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
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
6.84KNew |
$2.77M - $3.27M
|
6.84K
$3.27M
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
6.84K+ 1.7% |
$2.77M - $3.27M
|
409K
$196M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
6.77K+ 36.73% |
$2.74M - $3.24M
|
25.2K
$12.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.74K+ 22.94% |
$2.73M - $3.23M
|
36.1K
$17.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
6.74K+ 146.34% |
$2.73M - $3.23M
|
11.3K
$5.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
6.66KNew |
$2.7M - $3.19M
|
6.66K
$3.19M
|
|
|
Oct 17, 2024
Q3 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
6.46KNew |
$2.62M - $3.09M
|
6.46K
$3.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
6.38K+ 0.82% |
$2.59M - $3.05M
|
782K
$374M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
6.32KNew |
$2.56M - $3.03M
|
6.32K
$3.03M
|
|
|
Nov 05, 2024
Q3 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
6.3K+ 101.61% |
$2.55M - $3.01M
|
12.5K
$5.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
6.24K+ 0.82% |
$2.53M - $2.99M
|
766K
$366M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
6.19K+ 14.97% |
$2.51M - $2.96M
|
47.6K
$22.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
6.08K+ 48.73% |
$2.46M - $2.91M
|
18.6K
$8.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
6K+ 245.68% |
$2.43M - $2.87M
|
8.44K
$4.04M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
5.96K+ 23.93% |
$2.42M - $2.85M
|
30.9K
$14.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
5.92K+ 94.67% |
$2.4M - $2.83M
|
12.2K
$5.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
5.88K+ 2.58% |
$2.38M - $2.81M
|
233K
$112M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.84K+ 162.58% |
$2.36M - $2.79M
|
9.42K
$4.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
5.79K+ 7.96% |
$2.34M - $2.77M
|
78.4K
$37.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
5.77KNew |
$2.34M - $2.76M
|
5.77K
$2.76M
|
|
|
Oct 18, 2024
Q3 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
5.65K+ 200.78% |
$2.29M - $2.7M
|
8.46K
$4.05M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
5.49K+ 20.99% |
$2.23M - $2.63M
|
31.7K
$15.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
5.48K+ 157.16% |
$2.22M - $2.62M
|
8.97K
$4.29M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
5.45K+ 3.66% |
$2.21M - $2.61M
|
154K
$73.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
5.38KNew |
$2.18M - $2.57M
|
5.38K
$2.57M
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
5.33KNew |
$2.16M - $2.55M
|
5.33K
$2.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.3K+ 3.13% |
$2.15M - $2.53M
|
175K
$83.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
5.29K+ 3.03% |
$2.14M - $2.53M
|
179K
$85.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Lgt Group Foundation
|
BUY
|
- |
5.25K+ 6.64% |
$2.13M - $2.51M
|
84.2K
$40.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
5.2K+ 1.23% |
$2.11M - $2.49M
|
428K
$205M
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
5.18KNew |
$2.1M - $2.48M
|
5.18K
$2.48M
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
5.17KNew |
$2.1M - $2.47M
|
5.17K
$2.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
5.14K+ 13.5% |
$2.08M - $2.46M
|
43.2K
$20.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
5.11K+ 2.98% |
$2.07M - $2.45M
|
177K
$84.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
5.1K+ 9.42% |
$2.07M - $2.44M
|
59.3K
$28.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
5.05K+ 3.29% |
$2.05M - $2.42M
|
159K
$75.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
5.01K+ 8.6% |
$2.03M - $2.4M
|
63.2K
$30.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
5KNew |
$2.02M - $2.39M
|
5K
$2.39M
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
4.99K+ 76.14% |
$2.02M - $2.39M
|
11.5K
$5.52M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.95K+ 23.86% |
$2.01M - $2.37M
|
25.7K
$12.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
4.95K+ 19.99% |
$2M - $2.37M
|
29.7K
$14.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.92K+ 11.03% |
$2M - $2.36M
|
49.6K
$23.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
4.84K+ 1.0% |
$1.96M - $2.32M
|
489K
$234M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
4.79KNew |
$1.94M - $2.29M
|
4.79K
$2.29M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
4.77K+ 8.07% |
$1.93M - $2.28M
|
63.9K
$30.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
4.74K+ 29.96% |
$1.92M - $2.27M
|
20.5K
$9.83M
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
4.7K+ 13.85% |
$1.9M - $2.25M
|
38.6K
$18.5M
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
4.68K+ 48.25% |
$1.9M - $2.24M
|
14.4K
$6.88M
|
|
|
Oct 28, 2024
Q3 2024
|
Australian Super Pty LTD
|
BUY
|
- |
4.64KNew |
$1.88M - $2.22M
|
4.64K
$2.22M
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
4.62K+ 14.23% |
$1.87M - $2.21M
|
37.1K
$17.7M
|