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 04, 2024
Q3 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
100+ 9.12% |
$40.5K - $47.9K
|
1.2K
$573K
|
|
|
Nov 13, 2024
Q3 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
100+ 2.39% |
$40.5K - $47.9K
|
4.28K
$2.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
100+ 4.74% |
$40.5K - $47.9K
|
2.21K
$1.06M
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
99+ 0.48% |
$40.1K - $47.4K
|
20.8K
$9.95M
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
99+ 1.96% |
$40.1K - $47.4K
|
5.15K
$2.47M
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
98+ 0.57% |
$39.7K - $46.9K
|
17.3K
$8.26M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
98+ 3.98% |
$39.7K - $46.9K
|
2.56K
$1.22M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
98+ 0.5% |
$39.7K - $46.9K
|
19.7K
$9.41M
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
97+ 3.48% |
$39.3K - $46.4K
|
2.89K
$1.38M
|
|
|
Oct 15, 2024
Q3 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
97+ 0.92% |
$39.3K - $46.4K
|
10.6K
$5.07M
|
|
|
Oct 24, 2024
Q3 2024
|
Manchester Financial Inc
|
BUY
|
- |
97+ 7.18% |
$39.3K - $46.4K
|
1.45K
$693K
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
96+ 6.54% |
$38.9K - $45.9K
|
1.56K
$748K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
95+ 1.22% |
$38.5K - $45.5K
|
7.86K
$3.76M
|
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
95+ 13.19% |
$38.5K - $45.5K
|
815
$390K
|
|
|
Nov 13, 2024
Q3 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
95+ 0.39% |
$38.5K - $45.5K
|
24.7K
$11.8M
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
94+ 0.94% |
$38.1K - $45K
|
10.1K
$4.85M
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
94+ 0.76% |
$38.1K - $45K
|
12.5K
$6M
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
94+ 4.74% |
$38.1K - $45K
|
2.08K
$995K
|
|
|
Oct 11, 2024
Q3 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
93+ 17.25% |
$37.7K - $44.5K
|
632
$302K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
93+ 12.47% |
$37.7K - $44.5K
|
839
$402K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
BUY
|
- |
92+ 0.35% |
$37.3K - $44K
|
26.3K
$12.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
92+ 11.54% |
$37.3K - $44K
|
889
$425K
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
92+ 0.86% |
$37.3K - $44K
|
10.8K
$5.14M
|
|
|
Oct 23, 2024
Q3 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
91+ 1.3% |
$36.9K - $43.5K
|
7.07K
$3.38M
|
|
|
Oct 25, 2024
Q3 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
91+ 2.91% |
$36.9K - $43.5K
|
3.21K
$1.54M
|
|
|
Oct 25, 2024
Q3 2024
|
Argyle Capital Management Inc.
|
BUY
|
- |
90+ 4.29% |
$36.5K - $43.1K
|
2.19K
$1.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
90+ 14.11% |
$36.5K - $43.1K
|
728
$348K
|
|
|
Oct 31, 2024
Q3 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
90+ 4.14% |
$36.5K - $43.1K
|
2.27K
$1.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
90+ 1.65% |
$36.5K - $43.1K
|
5.55K
$2.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
90+ 1.72% |
$36.5K - $43.1K
|
5.32K
$2.55M
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
89+ 5.39% |
$36.1K - $42.6K
|
1.74K
$832K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
89+ 2.4% |
$36.1K - $42.6K
|
3.8K
$1.82M
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
89+ 2.83% |
$36.1K - $42.6K
|
3.23K
$1.55M
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
89+ 4.62% |
$36.1K - $42.6K
|
2.02K
$964K
|
|
|
Nov 13, 2024
Q3 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
89+ 0.42% |
$36.1K - $42.6K
|
21.1K
$10.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
89+ 0.31% |
$36.1K - $42.6K
|
29.1K
$13.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
88+ 0.43% |
$35.7K - $42.1K
|
20.7K
$9.89M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
87+ 1.38% |
$35.3K - $41.6K
|
6.37K
$3.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
87+ 0.92% |
$35.3K - $41.6K
|
9.57K
$4.58M
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
87+ 1.84% |
$35.3K - $41.6K
|
4.82K
$2.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
87+ 2.72% |
$35.3K - $41.6K
|
3.29K
$1.57M
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
87+ 5.38% |
$35.3K - $41.6K
|
1.7K
$815K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
87+ 9.07% |
$35.3K - $41.6K
|
1.05K
$501K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
86+ 9.68% |
$34.8K - $41.2K
|
974
$466K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
86+ 0.96% |
$34.8K - $41.2K
|
9K
$4.31M
|
|
|
Oct 10, 2024
Q3 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
85+ 7.45% |
$34.4K - $40.7K
|
1.23K
$587K
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
85+ 4.03% |
$34.4K - $40.7K
|
2.19K
$1.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
85+ 2.17% |
$34.4K - $40.7K
|
4K
$1.91M
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
85+ 5.34% |
$34.4K - $40.7K
|
1.68K
$803K
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
84+ 2.48% |
$34K - $40.2K
|
3.48K
$1.66M
|