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 22, 2024
Q3 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
283+ 1.0% |
$115K - $135K
|
28.7K
$13.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
283+ 9.56% |
$115K - $135K
|
3.24K
$1.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
282+ 0.57% |
$114K - $135K
|
49.6K
$22.9M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
282+ 2.74% |
$114K - $135K
|
10.6K
$4.89M
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
281+ 2.7% |
$114K - $134K
|
10.7K
$4.95M
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
281+ 4.78% |
$114K - $134K
|
6.15K
$2.85M
|
|
|
Nov 08, 2024
Q3 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
280+ 52.34% |
$113K - $134K
|
815
$377K
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
279+ 2.69% |
$113K - $134K
|
10.6K
$4.92M
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
277+ 51.3% |
$112K - $133K
|
817
$378K
|
|
|
Oct 03, 2024
Q3 2024
|
Farmers Trust CO
|
BUY
|
- |
275+ 13.3% |
$111K - $132K
|
2.34K
$1.08M
|
|
|
Oct 11, 2024
Q3 2024
|
Woodstock Corp
|
BUY
|
- |
275+ 1.42% |
$111K - $132K
|
19.7K
$9.11M
|
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
274+ 0.62% |
$111K - $131K
|
44.3K
$20.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Bay Rivers Group
|
BUY
|
- |
272+ 31.26% |
$110K - $130K
|
1.14K
$528K
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
272+ 1.72% |
$110K - $130K
|
16.1K
$7.43M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
271+ 0.52% |
$110K - $130K
|
52.8K
$24.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
270+ 14.96% |
$109K - $129K
|
2.08K
$960K
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
269+ 28.14% |
$109K - $129K
|
1.23K
$567K
|
|
|
Nov 13, 2024
Q3 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
268New |
$109K - $128K
|
268
$124K
|
|
|
Oct 09, 2024
Q3 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
267+ 3.81% |
$108K - $128K
|
7.28K
$3.37M
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
267+ 10.71% |
$108K - $128K
|
2.76K
$1.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
266+ 4.2% |
$108K - $127K
|
6.6K
$3.05M
|
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
264+ 17.41% |
$107K - $126K
|
1.78K
$823K
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
263+ 15.34% |
$107K - $126K
|
1.98K
$914K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
262+ 1.97% |
$106K - $125K
|
13.5K
$6.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
262+ 8.21% |
$106K - $125K
|
3.45K
$1.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
259+ 1.84% |
$105K - $124K
|
14.3K
$6.62M
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
258+ 15.35% |
$105K - $123K
|
1.94K
$897K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
256+ 14.99% |
$104K - $123K
|
1.96K
$908K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
254+ 19.4% |
$103K - $122K
|
1.56K
$723K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
254+ 3.17% |
$103K - $122K
|
8.28K
$3.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
252+ 3.36% |
$102K - $121K
|
7.75K
$3.58M
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
251+ 4.97% |
$102K - $120K
|
5.3K
$2.45M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
251+ 13.89% |
$102K - $120K
|
2.06K
$952K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
251+ 0.93% |
$102K - $120K
|
27.2K
$12.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
250+ 2.97% |
$101K - $120K
|
8.67K
$4.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
250+ 3.61% |
$101K - $120K
|
7.17K
$3.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
250New |
$101K - $120K
|
250
$116K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
248+ 4.94% |
$100K - $119K
|
5.27K
$2.44M
|
|
|
Nov 06, 2024
Q3 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
248+ 12.85% |
$100K - $119K
|
2.18K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
248+ 17.77% |
$100K - $119K
|
1.64K
$760K
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
247+ 0.8% |
$100K - $118K
|
31.2K
$14.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
246+ 0.24% |
$99.7K - $118K
|
102K
$47.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
246+ 4.07% |
$99.7K - $118K
|
6.29K
$2.91M
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
245+ 1.91% |
$99.3K - $117K
|
13.1K
$6.05M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
243+ 3.04% |
$98.5K - $116K
|
8.24K
$3.81M
|
|
|
Oct 18, 2024
Q3 2024
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
243+ 32.06% |
$98.5K - $116K
|
1K
$463K
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
242+ 2.78% |
$98.1K - $116K
|
8.95K
$4.14M
|
|
|
Oct 18, 2024
Q3 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
241+ 31.5% |
$97.7K - $115K
|
1.01K
$465K
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
241+ 5.29% |
$97.7K - $115K
|
4.8K
$2.22M
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
240+ 3.12% |
$97.2K - $115K
|
7.93K
$3.67M
|