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 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
61+ 2.72% |
$24.7K - $29.2K
|
2.3K
$1.12M
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
61+ 3.0% |
$24.7K - $29.2K
|
2.09K
$1.02M
|
|
|
Oct 16, 2024
Q3 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
60+ 0.23% |
$24.3K - $28.7K
|
26.4K
$12.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
60+ 1.69% |
$24.3K - $28.7K
|
3.61K
$1.75M
|
|
|
Oct 23, 2024
Q3 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
60+ 1.64% |
$24.3K - $28.7K
|
3.73K
$1.81M
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
60+ 4.6% |
$24.3K - $28.7K
|
1.37K
$662K
|
|
|
Nov 06, 2024
Q3 2024
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
60+ 1.7% |
$24.3K - $28.7K
|
3.59K
$1.74M
|
|
|
Nov 07, 2024
Q3 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
60+ 1.93% |
$24.3K - $28.7K
|
3.16K
$1.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
59+ 2.31% |
$23.9K - $28.2K
|
2.62K
$1.27M
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
58+ 10.68% |
$23.5K - $27.8K
|
601
$291K
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
57+ 11.07% |
$23.1K - $27.3K
|
572
$277K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
57+ 5.85% |
$23.1K - $27.3K
|
1.03K
$501K
|
|
|
Nov 12, 2024
Q3 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
57+ 0.05% |
$23.1K - $27.3K
|
113K
$54.9M
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
56+ 0.49% |
$22.7K - $26.8K
|
11.5K
$5.56M
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
56+ 0.77% |
$22.7K - $26.8K
|
7.33K
$3.55M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
56+ 2.94% |
$22.7K - $26.8K
|
1.96K
$950K
|
|
|
Dec 10, 2024
Q3 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
56+ 3.08% |
$22.7K - $26.8K
|
1.88K
$910K
|
|
|
May 07, 2025
Q3 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
56+ 11.81% |
$22.7K - $26.8K
|
530
$257K
|
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
BUY
|
- |
55+ 1.17% |
$22.3K - $26.3K
|
4.77K
$2.31M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
55+ 0.22% |
$22.3K - $26.3K
|
24.9K
$12.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
55+ 8.91% |
$22.3K - $26.3K
|
672
$326K
|
|
|
Nov 14, 2024
Q3 2024
|
Birinyi Associates Inc
|
BUY
|
- |
55+ 0.32% |
$22.3K - $26.3K
|
17K
$8.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
55+ 3.35% |
$22.3K - $26.3K
|
1.7K
$824K
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
55+ 1.09% |
$22.3K - $26.3K
|
5.1K
$2.47M
|
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
54+ 4.83% |
$21.9K - $25.8K
|
1.17K
$569K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
54+ 93.1% |
$21.9K - $25.8K
|
112
$54.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
54+ 0.44% |
$21.9K - $25.8K
|
12.4K
$6.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
54+ 3.06% |
$21.9K - $25.8K
|
1.82K
$883K
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
53+ 6.36% |
$21.5K - $25.4K
|
886
$430K
|
|
|
Oct 23, 2024
Q3 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
53+ 4.51% |
$21.5K - $25.4K
|
1.23K
$596K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
53+ 0.38% |
$21.5K - $25.4K
|
14K
$6.78M
|
|
|
Nov 06, 2024
Q3 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
53+ 8.77% |
$21.5K - $25.4K
|
657
$319K
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
53+ 9.67% |
$21.5K - $25.4K
|
601
$291K
|
|
|
Oct 24, 2024
Q3 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
52+ 2.12% |
$21.1K - $24.9K
|
2.51K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
52+ 0.2% |
$21.1K - $24.9K
|
26.3K
$12.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
51+ 1.88% |
$20.7K - $24.4K
|
2.76K
$1.34M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
51+ 26.56% |
$20.7K - $24.4K
|
243
$118K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
51New |
$20.7K - $24.4K
|
51
$24.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
50+ 4.25% |
$20.3K - $23.9K
|
1.23K
$595K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
50+ 4.48% |
$20.3K - $23.9K
|
1.17K
$565K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
BUY
|
- |
50+ 1.44% |
$20.3K - $23.9K
|
3.52K
$1.71M
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
50+ 1.62% |
$20.3K - $23.9K
|
3.14K
$1.52M
|
|
|
Nov 06, 2024
Q3 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
50+ 1.62% |
$20.3K - $23.9K
|
3.13K
$1.52M
|
|
|
Nov 06, 2024
Q3 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
50+ 1.82% |
$20.3K - $23.9K
|
2.8K
$1.36M
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
50+ 2.32% |
$20.3K - $23.9K
|
2.2K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
50+ 2.81% |
$20.3K - $23.9K
|
1.83K
$888K
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
50+ 5.2% |
$20.3K - $23.9K
|
1.01K
$490K
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
50+ 2.47% |
$20.3K - $23.9K
|
2.07K
$1M
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
BUY
|
- |
49+ 6.29% |
$19.9K - $23.4K
|
828
$402K
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
48+ 5.65% |
$19.4K - $23K
|
898
$436K
|