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 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
105+ 0.88% |
$42.5K - $50.2K
|
12K
$5.77M
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
105+ 1.26% |
$42.5K - $50.2K
|
8.44K
$4.04M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
104+ 1.66% |
$42.1K - $49.8K
|
6.37K
$3.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
BUY
|
- |
104+ 6.0% |
$42.1K - $49.8K
|
1.84K
$879K
|
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
104+ 2.88% |
$42.1K - $49.8K
|
3.71K
$1.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
103+ 0.46% |
$41.7K - $49.3K
|
22.3K
$10.7M
|
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
103+ 1.74% |
$41.7K - $49.3K
|
6.04K
$2.89M
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
102+ 1.05% |
$41.3K - $48.8K
|
9.85K
$4.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
102+ 2.9% |
$41.3K - $48.8K
|
3.62K
$1.73M
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
101+ 1.3% |
$40.9K - $48.3K
|
7.86K
$3.76M
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
BUY
|
- |
101+ 3.37% |
$40.9K - $48.3K
|
3.09K
$1.48M
|
|
|
Oct 08, 2024
Q3 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
100+ 11.59% |
$40.5K - $47.9K
|
963
$461K
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
100+ 3.7% |
$40.5K - $47.9K
|
2.8K
$1.34M
|
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
100+ 16.13% |
$40.5K - $47.9K
|
720
$345K
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
100+ 15.48% |
$40.5K - $47.9K
|
746
$357K
|
|
|
Oct 23, 2024
Q3 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
100+ 3.87% |
$40.5K - $47.9K
|
2.68K
$1.28M
|
|
|
Oct 28, 2024
Q3 2024
|
Human Investing LLC
|
BUY
|
- |
100+ 5.93% |
$40.5K - $47.9K
|
1.79K
$855K
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
100+ 0.32% |
$40.5K - $47.9K
|
31.8K
$15.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
100+ 9.12% |
$40.5K - $47.9K
|
1.2K
$573K
|
|
|
Nov 13, 2024
Q3 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
100+ 2.39% |
$40.5K - $47.9K
|
4.28K
$2.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
100+ 4.74% |
$40.5K - $47.9K
|
2.21K
$1.06M
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
99+ 0.48% |
$40.1K - $47.4K
|
20.8K
$9.96M
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
99+ 1.96% |
$40.1K - $47.4K
|
5.15K
$2.47M
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
98+ 0.57% |
$39.7K - $46.9K
|
17.3K
$8.26M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
98+ 3.98% |
$39.7K - $46.9K
|
2.56K
$1.22M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
98+ 0.5% |
$39.7K - $46.9K
|
19.7K
$9.41M
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
97+ 3.48% |
$39.3K - $46.4K
|
2.89K
$1.38M
|
|
|
Oct 15, 2024
Q3 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
97+ 0.92% |
$39.3K - $46.4K
|
10.6K
$5.07M
|
|
|
Oct 24, 2024
Q3 2024
|
Manchester Financial Inc
|
BUY
|
- |
97+ 7.18% |
$39.3K - $46.4K
|
1.45K
$693K
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
96+ 6.54% |
$38.9K - $45.9K
|
1.56K
$749K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
95+ 1.22% |
$38.5K - $45.5K
|
7.86K
$3.76M
|
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
95+ 13.19% |
$38.5K - $45.5K
|
815
$390K
|
|
|
Nov 13, 2024
Q3 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
95+ 0.39% |
$38.5K - $45.5K
|
24.7K
$11.8M
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
94+ 0.94% |
$38.1K - $45K
|
10.1K
$4.85M
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
94+ 0.76% |
$38.1K - $45K
|
12.5K
$6M
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
94+ 4.74% |
$38.1K - $45K
|
2.08K
$995K
|
|
|
Oct 11, 2024
Q3 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
93+ 17.25% |
$37.7K - $44.5K
|
632
$303K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
93+ 12.47% |
$37.7K - $44.5K
|
839
$402K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
BUY
|
- |
92+ 0.35% |
$37.3K - $44K
|
26.3K
$12.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
92+ 11.54% |
$37.3K - $44K
|
889
$426K
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
92+ 0.86% |
$37.3K - $44K
|
10.8K
$5.15M
|
|
|
Oct 23, 2024
Q3 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
91+ 1.3% |
$36.9K - $43.5K
|
7.07K
$3.38M
|
|
|
Oct 25, 2024
Q3 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
91+ 2.91% |
$36.9K - $43.5K
|
3.21K
$1.54M
|
|
|
Oct 25, 2024
Q3 2024
|
Argyle Capital Management Inc.
|
BUY
|
- |
90+ 4.29% |
$36.5K - $43.1K
|
2.19K
$1.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
90+ 14.11% |
$36.5K - $43.1K
|
728
$349K
|
|
|
Oct 31, 2024
Q3 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
90+ 4.14% |
$36.5K - $43.1K
|
2.27K
$1.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
90+ 1.65% |
$36.5K - $43.1K
|
5.55K
$2.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
90+ 1.72% |
$36.5K - $43.1K
|
5.32K
$2.55M
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
89+ 5.39% |
$36.1K - $42.6K
|
1.74K
$833K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
89+ 2.4% |
$36.1K - $42.6K
|
3.8K
$1.82M
|