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 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
322+ 0.97% |
$130K - $154K
|
33.5K
$16M
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
320+ 4.98% |
$130K - $153K
|
6.75K
$3.22M
|
|
Oct 17, 2024
Q3 2024
|
D. Scott Neal, Inc.
|
BUY
|
- |
319+ 5.91% |
$129K - $153K
|
5.72K
$2.73M
|
|
Oct 28, 2024
Q3 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
318+ 3.07% |
$129K - $152K
|
10.7K
$5.09M
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
318+ 3.28% |
$129K - $152K
|
10K
$4.77M
|
|
Oct 22, 2024
Q3 2024
|
X Square Capital, LLC
|
BUY
|
- |
317+ 3.06% |
$128K - $152K
|
10.7K
$5.1M
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
317+ 3.44% |
$128K - $152K
|
9.53K
$4.54M
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
317+ 3.72% |
$128K - $152K
|
8.84K
$4.21M
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
316+ 0.35% |
$128K - $151K
|
89.6K
$42.7M
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
316+ 2.48% |
$128K - $151K
|
13K
$6.22M
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
315+ 3.3% |
$128K - $151K
|
9.86K
$4.7M
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
313+ 6.96% |
$127K - $150K
|
4.81K
$2.29M
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
312+ 6.76% |
$126K - $149K
|
4.93K
$2.35M
|
|
Nov 13, 2024
Q3 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
312+ 1.55% |
$126K - $149K
|
20.5K
$9.75M
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
310+ 13.25% |
$126K - $148K
|
2.65K
$1.26M
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
309+ 2.07% |
$125K - $148K
|
15.3K
$7.27M
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
307+ 1.08% |
$124K - $147K
|
28.6K
$13.6M
|
|
Nov 12, 2024
Q3 2024
|
Garner Asset Management Corp
|
BUY
|
- |
306+ 1.27% |
$124K - $146K
|
24.5K
$11.7M
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
304+ 7.43% |
$123K - $145K
|
4.4K
$2.09M
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
304+ 5.81% |
$123K - $145K
|
5.54K
$2.64M
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
304+ 0.69% |
$123K - $145K
|
44.7K
$21.3M
|
|
Nov 12, 2024
Q3 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
303+ 44.56% |
$123K - $145K
|
983
$468K
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
303+ 3.29% |
$123K - $145K
|
9.51K
$4.53M
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
BUY
|
- |
301+ 0.81% |
$122K - $144K
|
37.5K
$17.9M
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
300+ 7.14% |
$122K - $144K
|
4.5K
$2.14M
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
300New |
$122K - $144K
|
300
$143K
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
300+ 9.04% |
$122K - $144K
|
3.62K
$1.72M
|
|
Nov 13, 2024
Q3 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
300+ 17.42% |
$122K - $144K
|
2.02K
$964K
|
|
Nov 14, 2024
Q3 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
300+ 0.34% |
$122K - $144K
|
88.5K
$42.2M
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
300+ 3.14% |
$122K - $144K
|
9.87K
$4.7M
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
297+ 3.06% |
$120K - $142K
|
9.99K
$4.76M
|
|
Oct 17, 2024
Q3 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
297+ 12.78% |
$120K - $142K
|
2.62K
$1.25M
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
295+ 0.61% |
$120K - $141K
|
48.8K
$23.2M
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
BUY
|
- |
295+ 16.03% |
$120K - $141K
|
2.14K
$1.02M
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
BUY
|
- |
292+ 0.59% |
$118K - $140K
|
50.1K
$23.9M
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
291+ 5.3% |
$118K - $139K
|
5.78K
$2.76M
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
290+ 2.75% |
$118K - $139K
|
10.8K
$5.16M
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
289+ 3.81% |
$117K - $138K
|
7.87K
$3.75M
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
288+ 10.95% |
$117K - $138K
|
2.92K
$1.39M
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
286+ 3.66% |
$116K - $137K
|
8.09K
$3.86M
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
BUY
|
- |
285+ 4.08% |
$115K - $136K
|
7.27K
$3.46M
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
284New |
$115K - $136K
|
284
$135K
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
284New |
$115K - $136K
|
284
$135K
|
|
Oct 22, 2024
Q3 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
283+ 1.0% |
$115K - $135K
|
28.7K
$13.7M
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
283+ 9.56% |
$115K - $135K
|
3.24K
$1.55M
|
|
Oct 25, 2024
Q3 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
282+ 0.57% |
$114K - $135K
|
49.6K
$23.6M
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
282+ 2.74% |
$114K - $135K
|
10.6K
$5.04M
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
281+ 2.7% |
$114K - $134K
|
10.7K
$5.1M
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
281+ 4.78% |
$114K - $134K
|
6.15K
$2.93M
|
|
Nov 08, 2024
Q3 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
280+ 52.34% |
$113K - $134K
|
815
$388K
|