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 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
14.5K+ 1.33% |
$5.86M - $6.93M
|
1.1M
$520M
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
14.3K+ 35.58% |
$5.8M - $6.85M
|
54.6K
$25.8M
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
14.3K+ 124.33% |
$5.79M - $6.84M
|
25.8K
$12.2M
|
|
Nov 14, 2024
Q3 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
13.4K+ 28.97% |
$5.44M - $6.43M
|
59.8K
$28.2M
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
13.4K+ 9.7% |
$5.44M - $6.42M
|
152K
$71.7M
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
12.8K+ 484.3% |
$5.2M - $6.14M
|
15.5K
$7.31M
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
12.7K+ 5.84% |
$5.14M - $6.08M
|
230K
$109M
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
12.6K+ 17.06% |
$5.11M - $6.04M
|
86.6K
$40.9M
|
|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
12.6K+ 18.5% |
$5.11M - $6.03M
|
80.7K
$38.1M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
12.3K+ 18.92% |
$5M - $5.91M
|
77.6K
$36.6M
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.2K+ 8.75% |
$4.95M - $5.85M
|
152K
$71.7M
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
12.1K+ 10.31% |
$4.91M - $5.8M
|
130K
$61.3M
|
|
Oct 23, 2024
Q3 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
11.9K+ 51.15% |
$4.84M - $5.71M
|
35.3K
$16.7M
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
11.9KNew |
$4.84M - $5.71M
|
11.9K
$5.64M
|
|
Nov 14, 2024
Q3 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
11.7KNew |
$4.73M - $5.58M
|
11.7K
$5.51M
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
11.6K+ 695.96% |
$4.68M - $5.53M
|
13.2K
$6.24M
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
11.5K+ 59.98% |
$4.65M - $5.49M
|
30.6K
$14.5M
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
11.3K+ 86.36% |
$4.57M - $5.4M
|
24.3K
$11.5M
|
|
Nov 15, 2024
Q3 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
11.1KNew |
$4.49M - $5.31M
|
11.1K
$5.24M
|
|
Nov 04, 2024
Q3 2024
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
11KNew |
$4.46M - $5.27M
|
11K
$5.2M
|
|
Nov 13, 2024
Q3 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
10.9K+ 9.46% |
$4.41M - $5.21M
|
126K
$59.4M
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
10.8K+ 30.83% |
$4.39M - $5.18M
|
46K
$21.7M
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
10.8K+ 14.44% |
$4.38M - $5.17M
|
85.6K
$40.4M
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
10.8K+ 375.54% |
$4.37M - $5.16M
|
13.6K
$6.44M
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
10.8K+ 4.32% |
$4.36M - $5.15M
|
260K
$123M
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
10.6K+ 56.71% |
$4.31M - $5.09M
|
29.4K
$13.9M
|
|
Nov 07, 2024
Q3 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
10.6K+ 14.6% |
$4.29M - $5.07M
|
83.2K
$39.3M
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
10.4KNew |
$4.22M - $4.99M
|
10.4K
$4.92M
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
10.3K+ 1.33% |
$4.17M - $4.92M
|
786K
$371M
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
10.3K+ 16.74% |
$4.16M - $4.91M
|
71.6K
$33.8M
|
|
Nov 08, 2024
Q3 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
10.2K+ 5.13% |
$4.13M - $4.88M
|
209K
$98.7M
|
|
Nov 08, 2024
Q3 2024
|
Tredje Ap Fonden
|
BUY
|
- |
10.2K+ 3.67% |
$4.13M - $4.88M
|
288K
$136M
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
10.2KNew |
$4.12M - $4.87M
|
10.2K
$4.81M
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
10.2KNew |
$4.12M - $4.87M
|
10.2K
$4.8M
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
10K+ 112.3% |
$4.06M - $4.79M
|
18.9K
$8.94M
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9.95K+ 1.4% |
$4.03M - $4.76M
|
719K
$339M
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
9.85K+ 15.53% |
$3.99M - $4.71M
|
73.3K
$34.6M
|
|
Nov 14, 2024
Q3 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
9.84K+ 15.64% |
$3.99M - $4.71M
|
72.7K
$34.3M
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
9.75KNew |
$3.95M - $4.67M
|
9.75K
$4.6M
|
|
Nov 14, 2024
Q3 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
9.74K+ 11.29% |
$3.95M - $4.66M
|
96K
$45.3M
|
|
Nov 12, 2024
Q3 2024
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
9.69K+ 12.09% |
$3.93M - $4.64M
|
89.8K
$42.4M
|
|
Nov 15, 2024
Q3 2024
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
9.69KNew |
$3.92M - $4.63M
|
9.69K
$4.57M
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
9.68K+ 1.04% |
$3.92M - $4.63M
|
942K
$445M
|
|
Oct 11, 2024
Q3 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
9.66K+ 1577.94% |
$3.91M - $4.62M
|
10.3K
$4.85M
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
9.65K+ 14.65% |
$3.91M - $4.62M
|
75.5K
$35.6M
|
|
Nov 12, 2024
Q3 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
9.6KNew |
$3.89M - $4.59M
|
9.6K
$4.53M
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
9.6K+ 3.83% |
$3.89M - $4.59M
|
260K
$123M
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
9.47K+ 5.58% |
$3.84M - $4.53M
|
179K
$84.6M
|
|
Nov 14, 2024
Q3 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
9.47K+ 7.96% |
$3.84M - $4.53M
|
128K
$60.6M
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
9.43K+ 3.84% |
$3.82M - $4.51M
|
255K
$120M
|