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 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
8+ 0.09% |
$3.24K - $3.83K
|
8.95K
$4.14M
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
8+ 0.37% |
$3.24K - $3.83K
|
2.17K
$1M
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
8+ 0.27% |
$3.24K - $3.83K
|
2.97K
$1.37M
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
8+ 2.45% |
$3.24K - $3.83K
|
335
$155K
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
8+ 0.33% |
$3.24K - $3.83K
|
2.43K
$1.12M
|
|
Nov 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.25% |
$3.24K - $3.83K
|
3.26K
$1.51M
|
|
Oct 15, 2024
Q3 2024
|
Birch Capital Management, LLC
|
BUY
|
- |
7+ 28.0% |
$2.84K - $3.35K
|
32
$14.8K
|
|
Oct 15, 2024
Q3 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
7+ 1.11% |
$2.84K - $3.35K
|
640
$296K
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
7+ 0.05% |
$2.84K - $3.35K
|
14.2K
$6.55M
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
7+ 0.27% |
$2.84K - $3.35K
|
2.65K
$1.22M
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
7+ 0.09% |
$2.84K - $3.35K
|
8.24K
$3.81M
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
7+ 0.12% |
$2.84K - $3.35K
|
5.83K
$2.7M
|
|
Nov 01, 2024
Q3 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
7+ 0.51% |
$2.84K - $3.35K
|
1.39K
$643K
|
|
Nov 06, 2024
Q3 2024
|
Brooktree Capital Management
|
BUY
|
- |
7+ 0.03% |
$2.84K - $3.35K
|
20.5K
$9.5M
|
|
Nov 08, 2024
Q3 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
7+ 0.67% |
$2.84K - $3.35K
|
1.05K
$487K
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
7+ 1.46% |
$2.84K - $3.35K
|
485
$224K
|
|
Oct 07, 2024
Q3 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
6+ 0.45% |
$2.43K - $2.87K
|
1.35K
$624K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
6+ 0.0% |
$2.43K - $2.87K
|
258K
$119M
|
|
Oct 08, 2024
Q3 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
6+ 1.22% |
$2.43K - $2.87K
|
499
$231K
|
|
Oct 16, 2024
Q3 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
6+ 0.84% |
$2.43K - $2.87K
|
723
$334K
|
|
Oct 21, 2024
Q3 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
6+ 0.06% |
$2.43K - $2.87K
|
10.2K
$4.71M
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
BUY
|
- |
6+ 0.58% |
$2.43K - $2.87K
|
1.04K
$482K
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6+ 1.15% |
$2.43K - $2.87K
|
526
$243K
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
6+ 0.23% |
$2.43K - $2.87K
|
2.63K
$1.22M
|
|
Oct 03, 2024
Q3 2024
|
Single Point Partners, LLC
|
BUY
|
- |
5+ 0.77% |
$2.03K - $2.39K
|
651
$301K
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
5+ 0.13% |
$2.03K - $2.39K
|
3.73K
$1.72M
|
|
Oct 15, 2024
Q3 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
5+ 0.41% |
$2.03K - $2.39K
|
1.22K
$564K
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.29% |
$2.03K - $2.39K
|
1.73K
$798K
|
|
Oct 21, 2024
Q3 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
5+ 0.15% |
$2.03K - $2.39K
|
3.31K
$1.53M
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
5+ 0.08% |
$2.03K - $2.39K
|
6.36K
$2.94M
|
|
Oct 28, 2024
Q3 2024
|
Sippican Capital Advisors
|
BUY
|
- |
5+ 0.1% |
$2.03K - $2.39K
|
5.07K
$2.35M
|
|
Oct 31, 2024
Q3 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
5+ 0.2% |
$2.03K - $2.39K
|
2.54K
$1.17M
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
BUY
|
- |
5+ 0.24% |
$2.03K - $2.39K
|
2.05K
$948K
|
|
Nov 01, 2024
Q3 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
5+ 0.19% |
$2.03K - $2.39K
|
2.63K
$1.21M
|
|
Nov 12, 2024
Q3 2024
|
Gs Investments, Inc.
|
BUY
|
- |
5+ 0.05% |
$2.03K - $2.39K
|
10.8K
$4.98M
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
5+ 0.59% |
$2.03K - $2.39K
|
856
$396K
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
BUY
|
- |
4+ 0.12% |
$1.62K - $1.91K
|
3.39K
$1.57M
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
4+ 0.42% |
$1.62K - $1.91K
|
948
$438K
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
4+ 0.38% |
$1.62K - $1.91K
|
1.06K
$488K
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
4+ 0.25% |
$1.62K - $1.91K
|
1.62K
$748K
|
|
Oct 21, 2024
Q3 2024
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
4+ 0.17% |
$1.62K - $1.91K
|
2.41K
$1.11M
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
4+ 40.0% |
$1.62K - $1.91K
|
14
$6.47K
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
4+ 0.03% |
$1.62K - $1.91K
|
14.2K
$6.58M
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
4+ 0.09% |
$1.62K - $1.91K
|
4.4K
$2.04M
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
BUY
|
- |
4+ 0.03% |
$1.62K - $1.91K
|
11.8K
$5.47M
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
4+ 0.68% |
$1.62K - $1.91K
|
591
$273K
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
BUY
|
- |
3+ 0.01% |
$1.22K - $1.44K
|
31K
$14.3M
|
|
Oct 09, 2024
Q3 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
3+ 0.11% |
$1.22K - $1.44K
|
2.76K
$1.28M
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
3+ 0.01% |
$1.22K - $1.44K
|
59.4K
$27.5M
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
3+ 0.15% |
$1.22K - $1.44K
|
2.01K
$928K
|