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 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
116+ 0.73% |
$47K - $55.5K
|
15.9K
$7.59M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
115+ 8.27% |
$46.6K - $55K
|
1.51K
$718K
|
|
|
Oct 10, 2024
Q3 2024
|
Brave Asset Management Inc
|
BUY
|
- |
115+ 1.77% |
$46.6K - $55K
|
6.62K
$3.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
115+ 1.54% |
$46.6K - $55K
|
7.57K
$3.61M
|
|
|
Oct 29, 2024
Q3 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
114+ 19.22% |
$46.2K - $54.6K
|
707
$337K
|
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
114+ 13.87% |
$46.2K - $54.6K
|
936
$446K
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
114+ 2.67% |
$46.2K - $54.6K
|
4.38K
$2.09M
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
113+ 4.5% |
$45.8K - $54.1K
|
2.62K
$1.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
113+ 1.62% |
$45.8K - $54.1K
|
7.09K
$3.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
113+ 4.39% |
$45.8K - $54.1K
|
2.69K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
113+ 0.68% |
$45.8K - $54.1K
|
16.7K
$7.96M
|
|
|
Oct 08, 2024
Q3 2024
|
Udine Wealth Management, Inc.
|
BUY
|
- |
112+ 0.8% |
$45.4K - $53.6K
|
14.1K
$6.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
112+ 3.38% |
$45.4K - $53.6K
|
3.42K
$1.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
112+ 2.36% |
$45.4K - $53.6K
|
4.85K
$2.31M
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
111+ 4.78% |
$45K - $53.1K
|
2.43K
$1.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
111+ 1.01% |
$45K - $53.1K
|
11.1K
$5.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Magnolia Capital Management LTD
|
BUY
|
- |
110+ 1.66% |
$44.6K - $52.6K
|
6.74K
$3.21M
|
|
|
Oct 21, 2024
Q3 2024
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
110+ 1.34% |
$44.6K - $52.6K
|
8.3K
$3.96M
|
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
BUY
|
- |
110+ 5.82% |
$44.6K - $52.6K
|
2K
$953K
|
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
110+ 3.54% |
$44.6K - $52.6K
|
3.21K
$1.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
110+ 1.35% |
$44.6K - $52.6K
|
8.28K
$3.94M
|
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
109+ 2.05% |
$44.2K - $52.2K
|
5.43K
$2.59M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
108+ 0.72% |
$43.8K - $51.7K
|
15.2K
$7.23M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
108+ 0.55% |
$43.8K - $51.7K
|
19.7K
$9.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
108+ 8.77% |
$43.8K - $51.7K
|
1.34K
$638K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
108+ 3.39% |
$43.8K - $51.7K
|
3.29K
$1.57M
|
|
|
Oct 15, 2024
Q3 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
107+ 3.68% |
$43.4K - $51.2K
|
3.01K
$1.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
107+ 4.33% |
$43.4K - $51.2K
|
2.58K
$1.23M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
105+ 5.37% |
$42.5K - $50.2K
|
2.06K
$982K
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
105+ 0.88% |
$42.5K - $50.2K
|
12K
$5.74M
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
105+ 1.26% |
$42.5K - $50.2K
|
8.44K
$4.02M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
104+ 1.66% |
$42.1K - $49.8K
|
6.37K
$3.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
BUY
|
- |
104+ 6.0% |
$42.1K - $49.8K
|
1.84K
$875K
|
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
104+ 2.88% |
$42.1K - $49.8K
|
3.71K
$1.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
103+ 0.46% |
$41.7K - $49.3K
|
22.3K
$10.6M
|
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
103+ 1.74% |
$41.7K - $49.3K
|
6.04K
$2.88M
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
102+ 1.05% |
$41.3K - $48.8K
|
9.85K
$4.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
102+ 2.9% |
$41.3K - $48.8K
|
3.62K
$1.73M
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
101+ 1.3% |
$40.9K - $48.3K
|
7.86K
$3.75M
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
BUY
|
- |
101+ 3.37% |
$40.9K - $48.3K
|
3.09K
$1.47M
|
|
|
Oct 08, 2024
Q3 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
100+ 11.59% |
$40.5K - $47.9K
|
963
$459K
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
100+ 3.7% |
$40.5K - $47.9K
|
2.8K
$1.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
100+ 16.13% |
$40.5K - $47.9K
|
720
$343K
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
100+ 15.48% |
$40.5K - $47.9K
|
746
$356K
|
|
|
Oct 23, 2024
Q3 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
100+ 3.87% |
$40.5K - $47.9K
|
2.68K
$1.28M
|
|
|
Oct 28, 2024
Q3 2024
|
Human Investing LLC
|
BUY
|
- |
100+ 5.93% |
$40.5K - $47.9K
|
1.79K
$851K
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
100+ 0.32% |
$40.5K - $47.9K
|
31.8K
$15.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
100+ 9.12% |
$40.5K - $47.9K
|
1.2K
$570K
|
|
|
Nov 13, 2024
Q3 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
100+ 2.39% |
$40.5K - $47.9K
|
4.28K
$2.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
100+ 4.74% |
$40.5K - $47.9K
|
2.21K
$1.05M
|