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 14, 2024
Q3 2024
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
BUY
|
- |
746+ 0.31% |
$302K - $357K
|
238K
$112M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
740+ 1.85% |
$300K - $354K
|
40.7K
$19.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
737+ 1.79% |
$299K - $353K
|
41.9K
$19.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
735+ 7.05% |
$298K - $352K
|
11.2K
$5.27M
|
|
|
Oct 07, 2024
Q3 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
734New |
$297K - $351K
|
734
$346K
|
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
733+ 18.84% |
$297K - $351K
|
4.62K
$2.18M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
729+ 0.47% |
$295K - $349K
|
155K
$73.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Rk Asset Management, LLC
Grosse Pointe Farms, MI |
BUY
|
- |
727+ 5.3% |
$295K - $348K
|
14.4K
$6.81M
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
726+ 16.84% |
$294K - $347K
|
5.04K
$2.38M
|
|
|
Oct 23, 2024
Q3 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
725New |
$294K - $347K
|
725
$342K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
717+ 19.49% |
$291K - $343K
|
4.4K
$2.07M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
716+ 4.28% |
$290K - $343K
|
17.5K
$8.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
703+ 7.9% |
$285K - $336K
|
9.6K
$4.53M
|
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
BUY
|
- |
700+ 0.1% |
$284K - $335K
|
689K
$325M
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
700+ 0.68% |
$284K - $335K
|
103K
$48.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
697+ 42.24% |
$282K - $334K
|
2.35K
$1.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
697+ 4.32% |
$282K - $334K
|
16.8K
$7.94M
|
|
|
Oct 03, 2024
Q3 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
696+ 4.76% |
$282K - $333K
|
15.3K
$7.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
696+ 1.49% |
$282K - $333K
|
47.5K
$22.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
696+ 10.9% |
$282K - $333K
|
7.08K
$3.34M
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
695New |
$282K - $333K
|
695
$328K
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
695+ 38.33% |
$282K - $333K
|
2.51K
$1.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
695+ 12.83% |
$282K - $333K
|
6.11K
$2.89M
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
690+ 1.17% |
$280K - $330K
|
59.7K
$28.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Alamar Capital Management, LLC
|
BUY
|
- |
689New |
$279K - $330K
|
689
$325K
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
687+ 41.34% |
$278K - $329K
|
2.35K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
686+ 7.65% |
$278K - $328K
|
9.65K
$4.56M
|
|
|
Nov 12, 2024
Q3 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
683+ 7.67% |
$277K - $327K
|
9.59K
$4.52M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
682+ 11.63% |
$276K - $326K
|
6.55K
$3.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
681New |
$276K - $326K
|
681
$321K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
678+ 7.27% |
$275K - $324K
|
10K
$4.72M
|
|
|
Oct 17, 2024
Q3 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
673+ 15.69% |
$273K - $322K
|
4.96K
$2.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
673+ 1.11% |
$273K - $322K
|
61.3K
$28.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
672+ 0.77% |
$272K - $322K
|
88.1K
$41.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Asset Planning Corporation
|
BUY
|
- |
670+ 1.81% |
$271K - $321K
|
37.7K
$17.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
667+ 3.22% |
$270K - $319K
|
21.4K
$10.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
666+ 13.38% |
$270K - $319K
|
5.65K
$2.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
666+ 2.46% |
$270K - $319K
|
27.7K
$13.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
664New |
$269K - $318K
|
664
$313K
|
|
|
Oct 17, 2024
Q3 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
663New |
$269K - $317K
|
663
$313K
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
663+ 22.28% |
$269K - $317K
|
3.64K
$1.72M
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
661+ 17.5% |
$268K - $316K
|
4.44K
$2.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
656New |
$266K - $314K
|
656
$310K
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
BUY
|
- |
644+ 0.54% |
$261K - $308K
|
121K
$57.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
644New |
$261K - $308K
|
644
$304K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
642+ 5.37% |
$260K - $307K
|
12.6K
$5.94M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
636+ 2.01% |
$258K - $304K
|
32.2K
$15.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
636+ 71.95% |
$258K - $304K
|
1.52K
$718K
|
|
|
Nov 05, 2024
Q3 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
636New |
$258K - $304K
|
636
$300K
|
|
|
Oct 15, 2024
Q3 2024
|
Flower City Capital
|
BUY
|
- |
632New |
$256K - $302K
|
632
$298K
|