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 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
3.39K+ 16.96% |
$1.37M - $1.62M
|
23.4K
$11M
|
|
|
Nov 12, 2024
Q3 2024
|
Close Asset Management LTD
|
BUY
|
- |
3.35K+ 2.83% |
$1.36M - $1.6M
|
122K
$57.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
3.34K+ 160.01% |
$1.35M - $1.6M
|
5.43K
$2.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
3.29K+ 3.51% |
$1.33M - $1.57M
|
97K
$45.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
3.23K+ 45.35% |
$1.31M - $1.54M
|
10.3K
$4.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
3.22K+ 6.58% |
$1.31M - $1.54M
|
52.2K
$24.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Pachira Investments Inc.
|
BUY
|
- |
3.21K+ 312.67% |
$1.3M - $1.54M
|
4.23K
$2M
|
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
3.2KNew |
$1.3M - $1.53M
|
3.2K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
3.19KNew |
$1.29M - $1.53M
|
3.19K
$1.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.19K+ 11.26% |
$1.29M - $1.52M
|
31.5K
$14.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
3.18K+ 11.26% |
$1.29M - $1.52M
|
31.5K
$14.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
3.18K+ 4.64% |
$1.29M - $1.52M
|
71.8K
$33.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
3.17K+ 7.31% |
$1.28M - $1.52M
|
46.5K
$22M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.16K+ 4.88% |
$1.28M - $1.51M
|
68K
$32.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.15K+ 11.58% |
$1.28M - $1.51M
|
30.3K
$14.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.13K+ 20.64% |
$1.27M - $1.5M
|
18.3K
$8.65M
|
|
|
Oct 28, 2024
Q3 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
3.11KNew |
$1.26M - $1.49M
|
3.11K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.08K+ 2.03% |
$1.25M - $1.47M
|
155K
$73.2M
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
3.07K+ 0.63% |
$1.24M - $1.47M
|
487K
$230M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.06K+ 8.73% |
$1.24M - $1.47M
|
38.2K
$18M
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
BUY
|
- |
3.06KNew |
$1.24M - $1.46M
|
3.06K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
3.05K+ 3.64% |
$1.24M - $1.46M
|
86.9K
$41M
|
|
|
Nov 14, 2024
Q3 2024
|
Interval Partners, LP
New York, NY |
BUY
|
- |
3.04K+ 23.8% |
$1.23M - $1.46M
|
15.8K
$7.47M
|
|
|
Nov 07, 2024
Q3 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
3.01K+ 39.37% |
$1.22M - $1.44M
|
10.7K
$5.03M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
3K+ 169.49% |
$1.22M - $1.44M
|
4.77K
$2.25M
|
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
2.94K+ 28.39% |
$1.19M - $1.41M
|
13.3K
$6.28M
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.94K+ 130.93% |
$1.19M - $1.41M
|
5.18K
$2.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.93K+ 6.3% |
$1.19M - $1.4M
|
49.4K
$23.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
2.92KNew |
$1.18M - $1.4M
|
2.92K
$1.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.92K+ 32.44% |
$1.18M - $1.4M
|
11.9K
$5.62M
|
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.91K+ 8.79% |
$1.18M - $1.39M
|
36.1K
$17M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.9K+ 16.8% |
$1.17M - $1.39M
|
20.1K
$9.51M
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
2.9K+ 40.75% |
$1.17M - $1.39M
|
10K
$4.72M
|
|
|
Oct 02, 2024
Q3 2024
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
2.89K+ 35.63% |
$1.17M - $1.38M
|
11K
$5.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.87K+ 2.08% |
$1.16M - $1.37M
|
141K
$66.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.85K+ 2.85% |
$1.15M - $1.36M
|
103K
$48.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
2.84KNew |
$1.15M - $1.36M
|
2.84K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldstream Capital Management LTD
|
BUY
|
- |
2.81KNew |
$1.14M - $1.35M
|
2.81K
$1.33M
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
2.79K+ 5.83% |
$1.13M - $1.34M
|
50.7K
$23.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
2.79K+ 10.92% |
$1.13M - $1.33M
|
28.3K
$13.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
2.78K+ 7.63% |
$1.13M - $1.33M
|
39.3K
$18.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
2.77K+ 16.7% |
$1.12M - $1.33M
|
19.4K
$9.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
2.75KNew |
$1.12M - $1.32M
|
2.75K
$1.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
2.75K+ 94.93% |
$1.11M - $1.32M
|
5.65K
$2.67M
|
|
|
Oct 25, 2024
Q3 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
2.73K+ 134.32% |
$1.11M - $1.31M
|
4.76K
$2.25M
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.68K+ 15.62% |
$1.08M - $1.28M
|
19.8K
$9.35M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
2.63KNew |
$1.07M - $1.26M
|
2.63K
$1.24M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
2.61K+ 6.52% |
$1.06M - $1.25M
|
42.6K
$20.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Solitude Financial Services
|
BUY
|
- |
2.61K+ 2.97% |
$1.06M - $1.25M
|
90.4K
$42.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
2.6K+ 28.47% |
$1.05M - $1.24M
|
11.7K
$5.53M
|