Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
4.14K+ 14.1% |
$1.83M - $2M
|
33.5K
$16.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
4.12KNew |
$1.82M - $1.99M
|
4.12K
$2M
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
4.12K+ 10.68% |
$1.82M - $1.99M
|
42.7K
$20.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
4.1K+ 64.14% |
$1.81M - $1.98M
|
10.5K
$5.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.1K+ 18.39% |
$1.81M - $1.98M
|
26.4K
$12.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
4.07K+ 1.64% |
$1.8M - $1.97M
|
252K
$122M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
4.07K+ 2.63% |
$1.8M - $1.97M
|
159K
$77.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
4.05K+ 21.66% |
$1.79M - $1.96M
|
22.7K
$11M
|
|
|
Jan 31, 2025
Q4 2024
|
Gam Holding Ag
|
BUY
|
- |
4.05KNew |
$1.79M - $1.96M
|
4.05K
$1.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
4K+ 36.33% |
$1.77M - $1.93M
|
15K
$7.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
3.98KNew |
$1.76M - $1.92M
|
3.98K
$1.93M
|
|
|
Feb 18, 2025
Q4 2024
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
3.94KNew |
$1.74M - $1.9M
|
3.94K
$1.91M
|
|
|
Feb 26, 2025
Q4 2024
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
3.92KNew |
$1.74M - $1.9M
|
3.92K
$1.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
3.91K+ 13.64% |
$1.73M - $1.89M
|
32.6K
$15.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
3.91K+ 27.65% |
$1.73M - $1.89M
|
18K
$8.75M
|
|
|
Feb 05, 2025
Q4 2024
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
3.91KNew |
$1.73M - $1.89M
|
3.91K
$1.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
3.9K+ 79.78% |
$1.73M - $1.88M
|
8.79K
$4.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.9K+ 14.09% |
$1.72M - $1.88M
|
31.6K
$15.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
3.9KNew |
$1.72M - $1.88M
|
3.9K
$1.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
3.9K+ 9.95% |
$1.72M - $1.88M
|
43.1K
$20.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
3.88KNew |
$1.71M - $1.87M
|
3.88K
$1.88M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
3.87KNew |
$1.71M - $1.87M
|
3.87K
$1.88M
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
3.87K+ 74.92% |
$1.71M - $1.87M
|
9.03K
$4.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
3.85KNew |
$1.7M - $1.86M
|
3.85K
$1.87M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
3.83KNew |
$1.69M - $1.85M
|
3.83K
$1.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
3.8KNew |
$1.68M - $1.84M
|
3.8K
$1.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
3.76KNew |
$1.66M - $1.82M
|
3.76K
$1.83M
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
3.75KNew |
$1.66M - $1.81M
|
3.75K
$1.82M
|
|
|
Feb 12, 2025
Q4 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.72KNew |
$1.65M - $1.8M
|
3.72K
$1.81M
|
|
|
Feb 11, 2025
Q4 2024
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
3.72KNew |
$1.64M - $1.8M
|
3.72K
$1.8M
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
3.7KNew |
$1.64M - $1.79M
|
3.7K
$1.79M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.69K+ 9.1% |
$1.63M - $1.78M
|
44.3K
$21.5M
|
|
|
Feb 27, 2025
Q4 2024
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
3.68KNew |
$1.63M - $1.78M
|
3.68K
$1.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.68K+ 35.74% |
$1.63M - $1.78M
|
14K
$6.77M
|
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
3.65KNew |
$1.62M - $1.76M
|
3.65K
$1.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
3.65KNew |
$1.61M - $1.76M
|
3.65K
$1.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
3.62KNew |
$1.6M - $1.75M
|
3.62K
$1.75M
|
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
3.62K+ 0.21% |
$1.6M - $1.75M
|
1.74M
$842M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
3.6KNew |
$1.59M - $1.74M
|
3.6K
$1.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3.59K+ 16.52% |
$1.59M - $1.73M
|
25.3K
$12.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.59K+ 33.92% |
$1.59M - $1.73M
|
14.2K
$6.87M
|
|
|
Jan 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
3.59KNew |
$1.59M - $1.73M
|
3.59K
$1.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.58K+ 7.75% |
$1.59M - $1.73M
|
49.8K
$24.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
3.52KNew |
$1.56M - $1.7M
|
3.52K
$1.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
3.52K+ 9.51% |
$1.56M - $1.7M
|
40.5K
$19.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
3.51KNew |
$1.55M - $1.7M
|
3.51K
$1.7M
|
|
|
Jul 14, 2025
Q4 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
3.51K+ 4.8% |
$1.55M - $1.69M
|
76.6K
$37.1M
|
|
|
Feb 11, 2025
Q4 2024
|
English Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
3.48K+ 58066.67% |
$1.54M - $1.68M
|
3.49K
$1.69M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.47K+ 33.74% |
$1.53M - $1.68M
|
13.7K
$6.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
3.47K+ 7.29% |
$1.53M - $1.67M
|
51K
$24.7M
|