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 21, 2024
Q3 2024
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
110+ 1.34% |
$44.6K - $52.6K
|
8.3K
$4.03M
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
BUY
|
- |
110+ 5.82% |
$44.6K - $52.6K
|
2K
$970K
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
110+ 3.54% |
$44.6K - $52.6K
|
3.21K
$1.56M
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
110+ 1.35% |
$44.6K - $52.6K
|
8.28K
$4.01M
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
109+ 2.05% |
$44.2K - $52.2K
|
5.43K
$2.63M
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
108+ 0.72% |
$43.8K - $51.7K
|
15.2K
$7.36M
|
|
Oct 31, 2024
Q3 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
108+ 0.55% |
$43.8K - $51.7K
|
19.7K
$9.54M
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
108+ 8.77% |
$43.8K - $51.7K
|
1.34K
$649K
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
108+ 3.39% |
$43.8K - $51.7K
|
3.29K
$1.6M
|
|
Oct 15, 2024
Q3 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
107+ 3.68% |
$43.4K - $51.2K
|
3.01K
$1.46M
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
107+ 4.33% |
$43.4K - $51.2K
|
2.58K
$1.25M
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
105+ 5.37% |
$42.5K - $50.2K
|
2.06K
$1M
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
105+ 0.88% |
$42.5K - $50.2K
|
12K
$5.84M
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
105+ 1.26% |
$42.5K - $50.2K
|
8.44K
$4.09M
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
104+ 1.66% |
$42.1K - $49.8K
|
6.37K
$3.09M
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
BUY
|
- |
104+ 6.0% |
$42.1K - $49.8K
|
1.84K
$891K
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
104+ 2.88% |
$42.1K - $49.8K
|
3.71K
$1.8M
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
103+ 0.46% |
$41.7K - $49.3K
|
22.3K
$10.8M
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
103+ 1.74% |
$41.7K - $49.3K
|
6.04K
$2.93M
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
102+ 1.05% |
$41.3K - $48.8K
|
9.85K
$4.78M
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
102+ 2.9% |
$41.3K - $48.8K
|
3.62K
$1.76M
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
101+ 1.3% |
$40.9K - $48.3K
|
7.86K
$3.81M
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
BUY
|
- |
101+ 3.37% |
$40.9K - $48.3K
|
3.09K
$1.5M
|
|
Oct 08, 2024
Q3 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
100+ 11.59% |
$40.5K - $47.9K
|
963
$467K
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
100+ 3.7% |
$40.5K - $47.9K
|
2.8K
$1.36M
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
100+ 16.13% |
$40.5K - $47.9K
|
720
$349K
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
100+ 15.48% |
$40.5K - $47.9K
|
746
$362K
|
|
Oct 23, 2024
Q3 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
100+ 3.87% |
$40.5K - $47.9K
|
2.68K
$1.3M
|
|
Oct 28, 2024
Q3 2024
|
Human Investing LLC
|
BUY
|
- |
100+ 5.93% |
$40.5K - $47.9K
|
1.79K
$866K
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
100+ 0.32% |
$40.5K - $47.9K
|
31.8K
$15.4M
|
|
Nov 04, 2024
Q3 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
100+ 9.12% |
$40.5K - $47.9K
|
1.2K
$581K
|
|
Nov 13, 2024
Q3 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
100+ 2.39% |
$40.5K - $47.9K
|
4.28K
$2.07M
|
|
Nov 14, 2024
Q3 2024
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
100+ 4.74% |
$40.5K - $47.9K
|
2.21K
$1.07M
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
99+ 0.48% |
$40.1K - $47.4K
|
20.8K
$10.1M
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
99+ 1.96% |
$40.1K - $47.4K
|
5.15K
$2.5M
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
98+ 0.57% |
$39.7K - $46.9K
|
17.3K
$8.37M
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
98+ 3.98% |
$39.7K - $46.9K
|
2.56K
$1.24M
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
98+ 0.5% |
$39.7K - $46.9K
|
19.7K
$9.53M
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
97+ 3.48% |
$39.3K - $46.4K
|
2.89K
$1.4M
|
|
Oct 15, 2024
Q3 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
97+ 0.92% |
$39.3K - $46.4K
|
10.6K
$5.14M
|
|
Oct 24, 2024
Q3 2024
|
Manchester Financial Inc
|
BUY
|
- |
97+ 7.18% |
$39.3K - $46.4K
|
1.45K
$702K
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
96+ 6.54% |
$38.9K - $45.9K
|
1.56K
$759K
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
95+ 1.22% |
$38.5K - $45.5K
|
7.86K
$3.81M
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
95+ 13.19% |
$38.5K - $45.5K
|
815
$395K
|
|
Nov 13, 2024
Q3 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
95+ 0.39% |
$38.5K - $45.5K
|
24.7K
$12M
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
94+ 0.94% |
$38.1K - $45K
|
10.1K
$4.92M
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
94+ 0.76% |
$38.1K - $45K
|
12.5K
$6.08M
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
94+ 4.74% |
$38.1K - $45K
|
2.08K
$1.01M
|
|
Oct 11, 2024
Q3 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
93+ 17.25% |
$37.7K - $44.5K
|
632
$307K
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
93+ 12.47% |
$37.7K - $44.5K
|
839
$407K
|