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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
190+ 3.57% |
$77K - $90.9K
|
5.52K
$2.68M
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
189+ 0.91% |
$76.6K - $90.4K
|
21.1K
$10.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
189+ 1.19% |
$76.6K - $90.4K
|
16.1K
$7.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
189+ 0.28% |
$76.6K - $90.4K
|
67.3K
$32.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
188+ 75.2% |
$76.2K - $90K
|
438
$212K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
187+ 0.55% |
$75.8K - $89.5K
|
33.9K
$16.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
187+ 0.18% |
$75.8K - $89.5K
|
105K
$51M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
187+ 3.51% |
$75.8K - $89.5K
|
5.52K
$2.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
185New |
$75K - $88.5K
|
185
$89.7K
|
|
|
Feb 10, 2025
Q3 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
185+ 8.96% |
$75K - $88.5K
|
2.25K
$1.09M
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
184+ 7.08% |
$74.6K - $88.1K
|
2.78K
$1.35M
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
183+ 2.3% |
$74.1K - $87.6K
|
8.15K
$3.95M
|
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
181+ 5.3% |
$73.3K - $86.6K
|
3.6K
$1.74M
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
180+ 3.88% |
$72.9K - $86.1K
|
4.82K
$2.34M
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
180+ 7.39% |
$72.9K - $86.1K
|
2.62K
$1.27M
|
|
|
Nov 06, 2024
Q3 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
180+ 2.52% |
$72.9K - $86.1K
|
7.32K
$3.55M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
179+ 3.2% |
$72.5K - $85.7K
|
5.77K
$2.8M
|
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
179+ 1.31% |
$72.5K - $85.7K
|
13.9K
$6.72M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
178+ 11.22% |
$72.1K - $85.2K
|
1.77K
$856K
|
|
|
Nov 07, 2024
Q3 2024
|
Next Capital Management LLC
|
BUY
|
- |
178+ 2.38% |
$72.1K - $85.2K
|
7.65K
$3.71M
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
BUY
|
- |
177+ 2.04% |
$71.7K - $84.7K
|
8.85K
$4.29M
|
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
175+ 6.5% |
$70.9K - $83.7K
|
2.87K
$1.39M
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
174+ 11.27% |
$70.5K - $83.3K
|
1.72K
$833K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
174+ 6.55% |
$70.5K - $83.3K
|
2.83K
$1.37M
|
|
|
Oct 09, 2024
Q3 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
171+ 2.16% |
$69.3K - $81.8K
|
8.07K
$3.91M
|
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
171+ 3.05% |
$69.3K - $81.8K
|
5.78K
$2.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
171+ 4.68% |
$69.3K - $81.8K
|
3.82K
$1.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
170+ 2.5% |
$68.9K - $81.4K
|
6.98K
$3.39M
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
168+ 12.21% |
$68.1K - $80.4K
|
1.54K
$749K
|
|
|
Nov 06, 2024
Q3 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
168+ 3.71% |
$68.1K - $80.4K
|
4.7K
$2.28M
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
166+ 1.41% |
$67.3K - $79.4K
|
11.9K
$5.79M
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
166+ 6.48% |
$67.3K - $79.4K
|
2.73K
$1.32M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
166+ 3.73% |
$67.3K - $79.4K
|
4.61K
$2.24M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
164+ 8.15% |
$66.5K - $78.5K
|
2.18K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
164+ 0.38% |
$66.5K - $78.5K
|
43.1K
$20.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
164+ 21.84% |
$66.5K - $78.5K
|
915
$444K
|
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
162+ 6.42% |
$65.6K - $77.5K
|
2.69K
$1.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
162+ 4.02% |
$65.6K - $77.5K
|
4.19K
$2.03M
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
162+ 1.71% |
$65.6K - $77.5K
|
9.61K
$4.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
BUY
|
- |
162+ 3.45% |
$65.6K - $77.5K
|
4.86K
$2.36M
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
161+ 3.54% |
$65.2K - $77K
|
4.71K
$2.29M
|
|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
159+ 11.3% |
$64.4K - $76.1K
|
1.57K
$760K
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
158+ 6.3% |
$64K - $75.6K
|
2.67K
$1.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
157+ 36.18% |
$63.6K - $75.1K
|
591
$287K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
157+ 4.29% |
$63.6K - $75.1K
|
3.81K
$1.85M
|
|
|
Oct 11, 2024
Q3 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
155+ 18.67% |
$62.8K - $74.2K
|
985
$478K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
155+ 15.3% |
$62.8K - $74.2K
|
1.17K
$566K
|
|
|
Nov 20, 2024
Q3 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
154+ 2.59% |
$62.4K - $73.7K
|
6.11K
$2.96M
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
153+ 2.09% |
$62K - $73.2K
|
7.48K
$3.63M
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
152+ 20.71% |
$61.6K - $72.7K
|
886
$430K
|