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 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
BUY
|
- |
92+ 0.35% |
$37.3K - $44K
|
26.3K
$12.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
92+ 11.54% |
$37.3K - $44K
|
889
$431K
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
92+ 0.86% |
$37.3K - $44K
|
10.8K
$5.21M
|
|
|
Oct 23, 2024
Q3 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
91+ 1.3% |
$36.9K - $43.5K
|
7.07K
$3.43M
|
|
|
Oct 25, 2024
Q3 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
91+ 2.91% |
$36.9K - $43.5K
|
3.21K
$1.56M
|
|
|
Oct 25, 2024
Q3 2024
|
Argyle Capital Management Inc.
|
BUY
|
- |
90+ 4.29% |
$36.5K - $43.1K
|
2.19K
$1.06M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
90+ 14.11% |
$36.5K - $43.1K
|
728
$353K
|
|
|
Oct 31, 2024
Q3 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
90+ 4.14% |
$36.5K - $43.1K
|
2.27K
$1.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
90+ 1.65% |
$36.5K - $43.1K
|
5.55K
$2.69M
|
|
|
Nov 04, 2024
Q3 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
90+ 1.72% |
$36.5K - $43.1K
|
5.32K
$2.58M
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
89+ 5.39% |
$36.1K - $42.6K
|
1.74K
$843K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
89+ 2.4% |
$36.1K - $42.6K
|
3.8K
$1.84M
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
89+ 2.83% |
$36.1K - $42.6K
|
3.23K
$1.57M
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
89+ 4.62% |
$36.1K - $42.6K
|
2.02K
$977K
|
|
|
Nov 13, 2024
Q3 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
89+ 0.42% |
$36.1K - $42.6K
|
21.1K
$10.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
89+ 0.31% |
$36.1K - $42.6K
|
29.1K
$14.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
88+ 0.43% |
$35.7K - $42.1K
|
20.7K
$10M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
87+ 1.38% |
$35.3K - $41.6K
|
6.37K
$3.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
87+ 0.92% |
$35.3K - $41.6K
|
9.57K
$4.64M
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
87+ 1.84% |
$35.3K - $41.6K
|
4.82K
$2.34M
|
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
87+ 2.72% |
$35.3K - $41.6K
|
3.29K
$1.59M
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
87+ 5.38% |
$35.3K - $41.6K
|
1.7K
$826K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
87+ 9.07% |
$35.3K - $41.6K
|
1.05K
$507K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
86+ 9.68% |
$34.8K - $41.2K
|
974
$472K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
86+ 0.96% |
$34.8K - $41.2K
|
9K
$4.37M
|
|
|
Oct 10, 2024
Q3 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
85+ 7.45% |
$34.4K - $40.7K
|
1.23K
$595K
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
85+ 4.03% |
$34.4K - $40.7K
|
2.19K
$1.06M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
85+ 2.17% |
$34.4K - $40.7K
|
4K
$1.94M
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
85+ 5.34% |
$34.4K - $40.7K
|
1.68K
$814K
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
84+ 2.48% |
$34K - $40.2K
|
3.48K
$1.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
84+ 6.41% |
$34K - $40.2K
|
1.4K
$677K
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
84+ 2.0% |
$34K - $40.2K
|
4.28K
$2.07M
|
|
|
Nov 14, 2024
Q3 2024
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
84+ 2.61% |
$34K - $40.2K
|
3.31K
$1.6M
|
|
|
May 29, 2025
Q3 2024
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
84+ 16.57% |
$34K - $40.2K
|
591
$287K
|
|
|
Oct 21, 2024
Q3 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
83+ 11.51% |
$33.6K - $39.7K
|
804
$390K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
83+ 2.36% |
$33.6K - $39.7K
|
3.6K
$1.75M
|
|
|
Oct 25, 2024
Q3 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
82+ 0.69% |
$33.2K - $39.2K
|
11.9K
$5.79M
|
|
|
Oct 25, 2024
Q3 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
82+ 9.5% |
$33.2K - $39.2K
|
945
$458K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
82+ 1.68% |
$33.2K - $39.2K
|
4.96K
$2.41M
|
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
81+ 0.27% |
$32.8K - $38.8K
|
30K
$14.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
81+ 0.24% |
$32.8K - $38.8K
|
33.4K
$16.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
81+ 9.93% |
$32.8K - $38.8K
|
897
$435K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
81+ 4.85% |
$32.8K - $38.8K
|
1.75K
$849K
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
81+ 5.27% |
$32.8K - $38.8K
|
1.62K
$784K
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
80+ 4.65% |
$32.4K - $38.3K
|
1.8K
$873K
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
80+ 4.48% |
$32.4K - $38.3K
|
1.87K
$905K
|
|
|
Oct 31, 2024
Q3 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
80+ 0.91% |
$32.4K - $38.3K
|
8.84K
$4.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
80+ 3.16% |
$32.4K - $38.3K
|
2.61K
$1.26M
|
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
79+ 16.99% |
$32K - $37.8K
|
544
$264K
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
79+ 7.47% |
$32K - $37.8K
|
1.14K
$551K
|