Purchases and Sales Made in Q3 2024 in Berkshire Hathaway Inc Class B (BRK-B)

BRK-B Quotes by TradingView

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
Werba Rubin Papier Wealth Management

San Jose, CA
BUY
 -
477
+ 20.33%
$193K - $228K
2.82K $1.33M
Oct 29, 2024 Q3 2024
New Covenant Trust Company, N.A.

Jeffersonville, IN
BUY
 -
477
+ 28.87%
$193K - $228K
2.13K $1.01M
Nov 05, 2024 Q3 2024
Vision Capital Management, Inc.

Portland, OR
BUY
 -
477
+ 11.32%
$193K - $228K
4.69K $2.21M
Oct 30, 2024 Q3 2024
Long Run Wealth Advisors, LLC

BUY
 -
475
+ 21.02%
$192K - $227K
2.74K $1.29M
Nov 13, 2024 Q3 2024
Msa Advisors, LLC

Santa Monica, CA
BUY
 -
475
New
$192K - $227K
475 $224K
Oct 07, 2024 Q3 2024
Insight Wealth Strategies, LLC

San Ramon, CA
BUY
 -
472
New
$191K - $226K
472 $223K
Oct 15, 2024 Q3 2024
Prairie Sky Financial Group LLC

Westchester, IL
BUY
 -
470
+ 23.77%
$190K - $225K
2.45K $1.16M
Oct 29, 2024 Q3 2024
Cohen Capital Management, Inc.

BUY
 -
470
+ 24.93%
$190K - $225K
2.36K $1.11M
Oct 18, 2024 Q3 2024
Kraft Asset Management, LLC

BUY
 -
468
New
$190K - $224K
468 $221K
Oct 09, 2024 Q3 2024
Jgp Wealth Management, LLC

BUY
 -
467
+ 32.75%
$189K - $223K
1.89K $894K
Nov 08, 2024 Q3 2024
Thompson Davis & Co., Inc.

BUY
 -
465
New
$188K - $223K
465 $220K
Oct 03, 2024 Q3 2024
Unique Wealth, LLC

Tampa, FL
BUY
 -
464
+ 20.54%
$188K - $222K
2.72K $1.29M
Oct 29, 2024 Q3 2024
Secured Retirement Advisors, LLC

St Louis Park, MN
BUY
 -
464
New
$188K - $222K
464 $219K
Oct 09, 2024 Q3 2024
Clarius Group, LLC

Seattle, WA
BUY
 -
463
+ 2.06%
$188K - $222K
23K $10.8M
Oct 07, 2024 Q3 2024
Stokes Capital Advisors, LLC

BUY
 -
462
New
$187K - $221K
462 $218K
Oct 10, 2024 Q3 2024
Next Level Private LLC

Harrison, NY
BUY
 -
462
+ 9.33%
$187K - $221K
5.41K $2.55M
Nov 13, 2024 Q3 2024
Full Sail Capital, LLC

Oklahoma City, OK
BUY
 -
462
+ 22.13%
$187K - $221K
2.55K $1.2M
Oct 25, 2024 Q3 2024
Schulz Wealth, Ltd.

Mansfield, TX
BUY
 -
460
New
$186K - $220K
460 $217K
Oct 24, 2024 Q3 2024
Kooman & Associates

Altoona, PA
BUY
 -
459
New
$186K - $220K
459 $217K
Nov 14, 2024 Q3 2024
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
459
+ 0.58%
$186K - $220K
80.1K $37.8M
Nov 14, 2024 Q3 2024
Apeiron Ria LLC

BUY
 -
458
New
$186K - $219K
458 $216K
Nov 07, 2024 Q3 2024
Baron Wealth Management LLC

Troy, MI
BUY
 -
456
+ 35.79%
$185K - $218K
1.73K $817K
Oct 21, 2024 Q3 2024
Total Clarity Wealth Management, Inc.

BUY
 -
452
+ 6.76%
$183K - $216K
7.14K $3.37M
Nov 13, 2024 Q3 2024
Capital Counsel LLC

New York, NY
BUY
 -
451
+ 9.41%
$183K - $216K
5.24K $2.47M
Oct 29, 2024 Q3 2024
Rwq Financial Management Services, Inc.

