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 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
40New |
$16.2K - $19.1K
|
40
$19.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
39+ 0.45% |
$15.8K - $18.7K
|
8.8K
$4.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Mayport, LLC
|
BUY
|
- |
39+ 2.52% |
$15.8K - $18.7K
|
1.59K
$756K
|
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
39+ 0.56% |
$15.8K - $18.7K
|
6.95K
$3.31M
|
|
|
Oct 30, 2024
Q3 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
39+ 0.9% |
$15.8K - $18.7K
|
4.37K
$2.08M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
39+ 0.27% |
$15.8K - $18.7K
|
14.6K
$6.96M
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
39+ 1.66% |
$15.8K - $18.7K
|
2.4K
$1.14M
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
38+ 2.55% |
$15.4K - $18.2K
|
1.53K
$729K
|
|
|
Oct 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
38+ 0.47% |
$15.4K - $18.2K
|
8.11K
$3.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
38+ 0.36% |
$15.4K - $18.2K
|
10.5K
$5M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
37+ 0.81% |
$15K - $17.7K
|
4.61K
$2.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
37+ 2.53% |
$15K - $17.7K
|
1.5K
$714K
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
37+ 1.2% |
$15K - $17.7K
|
3.13K
$1.49M
|
|
|
Oct 17, 2024
Q3 2024
|
Matisse Capital
|
BUY
|
- |
36+ 2.2% |
$14.6K - $17.2K
|
1.68K
$799K
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
36+ 2.69% |
$14.6K - $17.2K
|
1.38K
$655K
|
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
36+ 1.7% |
$14.6K - $17.2K
|
2.16K
$1.03M
|
|
|
Nov 01, 2024
Q3 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
36+ 6.65% |
$14.6K - $17.2K
|
577
$275K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
36+ 0.94% |
$14.6K - $17.2K
|
3.87K
$1.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
36+ 2.44% |
$14.6K - $17.2K
|
1.51K
$720K
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
35+ 5.71% |
$14.2K - $16.7K
|
648
$309K
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
35+ 0.53% |
$14.2K - $16.7K
|
6.66K
$3.17M
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
35+ 0.17% |
$14.2K - $16.7K
|
20.5K
$9.75M
|
|
|
Oct 25, 2024
Q3 2024
|
Highview Capital Management LLC
|
BUY
|
- |
35+ 2.48% |
$14.2K - $16.7K
|
1.45K
$689K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
35+ 1.93% |
$14.2K - $16.7K
|
1.85K
$882K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
35+ 4.92% |
$14.2K - $16.7K
|
747
$356K
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
BUY
|
- |
34+ 0.05% |
$13.8K - $16.3K
|
67.6K
$32.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
34+ 1.47% |
$13.8K - $16.3K
|
2.34K
$1.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
BUY
|
- |
32+ 0.93% |
$13K - $15.3K
|
3.49K
$1.66M
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
32+ 0.88% |
$13K - $15.3K
|
3.68K
$1.75M
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
32+ 1.51% |
$13K - $15.3K
|
2.15K
$1.02M
|
|
|
Nov 05, 2024
Q3 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
32+ 3.39% |
$13K - $15.3K
|
975
$465K
|
|
|
Nov 07, 2024
Q3 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
32+ 0.46% |
$13K - $15.3K
|
6.96K
$3.32M
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
32+ 1.03% |
$13K - $15.3K
|
3.15K
$1.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
32+ 2.03% |
$13K - $15.3K
|
1.61K
$765K
|
|
|
Oct 18, 2024
Q3 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
31+ 1.66% |
$12.6K - $14.8K
|
1.89K
$903K
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
31+ 4.53% |
$12.6K - $14.8K
|
715
$341K
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
31+ 0.18% |
$12.6K - $14.8K
|
17K
$8.11M
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
31+ 0.51% |
$12.6K - $14.8K
|
6.15K
$2.93M
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
30+ 0.5% |
$12.2K - $14.4K
|
6.03K
$2.87M
|
|
|
Oct 08, 2024
Q3 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
30+ 2.27% |
$12.2K - $14.4K
|
1.35K
$645K
|
|
|
Oct 15, 2024
Q3 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
30+ 4.18% |
$12.2K - $14.4K
|
748
$356K
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
30+ 0.31% |
$12.2K - $14.4K
|
9.62K
$4.58M
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
30+ 0.6% |
$12.2K - $14.4K
|
5K
$2.38M
|
|
|
Oct 22, 2024
Q3 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
30+ 1.21% |
$12.2K - $14.4K
|
2.5K
$1.19M
|
|
|
Oct 24, 2024
Q3 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
30+ 0.72% |
$12.2K - $14.4K
|
4.19K
$2M
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
30+ 0.13% |
$12.2K - $14.4K
|
22.7K
$10.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
29+ 0.34% |
$11.8K - $13.9K
|
8.49K
$4.05M
|
|
|
Oct 18, 2024
Q3 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
29+ 0.05% |
$11.8K - $13.9K
|
53.1K
$25.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
29+ 0.14% |
$11.8K - $13.9K
|
20.5K
$9.77M
|
|
|
Oct 29, 2024
Q3 2024
|
Biechele Royce Advisors
|
BUY
|
- |
29+ 0.99% |
$11.8K - $13.9K
|
2.97K
$1.41M
|