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 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
486+ 24.19% |
$215K - $235K
|
2.5K
$1.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
484New |
$214K - $234K
|
484
$229K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
482+ 9.11% |
$213K - $233K
|
5.77K
$2.73M
|
|
|
Feb 05, 2025
Q4 2024
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
481New |
$213K - $232K
|
481
$227K
|
|
|
Feb 10, 2025
Q4 2024
|
Halter Ferguson Financial Inc.
Carmel, IN |
BUY
|
- |
480New |
$212K - $232K
|
480
$227K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
478+ 92.64% |
$211K - $231K
|
994
$470K
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
476New |
$211K - $230K
|
476
$225K
|
|
|
Feb 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
BUY
|
- |
472New |
$209K - $228K
|
472
$223K
|
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
468New |
$207K - $226K
|
468
$221K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
464+ 2.41% |
$205K - $224K
|
19.7K
$9.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
463+ 10.04% |
$205K - $224K
|
5.07K
$2.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
463+ 4.08% |
$205K - $224K
|
11.8K
$5.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
BUY
|
- |
463New |
$205K - $224K
|
463
$219K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
463+ 0.64% |
$205K - $224K
|
72.5K
$34.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
462New |
$204K - $223K
|
462
$218K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
456+ 4.67% |
$202K - $220K
|
10.2K
$4.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
456New |
$202K - $220K
|
456
$216K
|
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
BUY
|
- |
455New |
$201K - $220K
|
455
$215K
|
|
|
Jan 30, 2025
Q4 2024
|
Compton Financial Group, LLC
|
BUY
|
- |
455+ 42.72% |
$201K - $220K
|
1.52K
$718K
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
455+ 7.88% |
$201K - $220K
|
6.23K
$2.94M
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
454+ 23.55% |
$201K - $219K
|
2.38K
$1.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
BUY
|
- |
454New |
$201K - $219K
|
454
$215K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
452New |
$200K - $218K
|
452
$214K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
451+ 0.85% |
$199K - $218K
|
53.5K
$25.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
451New |
$199K - $218K
|
451
$213K
|
|
|
Jan 13, 2025
Q4 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
450+ 12.18% |
$199K - $217K
|
4.14K
$1.96M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
450+ 15.9% |
$199K - $217K
|
3.28K
$1.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
447New |
$198K - $216K
|
447
$211K
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
447New |
$198K - $216K
|
447
$211K
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
445+ 16.34% |
$197K - $215K
|
3.17K
$1.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
445+ 10.27% |
$197K - $215K
|
4.78K
$2.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
442+ 21.05% |
$195K - $214K
|
2.54K
$1.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
441+ 0.11% |
$195K - $213K
|
411K
$194M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
440+ 3.53% |
$195K - $213K
|
12.9K
$6.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
437+ 3.48% |
$193K - $211K
|
13K
$6.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
434+ 23.83% |
$192K - $210K
|
2.26K
$1.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
433+ 9.24% |
$192K - $209K
|
5.12K
$2.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
432+ 2.92% |
$191K - $209K
|
15.2K
$7.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
431+ 1.5% |
$191K - $208K
|
29.2K
$13.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
430+ 8.67% |
$190K - $208K
|
5.39K
$2.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
429+ 67.03% |
$190K - $207K
|
1.07K
$505K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
426+ 1.96% |
$188K - $206K
|
22.2K
$10.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
418+ 0.54% |
$185K - $202K
|
77.5K
$36.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
417+ 14.76% |
$184K - $201K
|
3.24K
$1.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
414+ 5.25% |
$183K - $200K
|
8.3K
$3.92M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
413+ 0.98% |
$183K - $200K
|
42.4K
$20M
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
411+ 3.04% |
$182K - $199K
|
13.9K
$6.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
410+ 78.85% |
$181K - $198K
|
930
$440K
|
|
|
Jan 28, 2025
Q4 2024
|
Ffg Partners, LLC
Fort Lauderdale, FL |
BUY
|
- |
410+ 1.92% |
$181K - $198K
|
21.7K
$10.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
409+ 15.6% |
$181K - $198K
|
3.03K
$1.43M
|