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 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
89+ 2.83% |
$36.1K - $42.6K
|
3.23K
$1.55M
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
89+ 4.62% |
$36.1K - $42.6K
|
2.02K
$965K
|
|
|
Nov 13, 2024
Q3 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
89+ 0.42% |
$36.1K - $42.6K
|
21.1K
$10.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
89+ 0.31% |
$36.1K - $42.6K
|
29.1K
$13.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
88+ 0.43% |
$35.7K - $42.1K
|
20.7K
$9.89M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
87+ 1.38% |
$35.3K - $41.6K
|
6.37K
$3.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
87+ 0.92% |
$35.3K - $41.6K
|
9.57K
$4.58M
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
87+ 1.84% |
$35.3K - $41.6K
|
4.82K
$2.31M
|
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
87+ 2.72% |
$35.3K - $41.6K
|
3.29K
$1.57M
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
87+ 5.38% |
$35.3K - $41.6K
|
1.7K
$815K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
87+ 9.07% |
$35.3K - $41.6K
|
1.05K
$501K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
86+ 9.68% |
$34.8K - $41.2K
|
974
$466K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
86+ 0.96% |
$34.8K - $41.2K
|
9K
$4.31M
|
|
|
Oct 10, 2024
Q3 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
85+ 7.45% |
$34.4K - $40.7K
|
1.23K
$587K
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
85+ 4.03% |
$34.4K - $40.7K
|
2.19K
$1.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
85+ 2.17% |
$34.4K - $40.7K
|
4K
$1.92M
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
85+ 5.34% |
$34.4K - $40.7K
|
1.68K
$803K
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
84+ 2.48% |
$34K - $40.2K
|
3.48K
$1.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
84+ 6.41% |
$34K - $40.2K
|
1.4K
$668K
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
84+ 2.0% |
$34K - $40.2K
|
4.28K
$2.05M
|
|
|
Nov 14, 2024
Q3 2024
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
84+ 2.61% |
$34K - $40.2K
|
3.31K
$1.58M
|
|
|
Oct 21, 2024
Q3 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
83+ 11.51% |
$33.6K - $39.7K
|
804
$385K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
83+ 2.36% |
$33.6K - $39.7K
|
3.6K
$1.72M
|
|
|
Oct 25, 2024
Q3 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
82+ 0.69% |
$33.2K - $39.2K
|
11.9K
$5.71M
|
|
|
Oct 25, 2024
Q3 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
82+ 9.5% |
$33.2K - $39.2K
|
945
$452K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
82+ 1.68% |
$33.2K - $39.2K
|
4.96K
$2.37M
|
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
81+ 0.27% |
$32.8K - $38.8K
|
30K
$14.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
81+ 0.24% |
$32.8K - $38.8K
|
33.4K
$16M
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
81+ 9.93% |
$32.8K - $38.8K
|
897
$429K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
81+ 4.85% |
$32.8K - $38.8K
|
1.75K
$838K
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
81+ 5.27% |
$32.8K - $38.8K
|
1.62K
$774K
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
80+ 4.65% |
$32.4K - $38.3K
|
1.8K
$862K
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
80+ 4.48% |
$32.4K - $38.3K
|
1.87K
$893K
|
|
|
Oct 31, 2024
Q3 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
80+ 0.91% |
$32.4K - $38.3K
|
8.84K
$4.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
80+ 3.16% |
$32.4K - $38.3K
|
2.61K
$1.25M
|
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
79+ 16.99% |
$32K - $37.8K
|
544
$260K
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
79+ 7.47% |
$32K - $37.8K
|
1.14K
$544K
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
79+ 5.27% |
$32K - $37.8K
|
1.58K
$756K
|
|
|
Oct 15, 2024
Q3 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
78+ 1.51% |
$31.6K - $37.3K
|
5.23K
$2.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
78+ 2.59% |
$31.6K - $37.3K
|
3.08K
$1.48M
|
|
|
Oct 23, 2024
Q3 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
77+ 2.22% |
$31.2K - $36.8K
|
3.54K
$1.69M
|
|
|
Oct 31, 2024
Q3 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
77+ 1.14% |
$31.2K - $36.8K
|
6.83K
$3.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
77+ 1.66% |
$31.2K - $36.8K
|
4.71K
$2.25M
|
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
76+ 6.61% |
$30.8K - $36.4K
|
1.23K
$587K
|
|
|
Oct 24, 2024
Q3 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
76+ 0.11% |
$30.8K - $36.4K
|
71.2K
$34.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
76+ 2.88% |
$30.8K - $36.4K
|
2.72K
$1.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
76+ 8.87% |
$30.8K - $36.4K
|
933
$447K
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
75+ 2.43% |
$30.4K - $35.9K
|
3.16K
$1.51M
|
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
75+ 5.35% |
$30.4K - $35.9K
|
1.48K
$707K
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
75+ 8.21% |
$30.4K - $35.9K
|
989
$473K
|