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 24, 2024
Q3 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
22+ 0.18% |
$8.91K - $10.5K
|
12.4K
$5.73M
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
22+ 0.98% |
$8.91K - $10.5K
|
2.27K
$1.05M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
22+ 0.13% |
$8.91K - $10.5K
|
17.2K
$7.97M
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
22+ 0.13% |
$8.91K - $10.5K
|
16.3K
$7.56M
|
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
BUY
|
- |
21+ 0.2% |
$8.51K - $10K
|
10.4K
$4.8M
|
|
|
Oct 04, 2024
Q3 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
21+ 0.8% |
$8.51K - $10K
|
2.65K
$1.23M
|
|
|
Oct 09, 2024
Q3 2024
|
Iowa State Bank
|
BUY
|
- |
21+ 0.12% |
$8.51K - $10K
|
17.9K
$8.27M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
21+ 0.62% |
$8.51K - $10K
|
3.41K
$1.58M
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
21+ 5.26% |
$8.51K - $10K
|
420
$194K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
21+ 1.5% |
$8.51K - $10K
|
1.42K
$656K
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
21+ 0.31% |
$8.51K - $10K
|
6.82K
$3.15M
|
|
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
21+ 0.42% |
$8.51K - $10K
|
5.08K
$2.35M
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
20+ 0.54% |
$8.1K - $9.57K
|
3.73K
$1.72M
|
|
|
Oct 10, 2024
Q3 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
20+ 3.41% |
$8.1K - $9.57K
|
606
$280K
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
20+ 0.75% |
$8.1K - $9.57K
|
2.68K
$1.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
20+ 0.23% |
$8.1K - $9.57K
|
8.65K
$4M
|
|
|
Nov 04, 2024
Q3 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
20+ 0.43% |
$8.1K - $9.57K
|
4.65K
$2.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Fortune 45 LLC
|
BUY
|
- |
20+ 0.74% |
$8.1K - $9.57K
|
2.74K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
20+ 0.66% |
$8.1K - $9.57K
|
3.07K
$1.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
20+ 1.94% |
$8.1K - $9.57K
|
1.05K
$485K
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
20+ 9.35% |
$8.1K - $9.57K
|
234
$108K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
19+ 0.66% |
$7.7K - $9.09K
|
2.9K
$1.34M
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
19+ 0.35% |
$7.7K - $9.09K
|
5.39K
$2.49M
|
|
|
Oct 21, 2024
Q3 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
19+ 0.64% |
$7.7K - $9.09K
|
2.97K
$1.37M
|
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
19+ 2.09% |
$7.7K - $9.09K
|
929
$430K
|
|
|
Oct 31, 2024
Q3 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
19+ 2.17% |
$7.7K - $9.09K
|
895
$414K
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
19+ 3.35% |
$7.7K - $9.09K
|
587
$271K
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
19+ 0.22% |
$7.7K - $9.09K
|
8.5K
$3.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
19+ 0.5% |
$7.7K - $9.09K
|
3.8K
$1.76M
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
18+ 0.19% |
$7.29K - $8.61K
|
9.55K
$4.42M
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
18+ 1.83% |
$7.29K - $8.61K
|
1K
$464K
|
|
|
Oct 18, 2024
Q3 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
18+ 0.16% |
$7.29K - $8.61K
|
11.3K
$5.24M
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
18+ 0.42% |
$7.29K - $8.61K
|
4.35K
$2.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
18+ 2.0% |
$7.29K - $8.61K
|
918
$425K
|
|
|
Nov 14, 2024
Q3 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
18+ 0.71% |
$7.29K - $8.61K
|
2.54K
$1.17M
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
17+ 0.94% |
$6.89K - $8.14K
|
1.82K
$840K
|
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
17+ 0.84% |
$6.89K - $8.14K
|
2.05K
$946K
|
|
|
Nov 04, 2024
Q3 2024
|
Meridian Management CO
|
BUY
|
- |
17+ 2.77% |
$6.89K - $8.14K
|
630
$291K
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
17+ 0.02% |
$6.89K - $8.14K
|
111K
$51.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
17+ 0.08% |
$6.89K - $8.14K
|
20.8K
$9.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
17+ 0.82% |
$6.89K - $8.14K
|
2.1K
$969K
|
|
|
Nov 14, 2024
Q3 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
17+ 0.12% |
$6.89K - $8.14K
|
14.6K
$6.75M
|
|
|
Oct 29, 2024
Q3 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
16+ 1.05% |
$6.48K - $7.66K
|
1.54K
$711K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
16+ 0.64% |
$6.48K - $7.66K
|
2.5K
$1.16M
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
16+ 0.73% |
$6.48K - $7.66K
|
2.21K
$1.02M
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
16+ 0.69% |
$6.48K - $7.66K
|
2.32K
$1.07M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
16+ 0.83% |
$6.48K - $7.66K
|
1.95K
$902K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
16+ 0.82% |
$6.48K - $7.66K
|
1.97K
$912K
|
|
|
Oct 09, 2024
Q3 2024
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
15+ 0.13% |
$6.08K - $7.18K
|
12K
$5.55M
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
15+ 4.18% |
$6.08K - $7.18K
|
374
$173K
|