, 2024
Q3 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
280+ 52.34% |
$113K - $134K
|
815
$395K
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
279+ 2.69% |
$113K - $134K
|
10.6K
$5.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
277+ 51.3% |
$112K - $133K
|
817
$396K
|
|
|
Oct 03, 2024
Q3 2024
|
Farmers Trust CO
|
BUY
|
- |
275+ 13.3% |
$111K - $132K
|
2.34K
$1.14M
|
|
|
Oct 11, 2024
Q3 2024
|
Woodstock Corp
|
BUY
|
- |
275+ 1.42% |
$111K - $132K
|
19.7K
$9.55M
|
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
274+ 0.62% |
$111K - $131K
|
44.3K
$21.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Bay Rivers Group
|
BUY
|
- |
272+ 31.26% |
$110K - $130K
|
1.14K
$554K
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
272+ 1.72% |
$110K - $130K
|
16.1K
$7.79M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
271+ 0.52% |
$110K - $130K
|
52.8K
$25.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
270+ 14.96% |
$109K - $129K
|
2.08K
$1.01M
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
269+ 28.14% |
$109K - $129K
|
1.23K
$594K
|
|
|
Nov 13, 2024
Q3 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
268New |
$109K - $128K
|
268
$130K
|
|
|
May 28, 2025
Q3 2024
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
268+ 5.33% |
$109K - $128K
|
5.29K
$2.57M
|
|
|
Oct 09, 2024
Q3 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
267+ 3.81% |
$108K - $128K
|
7.28K
$3.53M
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
267+ 10.71% |
$108K - $128K
|
2.76K
$1.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
266+ 4.2% |
$108K - $127K
|
6.6K
$3.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
264+ 17.41% |
$107K - $126K
|
1.78K
$863K
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
263+ 15.34% |
$107K - $126K
|
1.98K
$959K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
262+ 1.97% |
$106K - $125K
|
13.5K
$6.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
262+ 8.21% |
$106K - $125K
|
3.45K
$1.68M
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
259+ 1.84% |
$105K - $124K
|
14.3K
$6.95M
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
258+ 15.35% |
$105K - $123K
|
1.94K
$940K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
256+ 14.99% |
$104K - $123K
|
1.96K
$953K
|