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 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
19+ 0.35% |
$7.7K - $9.09K
|
5.39K
$2.61M
|
|
|
Oct 21, 2024
Q3 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
19+ 0.64% |
$7.7K - $9.09K
|
2.97K
$1.44M
|
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
19+ 2.09% |
$7.7K - $9.09K
|
929
$451K
|
|
|
Oct 31, 2024
Q3 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
19+ 2.17% |
$7.7K - $9.09K
|
895
$434K
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
19+ 3.35% |
$7.7K - $9.09K
|
587
$285K
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
19+ 0.22% |
$7.7K - $9.09K
|
8.5K
$4.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
19+ 0.5% |
$7.7K - $9.09K
|
3.8K
$1.84M
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
18+ 0.19% |
$7.29K - $8.61K
|
9.55K
$4.63M
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
18+ 1.83% |
$7.29K - $8.61K
|
1K
$486K
|
|
|
Oct 18, 2024
Q3 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
18+ 0.16% |
$7.29K - $8.61K
|
11.3K
$5.49M
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
18+ 0.42% |
$7.29K - $8.61K
|
4.35K
$2.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
18+ 2.0% |
$7.29K - $8.61K
|
918
$445K
|
|
|
Nov 14, 2024
Q3 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
18+ 0.71% |
$7.29K - $8.61K
|
2.54K
$1.23M
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
17+ 0.94% |
$6.89K - $8.14K
|
1.82K
$881K
|
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
17+ 0.84% |
$6.89K - $8.14K
|
2.05K
$992K
|
|
|
Nov 04, 2024
Q3 2024
|
Meridian Management CO
|
BUY
|
- |
17+ 2.77% |
$6.89K - $8.14K
|
630
$306K
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
17+ 0.02% |
$6.89K - $8.14K
|
111K
$54M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
17+ 0.08% |
$6.89K - $8.14K
|
20.8K
$10.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
17+ 0.82% |
$6.89K - $8.14K
|
2.1K
$1.02M
|
|
|
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
$7.07M
|
|
|
Oct 29, 2024
Q3 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
16+ 1.05% |
$6.48K - $7.66K
|
1.54K
$746K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
16+ 0.64% |
$6.48K - $7.66K
|
2.5K
$1.21M
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
16+ 0.73% |
$6.48K - $7.66K
|
2.21K
$1.07M
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
16+ 0.69% |
$6.48K - $7.66K
|
2.32K
$1.12M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
16+ 0.83% |
$6.48K - $7.66K
|
1.95K
$946K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
16+ 0.82% |
$6.48K - $7.66K
|
1.97K
$956K
|
|
|
Oct 09, 2024
Q3 2024
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
15+ 0.13% |
$6.08K - $7.18K
|
12K
$5.82M
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
15+ 4.18% |
$6.08K - $7.18K
|
374
$181K
|
|
|
Oct 29, 2024
Q3 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
15+ 0.69% |
$6.08K - $7.18K
|
2.2K
$1.07M
|
|
|
Oct 31, 2024
Q3 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
15+ 50.0% |
$6.08K - $7.18K
|
45
$21.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
15+ 1.88% |
$6.08K - $7.18K
|
814
$395K
|
|
|
Nov 06, 2024
Q3 2024
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
15+ 2.41% |
$6.08K - $7.18K
|
637
$309K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
15+ 1.37% |
$6.08K - $7.18K
|
1.11K
$537K
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
15+ 0.38% |
$6.08K - $7.18K
|
4.01K
$1.94M
|
|
|
Nov 29, 2024
Q3 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
15+ 0.82% |
$6.08K - $7.18K
|
1.85K
$898K
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
14+ 1.02% |
$5.67K - $6.7K
|
1.39K
$675K
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
14+ 1.88% |
$5.67K - $6.7K
|
758
$368K
|
|
|
Jan 29, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
14+ 0.33% |
$5.67K - $6.7K
|
4.2K
$2.04M
|
|
|
Jan 28, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
14+ 0.33% |
$5.67K - $6.7K
|
4.2K
$2.04M
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
BUY
|
- |
13+ 0.11% |
$5.27K - $6.22K
|
12.4K
$6M
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
13+ 1.06% |
$5.27K - $6.22K
|
1.24K
$603K
|
|
|
Oct 17, 2024
Q3 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
13+ 0.48% |
$5.27K - $6.22K
|
2.75K
$1.33M
|
|
|
Oct 24, 2024
Q3 2024
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
13+ 0.36% |
$5.27K - $6.22K
|
3.65K
$1.77M
|
|
|
Oct 07, 2024
Q3 2024
|
Exeter Financial, LLC
|
BUY
|
- |
12+ 1.63% |
$4.86K - $5.74K
|
747
$362K
|
|
|
Oct 15, 2024
Q3 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
12+ 0.42% |
$4.86K - $5.74K
|
2.87K
$1.39M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
12+ 1.38% |
$4.86K - $5.74K
|
882
$428K
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
12+ 0.83% |
$4.86K - $5.74K
|
1.46K
$710K
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
12+ 0.51% |
$4.86K - $5.74K
|
2.35K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
12+ 1.63% |
$4.86K - $5.74K
|
747
$362K
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
11+ 0.12% |
$4.46K - $5.26K
|
9.16K
$4.44M
|