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 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
171+ 3.05% |
$69.3K - $81.8K
|
5.78K
$2.67M
|
|
|
Nov 15, 2024
Q3 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
171+ 4.68% |
$69.3K - $81.8K
|
3.82K
$1.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
170+ 2.5% |
$68.9K - $81.4K
|
6.98K
$3.23M
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
168+ 12.21% |
$68.1K - $80.4K
|
1.54K
$714K
|
|
|
Nov 06, 2024
Q3 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
168+ 3.71% |
$68.1K - $80.4K
|
4.7K
$2.17M
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
166+ 1.41% |
$67.3K - $79.4K
|
11.9K
$5.52M
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
166+ 6.48% |
$67.3K - $79.4K
|
2.73K
$1.26M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
166+ 3.73% |
$67.3K - $79.4K
|
4.61K
$2.13M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
164+ 8.15% |
$66.5K - $78.5K
|
2.18K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
164+ 0.38% |
$66.5K - $78.5K
|
43.1K
$19.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
164+ 21.84% |
$66.5K - $78.5K
|
915
$423K
|
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
162+ 6.42% |
$65.6K - $77.5K
|
2.69K
$1.24M
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
162+ 4.02% |
$65.6K - $77.5K
|
4.19K
$1.94M
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
162+ 1.71% |
$65.6K - $77.5K
|
9.61K
$4.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
BUY
|
- |
162+ 3.45% |
$65.6K - $77.5K
|
4.86K
$2.25M
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
161+ 3.54% |
$65.2K - $77K
|
4.71K
$2.18M
|
|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
159+ 11.3% |
$64.4K - $76.1K
|
1.57K
$724K
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
158+ 6.3% |
$64K - $75.6K
|
2.67K
$1.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
157+ 36.18% |
$63.6K - $75.1K
|
591
$273K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
157+ 4.29% |
$63.6K - $75.1K
|
3.81K
$1.76M
|
|
|
Oct 11, 2024
Q3 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
155+ 18.67% |
$62.8K - $74.2K
|
985
$456K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
155+ 15.3% |
$62.8K - $74.2K
|
1.17K
$540K
|
|
|
Nov 20, 2024
Q3 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
154+ 2.59% |
$62.4K - $73.7K
|
6.11K
$2.82M
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
153+ 2.09% |
$62K - $73.2K
|
7.48K
$3.46M
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
152+ 20.71% |
$61.6K - $72.7K
|
886
$410K
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
151+ 7.12% |
$61.2K - $72.3K
|
2.27K
$1.05M
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
151+ 0.69% |
$61.2K - $72.3K
|
22.1K
$10.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
150+ 6.19% |
$60.8K - $71.8K
|
2.57K
$1.19M
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
150+ 10.26% |
$60.8K - $71.8K
|
1.61K
$746K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
150+ 103.45% |
$60.8K - $71.8K
|
295
$136K
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
150+ 4.58% |
$60.8K - $71.8K
|
3.42K
$1.58M
|
|
|
Oct 28, 2024
Q3 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
150+ 1.07% |
$60.8K - $71.8K
|
14.1K
$6.54M
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
150+ 1.26% |
$60.8K - $71.8K
|
12.1K
$5.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
150+ 3.14% |
$60.8K - $71.8K
|
4.93K
$2.28M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
BUY
|
- |
150+ 19.69% |
$60.8K - $71.8K
|
912
$422K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
149+ 1.62% |
$60.4K - $71.3K
|
9.37K
$4.33M
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
148+ 1.83% |
$60K - $70.8K
|
8.25K
$3.82M
|
|
|
Oct 16, 2024
Q3 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
147+ 2.11% |
$59.6K - $70.3K
|
7.11K
$3.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
147+ 9.22% |
$59.6K - $70.3K
|
1.74K
$806K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
146+ 1.71% |
$59.2K - $69.9K
|
8.68K
$4.02M
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
146+ 1.28% |
$59.2K - $69.9K
|
11.6K
$5.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
145+ 0.77% |
$58.8K - $69.4K
|
19K
$8.78M
|
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
BUY
|
- |
145+ 16.29% |
$58.8K - $69.4K
|
1.04K
$479K
|
|
|
Oct 24, 2024
Q3 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
145+ 4.34% |
$58.8K - $69.4K
|
3.49K
$1.61M
|
|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
145+ 3.59% |
$58.8K - $69.4K
|
4.19K
$1.94M
|
|
|
Oct 18, 2024
Q3 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
144+ 2.03% |
$58.3K - $68.9K
|
7.23K
$3.34M
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
144+ 0.71% |
$58.3K - $68.9K
|
20.5K
$9.49M
|
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
144+ 3.78% |
$58.3K - $68.9K
|
3.95K
$1.83M
|
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
144+ 2.72% |
$58.3K - $68.9K
|
5.44K
$2.52M
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
143+ 3.61% |
$57.9K - $68.4K
|
4.1K
$1.9M
|