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 24, 2024
Q3 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
211+ 8.26% |
$85.5K - $101K
|
2.77K
$1.28M
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
210+ 2.66% |
$85.1K - $100K
|
8.12K
$3.75M
|
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
209+ 3.29% |
$84.7K - $100K
|
6.57K
$3.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
208+ 15.08% |
$84.3K - $99.5K
|
1.59K
$734K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
206+ 1.08% |
$83.5K - $98.6K
|
19.2K
$8.89M
|
|
|
Oct 11, 2024
Q3 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
205+ 7.41% |
$83.1K - $98.1K
|
2.97K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
204+ 4.22% |
$82.7K - $97.6K
|
5.04K
$2.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
203+ 22.41% |
$82.3K - $97.1K
|
1.11K
$513K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
202+ 1.84% |
$81.8K - $96.7K
|
11.2K
$5.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
202+ 2.15% |
$81.8K - $96.7K
|
9.61K
$4.44M
|
|
|
Oct 02, 2024
Q3 2024
|
Verity Wealth Advisors
|
BUY
|
- |
200+ 10.67% |
$81K - $95.7K
|
2.08K
$960K
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
BUY
|
- |
200+ 8.09% |
$81K - $95.7K
|
2.67K
$1.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
200+ 18.3% |
$81K - $95.7K
|
1.29K
$598K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
200+ 1.63% |
$81K - $95.7K
|
12.5K
$5.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
200+ 0.72% |
$81K - $95.7K
|
27.8K
$12.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
200+ 6.78% |
$81K - $95.7K
|
3.15K
$1.46M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
199+ 42.89% |
$80.6K - $95.2K
|
663
$307K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
199+ 8.54% |
$80.6K - $95.2K
|
2.53K
$1.17M
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
198+ 1.74% |
$80.2K - $94.8K
|
11.6K
$5.37M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
197+ 5.17% |
$79.8K - $94.3K
|
4.01K
$1.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
197+ 3.27% |
$79.8K - $94.3K
|
6.23K
$2.88M
|
|
|
Nov 08, 2024
Q3 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
195+ 2.06% |
$79K - $93.3K
|
9.65K
$4.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Teewinot Capital Advisers, L.L.C.
New York, NY |
BUY
|
- |
195+ 0.22% |
$79K - $93.3K
|
89.8K
$41.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
193+ 0.91% |
$78.2K - $92.4K
|
21.5K
$9.95M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
193+ 1.21% |
$78.2K - $92.4K
|
16.2K
$7.47M
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
192+ 12.8% |
$77.8K - $91.9K
|
1.69K
$783K
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
190+ 1.0% |
$77K - $90.9K
|
19.1K
$8.83M
|
|
|
Nov 06, 2024
Q3 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
190+ 3.57% |
$77K - $90.9K
|
5.52K
$2.55M
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
189+ 0.91% |
$76.6K - $90.4K
|
21.1K
$9.74M
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
189+ 1.19% |
$76.6K - $90.4K
|
16.1K
$7.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
189+ 0.28% |
$76.6K - $90.4K
|
67.3K
$31.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
188+ 75.2% |
$76.2K - $90K
|
438
$203K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
187+ 0.55% |
$75.8K - $89.5K
|
33.9K
$15.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
187+ 0.18% |
$75.8K - $89.5K
|
105K
$48.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
187+ 3.51% |
$75.8K - $89.5K
|
5.52K
$2.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
185New |
$75K - $88.5K
|
185
$85.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
184+ 7.08% |
$74.6K - $88.1K
|
2.78K
$1.29M
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
183+ 2.3% |
$74.1K - $87.6K
|
8.15K
$3.77M
|
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
181+ 5.3% |
$73.3K - $86.6K
|
3.6K
$1.66M
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
180+ 3.88% |
$72.9K - $86.1K
|
4.82K
$2.23M
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
180+ 7.39% |
$72.9K - $86.1K
|
2.62K
$1.21M
|
|
|
Nov 06, 2024
Q3 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
180+ 2.52% |
$72.9K - $86.1K
|
7.32K
$3.39M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
179+ 3.2% |
$72.5K - $85.7K
|
5.77K
$2.67M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
178+ 11.22% |
$72.1K - $85.2K
|
1.77K
$816K
|
|
|
Nov 07, 2024
Q3 2024
|
Next Capital Management LLC
|
BUY
|
- |
178+ 2.38% |
$72.1K - $85.2K
|
7.65K
$3.54M
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
BUY
|
- |
177+ 2.04% |
$71.7K - $84.7K
|
8.85K
$4.09M
|
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
175+ 6.5% |
$70.9K - $83.7K
|
2.87K
$1.33M
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
174+ 11.27% |
$70.5K - $83.3K
|
1.72K
$795K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
174+ 6.55% |
$70.5K - $83.3K
|
2.83K
$1.31M
|
|
|
Oct 09, 2024
Q3 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
171+ 2.16% |
$69.3K - $81.8K
|
8.07K
$3.73M
|