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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
890New |
$361K - $426K
|
890
$420K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
889+ 9.09% |
$360K - $425K
|
10.7K
$5.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
887+ 10.15% |
$359K - $424K
|
9.63K
$4.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
881+ 9.0% |
$357K - $422K
|
10.7K
$5.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
872+ 5.87% |
$353K - $417K
|
15.7K
$7.42M
|
|
|
Oct 22, 2024
Q3 2024
|
Community Trust & Investment CO
|
BUY
|
- |
871+ 1.74% |
$353K - $417K
|
51K
$24.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
865+ 9.94% |
$350K - $414K
|
9.56K
$4.51M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
864+ 23.78% |
$350K - $413K
|
4.5K
$2.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
864+ 3.87% |
$350K - $413K
|
23.2K
$10.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
863+ 5.06% |
$350K - $413K
|
17.9K
$8.46M
|
|
|
Oct 08, 2024
Q3 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
860+ 28.5% |
$348K - $412K
|
3.88K
$1.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
859+ 9.25% |
$348K - $411K
|
10.1K
$4.79M
|
|
|
Nov 07, 2024
Q3 2024
|
Ocean Capital Management, LLC
|
BUY
|
- |
857New |
$347K - $410K
|
857
$405K
|
|
|
Oct 15, 2024
Q3 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
856New |
$347K - $410K
|
856
$404K
|
|
|
Oct 22, 2024
Q3 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
856+ 85.6% |
$347K - $410K
|
1.86K
$876K
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
845New |
$342K - $404K
|
845
$399K
|
|
|
Nov 13, 2024
Q3 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
844+ 10.43% |
$342K - $404K
|
8.94K
$4.22M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
843+ 21.51% |
$342K - $403K
|
4.76K
$2.25M
|
|
|
Oct 08, 2024
Q3 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
841+ 3.26% |
$341K - $402K
|
26.7K
$12.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
838+ 30.29% |
$340K - $401K
|
3.61K
$1.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
838+ 15.57% |
$340K - $401K
|
6.22K
$2.94M
|
|
|
Oct 07, 2024
Q3 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
836New |
$339K - $400K
|
836
$395K
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
835New |
$338K - $400K
|
835
$394K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
834+ 1283.08% |
$338K - $399K
|
899
$424K
|
|
|
Nov 05, 2024
Q3 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
822+ 94.59% |
$333K - $393K
|
1.69K
$798K
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
814+ 20.2% |
$330K - $390K
|
4.84K
$2.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
813New |
$329K - $389K
|
813
$384K
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
807+ 20.82% |
$327K - $386K
|
4.68K
$2.21M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
805+ 3.95% |
$326K - $385K
|
21.2K
$10M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
804+ 0.95% |
$326K - $385K
|
85.3K
$40.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
796+ 1.59% |
$323K - $381K
|
50.9K
$24M
|
|
|
Oct 21, 2024
Q3 2024
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
796New |
$323K - $381K
|
796
$376K
|
|
|
Nov 14, 2024
Q3 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
795New |
$322K - $380K
|
795
$375K
|
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
794+ 32.93% |
$322K - $380K
|
3.21K
$1.51M
|
|
|
Oct 16, 2024
Q3 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
794+ 2.37% |
$322K - $380K
|
34.3K
$16.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
790New |
$320K - $378K
|
790
$373K
|
|
|
Oct 29, 2024
Q3 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
778New |
$315K - $372K
|
778
$367K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
776+ 1.91% |
$314K - $371K
|
41.4K
$19.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
765+ 3.65% |
$310K - $366K
|
21.7K
$10.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
763+ 5.17% |
$309K - $365K
|
15.5K
$7.33M
|
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
762+ 8.85% |
$309K - $365K
|
9.38K
$4.43M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
761+ 7.23% |
$308K - $364K
|
11.3K
$5.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
756+ 26.17% |
$306K - $362K
|
3.65K
$1.72M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
755+ 10.17% |
$306K - $361K
|
8.18K
$3.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
755New |
$306K - $361K
|
755
$356K
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
753+ 3.59% |
$305K - $360K
|
21.7K
$10.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
751+ 140.64% |
$304K - $359K
|
1.29K
$607K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
BUY
|
- |
751+ 8.18% |
$304K - $359K
|
9.93K
$4.69M
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
749+ 20.17% |
$303K - $358K
|
4.46K
$2.11M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
748+ 7.42% |
$303K - $358K
|
10.8K
$5.11M
|