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
|
Cove Street Capital, LLC
El Segundo, CA |
BUY
|
- |
345+ 9.61% |
$140K - $165K
|
3.94K
$1.88M
|
|
Oct 10, 2024
Q3 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
344+ 3.17% |
$139K - $165K
|
11.2K
$5.36M
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
343+ 14.81% |
$139K - $164K
|
2.66K
$1.27M
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
343+ 1.85% |
$139K - $164K
|
18.9K
$9.05M
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
343+ 7.74% |
$139K - $164K
|
4.77K
$2.28M
|
|
Nov 14, 2024
Q3 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
342+ 15.21% |
$139K - $164K
|
2.59K
$1.24M
|
|
Dec 12, 2024
Q3 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
339+ 22.6% |
$137K - $162K
|
1.84K
$880K
|
|
Oct 07, 2024
Q3 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
336+ 29.19% |
$136K - $161K
|
1.49K
$712K
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
335+ 5.07% |
$136K - $160K
|
6.95K
$3.33M
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
334+ 27.31% |
$135K - $160K
|
1.56K
$745K
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
333+ 0.9% |
$135K - $159K
|
37.5K
$18M
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
333+ 8.32% |
$135K - $159K
|
4.34K
$2.08M
|
|
Oct 22, 2024
Q3 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
332+ 1.72% |
$135K - $159K
|
19.7K
$9.41M
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
330+ 2.17% |
$134K - $158K
|
15.5K
$7.43M
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
328+ 15.37% |
$133K - $157K
|
2.46K
$1.18M
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
328+ 1.84% |
$133K - $157K
|
18.2K
$8.7M
|
|
Nov 12, 2024
Q3 2024
|
Orion Investment CO
St. Louis, MO |
BUY
|
- |
328+ 31.24% |
$133K - $157K
|
1.38K
$660K
|
|
Nov 06, 2024
Q3 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
325+ 9.91% |
$132K - $156K
|
3.6K
$1.73M
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
322+ 0.97% |
$130K - $154K
|
33.5K
$16M
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
320+ 4.98% |
$130K - $153K
|
6.75K
$3.23M
|
|
Oct 17, 2024
Q3 2024
|
D. Scott Neal, Inc.
|
BUY
|
- |
319+ 5.91% |
$129K - $153K
|
5.72K
$2.74M
|
|
Oct 28, 2024
Q3 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
318+ 3.07% |
$129K - $152K
|
10.7K
$5.11M
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
318+ 3.28% |
$129K - $152K
|
10K
$4.79M
|
|
Oct 22, 2024
Q3 2024
|
X Square Capital, LLC
|
BUY
|
- |
317+ 3.06% |
$128K - $152K
|
10.7K
$5.12M
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
317+ 3.44% |
$128K - $152K
|
9.53K
$4.56M
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
317+ 3.72% |
$128K - $152K
|
8.84K
$4.23M
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
316+ 0.35% |
$128K - $151K
|
89.6K
$42.9M
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
316+ 2.48% |
$128K - $151K
|
13K
$6.24M
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
315+ 3.3% |
$128K - $151K
|
9.86K
$4.72M
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
313+ 6.96% |
$127K - $150K
|
4.81K
$2.3M
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
312+ 6.76% |
$126K - $149K
|
4.93K
$2.36M
|
|
Nov 13, 2024
Q3 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
312+ 1.55% |
$126K - $149K
|
20.5K
$9.8M
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
310+ 13.25% |
$126K - $148K
|
2.65K
$1.27M
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
309+ 2.07% |
$125K - $148K
|
15.3K
$7.31M
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
307+ 1.08% |
$124K - $147K
|
28.6K
$13.7M
|
|
Nov 12, 2024
Q3 2024
|
Garner Asset Management Corp
|
BUY
|
- |
306+ 1.27% |
$124K - $146K
|
24.5K
$11.7M
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
304+ 7.43% |
$123K - $145K
|
4.4K
$2.1M
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
304+ 5.81% |
$123K - $145K
|
5.54K
$2.65M
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
304+ 0.69% |
$123K - $145K
|
44.7K
$21.4M
|
|
Nov 12, 2024
Q3 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
303+ 44.56% |
$123K - $145K
|
983
$471K
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
303+ 3.29% |
$123K - $145K
|
9.51K
$4.55M
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
BUY
|
- |
301+ 0.81% |
$122K - $144K
|
37.5K
$17.9M
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
300+ 7.14% |
$122K - $144K
|
4.5K
$2.15M
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
300New |
$122K - $144K
|
300
$144K
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
300+ 9.04% |
$122K - $144K
|
3.62K
$1.73M
|
|
Nov 13, 2024
Q3 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
300+ 17.42% |
$122K - $144K
|
2.02K
$968K
|
|
Nov 14, 2024
Q3 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
300+ 0.34% |
$122K - $144K
|
88.5K
$42.3M
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
300+ 3.14% |
$122K - $144K
|
9.87K
$4.72M
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
297+ 3.06% |
$120K - $142K
|
9.99K
$4.78M
|
|
Oct 17, 2024
Q3 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
297+ 12.78% |
$120K - $142K
|
2.62K
$1.25M
|