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 21, 2024
Q3 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
25+ 0.16% |
$10.1K - $12K
|
15.9K
$7.62M
|
|
|
Oct 30, 2024
Q3 2024
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
24+ 1.71% |
$9.72K - $11.5K
|
1.43K
$686K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
24+ 0.17% |
$9.72K - $11.5K
|
14.5K
$6.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
BUY
|
- |
24+ 0.13% |
$9.72K - $11.5K
|
17.8K
$8.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
24+ 0.27% |
$9.72K - $11.5K
|
8.85K
$4.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
24+ 0.05% |
$9.72K - $11.5K
|
47.6K
$22.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
23+ 0.6% |
$9.32K - $11K
|
3.85K
$1.85M
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
23+ 1.83% |
$9.32K - $11K
|
1.28K
$615K
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
23+ 0.6% |
$9.32K - $11K
|
3.86K
$1.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
23+ 0.08% |
$9.32K - $11K
|
27.2K
$13.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
BUY
|
- |
22+ 0.72% |
$8.91K - $10.5K
|
3.1K
$1.48M
|
|
|
Oct 16, 2024
Q3 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
22+ 1.98% |
$8.91K - $10.5K
|
1.13K
$543K
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
22+ 1.85% |
$8.91K - $10.5K
|
1.21K
$580K
|
|
|
Oct 24, 2024
Q3 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
22+ 0.18% |
$8.91K - $10.5K
|
12.4K
$5.94M
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
22+ 0.98% |
$8.91K - $10.5K
|
2.27K
$1.09M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
22+ 0.13% |
$8.91K - $10.5K
|
17.2K
$8.27M
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
22+ 0.13% |
$8.91K - $10.5K
|
16.3K
$7.84M
|
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
BUY
|
- |
21+ 0.2% |
$8.51K - $10K
|
10.4K
$4.98M
|
|
|
Oct 04, 2024
Q3 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
21+ 0.8% |
$8.51K - $10K
|
2.65K
$1.27M
|
|
|
Oct 09, 2024
Q3 2024
|
Iowa State Bank
|
BUY
|
- |
21+ 0.12% |
$8.51K - $10K
|
17.9K
$8.57M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
21+ 0.62% |
$8.51K - $10K
|
3.41K
$1.64M
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
21+ 5.26% |
$8.51K - $10K
|
420
$201K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
21+ 1.5% |
$8.51K - $10K
|
1.42K
$681K
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
21+ 0.31% |
$8.51K - $10K
|
6.82K
$3.27M
|
|
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
21+ 0.42% |
$8.51K - $10K
|
5.08K
$2.43M
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
20+ 0.54% |
$8.1K - $9.57K
|
3.73K
$1.79M
|
|
|
Oct 10, 2024
Q3 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
20+ 3.41% |
$8.1K - $9.57K
|
606
$291K
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
20+ 0.75% |
$8.1K - $9.57K
|
2.68K
$1.28M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
20+ 0.23% |
$8.1K - $9.57K
|
8.65K
$4.15M
|
|
|
Nov 04, 2024
Q3 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
20+ 0.43% |
$8.1K - $9.57K
|
4.65K
$2.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Fortune 45 LLC
|
BUY
|
- |
20+ 0.74% |
$8.1K - $9.57K
|
2.74K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
20+ 0.66% |
$8.1K - $9.57K
|
3.07K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
20+ 1.94% |
$8.1K - $9.57K
|
1.05K
$503K
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
20+ 9.35% |
$8.1K - $9.57K
|
234
$112K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
19+ 0.66% |
$7.7K - $9.09K
|
2.9K
$1.39M
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
19+ 0.35% |
$7.7K - $9.09K
|
5.39K
$2.58M
|
|
|
Oct 21, 2024
Q3 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
19+ 0.64% |
$7.7K - $9.09K
|
2.97K
$1.42M
|
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
19+ 2.09% |
$7.7K - $9.09K
|
929
$446K
|
|
|
Oct 31, 2024
Q3 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
19+ 2.17% |
$7.7K - $9.09K
|
895
$429K
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
19+ 3.35% |
$7.7K - $9.09K
|
587
$282K
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
19+ 0.22% |
$7.7K - $9.09K
|
8.5K
$4.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
19+ 0.5% |
$7.7K - $9.09K
|
3.8K
$1.82M
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
18+ 0.19% |
$7.29K - $8.61K
|
9.55K
$4.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
18+ 1.83% |
$7.29K - $8.61K
|
1K
$481K
|
|
|
Oct 18, 2024
Q3 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
18+ 0.16% |
$7.29K - $8.61K
|
11.3K
$5.43M
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
18+ 0.42% |
$7.29K - $8.61K
|
4.35K
$2.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
18+ 2.0% |
$7.29K - $8.61K
|
918
$440K
|
|
|
Nov 14, 2024
Q3 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
18+ 0.71% |
$7.29K - $8.61K
|
2.54K
$1.22M
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
17+ 0.94% |
$6.89K - $8.14K
|
1.82K
$871K
|
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
17+ 0.84% |
$6.89K - $8.14K
|
2.05K
$981K
|