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
|
Sym Financial Corp
|
BUY
|
- |
233+ 13.1% |
$94.4K - $112K
|
2.01K
$958K
|
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
233+ 3.82% |
$94.4K - $112K
|
6.33K
$3.02M
|
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
BUY
|
- |
232+ 9.66% |
$94K - $111K
|
2.63K
$1.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
232+ 1.43% |
$94K - $111K
|
16.4K
$7.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
231+ 2.6% |
$93.6K - $111K
|
9.13K
$4.35M
|
|
|
Oct 23, 2024
Q3 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
230+ 5.01% |
$93.2K - $110K
|
4.82K
$2.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
230+ 0.75% |
$93.2K - $110K
|
31.1K
$14.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
230+ 3.52% |
$93.2K - $110K
|
6.76K
$3.22M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
229+ 7.23% |
$92.8K - $110K
|
3.4K
$1.62M
|
|
|
Oct 18, 2024
Q3 2024
|
Harfst & Associates, Inc.
|
BUY
|
- |
229+ 2.1% |
$92.8K - $110K
|
11.1K
$5.29M
|
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
226+ 2.82% |
$91.6K - $108K
|
8.25K
$3.93M
|
|
|
Nov 04, 2024
Q3 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
226+ 2.71% |
$91.6K - $108K
|
8.56K
$4.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
226+ 3.9% |
$91.6K - $108K
|
6.02K
$2.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
226+ 1.33% |
$91.6K - $108K
|
17.2K
$8.18M
|
|
|
Oct 07, 2024
Q3 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
224+ 7.91% |
$90.8K - $107K
|
3.06K
$1.46M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
223+ 2.79% |
$90.4K - $107K
|
8.22K
$3.92M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
223+ 5.28% |
$90.4K - $107K
|
4.44K
$2.12M
|
|
|
Nov 07, 2024
Q3 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
223+ 2.23% |
$90.4K - $107K
|
10.2K
$4.88M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
223+ 3.06% |
$90.4K - $107K
|
7.52K
$3.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
222+ 12.16% |
$90K - $106K
|
2.05K
$976K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
222+ 0.21% |
$90K - $106K
|
104K
$49.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
221+ 4.63% |
$89.5K - $106K
|
4.99K
$2.38M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
221+ 3.25% |
$89.5K - $106K
|
7.03K
$3.35M
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
BUY
|
- |
221+ 2.22% |
$89.5K - $106K
|
10.2K
$4.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
221+ 11.33% |
$89.5K - $106K
|
2.17K
$1.04M
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
220+ 10.44% |
$89.1K - $105K
|
2.33K
$1.11M
|
|
|
Oct 16, 2024
Q3 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
220+ 21.72% |
$89.1K - $105K
|
1.23K
$588K
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
220+ 2.08% |
$89.1K - $105K
|
10.8K
$5.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
219+ 11.05% |
$88.7K - $105K
|
2.2K
$1.05M
|
|
|
Oct 10, 2024
Q3 2024
|
In Track Investment Management Inc
|
BUY
|
- |
218+ 4.66% |
$88.3K - $104K
|
4.9K
$2.34M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
218+ 2.5% |
$88.3K - $104K
|
8.93K
$4.26M
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
217+ 1.79% |
$87.9K - $104K
|
12.3K
$5.87M
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
217+ 0.79% |
$87.9K - $104K
|
27.8K
$13.2M
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
217+ 0.55% |
$87.9K - $104K
|
39.5K
$18.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
215+ 6.23% |
$87.1K - $103K
|
3.67K
$1.75M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
214+ 6.18% |
$86.7K - $102K
|
3.68K
$1.75M
|
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
BUY
|
- |
214+ 33.08% |
$86.7K - $102K
|
861
$410K
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
214+ 3.47% |
$86.7K - $102K
|
6.38K
$3.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
BUY
|
- |
214+ 1.54% |
$86.7K - $102K
|
14.1K
$6.74M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
213+ 7.52% |
$86.3K - $102K
|
3.04K
$1.45M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
212+ 2.45% |
$85.9K - $101K
|
8.85K
$4.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
212+ 2.92% |
$85.9K - $101K
|
7.47K
$3.56M
|
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
212+ 10.21% |
$85.9K - $101K
|
2.29K
$1.09M
|
|
|
Oct 24, 2024
Q3 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
211+ 8.26% |
$85.5K - $101K
|
2.77K
$1.32M
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
210+ 2.66% |
$85.1K - $100K
|
8.12K
$3.87M
|
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
209+ 3.29% |
$84.7K - $100K
|
6.57K
$3.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
208+ 15.08% |
$84.3K - $99.5K
|
1.59K
$756K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
206+ 1.08% |
$83.5K - $98.6K
|
19.2K
$9.16M
|
|
|
Oct 11, 2024
Q3 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
205+ 7.41% |
$83.1K - $98.1K
|
2.97K
$1.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
204+ 4.22% |
$82.7K - $97.6K
|
5.04K
$2.4M
|