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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
10+ 0.38% |
$4.05K - $4.79K
|
2.64K
$1.27M
|
|
|
Oct 30, 2024
Q3 2024
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
10+ 0.19% |
$4.05K - $4.79K
|
5.3K
$2.54M
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
BUY
|
- |
10+ 0.35% |
$4.05K - $4.79K
|
2.86K
$1.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
10+ 0.81% |
$4.05K - $4.79K
|
1.24K
$596K
|
|
|
Nov 12, 2024
Q3 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
10+ 0.48% |
$4.05K - $4.79K
|
2.11K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
10+ 1.92% |
$4.05K - $4.79K
|
530
$254K
|
|
|
Nov 14, 2024
Q3 2024
|
360 Financial, Inc.
|
BUY
|
- |
10+ 0.43% |
$4.05K - $4.79K
|
2.32K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
10+ 1.89% |
$4.05K - $4.79K
|
538
$258K
|
|
|
Nov 14, 2024
Q3 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
10+ 1.25% |
$4.05K - $4.79K
|
809
$388K
|
|
|
Feb 10, 2025
Q3 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
10+ 0.8% |
$4.05K - $4.79K
|
1.26K
$604K
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
9+ 0.21% |
$3.65K - $4.31K
|
4.24K
$2.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
9+ 1.35% |
$3.65K - $4.31K
|
676
$324K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
9+ 1.1% |
$3.65K - $4.31K
|
827
$397K
|
|
|
Oct 25, 2024
Q3 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
9+ 0.46% |
$3.65K - $4.31K
|
1.98K
$947K
|
|
|
Oct 31, 2024
Q3 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
9+ 1.29% |
$3.65K - $4.31K
|
708
$340K
|
|
|
Nov 14, 2024
Q3 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
9+ 0.5% |
$3.65K - $4.31K
|
1.8K
$864K
|
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
8+ 0.09% |
$3.24K - $3.83K
|
8.95K
$4.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
8+ 0.37% |
$3.24K - $3.83K
|
2.17K
$1.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
8+ 0.27% |
$3.24K - $3.83K
|
2.97K
$1.42M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
8+ 2.45% |
$3.24K - $3.83K
|
335
$161K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
8+ 0.33% |
$3.24K - $3.83K
|
2.43K
$1.17M
|
|
|
Nov 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.25% |
$3.24K - $3.83K
|
3.26K
$1.56M
|
|
|
Oct 15, 2024
Q3 2024
|
Birch Capital Management, LLC
|
BUY
|
- |
7+ 28.0% |
$2.84K - $3.35K
|
32
$15.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
7+ 1.11% |
$2.84K - $3.35K
|
640
$307K
|
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
7+ 0.05% |
$2.84K - $3.35K
|
14.2K
$6.79M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
7+ 0.27% |
$2.84K - $3.35K
|
2.65K
$1.27M
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
7+ 0.09% |
$2.84K - $3.35K
|
8.24K
$3.95M
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
7+ 0.12% |
$2.84K - $3.35K
|
5.83K
$2.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
7+ 0.51% |
$2.84K - $3.35K
|
1.39K
$667K
|
|
|
Nov 06, 2024
Q3 2024
|
Brooktree Capital Management
|
BUY
|
- |
7+ 0.03% |
$2.84K - $3.35K
|
20.5K
$9.85M
|
|
|
Nov 08, 2024
Q3 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
7+ 0.67% |
$2.84K - $3.35K
|
1.05K
$505K
|
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
7+ 1.46% |
$2.84K - $3.35K
|
485
$233K
|
|
|
Oct 07, 2024
Q3 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
6+ 0.45% |
$2.43K - $2.87K
|
1.35K
$647K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
6+ 0.0% |
$2.43K - $2.87K
|
258K
$124M
|
|
|
Oct 08, 2024
Q3 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
6+ 1.22% |
$2.43K - $2.87K
|
499
$239K
|
|
|
Oct 16, 2024
Q3 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
6+ 0.84% |
$2.43K - $2.87K
|
723
$347K
|
|
|
Oct 21, 2024
Q3 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
6+ 0.06% |
$2.43K - $2.87K
|
10.2K
$4.89M
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
BUY
|
- |
6+ 0.58% |
$2.43K - $2.87K
|
1.04K
$500K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6+ 1.15% |
$2.43K - $2.87K
|
526
$252K
|
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
6+ 0.23% |
$2.43K - $2.87K
|
2.63K
$1.26M
|
|
|
Oct 03, 2024
Q3 2024
|
Single Point Partners, LLC
|
BUY
|
- |
5+ 0.77% |
$2.03K - $2.39K
|
651
$312K
|
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
5+ 0.13% |
$2.03K - $2.39K
|
3.73K
$1.79M
|
|
|
Oct 15, 2024
Q3 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
5+ 0.41% |
$2.03K - $2.39K
|
1.22K
$585K
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.29% |
$2.03K - $2.39K
|
1.73K
$828K
|
|
|
Oct 21, 2024
Q3 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
5+ 0.15% |
$2.03K - $2.39K
|
3.31K
$1.59M
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
5+ 0.08% |
$2.03K - $2.39K
|
6.36K
$3.05M
|
|
|
Oct 28, 2024
Q3 2024
|
Sippican Capital Advisors
|
BUY
|
- |
5+ 0.1% |
$2.03K - $2.39K
|
5.07K
$2.43M
|
|
|
Oct 31, 2024
Q3 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
5+ 0.2% |
$2.03K - $2.39K
|
2.54K
$1.22M
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
BUY
|
- |
5+ 0.24% |
$2.03K - $2.39K
|
2.05K
$983K
|
|
|
Nov 01, 2024
Q3 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
5+ 0.19% |
$2.03K - $2.39K
|
2.63K
$1.26M
|