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 10, 2024
Q3 2024
|
Atwater Malick LLC
|
BUY
|
- |
11+ 0.43% |
$4.46K - $5.26K
|
2.59K
$1.26M
|
|
|
Oct 17, 2024
Q3 2024
|
Chronos Wealth Management, LLC
|
BUY
|
- |
11+ 0.05% |
$4.46K - $5.26K
|
22.8K
$11.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
11+ 0.46% |
$4.46K - $5.26K
|
2.41K
$1.17M
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
11+ 0.27% |
$4.46K - $5.26K
|
4.13K
$2M
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
11+ 0.23% |
$4.46K - $5.26K
|
4.78K
$2.32M
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
11+ 1.97% |
$4.46K - $5.26K
|
569
$276K
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
11+ 1.07% |
$4.46K - $5.26K
|
1.04K
$504K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
11+ 2.03% |
$4.46K - $5.26K
|
553
$268K
|
|
|
Nov 06, 2024
Q3 2024
|
Connable Office Inc
|
BUY
|
- |
11+ 0.35% |
$4.46K - $5.26K
|
3.11K
$1.51M
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
11+ 0.54% |
$4.46K - $5.26K
|
2.06K
$999K
|
|
|
Nov 12, 2024
Q3 2024
|
Athena Investment Management
|
BUY
|
- |
11+ 0.34% |
$4.46K - $5.26K
|
3.23K
$1.57M
|
|
|
Oct 04, 2024
Q3 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
10+ 1.4% |
$4.05K - $4.79K
|
723
$351K
|
|
|
Oct 07, 2024
Q3 2024
|
Eastover Investment Advisors LLC
|
BUY
|
- |
10+ 1.43% |
$4.05K - $4.79K
|
711
$345K
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
10+ 0.09% |
$4.05K - $4.79K
|
10.9K
$5.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Chico Wealth Ria
|
BUY
|
- |
10+ 0.94% |
$4.05K - $4.79K
|
1.07K
$520K
|
|
|
Oct 23, 2024
Q3 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
10+ 0.38% |
$4.05K - $4.79K
|
2.64K
$1.28M
|
|
|
Oct 30, 2024
Q3 2024
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
10+ 0.19% |
$4.05K - $4.79K
|
5.3K
$2.57M
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
BUY
|
- |
10+ 0.35% |
$4.05K - $4.79K
|
2.86K
$1.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
10+ 0.81% |
$4.05K - $4.79K
|
1.24K
$602K
|
|
|
Nov 12, 2024
Q3 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
10+ 0.48% |
$4.05K - $4.79K
|
2.11K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
10+ 1.92% |
$4.05K - $4.79K
|
530
$257K
|
|
|
Nov 14, 2024
Q3 2024
|
360 Financial, Inc.
|
BUY
|
- |
10+ 0.43% |
$4.05K - $4.79K
|
2.32K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
10+ 1.89% |
$4.05K - $4.79K
|
538
$261K
|
|
|
Nov 14, 2024
Q3 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
10+ 1.25% |
$4.05K - $4.79K
|
809
$392K
|
|
|
Feb 10, 2025
Q3 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
10+ 0.8% |
$4.05K - $4.79K
|
1.26K
$611K
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
9+ 0.21% |
$3.65K - $4.31K
|
4.24K
$2.06M
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
9+ 1.35% |
$3.65K - $4.31K
|
676
$328K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
9+ 1.1% |
$3.65K - $4.31K
|
827
$401K
|
|
|
Oct 25, 2024
Q3 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
9+ 0.46% |
$3.65K - $4.31K
|
1.98K
$958K
|
|
|
Oct 31, 2024
Q3 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
9+ 1.29% |
$3.65K - $4.31K
|
708
$343K
|
|
|
Nov 14, 2024
Q3 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
9+ 0.5% |
$3.65K - $4.31K
|
1.8K
$873K
|
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
8+ 0.09% |
$3.24K - $3.83K
|
8.95K
$4.34M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
8+ 0.37% |
$3.24K - $3.83K
|
2.17K
$1.05M
|
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
8+ 0.27% |
$3.24K - $3.83K
|
2.97K
$1.44M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
8+ 2.45% |
$3.24K - $3.83K
|
335
$162K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
8+ 0.33% |
$3.24K - $3.83K
|
2.43K
$1.18M
|
|
|
Nov 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.25% |
$3.24K - $3.83K
|
3.26K
$1.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Birch Capital Management, LLC
|
BUY
|
- |
7+ 28.0% |
$2.84K - $3.35K
|
32
$15.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
7+ 1.11% |
$2.84K - $3.35K
|
640
$310K
|
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
7+ 0.05% |
$2.84K - $3.35K
|
14.2K
$6.87M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
7+ 0.27% |
$2.84K - $3.35K
|
2.65K
$1.28M
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
7+ 0.09% |
$2.84K - $3.35K
|
8.24K
$4M
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
7+ 0.12% |
$2.84K - $3.35K
|
5.83K
$2.83M
|
|
|
Nov 01, 2024
Q3 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
7+ 0.51% |
$2.84K - $3.35K
|
1.39K
$674K
|
|
|
Nov 06, 2024
Q3 2024
|
Brooktree Capital Management
|
BUY
|
- |
7+ 0.03% |
$2.84K - $3.35K
|
20.5K
$9.96M
|
|
|
Nov 08, 2024
Q3 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
7+ 0.67% |
$2.84K - $3.35K
|
1.05K
$510K
|
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
7+ 1.46% |
$2.84K - $3.35K
|
485
$235K
|
|
|
Oct 07, 2024
Q3 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
6+ 0.45% |
$2.43K - $2.87K
|
1.35K
$654K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
6+ 0.0% |
$2.43K - $2.87K
|
258K
$125M
|
|
|
Oct 08, 2024
Q3 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
6+ 1.22% |
$2.43K - $2.87K
|
499
$242K
|