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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.01K+ 14.68% |
$448K - $489K
|
7.91K
$3.74M
|
|
|
Jan 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
1.01K+ 178.31% |
$447K - $488K
|
1.58K
$746K
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
1K+ 5.55% |
$444K - $485K
|
19.1K
$9.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1K+ 25.37% |
$443K - $484K
|
4.95K
$2.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
1K+ 0.83% |
$442K - $483K
|
122K
$57.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Robert Olstein
Olstein Capital Management, L.P.
|
BUY
|
- |
1K+ 8.26% |
$442K - $483K
|
13.1K
$6.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
998+ 132.19% |
$441K - $482K
|
1.75K
$828K
|
|
|
Jan 31, 2025
Q4 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
997+ 7.2% |
$441K - $482K
|
14.8K
$7.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
995New |
$440K - $481K
|
995
$470K
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
995New |
$440K - $481K
|
995
$470K
|
|
|
Feb 04, 2025
Q4 2024
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
993New |
$439K - $480K
|
993
$469K
|
|
|
Feb 11, 2025
Q4 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
990+ 84.98% |
$438K - $478K
|
2.16K
$1.02M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
983+ 84.52% |
$435K - $475K
|
2.15K
$1.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
981New |
$434K - $474K
|
981
$464K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
976+ 5.1% |
$432K - $471K
|
20.1K
$9.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
976+ 1.63% |
$432K - $471K
|
60.7K
$28.7M
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
975+ 37.91% |
$431K - $471K
|
3.55K
$1.68M
|
|
|
Jan 27, 2025
Q4 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
975+ 24.88% |
$431K - $471K
|
4.89K
$2.31M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
970+ 6.16% |
$429K - $469K
|
16.7K
$7.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
968New |
$428K - $468K
|
968
$457K
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
960New |
$425K - $464K
|
960
$454K
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
957+ 5.06% |
$423K - $462K
|
19.9K
$9.39M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
957+ 4.06% |
$423K - $462K
|
24.5K
$11.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
956New |
$423K - $462K
|
956
$452K
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
950+ 263.89% |
$420K - $459K
|
1.31K
$619K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
943+ 5.82% |
$417K - $456K
|
17.2K
$8.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Barnett & Company, Inc.
|
BUY
|
- |
933New |
$413K - $451K
|
933
$441K
|
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
932+ 111.48% |
$412K - $450K
|
1.77K
$836K
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
929New |
$411K - $449K
|
929
$439K
|
|
|
Feb 04, 2025
Q4 2024
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
918New |
$406K - $443K
|
918
$434K
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
915+ 4.66% |
$405K - $442K
|
20.6K
$9.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
911+ 10.32% |
$403K - $440K
|
9.74K
$4.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Enhancing Capital LLC
|
BUY
|
- |
907+ 15.66% |
$401K - $438K
|
6.7K
$3.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Asset Planning Corporation
|
BUY
|
- |
904+ 2.4% |
$400K - $437K
|
38.6K
$18.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
900+ 3.36% |
$398K - $435K
|
27.7K
$13.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
900+ 1.71% |
$398K - $435K
|
53.5K
$25.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
891New |
$394K - $430K
|
891
$421K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
885+ 9.08% |
$391K - $428K
|
10.6K
$5.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Pollock Investment Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
885New |
$391K - $428K
|
885
$418K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
884+ 80.29% |
$391K - $427K
|
1.99K
$938K
|
|
|
Feb 11, 2025
Q4 2024
|
Friday Financial
Dubuque, IA |
BUY
|
- |
884New |
$391K - $427K
|
884
$418K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
883New |
$391K - $427K
|
883
$417K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
876+ 5.22% |
$387K - $423K
|
17.7K
$8.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
876+ 19.38% |
$387K - $423K
|
5.4K
$2.55M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
874+ 16.27% |
$387K - $422K
|
6.25K
$2.95M
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
870+ 29.39% |
$385K - $420K
|
3.83K
$1.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
869+ 1.75% |
$384K - $420K
|
50.5K
$23.9M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
868New |
$384K - $419K
|
868
$410K
|
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
868+ 2.79% |
$384K - $419K
|
31.9K
$15.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
866+ 4.58% |
$383K - $418K
|
19.8K
$9.35M
|