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
|
Mc Adam, LLC
|
BUY
|
- |
221+ 4.63% |
$89.5K - $106K
|
4.99K
$2.42M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
221+ 3.25% |
$89.5K - $106K
|
7.03K
$3.41M
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
BUY
|
- |
221+ 2.22% |
$89.5K - $106K
|
10.2K
$4.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
221+ 11.33% |
$89.5K - $106K
|
2.17K
$1.05M
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
220+ 10.44% |
$89.1K - $105K
|
2.33K
$1.13M
|
|
|
Oct 16, 2024
Q3 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
220+ 21.72% |
$89.1K - $105K
|
1.23K
$598K
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
220+ 2.08% |
$89.1K - $105K
|
10.8K
$5.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
219+ 11.05% |
$88.7K - $105K
|
2.2K
$1.07M
|
|
|
Oct 10, 2024
Q3 2024
|
In Track Investment Management Inc
|
BUY
|
- |
218+ 4.66% |
$88.3K - $104K
|
4.9K
$2.38M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
218+ 2.5% |
$88.3K - $104K
|
8.93K
$4.33M
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
217+ 1.79% |
$87.9K - $104K
|
12.3K
$5.97M
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
217+ 0.79% |
$87.9K - $104K
|
27.8K
$13.5M
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
217+ 0.55% |
$87.9K - $104K
|
39.5K
$19.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
215+ 6.23% |
$87.1K - $103K
|
3.67K
$1.78M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
214+ 6.18% |
$86.7K - $102K
|
3.68K
$1.78M
|
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
BUY
|
- |
214+ 33.08% |
$86.7K - $102K
|
861
$418K
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
214+ 3.47% |
$86.7K - $102K
|
6.38K
$3.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
BUY
|
- |
214+ 1.54% |
$86.7K - $102K
|
14.1K
$6.86M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
213+ 7.52% |
$86.3K - $102K
|
3.04K
$1.48M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
212+ 2.45% |
$85.9K - $101K
|
8.85K
$4.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
212+ 2.92% |
$85.9K - $101K
|
7.47K
$3.62M
|
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
212+ 10.21% |
$85.9K - $101K
|
2.29K
$1.11M
|
|
|
Oct 24, 2024
Q3 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
211+ 8.26% |
$85.5K - $101K
|
2.77K
$1.34M
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
210+ 2.66% |
$85.1K - $100K
|
8.12K
$3.94M
|
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
209+ 3.29% |
$84.7K - $100K
|
6.57K
$3.19M
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
208+ 15.08% |
$84.3K - $99.5K
|
1.59K
$770K
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
208+ 17.54% |
$84.3K - $99.5K
|
1.39K
$676K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
206+ 1.08% |
$83.5K - $98.6K
|
19.2K
$9.32M
|
|
|
Oct 11, 2024
Q3 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
205+ 7.41% |
$83.1K - $98.1K
|
2.97K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
204+ 4.22% |
$82.7K - $97.6K
|
5.04K
$2.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
203+ 22.41% |
$82.3K - $97.1K
|
1.11K
$538K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
202+ 1.84% |
$81.8K - $96.7K
|
11.2K
$5.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
202+ 2.15% |
$81.8K - $96.7K
|
9.61K
$4.66M
|
|
|
Oct 02, 2024
Q3 2024
|
Verity Wealth Advisors
|
BUY
|
- |
200+ 10.67% |
$81K - $95.7K
|
2.08K
$1.01M
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
BUY
|
- |
200+ 8.09% |
$81K - $95.7K
|
2.67K
$1.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
200+ 18.3% |
$81K - $95.7K
|
1.29K
$627K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
200+ 1.63% |
$81K - $95.7K
|
12.5K
$6.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
200+ 0.72% |
$81K - $95.7K
|
27.8K
$13.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
200+ 6.78% |
$81K - $95.7K
|
3.15K
$1.53M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
199+ 42.89% |
$80.6K - $95.2K
|
663
$322K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
199+ 8.54% |
$80.6K - $95.2K
|
2.53K
$1.23M
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
198+ 1.74% |
$80.2K - $94.8K
|
11.6K
$5.63M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
197+ 5.17% |
$79.8K - $94.3K
|
4.01K
$1.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
197+ 3.27% |
$79.8K - $94.3K
|
6.23K
$3.02M
|
|
|
Nov 08, 2024
Q3 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
195+ 2.06% |
$79K - $93.3K
|
9.65K
$4.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Teewinot Capital Advisers, L.L.C.
New York, NY |
BUY
|
- |
195+ 0.22% |
$79K - $93.3K
|
89.8K
$43.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
193+ 0.91% |
$78.2K - $92.4K
|
21.5K
$10.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
193+ 1.21% |
$78.2K - $92.4K
|
16.2K
$7.83M
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
192+ 12.8% |
$77.8K - $91.9K
|
1.69K
$821K
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
190+ 1.0% |
$77K - $90.9K
|
19.1K
$9.26M
|