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 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
71+ 0.9% |
$28.8K - $34K
|
7.92K
$3.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
BUY
|
- |
71+ 0.78% |
$28.8K - $34K
|
9.19K
$4.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Qv Investors Inc.
|
BUY
|
- |
70+ 0.65% |
$28.4K - $33.5K
|
10.8K
$4.98M
|
|
|
Nov 06, 2024
Q3 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
70+ 13.94% |
$28.4K - $33.5K
|
572
$265K
|
|
|
Nov 14, 2024
Q3 2024
|
Grand Jean Capital Management Inc
San Francisco, CA |
BUY
|
- |
70+ 0.07% |
$28.4K - $33.5K
|
95.7K
$44.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
69+ 1.84% |
$28K - $33K
|
3.82K
$1.77M
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
69+ 0.95% |
$28K - $33K
|
7.3K
$3.38M
|
|
|
Oct 28, 2024
Q3 2024
|
Whelan Financial
|
BUY
|
- |
69+ 5.63% |
$28K - $33K
|
1.3K
$599K
|
|
|
Nov 14, 2024
Q3 2024
|
William Allan, LLC
|
BUY
|
- |
69+ 3.5% |
$28K - $33K
|
2.04K
$945K
|
|
|
Oct 24, 2024
Q3 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
68+ 1.1% |
$27.6K - $32.5K
|
6.27K
$2.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
66+ 0.41% |
$26.7K - $31.6K
|
16.2K
$7.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
65+ 1.2% |
$26.3K - $31.1K
|
5.5K
$2.54M
|
|
|
Oct 25, 2024
Q3 2024
|
Jacobsen Capital Management
|
BUY
|
- |
64+ 2.24% |
$25.9K - $30.6K
|
2.93K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
64+ 2.12% |
$25.9K - $30.6K
|
3.09K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
BUY
|
- |
64+ 10.76% |
$25.9K - $30.6K
|
659
$305K
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
63+ 1.72% |
$25.5K - $30.1K
|
3.72K
$1.72M
|
|
|
Nov 12, 2024
Q3 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
63+ 2.35% |
$25.5K - $30.1K
|
2.75K
$1.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
63+ 0.52% |
$25.5K - $30.1K
|
12.2K
$5.65M
|
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
62+ 51.67% |
$25.1K - $29.7K
|
182
$84.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
62+ 0.09% |
$25.1K - $29.7K
|
71.9K
$33.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
62+ 4.47% |
$25.1K - $29.7K
|
1.45K
$670K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
62+ 2.44% |
$25.1K - $29.7K
|
2.6K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
62+ 0.04% |
$25.1K - $29.7K
|
169K
$78.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
61+ 2.72% |
$24.7K - $29.2K
|
2.3K
$1.06M
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
61+ 3.0% |
$24.7K - $29.2K
|
2.09K
$968K
|
|
|
Oct 16, 2024
Q3 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
60+ 0.23% |
$24.3K - $28.7K
|
26.4K
$12.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
60+ 1.69% |
$24.3K - $28.7K
|
3.61K
$1.67M
|
|
|
Oct 23, 2024
Q3 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
60+ 1.64% |
$24.3K - $28.7K
|
3.73K
$1.72M
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
60+ 4.6% |
$24.3K - $28.7K
|
1.37K
$631K
|
|
|
Nov 06, 2024
Q3 2024
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
60+ 1.7% |
$24.3K - $28.7K
|
3.59K
$1.66M
|
|
|
Nov 07, 2024
Q3 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
60+ 1.93% |
$24.3K - $28.7K
|
3.16K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
59+ 2.31% |
$23.9K - $28.2K
|
2.62K
$1.21M
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
58+ 10.68% |
$23.5K - $27.8K
|
601
$278K
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
57+ 11.07% |
$23.1K - $27.3K
|
572
$265K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
57+ 5.85% |
$23.1K - $27.3K
|
1.03K
$477K
|
|
|
Nov 12, 2024
Q3 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
57+ 0.05% |
$23.1K - $27.3K
|
113K
$52.3M
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
56+ 0.49% |
$22.7K - $26.8K
|
11.5K
$5.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
56+ 0.77% |
$22.7K - $26.8K
|
7.33K
$3.39M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
56+ 2.94% |
$22.7K - $26.8K
|
1.96K
$906K
|
|
|
Dec 10, 2024
Q3 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
56+ 3.08% |
$22.7K - $26.8K
|
1.88K
$868K
|
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
BUY
|
- |
55+ 1.17% |
$22.3K - $26.3K
|
4.77K
$2.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
55+ 0.22% |
$22.3K - $26.3K
|
24.9K
$11.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
55+ 8.91% |
$22.3K - $26.3K
|
672
$311K
|
|
|
Nov 14, 2024
Q3 2024
|
Birinyi Associates Inc
|
BUY
|
- |
55+ 0.32% |
$22.3K - $26.3K
|
17K
$7.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
55+ 3.35% |
$22.3K - $26.3K
|
1.7K
$786K
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
55+ 1.09% |
$22.3K - $26.3K
|
5.1K
$2.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
54+ 4.83% |
$21.9K - $25.8K
|
1.17K
$543K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
54+ 93.1% |
$21.9K - $25.8K
|
112
$51.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
54+ 0.44% |
$21.9K - $25.8K
|
12.4K
$5.74M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
54+ 3.06% |
$21.9K - $25.8K
|
1.82K
$842K
|