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 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4.6K+ 10.31% |
$1.86M - $2.2M
|
49.2K
$23.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.59K+ 5.1% |
$1.86M - $2.2M
|
94.7K
$45.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
4.59K+ 26.89% |
$1.86M - $2.19M
|
21.6K
$10.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
4.53K+ 2.92% |
$1.84M - $2.17M
|
160K
$76.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
4.49K+ 734.15% |
$1.82M - $2.15M
|
5.11K
$2.44M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.48K+ 84.29% |
$1.82M - $2.15M
|
9.8K
$4.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
4.47K+ 2.73% |
$1.81M - $2.14M
|
168K
$80.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
4.47K+ 93.65% |
$1.81M - $2.14M
|
9.25K
$4.42M
|
|
|
Nov 01, 2024
Q3 2024
|
Retirement Solution Inc.
|
BUY
|
- |
4.45KNew |
$1.8M - $2.13M
|
4.45K
$2.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4.42K+ 75.37% |
$1.79M - $2.11M
|
10.3K
$4.92M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.42K+ 27.42% |
$1.79M - $2.11M
|
20.5K
$9.82M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.36K+ 6.39% |
$1.77M - $2.09M
|
72.5K
$34.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.35K+ 21.62% |
$1.76M - $2.08M
|
24.4K
$11.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
4.34K+ 19.04% |
$1.76M - $2.08M
|
27.1K
$13M
|
|
|
Nov 22, 2024
Q3 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
4.31K+ 42.53% |
$1.75M - $2.06M
|
14.5K
$6.92M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
4.29K+ 12.47% |
$1.74M - $2.05M
|
38.6K
$18.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
4.25K+ 2.4% |
$1.72M - $2.03M
|
181K
$86.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
4.24KNew |
$1.72M - $2.03M
|
4.24K
$2.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.21K+ 30.26% |
$1.7M - $2.01M
|
18.1K
$8.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
4.17K+ 413.49% |
$1.69M - $1.99M
|
5.18K
$2.48M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
4.12K+ 23.29% |
$1.67M - $1.97M
|
21.8K
$10.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.12K+ 18.5% |
$1.67M - $1.97M
|
26.4K
$12.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
4.11K+ 75.71% |
$1.66M - $1.97M
|
9.53K
$4.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Hosking Partners LLP
|
BUY
|
- |
4.08K+ 3.2% |
$1.65M - $1.95M
|
131K
$62.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
4.07K+ 3.87% |
$1.65M - $1.95M
|
109K
$52.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
4.06K+ 12.02% |
$1.65M - $1.94M
|
37.9K
$18.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
4.02K+ 24.45% |
$1.63M - $1.92M
|
20.5K
$9.79M
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
3.92K+ 1.36% |
$1.59M - $1.88M
|
292K
$140M
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
3.92K+ 47.25% |
$1.59M - $1.88M
|
12.2K
$5.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
BUY
|
- |
3.9K+ 14.79% |
$1.58M - $1.86M
|
30.2K
$14.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3.88K+ 179.0% |
$1.57M - $1.86M
|
6.05K
$2.89M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.83K+ 3.78% |
$1.55M - $1.83M
|
105K
$50.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
3.82K+ 2.62% |
$1.55M - $1.83M
|
150K
$71.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.82K+ 8.03% |
$1.55M - $1.83M
|
51.3K
$24.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
3.78K+ 26.54% |
$1.53M - $1.81M
|
18K
$8.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
3.73K+ 32.2% |
$1.51M - $1.78M
|
15.3K
$7.33M
|
|
|
Oct 08, 2024
Q3 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
3.73K+ 52.56% |
$1.51M - $1.78M
|
10.8K
$5.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
3.72K+ 51.37% |
$1.51M - $1.78M
|
11K
$5.25M
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
3.71K+ 12.12% |
$1.5M - $1.78M
|
34.4K
$16.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
3.7KNew |
$1.5M - $1.77M
|
3.7K
$1.77M
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
3.7K+ 1.06% |
$1.5M - $1.77M
|
352K
$168M
|
|
|
Nov 12, 2024
Q3 2024
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
BUY
|
- |
3.7KNew |
$1.5M - $1.77M
|
3.7K
$1.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
3.65KNew |
$1.48M - $1.75M
|
3.65K
$1.75M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
3.6K+ 1.78% |
$1.46M - $1.72M
|
206K
$98.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
3.56K+ 0.63% |
$1.44M - $1.7M
|
570K
$273M
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
3.55KNew |
$1.44M - $1.7M
|
3.55K
$1.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.53K+ 6.58% |
$1.43M - $1.69M
|
57.3K
$27.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
3.51KNew |
$1.42M - $1.68M
|
3.51K
$1.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
3.5K+ 4.9% |
$1.42M - $1.68M
|
75K
$35.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
3.47K+ 52.37% |
$1.41M - $1.66M
|
10.1K
$4.83M
|