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 31, 2025
Q4 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
739+ 8.97% |
$327K - $357K
|
8.98K
$4.24M
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
738+ 14.57% |
$326K - $357K
|
5.8K
$2.74M
|
|
Feb 13, 2025
Q4 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
736+ 144.31% |
$326K - $356K
|
1.25K
$588K
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
735+ 8.93% |
$325K - $355K
|
8.97K
$4.23M
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
733+ 26.55% |
$324K - $354K
|
3.49K
$1.65M
|
|
Feb 11, 2025
Q4 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
727+ 1.36% |
$322K - $351K
|
54.3K
$25.6M
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
714+ 14.39% |
$316K - $345K
|
5.68K
$2.68M
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
708+ 16.76% |
$313K - $342K
|
4.93K
$2.33M
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
700+ 19.35% |
$310K - $338K
|
4.32K
$2.04M
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
699+ 1.37% |
$309K - $338K
|
51.7K
$24.4M
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
696+ 8.86% |
$308K - $336K
|
8.55K
$4.03M
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
696New |
$308K - $336K
|
696
$328K
|
|
Jan 16, 2025
Q4 2024
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
695+ 3.75% |
$307K - $336K
|
19.2K
$9.06M
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
692+ 18.64% |
$306K - $334K
|
4.4K
$2.08M
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
691+ 3.86% |
$306K - $334K
|
18.6K
$8.77M
|
|
Feb 06, 2025
Q4 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
690+ 7.31% |
$305K - $333K
|
10.1K
$4.78M
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
690New |
$305K - $333K
|
690
$325K
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
689New |
$305K - $333K
|
689
$325K
|
|
Feb 13, 2025
Q4 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
689+ 1.1% |
$305K - $333K
|
63.4K
$29.9M
|
|
Feb 13, 2025
Q4 2024
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
688+ 4.38% |
$304K - $332K
|
16.4K
$7.74M
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
686+ 1.47% |
$303K - $331K
|
47.2K
$22.3M
|
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
685New |
$303K - $331K
|
685
$323K
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
681+ 34.82% |
$301K - $329K
|
2.64K
$1.24M
|
|
Feb 10, 2025
Q4 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
681+ 82.35% |
$301K - $329K
|
1.51K
$711K
|
|
Jan 23, 2025
Q4 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
676New |
$299K - $327K
|
676
$319K
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
676+ 19.28% |
$299K - $327K
|
4.18K
$1.97M
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
675+ 0.9% |
$299K - $326K
|
75.6K
$35.7M
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
675+ 0.78% |
$299K - $326K
|
86.9K
$41M
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
BUY
|
- |
668+ 14.2% |
$295K - $323K
|
5.37K
$2.53M
|
|
Feb 12, 2025
Q4 2024
|
Spahn Wealth & Retirement LLC
Scottsdale, AZ |
BUY
|
- |
664New |
$294K - $321K
|
664
$313K
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
663New |
$293K - $320K
|
663
$313K
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
658+ 1.15% |
$291K - $318K
|
57.8K
$27.3M
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
658+ 24.76% |
$291K - $318K
|
3.32K
$1.56M
|
|
Feb 12, 2025
Q4 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
654+ 38.68% |
$289K - $316K
|
2.35K
$1.11M
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
652+ 2.11% |
$288K - $315K
|
31.5K
$14.9M
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
648+ 3.96% |
$287K - $313K
|
17K
$8.02M
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
645+ 7.95% |
$285K - $312K
|
8.76K
$4.13M
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
644+ 22.97% |
$285K - $311K
|
3.45K
$1.63M
|
|
Jan 29, 2025
Q4 2024
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
643New |
$284K - $311K
|
643
$303K
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
641+ 8.37% |
$284K - $310K
|
8.3K
$3.91M
|
|
Jan 16, 2025
Q4 2024
|
Community Bank Of Raymore
|
BUY
|
- |
640+ 17.85% |
$283K - $309K
|
4.23K
$1.99M
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
640+ 4.35% |
$283K - $309K
|
15.4K
$7.25M
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
633+ 1.2% |
$280K - $306K
|
53.4K
$25.2M
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
632New |
$280K - $305K
|
632
$298K
|
|
Feb 07, 2025
Q4 2024
|
Saybrook Capital
|
BUY
|
- |
631+ 0.61% |
$279K - $305K
|
104K
$49M
|
|
Jan 16, 2025
Q4 2024
|
Schwab Charitable Fund
|
BUY
|
- |
630+ 106.42% |
$279K - $304K
|
1.22K
$576K
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
BUY
|
- |
629+ 2.55% |
$278K - $304K
|
25.3K
$11.9M
|
|
Feb 11, 2025
Q4 2024
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
629New |
$278K - $304K
|
629
$297K
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
628+ 7.59% |
$278K - $303K
|
8.9K
$4.2M
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
627New |
$277K - $303K
|
627
$296K
|