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 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
340+ 3.27% |
$150K - $164K
|
10.7K
$5.07M
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
339+ 2.88% |
$150K - $164K
|
12.1K
$5.73M
|
|
Jan 24, 2025
Q4 2024
|
Citadel Investment Advisory, Inc.
|
BUY
|
- |
338+ 0.31% |
$149K - $163K
|
109K
$51.7M
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
337+ 69.06% |
$149K - $163K
|
825
$390K
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
337+ 5.84% |
$149K - $163K
|
6.11K
$2.89M
|
|
Jan 22, 2025
Q4 2024
|
James Hambro & Partners
|
BUY
|
- |
334+ 5.15% |
$148K - $161K
|
6.82K
$3.22M
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
334+ 1.8% |
$148K - $161K
|
18.9K
$8.94M
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
333New |
$147K - $161K
|
333
$157K
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
332+ 0.82% |
$147K - $160K
|
40.7K
$19.2M
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
332+ 0.15% |
$147K - $160K
|
217K
$102M
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
331New |
$146K - $160K
|
331
$156K
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
328+ 2.22% |
$145K - $158K
|
15.1K
$7.15M
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
328+ 11.78% |
$145K - $158K
|
3.11K
$1.47M
|
|
Feb 03, 2025
Q4 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
327+ 75.0% |
$145K - $158K
|
763
$361K
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
326+ 2.63% |
$144K - $157K
|
12.7K
$6.01M
|
|
Feb 05, 2025
Q4 2024
|
Terril Brothers, Inc.
|
BUY
|
- |
326+ 18.11% |
$144K - $157K
|
2.13K
$1M
|
|
Feb 04, 2025
Q4 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
325+ 39.88% |
$144K - $157K
|
1.14K
$539K
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
324+ 10.08% |
$143K - $157K
|
3.54K
$1.67M
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
324+ 14.25% |
$143K - $157K
|
2.6K
$1.23M
|
|
Feb 06, 2025
Q4 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
324+ 1.89% |
$143K - $157K
|
17.5K
$8.27M
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
324+ 38.8% |
$143K - $157K
|
1.16K
$548K
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
323+ 3.11% |
$143K - $156K
|
10.7K
$5.06M
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
323+ 46.95% |
$143K - $156K
|
1.01K
$478K
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
322+ 2.13% |
$142K - $156K
|
15.5K
$7.31M
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
321+ 1.54% |
$142K - $155K
|
21.1K
$9.98M
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
320+ 1.79% |
$142K - $155K
|
18.2K
$8.61M
|
|
Jan 31, 2025
Q4 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
318+ 13.92% |
$141K - $154K
|
2.6K
$1.23M
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
318+ 28.86% |
$141K - $154K
|
1.42K
$671K
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
316+ 0.48% |
$140K - $153K
|
66.6K
$31.5M
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
316+ 0.55% |
$140K - $153K
|
57.4K
$27.1M
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
315+ 35.55% |
$139K - $152K
|
1.2K
$568K
|
|
Feb 11, 2025
Q4 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
315+ 5.81% |
$139K - $152K
|
5.74K
$2.71M
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
310+ 12.19% |
$137K - $150K
|
2.85K
$1.35M
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
306+ 1.38% |
$135K - $148K
|
22.4K
$10.6M
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
300+ 0.4% |
$133K - $145K
|
75.4K
$35.6M
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
297+ 0.13% |
$131K - $143K
|
230K
$109M
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
295+ 5.37% |
$130K - $143K
|
5.79K
$2.74M
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
295+ 1.69% |
$130K - $143K
|
17.8K
$8.39M
|
|
Jan 28, 2025
Q4 2024
|
Chronos Wealth Management, LLC
|
BUY
|
- |
295+ 1.29% |
$130K - $143K
|
23.1K
$10.9M
|
|
Jan 30, 2025
Q4 2024
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
294+ 3.3% |
$130K - $142K
|
9.19K
$4.34M
|
|
Feb 10, 2025
Q4 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
293+ 6.85% |
$130K - $142K
|
4.57K
$2.16M
|
|
Jan 28, 2025
Q4 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
292+ 11.63% |
$129K - $141K
|
2.8K
$1.32M
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
291+ 2.91% |
$129K - $141K
|
10.3K
$4.86M
|
|
Feb 11, 2025
Q4 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
291+ 0.03% |
$129K - $141K
|
880K
$416M
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
289+ 5.76% |
$128K - $140K
|
5.3K
$2.51M
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
289+ 0.74% |
$128K - $140K
|
39.1K
$18.5M
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
287+ 3.64% |
$127K - $139K
|
8.16K
$3.86M
|
|
Feb 06, 2025
Q4 2024
|
Mayport, LLC
|
BUY
|
- |
286+ 18.02% |
$126K - $138K
|
1.87K
$885K
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
285+ 4.21% |
$126K - $138K
|
7.06K
$3.34M
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
285+ 166.67% |
$126K - $138K
|
456
$216K
|