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 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
30+ 0.31% |
$12.2K - $14.4K
|
9.62K
$4.45M
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
30+ 0.6% |
$12.2K - $14.4K
|
5K
$2.31M
|
|
Oct 22, 2024
Q3 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
30+ 1.21% |
$12.2K - $14.4K
|
2.5K
$1.16M
|
|
Oct 24, 2024
Q3 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
30+ 0.72% |
$12.2K - $14.4K
|
4.19K
$1.94M
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
30+ 0.13% |
$12.2K - $14.4K
|
22.7K
$10.5M
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
29+ 0.34% |
$11.8K - $13.9K
|
8.49K
$3.93M
|
|
Oct 18, 2024
Q3 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
29+ 0.05% |
$11.8K - $13.9K
|
53.1K
$24.6M
|
|
Oct 28, 2024
Q3 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
29+ 0.14% |
$11.8K - $13.9K
|
20.5K
$9.48M
|
|
Oct 29, 2024
Q3 2024
|
Biechele Royce Advisors
|
BUY
|
- |
29+ 0.99% |
$11.8K - $13.9K
|
2.97K
$1.37M
|
|
Oct 04, 2024
Q3 2024
|
Seneca House Advisors
|
BUY
|
- |
28+ 2.79% |
$11.3K - $13.4K
|
1.03K
$477K
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
28+ 4.61% |
$11.3K - $13.4K
|
636
$294K
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
28+ 3.75% |
$11.3K - $13.4K
|
774
$358K
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
28+ 1.47% |
$11.3K - $13.4K
|
1.93K
$891K
|
|
Oct 31, 2024
Q3 2024
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
28+ 0.48% |
$11.3K - $13.4K
|
5.87K
$2.71M
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
28+ 2.24% |
$11.3K - $13.4K
|
1.28K
$592K
|
|
Oct 28, 2024
Q3 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
27+ 0.2% |
$10.9K - $12.9K
|
13.5K
$6.23M
|
|
Nov 01, 2024
Q3 2024
|
Field & Main Bank
|
BUY
|
- |
27+ 0.37% |
$10.9K - $12.9K
|
7.27K
$3.36M
|
|
Oct 08, 2024
Q3 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
26+ 0.48% |
$10.5K - $12.4K
|
5.46K
$2.52M
|
|
Oct 08, 2024
Q3 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
26+ 0.49% |
$10.5K - $12.4K
|
5.37K
$2.48M
|
|
Oct 15, 2024
Q3 2024
|
Sentry LLC
Memphis, TN |
BUY
|
- |
26+ 0.33% |
$10.5K - $12.4K
|
7.97K
$3.69M
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
26+ 1.33% |
$10.5K - $12.4K
|
1.99K
$918K
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
26+ 5.12% |
$10.5K - $12.4K
|
534
$247K
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
26+ 1.84% |
$10.5K - $12.4K
|
1.44K
$667K
|
|
Nov 04, 2024
Q3 2024
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
26+ 0.88% |
$10.5K - $12.4K
|
2.97K
$1.37M
|
|
Nov 12, 2024
Q3 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
26+ 4.75% |
$10.5K - $12.4K
|
573
$265K
|
|
Oct 03, 2024
Q3 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
25+ 1.36% |
$10.1K - $12K
|
1.87K
$863K
|
|
Oct 04, 2024
Q3 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
25+ 0.83% |
$10.1K - $12K
|
3.05K
$1.41M
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
25+ 2.19% |
$10.1K - $12K
|
1.16K
$538K
|
|
Oct 15, 2024
Q3 2024
|
Searcy Financial Services Inc
|
BUY
|
- |
25+ 0.1% |
$10.1K - $12K
|
24.7K
$11.4M
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
25+ 0.25% |
$10.1K - $12K
|
9.91K
$4.58M
|
|
Oct 21, 2024
Q3 2024
|
Sky Investment Group LLC
|
BUY
|
- |
25+ 0.18% |
$10.1K - $12K
|
14.1K
$6.53M
|
|
Oct 24, 2024
Q3 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
25+ 4.84% |
$10.1K - $12K
|
541
$250K
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
25+ 3.49% |
$10.1K - $12K
|
741
$343K
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
25+ 0.36% |
$10.1K - $12K
|
6.98K
$3.23M
|
|
Nov 13, 2024
Q3 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
25+ 0.73% |
$10.1K - $12K
|
3.44K
$1.59M
|
|
Nov 14, 2024
Q3 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
25+ 0.55% |
$10.1K - $12K
|
4.57K
$2.11M
|
|
Nov 15, 2024
Q3 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
25+ 1.02% |
$10.1K - $12K
|
2.49K
$1.15M
|
|
Nov 21, 2024
Q3 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
25+ 0.16% |
$10.1K - $12K
|
15.9K
$7.35M
|
|
Oct 30, 2024
Q3 2024
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
24+ 1.71% |
$9.72K - $11.5K
|
1.43K
$662K
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
24+ 0.17% |
$9.72K - $11.5K
|
14.5K
$6.73M
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
BUY
|
- |
24+ 0.13% |
$9.72K - $11.5K
|
17.8K
$8.24M
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
24+ 0.27% |
$9.72K - $11.5K
|
8.85K
$4.09M
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
24+ 0.05% |
$9.72K - $11.5K
|
47.6K
$22M
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
23+ 0.6% |
$9.32K - $11K
|
3.85K
$1.78M
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
23+ 1.83% |
$9.32K - $11K
|
1.28K
$593K
|
|
Nov 12, 2024
Q3 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
23+ 0.6% |
$9.32K - $11K
|
3.86K
$1.79M
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
23+ 0.08% |
$9.32K - $11K
|
27.2K
$12.6M
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
BUY
|
- |
22+ 0.72% |
$8.91K - $10.5K
|
3.1K
$1.43M
|
|
Oct 16, 2024
Q3 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
22+ 1.98% |
$8.91K - $10.5K
|
1.13K
$524K
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
22+ 1.85% |
$8.91K - $10.5K
|
1.21K
$560K
|