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
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
85+ 4.03% |
$34.4K - $40.7K
|
2.19K
$1.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
85+ 2.17% |
$34.4K - $40.7K
|
4K
$1.85M
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
85+ 5.34% |
$34.4K - $40.7K
|
1.68K
$776K
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
84+ 2.48% |
$34K - $40.2K
|
3.48K
$1.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
84+ 6.41% |
$34K - $40.2K
|
1.4K
$645K
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
84+ 2.0% |
$34K - $40.2K
|
4.28K
$1.98M
|
|
|
Nov 14, 2024
Q3 2024
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
84+ 2.61% |
$34K - $40.2K
|
3.31K
$1.53M
|
|
|
Oct 21, 2024
Q3 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
83+ 11.51% |
$33.6K - $39.7K
|
804
$372K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
83+ 2.36% |
$33.6K - $39.7K
|
3.6K
$1.66M
|
|
|
Oct 25, 2024
Q3 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
82+ 0.69% |
$33.2K - $39.2K
|
11.9K
$5.52M
|
|
|
Oct 25, 2024
Q3 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
82+ 9.5% |
$33.2K - $39.2K
|
945
$437K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
82+ 1.68% |
$33.2K - $39.2K
|
4.96K
$2.29M
|
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
81+ 0.27% |
$32.8K - $38.8K
|
30K
$13.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
81+ 0.24% |
$32.8K - $38.8K
|
33.4K
$15.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
81+ 9.93% |
$32.8K - $38.8K
|
897
$415K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
81+ 4.85% |
$32.8K - $38.8K
|
1.75K
$810K
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
81+ 5.27% |
$32.8K - $38.8K
|
1.62K
$748K
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
80+ 4.65% |
$32.4K - $38.3K
|
1.8K
$832K
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
80+ 4.48% |
$32.4K - $38.3K
|
1.87K
$863K
|
|
|
Oct 31, 2024
Q3 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
80+ 0.91% |
$32.4K - $38.3K
|
8.84K
$4.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
80+ 3.16% |
$32.4K - $38.3K
|
2.61K
$1.21M
|
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
79+ 16.99% |
$32K - $37.8K
|
544
$252K
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
79+ 7.47% |
$32K - $37.8K
|
1.14K
$525K
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
79+ 5.27% |
$32K - $37.8K
|
1.58K
$730K
|
|
|
Oct 15, 2024
Q3 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
78+ 1.51% |
$31.6K - $37.3K
|
5.23K
$2.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
78+ 2.59% |
$31.6K - $37.3K
|
3.08K
$1.43M
|
|
|
Oct 23, 2024
Q3 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
77+ 2.22% |
$31.2K - $36.8K
|
3.54K
$1.64M
|
|
|
Oct 31, 2024
Q3 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
77+ 1.14% |
$31.2K - $36.8K
|
6.83K
$3.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
77+ 1.66% |
$31.2K - $36.8K
|
4.71K
$2.18M
|
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
76+ 6.61% |
$30.8K - $36.4K
|
1.23K
$567K
|
|
|
Oct 24, 2024
Q3 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
76+ 0.11% |
$30.8K - $36.4K
|
71.2K
$32.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
76+ 2.88% |
$30.8K - $36.4K
|
2.72K
$1.26M
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
76+ 8.87% |
$30.8K - $36.4K
|
933
$432K
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
75+ 2.43% |
$30.4K - $35.9K
|
3.16K
$1.46M
|
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
75+ 5.35% |
$30.4K - $35.9K
|
1.48K
$683K
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
75+ 8.21% |
$30.4K - $35.9K
|
989
$457K
|
|
|
Oct 23, 2024
Q3 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
75+ 0.48% |
$30.4K - $35.9K
|
15.5K
$7.19M
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
75+ 7.84% |
$30.4K - $35.9K
|
1.03K
$477K
|
|
|
Dec 02, 2024
Q3 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
75+ 1.36% |
$30.4K - $35.9K
|
5.58K
$2.58M
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
74+ 3.05% |
$30K - $35.4K
|
2.5K
$1.16M
|
|
|
Oct 04, 2024
Q3 2024
|
Jvl Associates LLC
|
BUY
|
- |
73+ 10.3% |
$29.6K - $34.9K
|
782
$362K
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
73+ 0.19% |
$29.6K - $34.9K
|
37.6K
$17.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
73+ 0.94% |
$29.6K - $34.9K
|
7.8K
$3.61M
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
73+ 0.88% |
$29.6K - $34.9K
|
8.38K
$3.88M
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
73+ 4.02% |
$29.6K - $34.9K
|
1.89K
$874K
|
|
|
Oct 07, 2024
Q3 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
72+ 3.55% |
$29.2K - $34.5K
|
2.1K
$971K
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
72+ 0.67% |
$29.2K - $34.5K
|
10.9K
$5.03M
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
72+ 3.22% |
$29.2K - $34.5K
|
2.31K
$1.07M
|
|
|
Oct 03, 2024
Q3 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
71+ 13.05% |
$28.8K - $34K
|
615
$284K
|
|
|
Oct 24, 2024
Q3 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
71+ 0.21% |
$28.8K - $34K
|
33.9K
$15.7M
|