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 17, 2024
Q3 2024
|
Matisse Capital
|
BUY
|
- |
36+ 2.2% |
$14.6K - $17.2K
|
1.68K
$813K
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
36+ 2.69% |
$14.6K - $17.2K
|
1.38K
$667K
|
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
36+ 1.7% |
$14.6K - $17.2K
|
2.16K
$1.05M
|
|
|
Nov 01, 2024
Q3 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
36+ 6.65% |
$14.6K - $17.2K
|
577
$280K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
36+ 0.94% |
$14.6K - $17.2K
|
3.87K
$1.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
36+ 2.44% |
$14.6K - $17.2K
|
1.51K
$733K
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
35+ 5.71% |
$14.2K - $16.7K
|
648
$314K
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
35+ 0.53% |
$14.2K - $16.7K
|
6.66K
$3.23M
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
35+ 0.17% |
$14.2K - $16.7K
|
20.5K
$9.92M
|
|
|
Oct 25, 2024
Q3 2024
|
Highview Capital Management LLC
|
BUY
|
- |
35+ 2.48% |
$14.2K - $16.7K
|
1.45K
$701K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
35+ 1.93% |
$14.2K - $16.7K
|
1.85K
$898K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
35+ 4.92% |
$14.2K - $16.7K
|
747
$362K
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
BUY
|
- |
34+ 0.05% |
$13.8K - $16.3K
|
67.6K
$32.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
34+ 1.47% |
$13.8K - $16.3K
|
2.34K
$1.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
BUY
|
- |
32+ 0.93% |
$13K - $15.3K
|
3.49K
$1.69M
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
32+ 0.88% |
$13K - $15.3K
|
3.68K
$1.78M
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
32+ 1.51% |
$13K - $15.3K
|
2.15K
$1.04M
|
|
|
Nov 05, 2024
Q3 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
32+ 3.39% |
$13K - $15.3K
|
975
$473K
|
|
|
Nov 07, 2024
Q3 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
32+ 0.46% |
$13K - $15.3K
|
6.96K
$3.37M
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
32+ 1.03% |
$13K - $15.3K
|
3.15K
$1.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
32+ 2.03% |
$13K - $15.3K
|
1.61K
$778K
|
|
|
Oct 18, 2024
Q3 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
31+ 1.66% |
$12.6K - $14.8K
|
1.89K
$919K
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
31+ 4.53% |
$12.6K - $14.8K
|
715
$347K
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
31+ 0.18% |
$12.6K - $14.8K
|
17K
$8.26M
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
31+ 0.51% |
$12.6K - $14.8K
|
6.15K
$2.98M
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
30+ 0.5% |
$12.2K - $14.4K
|
6.03K
$2.93M
|
|
|
Oct 08, 2024
Q3 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
30+ 2.27% |
$12.2K - $14.4K
|
1.35K
$656K
|
|
|
Oct 15, 2024
Q3 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
30+ 4.18% |
$12.2K - $14.4K
|
748
$363K
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
30+ 0.31% |
$12.2K - $14.4K
|
9.62K
$4.66M
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
30+ 0.6% |
$12.2K - $14.4K
|
5K
$2.43M
|
|
|
Oct 22, 2024
Q3 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
30+ 1.21% |
$12.2K - $14.4K
|
2.5K
$1.21M
|
|
|
Oct 24, 2024
Q3 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
30+ 0.72% |
$12.2K - $14.4K
|
4.19K
$2.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
30+ 0.13% |
$12.2K - $14.4K
|
22.7K
$11M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
29+ 0.34% |
$11.8K - $13.9K
|
8.49K
$4.12M
|
|
|
Oct 18, 2024
Q3 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
29+ 0.05% |
$11.8K - $13.9K
|
53.1K
$25.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
29+ 0.14% |
$11.8K - $13.9K
|
20.5K
$9.94M
|
|
|
Oct 29, 2024
Q3 2024
|
Biechele Royce Advisors
|
BUY
|
- |
29+ 0.99% |
$11.8K - $13.9K
|
2.97K
$1.44M
|
|
|
Oct 04, 2024
Q3 2024
|
Seneca House Advisors
|
BUY
|
- |
28+ 2.79% |
$11.3K - $13.4K
|
1.03K
$501K
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
28+ 4.61% |
$11.3K - $13.4K
|
636
$308K
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
28+ 3.75% |
$11.3K - $13.4K
|
774
$375K
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
28+ 1.47% |
$11.3K - $13.4K
|
1.93K
$935K
|
|
|
Oct 31, 2024
Q3 2024
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
28+ 0.48% |
$11.3K - $13.4K
|
5.87K
$2.85M
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
28+ 2.24% |
$11.3K - $13.4K
|
1.28K
$620K
|
|
|
Oct 28, 2024
Q3 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
27+ 0.2% |
$10.9K - $12.9K
|
13.5K
$6.53M
|
|
|
Nov 01, 2024
Q3 2024
|
Field & Main Bank
|
BUY
|
- |
27+ 0.37% |
$10.9K - $12.9K
|
7.27K
$3.53M
|
|
|
Oct 08, 2024
Q3 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
26+ 0.48% |
$10.5K - $12.4K
|
5.46K
$2.65M
|
|
|
Oct 08, 2024
Q3 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
26+ 0.49% |
$10.5K - $12.4K
|
5.37K
$2.61M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentry LLC
Memphis, TN |
BUY
|
- |
26+ 0.33% |
$10.5K - $12.4K
|
7.97K
$3.87M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
26+ 1.33% |
$10.5K - $12.4K
|
1.99K
$963K
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
26+ 5.12% |
$10.5K - $12.4K
|
534
$259K
|