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 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
248+ 17.77% |
$100K - $119K
|
1.64K
$787K
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
247+ 0.8% |
$100K - $118K
|
31.2K
$15M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
246+ 0.24% |
$99.7K - $118K
|
102K
$48.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
246+ 4.07% |
$99.7K - $118K
|
6.29K
$3.01M
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
245+ 1.91% |
$99.3K - $117K
|
13.1K
$6.26M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
243+ 3.04% |
$98.5K - $116K
|
8.24K
$3.94M
|
|
|
Oct 18, 2024
Q3 2024
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
243+ 32.06% |
$98.5K - $116K
|
1K
$479K
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
242+ 2.78% |
$98.1K - $116K
|
8.95K
$4.29M
|
|
|
Oct 18, 2024
Q3 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
241+ 31.5% |
$97.7K - $115K
|
1.01K
$482K
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
241+ 5.29% |
$97.7K - $115K
|
4.8K
$2.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
240+ 3.12% |
$97.2K - $115K
|
7.93K
$3.79M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
238+ 4.96% |
$96.4K - $114K
|
5.03K
$2.41M
|
|
|
Oct 24, 2024
Q3 2024
|
44 Wealth Management LLC
|
BUY
|
- |
238+ 21.76% |
$96.4K - $114K
|
1.33K
$638K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
238+ 1.02% |
$96.4K - $114K
|
23.6K
$11.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
237+ 21.84% |
$96K - $113K
|
1.32K
$633K
|
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
236+ 1.63% |
$95.6K - $113K
|
14.7K
$7.05M
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
235+ 1.71% |
$95.2K - $112K
|
14K
$6.71M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
233+ 4.53% |
$94.4K - $112K
|
5.37K
$2.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
233+ 13.1% |
$94.4K - $112K
|
2.01K
$963K
|
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
233+ 3.82% |
$94.4K - $112K
|
6.33K
$3.03M
|
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
BUY
|
- |
232+ 9.66% |
$94K - $111K
|
2.63K
$1.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
232+ 1.43% |
$94K - $111K
|
16.4K
$7.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
231+ 2.6% |
$93.6K - $111K
|
9.13K
$4.37M
|
|
|
Oct 23, 2024
Q3 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
230+ 5.01% |
$93.2K - $110K
|
4.82K
$2.31M
|
|
|
Oct 28, 2024
Q3 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
230+ 0.75% |
$93.2K - $110K
|
31.1K
$14.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
230+ 3.52% |
$93.2K - $110K
|
6.76K
$3.24M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
229+ 7.23% |
$92.8K - $110K
|
3.4K
$1.63M
|
|
|
Oct 18, 2024
Q3 2024
|
Harfst & Associates, Inc.
|
BUY
|
- |
229+ 2.1% |
$92.8K - $110K
|
11.1K
$5.32M
|
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
226+ 2.82% |
$91.6K - $108K
|
8.25K
$3.95M
|
|
|
Nov 04, 2024
Q3 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
226+ 2.71% |
$91.6K - $108K
|
8.56K
$4.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
226+ 3.9% |
$91.6K - $108K
|
6.02K
$2.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
226+ 1.33% |
$91.6K - $108K
|
17.2K
$8.22M
|
|
|
Oct 07, 2024
Q3 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
224+ 7.91% |
$90.8K - $107K
|
3.06K
$1.46M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
223+ 2.79% |
$90.4K - $107K
|
8.22K
$3.93M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
223+ 5.28% |
$90.4K - $107K
|
4.44K
$2.13M
|
|
|
Nov 07, 2024
Q3 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
223+ 2.23% |
$90.4K - $107K
|
10.2K
$4.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
223+ 3.06% |
$90.4K - $107K
|
7.52K
$3.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
222+ 12.16% |
$90K - $106K
|
2.05K
$980K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
222+ 0.21% |
$90K - $106K
|
104K
$49.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
221+ 4.63% |
$89.5K - $106K
|
4.99K
$2.39M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
221+ 3.25% |
$89.5K - $106K
|
7.03K
$3.36M
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
BUY
|
- |
221+ 2.22% |
$89.5K - $106K
|
10.2K
$4.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
221+ 11.33% |
$89.5K - $106K
|
2.17K
$1.04M
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
220+ 10.44% |
$89.1K - $105K
|
2.33K
$1.11M
|
|
|
Oct 16, 2024
Q3 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
220+ 21.72% |
$89.1K - $105K
|
1.23K
$590K
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
220+ 2.08% |
$89.1K - $105K
|
10.8K
$5.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
219+ 11.05% |
$88.7K - $105K
|
2.2K
$1.05M
|
|
|
Oct 10, 2024
Q3 2024
|
In Track Investment Management Inc
|
BUY
|
- |
218+ 4.66% |
$88.3K - $104K
|
4.9K
$2.35M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
218+ 2.5% |
$88.3K - $104K
|
8.93K
$4.28M
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
217+ 1.79% |
$87.9K - $104K
|
12.3K
$5.9M
|