BUY
 -
450
New
$182K - $215K
450 $212K
Oct 16, 2024 Q3 2024
Tpg Financial Advisors, LLC

BUY
 -
449
New
$182K - $215K
449 $212K
Nov 01, 2024 Q3 2024
Avid Wealth Partners LLC

San Antonio, TX
BUY
 -
449
New
$182K - $215K
449 $212K
Oct 07, 2024 Q3 2024
Pacifica Partners Inc.

BUY
 -
448
+ 2.84%
$182K - $214K
16.2K $7.66M
Nov 07, 2024 Q3 2024
Capital City Trust CO

BUY
 -
447
+ 3.84%
$181K - $214K
12.1K $5.7M
Oct 18, 2024 Q3 2024
Midwest Heritage Bank, Fsb

BUY
 -
446
New
$181K - $213K
446 $211K
Oct 22, 2024 Q3 2024
Bogart Wealth, LLC

BUY
 -
446
+ 30.42%
$181K - $213K
1.91K $903K
Oct 29, 2024 Q3 2024
Allen Wealth Management, LLC

Boone, NC
BUY
 -
446
New
$181K - $213K
446 $211K
Nov 12, 2024 Q3 2024
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
444
+ 4.38%
$180K - $212K
10.6K $4.99M
Nov 13, 2024 Q3 2024
Skopos Labs, Inc.

Riverhead, NY
BUY
 -
444
+ 4.76%
$180K - $212K
9.77K $4.61M
Nov 13, 2024 Q3 2024
Northwestern Mutual Investment Management Company, LLC

BUY
 -
442
+ 0.77%
$179K - $212K
58.1K $27.4M
Oct 15, 2024 Q3 2024
Vander Pol Investments L.L.C.

Caledonia, MI
BUY
 -
441
New
$179K - $211K
441 $208K
Oct 08, 2024 Q3 2024
Shearwater Capital LLC

BUY
 -
438
New
$177K - $210K
438 $207K
Nov 12, 2024 Q3 2024
Members Advisory Group LLC

Williamsville, NY
BUY
 -
436
New
$177K - $209K
436 $206K
Oct 22, 2024 Q3 2024
Beese Fulmer Investment Management, Inc.

BUY
 -
435
+ 0.76%
$176K - $208K
57.9K $27.4M
Oct 18, 2024 Q3 2024
Legacy Financial Strategies, LLC

Leawood, KS
BUY
 -
430
+ 4.22%
$174K - $206K
10.6K $5.01M
Oct 18, 2024 Q3 2024
Revolve Wealth Partners, LLC

BUY
 -
430
+ 8.67%
$174K - $206K
5.39K $2.54M
Nov 12, 2024 Q3 2024
Cm Wealth Advisors LLC

Beachwood, OH
BUY
 -
425
+ 73.66%
$172K - $203K
1K $473K
Oct 03, 2024 Q3 2024
Trinity Financial Advisors LLC

BUY
 -
423
+ 1.09%
$171K - $202K
39.4K $18.6M
Nov 07, 2024 Q3 2024
Bip Wealth, LLC

Atlanta, GA
BUY
 -
421
+ 6.1%
$171K - $201K
7.33K $3.46M
Oct 15, 2024 Q3 2024
Mcdonald Partners LLC

BUY
 -
420
+ 2.21%
$170K - $201K
19.4K $9.16M
Oct 16, 2024 Q3 2024
Onyx Bridge Wealth Group LLC

BUY
 -
420
+ 18.85%
$170K - $201K
2.65K $1.25M
Oct 30, 2024 Q3 2024
Arista Wealth Management, LLC

Las Vegas, NV
BUY
 -
420
+ 40.46%
$170K - $201K
1.46K $688K
Oct 24, 2024 Q3 2024
Lineweaver Wealth Advisors, LLC

BUY
 -
418
+ 3.32%
$169K - $200K
13K $6.15M
Oct 04, 2024 Q3 2024
Regency Capital Management Inc.\De

BUY
 -
417
+ 1.31%
$169K - $200K
32.4K $15.3M

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