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 28, 2025
Q4 2024
|
Unison Asset Management LLC
|
BUY
|
- |
1.54K+ 3.32% |
$679K - $742K
|
47.7K
$23.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.54K+ 1.02% |
$679K - $742K
|
152K
$73.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
1.53K+ 0.67% |
$678K - $741K
|
232K
$113M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
1.53K+ 2.41% |
$678K - $740K
|
65.1K
$31.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
1.53K+ 10.87% |
$674K - $737K
|
15.6K
$7.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
1.53K+ 19.98% |
$674K - $737K
|
9.16K
$4.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
1.52KNew |
$674K - $736K
|
1.52K
$739K
|
|
|
Jan 21, 2025
Q4 2024
|
Ttp Investments, Inc.
|
BUY
|
- |
1.52K+ 23.56% |
$674K - $736K
|
7.99K
$3.87M
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
1.52KNew |
$673K - $735K
|
1.52K
$738K
|
|
|
Mar 18, 2025
Q4 2024
|
Thoma Capital Management LLC
Towson, MD |
BUY
|
- |
1.52KNew |
$671K - $732K
|
1.52K
$735K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.51K+ 3.5% |
$666K - $728K
|
44.5K
$21.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.5K+ 41.48% |
$665K - $726K
|
5.13K
$2.49M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.5KNew |
$664K - $726K
|
1.5K
$728K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.5K+ 9.29% |
$664K - $725K
|
17.7K
$8.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
1.5K+ 5.76% |
$664K - $725K
|
27.6K
$13.4M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.5K+ 3.55% |
$662K - $723K
|
43.6K
$21.1M
|
|
|
Feb 18, 2025
Q4 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
1.49K+ 152.72% |
$659K - $719K
|
2.46K
$1.2M
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
1.49K+ 18.77% |
$658K - $719K
|
9.42K
$4.57M
|
|
|
Feb 25, 2025
Q4 2024
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
1.48KNew |
$655K - $715K
|
1.48K
$718K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.45K+ 7.66% |
$642K - $701K
|
20.4K
$9.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
1.45K+ 3.74% |
$641K - $700K
|
40.2K
$19.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.45K+ 4.77% |
$641K - $700K
|
31.8K
$15.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
1.45K+ 1.34% |
$640K - $699K
|
109K
$53.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
1.45KNew |
$640K - $699K
|
1.45K
$701K
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
1.44K+ 40.07% |
$639K - $698K
|
5.05K
$2.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
1.44K+ 0.59% |
$638K - $697K
|
245K
$119M
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
1.44KNew |
$636K - $694K
|
1.44K
$697K
|
|
|
Jun 12, 2025
Q4 2024
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
1.43KNew |
$633K - $691K
|
1.43K
$694K
|
|
|
Feb 14, 2025
Q4 2024
|
Avos Capital Management, LLC
Seattle, WA |
BUY
|
- |
1.41KNew |
$625K - $683K
|
1.41K
$686K
|
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
1.41KNew |
$625K - $682K
|
1.41K
$685K
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
1.41KNew |
$624K - $682K
|
1.41K
$684K
|
|
|
Feb 14, 2025
Q4 2024
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
1.4KNew |
$620K - $677K
|
1.4K
$680K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.4K+ 2.64% |
$619K - $676K
|
54.5K
$26.4M
|
|
|
Feb 10, 2025
Q4 2024
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
1.4KNew |
$619K - $676K
|
1.4K
$679K
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
1.4K+ 17.58% |
$619K - $676K
|
9.36K
$4.54M
|
|
|
Mar 12, 2025
Q4 2024
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
1.38KNew |
$610K - $666K
|
1.38K
$669K
|
|
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
1.38KNew |
$609K - $665K
|
1.38K
$667K
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.37K+ 31.59% |
$606K - $662K
|
5.71K
$2.77M
|
|
|
Jan 15, 2025
Q4 2024
|
Udine Wealth Management, Inc.
|
BUY
|
- |
1.37K+ 9.72% |
$604K - $660K
|
15.4K
$7.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Virtus Wealth Solutions LLC
Cranford, NJ |
BUY
|
- |
1.36KNew |
$603K - $659K
|
1.36K
$662K
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
1.35KNew |
$598K - $654K
|
1.35K
$656K
|
|
|
Jan 14, 2025
Q4 2024
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
1.35KNew |
$598K - $654K
|
1.35K
$656K
|
|
|
Jan 16, 2025
Q4 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
1.35K+ 58.14% |
$597K - $652K
|
3.67K
$1.78M
|
|
|
Apr 10, 2025
Q4 2024
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
1.35KNew |
$597K - $652K
|
1.35K
$655K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.35K+ 5.15% |
$596K - $651K
|
27.5K
$13.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.35K+ 139.19% |
$595K - $650K
|
2.31K
$1.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.34K+ 6.54% |
$594K - $649K
|
21.9K
$10.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.34K+ 13.22% |
$593K - $648K
|
11.5K
$5.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.33K+ 31.3% |
$589K - $643K
|
5.59K
$2.71M
|
|
|
Feb 11, 2025
Q4 2024
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
1.33KNew |
$589K - $643K
|
1.33K
$646K
|