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 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
79+ 5.27% |
$32K - $37.8K
|
1.58K
$766K
|
|
|
Oct 15, 2024
Q3 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
78+ 1.51% |
$31.6K - $37.3K
|
5.23K
$2.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
78+ 2.59% |
$31.6K - $37.3K
|
3.08K
$1.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
77+ 2.22% |
$31.2K - $36.8K
|
3.54K
$1.72M
|
|
|
Oct 31, 2024
Q3 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
77+ 1.14% |
$31.2K - $36.8K
|
6.83K
$3.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
77+ 1.66% |
$31.2K - $36.8K
|
4.71K
$2.28M
|
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
76+ 6.61% |
$30.8K - $36.4K
|
1.23K
$595K
|
|
|
Oct 24, 2024
Q3 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
76+ 0.11% |
$30.8K - $36.4K
|
71.2K
$34.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
76+ 2.88% |
$30.8K - $36.4K
|
2.72K
$1.32M
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
76+ 8.87% |
$30.8K - $36.4K
|
933
$453K
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
75+ 2.43% |
$30.4K - $35.9K
|
3.16K
$1.53M
|
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
75+ 5.35% |
$30.4K - $35.9K
|
1.48K
$716K
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
75+ 8.21% |
$30.4K - $35.9K
|
989
$480K
|
|
|
Oct 23, 2024
Q3 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
75+ 0.48% |
$30.4K - $35.9K
|
15.5K
$7.54M
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
75+ 7.84% |
$30.4K - $35.9K
|
1.03K
$501K
|
|
|
Dec 02, 2024
Q3 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
75+ 1.36% |
$30.4K - $35.9K
|
5.58K
$2.71M
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
74+ 3.05% |
$30K - $35.4K
|
2.5K
$1.21M
|
|
|
Oct 04, 2024
Q3 2024
|
Jvl Associates LLC
|
BUY
|
- |
73+ 10.3% |
$29.6K - $34.9K
|
782
$379K
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
73+ 0.19% |
$29.6K - $34.9K
|
37.6K
$18.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
73+ 0.94% |
$29.6K - $34.9K
|
7.8K
$3.78M
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
73+ 0.88% |
$29.6K - $34.9K
|
8.38K
$4.06M
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
73+ 4.02% |
$29.6K - $34.9K
|
1.89K
$916K
|
|
|
Oct 07, 2024
Q3 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
72+ 3.55% |
$29.2K - $34.5K
|
2.1K
$1.02M
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
72+ 0.67% |
$29.2K - $34.5K
|
10.9K
$5.28M
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
72+ 3.22% |
$29.2K - $34.5K
|
2.31K
$1.12M
|
|
|
Oct 03, 2024
Q3 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
71+ 13.05% |
$28.8K - $34K
|
615
$298K
|
|
|
Oct 24, 2024
Q3 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
71+ 0.21% |
$28.8K - $34K
|
33.9K
$16.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
71+ 0.9% |
$28.8K - $34K
|
7.92K
$3.84M
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
BUY
|
- |
71+ 0.78% |
$28.8K - $34K
|
9.19K
$4.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Qv Investors Inc.
|
BUY
|
- |
70+ 0.65% |
$28.4K - $33.5K
|
10.8K
$5.23M
|
|
|
Nov 06, 2024
Q3 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
70+ 13.94% |
$28.4K - $33.5K
|
572
$277K
|
|
|
Nov 14, 2024
Q3 2024
|
Grand Jean Capital Management Inc
San Francisco, CA |
BUY
|
- |
70+ 0.07% |
$28.4K - $33.5K
|
95.7K
$46.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
69+ 1.84% |
$28K - $33K
|
3.82K
$1.85M
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
69+ 0.95% |
$28K - $33K
|
7.3K
$3.54M
|
|
|
Oct 28, 2024
Q3 2024
|
Whelan Financial
|
BUY
|
- |
69+ 5.63% |
$28K - $33K
|
1.3K
$628K
|
|
|
Nov 14, 2024
Q3 2024
|
William Allan, LLC
|
BUY
|
- |
69+ 3.5% |
$28K - $33K
|
2.04K
$991K
|
|
|
Oct 24, 2024
Q3 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
68+ 1.1% |
$27.6K - $32.5K
|
6.27K
$3.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
66+ 0.41% |
$26.7K - $31.6K
|
16.2K
$7.86M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
65+ 1.2% |
$26.3K - $31.1K
|
5.5K
$2.67M
|
|
|
Oct 25, 2024
Q3 2024
|
Jacobsen Capital Management
|
BUY
|
- |
64+ 2.24% |
$25.9K - $30.6K
|
2.93K
$1.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
64+ 2.12% |
$25.9K - $30.6K
|
3.09K
$1.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
BUY
|
- |
64+ 10.76% |
$25.9K - $30.6K
|
659
$320K
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
63+ 1.72% |
$25.5K - $30.1K
|
3.72K
$1.8M
|
|
|
Nov 12, 2024
Q3 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
63+ 2.35% |
$25.5K - $30.1K
|
2.75K
$1.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
63+ 0.52% |
$25.5K - $30.1K
|
12.2K
$5.92M
|
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
62+ 51.67% |
$25.1K - $29.7K
|
182
$88.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
62+ 0.09% |
$25.1K - $29.7K
|
71.9K
$34.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
62+ 4.47% |
$25.1K - $29.7K
|
1.45K
$702K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
62+ 2.44% |
$25.1K - $29.7K
|
2.6K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
62+ 0.04% |
$25.1K - $29.7K
|
169K
$82M
|