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 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
53+ 6.36% |
$21.5K - $25.4K
|
886
$410K
|
|
|
Oct 23, 2024
Q3 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
53+ 4.51% |
$21.5K - $25.4K
|
1.23K
$568K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
53+ 0.38% |
$21.5K - $25.4K
|
14K
$6.47M
|
|
|
Nov 06, 2024
Q3 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
53+ 8.77% |
$21.5K - $25.4K
|
657
$304K
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
53+ 9.67% |
$21.5K - $25.4K
|
601
$278K
|
|
|
Oct 24, 2024
Q3 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
52+ 2.12% |
$21.1K - $24.9K
|
2.51K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
52+ 0.2% |
$21.1K - $24.9K
|
26.3K
$12.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
51+ 1.88% |
$20.7K - $24.4K
|
2.76K
$1.28M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
51+ 26.56% |
$20.7K - $24.4K
|
243
$112K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
51New |
$20.7K - $24.4K
|
51
$23.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
50+ 4.25% |
$20.3K - $23.9K
|
1.23K
$567K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
50+ 4.48% |
$20.3K - $23.9K
|
1.17K
$539K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
BUY
|
- |
50+ 1.44% |
$20.3K - $23.9K
|
3.52K
$1.63M
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
50+ 1.62% |
$20.3K - $23.9K
|
3.14K
$1.45M
|
|
|
Nov 06, 2024
Q3 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
50+ 1.62% |
$20.3K - $23.9K
|
3.13K
$1.45M
|
|
|
Nov 06, 2024
Q3 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
50+ 1.82% |
$20.3K - $23.9K
|
2.8K
$1.29M
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
50+ 2.32% |
$20.3K - $23.9K
|
2.2K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
50+ 2.81% |
$20.3K - $23.9K
|
1.83K
$846K
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
50+ 5.2% |
$20.3K - $23.9K
|
1.01K
$468K
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
50+ 2.47% |
$20.3K - $23.9K
|
2.07K
$958K
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
BUY
|
- |
49+ 6.29% |
$19.9K - $23.4K
|
828
$383K
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
48+ 5.65% |
$19.4K - $23K
|
898
$415K
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
48+ 0.48% |
$19.4K - $23K
|
10.1K
$4.65M
|
|
|
Nov 15, 2024
Q3 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
48+ 4.92% |
$19.4K - $23K
|
1.02K
$474K
|
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
47+ 1.26% |
$19K - $22.5K
|
3.76K
$1.74M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
47+ 6.98% |
$19K - $22.5K
|
720
$333K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
47+ 0.18% |
$19K - $22.5K
|
26K
$12M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
47New |
$19K - $22.5K
|
47
$21.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
46+ 2.33% |
$18.6K - $22K
|
2.02K
$935K
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
45+ 1.35% |
$18.2K - $21.5K
|
3.37K
$1.56M
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
45+ 11.57% |
$18.2K - $21.5K
|
434
$201K
|
|
|
Oct 15, 2024
Q3 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
45+ 7.94% |
$18.2K - $21.5K
|
612
$283K
|
|
|
Oct 23, 2024
Q3 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
45+ 1.53% |
$18.2K - $21.5K
|
2.98K
$1.38M
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
45+ 1.37% |
$18.2K - $21.5K
|
3.33K
$1.54M
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
BUY
|
- |
45+ 0.26% |
$18.2K - $21.5K
|
17.5K
$8.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
45New |
$18.2K - $21.5K
|
45
$20.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
44+ 1.61% |
$17.8K - $21.1K
|
2.79K
$1.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
44+ 1.49% |
$17.8K - $21.1K
|
3K
$1.39M
|
|
|
Oct 15, 2024
Q3 2024
|
Norway Savings Bank
|
BUY
|
- |
43+ 0.47% |
$17.4K - $20.6K
|
9.11K
$4.21M
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
43+ 0.52% |
$17.4K - $20.6K
|
8.27K
$3.83M
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
BUY
|
- |
43+ 0.93% |
$17.4K - $20.6K
|
4.66K
$2.16M
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
43+ 0.53% |
$17.4K - $20.6K
|
8.11K
$3.75M
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
42+ 1.04% |
$17K - $20.1K
|
4.08K
$1.89M
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
42+ 2.21% |
$17K - $20.1K
|
1.94K
$898K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
42+ 0.43% |
$17K - $20.1K
|
9.77K
$4.52M
|
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
42+ 0.19% |
$17K - $20.1K
|
22.1K
$10.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
42+ 2.81% |
$17K - $20.1K
|
1.54K
$710K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
41+ 0.02% |
$16.6K - $19.6K
|
271K
$125M
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
40+ 0.8% |
$16.2K - $19.1K
|
5.01K
$2.32M
|
|
|
Oct 04, 2024
Q3 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
40+ 2.1% |
$16.2K - $19.1K
|
1.94K
$899K
|