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 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
26+ 1.84% |
$10.5K - $12.4K
|
1.44K
$699K
|
|
|
Nov 04, 2024
Q3 2024
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
26+ 0.88% |
$10.5K - $12.4K
|
2.97K
$1.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
26+ 4.75% |
$10.5K - $12.4K
|
573
$278K
|
|
|
Oct 03, 2024
Q3 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
25+ 1.36% |
$10.1K - $12K
|
1.87K
$905K
|
|
|
Oct 04, 2024
Q3 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
25+ 0.83% |
$10.1K - $12K
|
3.05K
$1.48M
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
25+ 2.19% |
$10.1K - $12K
|
1.16K
$565K
|
|
|
Oct 15, 2024
Q3 2024
|
Searcy Financial Services Inc
|
BUY
|
- |
25+ 0.1% |
$10.1K - $12K
|
24.7K
$12M
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
25+ 0.25% |
$10.1K - $12K
|
9.91K
$4.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Sky Investment Group LLC
|
BUY
|
- |
25+ 0.18% |
$10.1K - $12K
|
14.1K
$6.85M
|
|
|
Oct 24, 2024
Q3 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
25+ 4.84% |
$10.1K - $12K
|
541
$262K
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
25+ 3.49% |
$10.1K - $12K
|
741
$359K
|
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
25+ 0.36% |
$10.1K - $12K
|
6.98K
$3.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
25+ 0.73% |
$10.1K - $12K
|
3.44K
$1.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
25+ 0.55% |
$10.1K - $12K
|
4.57K
$2.21M
|
|
|
Nov 15, 2024
Q3 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
25+ 1.02% |
$10.1K - $12K
|
2.49K
$1.21M
|
|
|
Nov 21, 2024
Q3 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
25+ 0.16% |
$10.1K - $12K
|
15.9K
$7.71M
|
|
|
Oct 30, 2024
Q3 2024
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
24+ 1.71% |
$9.72K - $11.5K
|
1.43K
$694K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
24+ 0.17% |
$9.72K - $11.5K
|
14.5K
$7.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
BUY
|
- |
24+ 0.13% |
$9.72K - $11.5K
|
17.8K
$8.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
24+ 0.27% |
$9.72K - $11.5K
|
8.85K
$4.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
24+ 0.05% |
$9.72K - $11.5K
|
47.6K
$23.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
23+ 0.6% |
$9.32K - $11K
|
3.85K
$1.87M
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
23+ 1.83% |
$9.32K - $11K
|
1.28K
$622K
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
23+ 0.6% |
$9.32K - $11K
|
3.86K
$1.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
23+ 0.08% |
$9.32K - $11K
|
27.2K
$13.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
BUY
|
- |
22+ 0.72% |
$8.91K - $10.5K
|
3.1K
$1.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
22+ 1.98% |
$8.91K - $10.5K
|
1.13K
$549K
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
22+ 1.85% |
$8.91K - $10.5K
|
1.21K
$587K
|
|
|
Oct 24, 2024
Q3 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
22+ 0.18% |
$8.91K - $10.5K
|
12.4K
$6.01M
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
22+ 0.98% |
$8.91K - $10.5K
|
2.27K
$1.1M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
22+ 0.13% |
$8.91K - $10.5K
|
17.2K
$8.36M
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
22+ 0.13% |
$8.91K - $10.5K
|
16.3K
$7.93M
|
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
BUY
|
- |
21+ 0.2% |
$8.51K - $10K
|
10.4K
$5.03M
|
|
|
Oct 04, 2024
Q3 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
21+ 0.8% |
$8.51K - $10K
|
2.65K
$1.29M
|
|
|
Oct 09, 2024
Q3 2024
|
Iowa State Bank
|
BUY
|
- |
21+ 0.12% |
$8.51K - $10K
|
17.9K
$8.67M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
21+ 0.62% |
$8.51K - $10K
|
3.41K
$1.66M
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
21+ 5.26% |
$8.51K - $10K
|
420
$204K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
21+ 1.5% |
$8.51K - $10K
|
1.42K
$688K
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
21+ 0.31% |
$8.51K - $10K
|
6.82K
$3.31M
|
|
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
21+ 0.42% |
$8.51K - $10K
|
5.08K
$2.46M
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
20+ 0.54% |
$8.1K - $9.57K
|
3.73K
$1.81M
|
|
|
Oct 10, 2024
Q3 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
20+ 3.41% |
$8.1K - $9.57K
|
606
$294K
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
20+ 0.75% |
$8.1K - $9.57K
|
2.68K
$1.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
20+ 0.23% |
$8.1K - $9.57K
|
8.65K
$4.19M
|
|
|
Nov 04, 2024
Q3 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
20+ 0.43% |
$8.1K - $9.57K
|
4.65K
$2.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Fortune 45 LLC
|
BUY
|
- |
20+ 0.74% |
$8.1K - $9.57K
|
2.74K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
20+ 0.66% |
$8.1K - $9.57K
|
3.07K
$1.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
20+ 1.94% |
$8.1K - $9.57K
|
1.05K
$509K
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
20+ 9.35% |
$8.1K - $9.57K
|
234
$113K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
19+ 0.66% |
$7.7K - $9.09K
|
2.9K
$1.41M
|