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
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
203+ 22.41% |
$82.3K - $97.1K
|
1.11K
$529K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
202+ 1.84% |
$81.8K - $96.7K
|
11.2K
$5.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
202+ 2.15% |
$81.8K - $96.7K
|
9.61K
$4.58M
|
|
|
Oct 02, 2024
Q3 2024
|
Verity Wealth Advisors
|
BUY
|
- |
200+ 10.67% |
$81K - $95.7K
|
2.08K
$989K
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
BUY
|
- |
200+ 8.09% |
$81K - $95.7K
|
2.67K
$1.27M
|
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
200+ 18.3% |
$81K - $95.7K
|
1.29K
$616K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
200+ 1.63% |
$81K - $95.7K
|
12.5K
$5.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
200+ 0.72% |
$81K - $95.7K
|
27.8K
$13.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
200+ 6.78% |
$81K - $95.7K
|
3.15K
$1.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
199+ 42.89% |
$80.6K - $95.2K
|
663
$316K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
199+ 8.54% |
$80.6K - $95.2K
|
2.53K
$1.21M
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
198+ 1.74% |
$80.2K - $94.8K
|
11.6K
$5.53M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
197+ 5.17% |
$79.8K - $94.3K
|
4.01K
$1.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
197+ 3.27% |
$79.8K - $94.3K
|
6.23K
$2.97M
|
|
|
Nov 08, 2024
Q3 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
195+ 2.06% |
$79K - $93.3K
|
9.65K
$4.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Teewinot Capital Advisers, L.L.C.
New York, NY |
BUY
|
- |
195+ 0.22% |
$79K - $93.3K
|
89.8K
$42.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
193+ 0.91% |
$78.2K - $92.4K
|
21.5K
$10.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
193+ 1.21% |
$78.2K - $92.4K
|
16.2K
$7.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
192+ 12.8% |
$77.8K - $91.9K
|
1.69K
$806K
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
190+ 1.0% |
$77K - $90.9K
|
19.1K
$9.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
190+ 3.57% |
$77K - $90.9K
|
5.52K
$2.63M
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
189+ 0.91% |
$76.6K - $90.4K
|
21.1K
$10M
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
189+ 1.19% |
$76.6K - $90.4K
|
16.1K
$7.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
189+ 0.28% |
$76.6K - $90.4K
|
67.3K
$32.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
188+ 75.2% |
$76.2K - $90K
|
438
$209K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
187+ 0.55% |
$75.8K - $89.5K
|
33.9K
$16.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
187+ 0.18% |
$75.8K - $89.5K
|
105K
$50.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
187+ 3.51% |
$75.8K - $89.5K
|
5.52K
$2.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
185New |
$75K - $88.5K
|
185
$88.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
184+ 7.08% |
$74.6K - $88.1K
|
2.78K
$1.33M
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
183+ 2.3% |
$74.1K - $87.6K
|
8.15K
$3.88M
|
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
181+ 5.3% |
$73.3K - $86.6K
|
3.6K
$1.71M
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
180+ 3.88% |
$72.9K - $86.1K
|
4.82K
$2.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
180+ 7.39% |
$72.9K - $86.1K
|
2.62K
$1.25M
|
|
|
Nov 06, 2024
Q3 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
180+ 2.52% |
$72.9K - $86.1K
|
7.32K
$3.49M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
179+ 3.2% |
$72.5K - $85.7K
|
5.77K
$2.75M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
178+ 11.22% |
$72.1K - $85.2K
|
1.77K
$841K
|
|
|
Nov 07, 2024
Q3 2024
|
Next Capital Management LLC
|
BUY
|
- |
178+ 2.38% |
$72.1K - $85.2K
|
7.65K
$3.65M
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
BUY
|
- |
177+ 2.04% |
$71.7K - $84.7K
|
8.85K
$4.22M
|
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
175+ 6.5% |
$70.9K - $83.7K
|
2.87K
$1.37M
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
174+ 11.27% |
$70.5K - $83.3K
|
1.72K
$819K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
174+ 6.55% |
$70.5K - $83.3K
|
2.83K
$1.35M
|
|
|
Oct 09, 2024
Q3 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
171+ 2.16% |
$69.3K - $81.8K
|
8.07K
$3.85M
|
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
171+ 3.05% |
$69.3K - $81.8K
|
5.78K
$2.75M
|
|
|
Nov 15, 2024
Q3 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
171+ 4.68% |
$69.3K - $81.8K
|
3.82K
$1.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
170+ 2.5% |
$68.9K - $81.4K
|
6.98K
$3.33M
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
168+ 12.21% |
$68.1K - $80.4K
|
1.54K
$736K
|
|
|
Nov 06, 2024
Q3 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
168+ 3.71% |
$68.1K - $80.4K
|
4.7K
$2.24M
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
166+ 1.41% |
$67.3K - $79.4K
|
11.9K
$5.69M
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
166+ 6.48% |
$67.3K - $79.4K
|
2.73K
$1.3M
|