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 13, 2025
Q4 2024
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.17KNew |
$519K - $567K
|
1.17K
$569K
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
1.17K+ 5.55% |
$519K - $567K
|
22.3K
$10.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1.17KNew |
$519K - $567K
|
1.17K
$569K
|
|
|
Feb 19, 2025
Q4 2024
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
1.17KNew |
$519K - $567K
|
1.17K
$569K
|
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
1.17KNew |
$517K - $564K
|
1.17K
$566K
|
|
|
Feb 13, 2025
Q4 2024
|
Finward Bancorp
Munster, IN |
BUY
|
- |
1.17KNew |
$516K - $564K
|
1.17K
$566K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.16K+ 6.41% |
$513K - $560K
|
19.2K
$9.33M
|
|
|
Mar 06, 2025
Q4 2024
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
1.15KNew |
$510K - $557K
|
1.15K
$559K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.15K+ 69.02% |
$510K - $557K
|
2.82K
$1.37M
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
1.15KNew |
$509K - $556K
|
1.15K
$558K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
1.15K+ 1.2% |
$509K - $556K
|
96.6K
$46.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.15K+ 12.85% |
$508K - $555K
|
10.1K
$4.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
1.15K+ 21.39% |
$508K - $555K
|
6.52K
$3.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
1.15K+ 46.87% |
$507K - $554K
|
3.59K
$1.74M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.15K+ 12.97% |
$506K - $553K
|
9.97K
$4.84M
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
BUY
|
- |
1.14KNew |
$504K - $550K
|
1.14K
$552K
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
1.14K+ 0.91% |
$502K - $549K
|
126K
$61.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
1.13K+ 30.21% |
$498K - $544K
|
4.85K
$2.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
1.13KNew |
$498K - $543K
|
1.13K
$546K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.12K+ 83.94% |
$497K - $543K
|
2.46K
$1.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.12KNew |
$495K - $541K
|
1.12K
$543K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.12K+ 27.94% |
$494K - $540K
|
5.12K
$2.48M
|
|
|
Feb 12, 2025
Q4 2024
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
1.12K+ 2.58% |
$494K - $540K
|
44.5K
$21.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.12K+ 9.39% |
$494K - $540K
|
13K
$6.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
1.12K+ 5.13% |
$494K - $539K
|
22.9K
$11.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
1.11K+ 26.8% |
$493K - $538K
|
5.27K
$2.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1.11K+ 176.63% |
$491K - $537K
|
1.74K
$844K
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.11K+ 39.26% |
$491K - $536K
|
3.94K
$1.91M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
1.11K+ 4.68% |
$490K - $536K
|
24.8K
$12M
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.11KNew |
$490K - $535K
|
1.11K
$537K
|
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
1.1K+ 31.07% |
$487K - $531K
|
4.64K
$2.25M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.1K+ 5.22% |
$486K - $531K
|
22.2K
$10.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.1KNew |
$486K - $531K
|
1.1K
$533K
|
|
|
May 12, 2025
Q4 2024
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
1.1KNew |
$485K - $530K
|
1.1K
$532K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.1K+ 5.58% |
$485K - $529K
|
20.8K
$10.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
1.1K+ 8.35% |
$485K - $529K
|
14.2K
$6.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Fidato Wealth LLC
|
BUY
|
- |
1.1KNew |
$484K - $529K
|
1.1K
$531K
|
|
|
Feb 04, 2025
Q4 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
1.09K+ 3.94% |
$483K - $528K
|
28.8K
$14M
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1.09K+ 1.11% |
$483K - $528K
|
99.3K
$48.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
1.09KNew |
$481K - $526K
|
1.09K
$528K
|
|
|
Feb 12, 2025
Q4 2024
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
1.08KNew |
$479K - $523K
|
1.08K
$525K
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
1.07KNew |
$474K - $518K
|
1.07K
$520K
|
|
|
Jan 08, 2025
Q4 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
1.07K+ 4.05% |
$473K - $517K
|
27.5K
$13.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Alta Advisers LTD
|
BUY
|
- |
1.07K+ 21.44% |
$473K - $516K
|
6.06K
$2.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.07K+ 17.37% |
$472K - $515K
|
7.21K
$3.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
1.06K+ 50.4% |
$470K - $513K
|
3.17K
$1.54M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
1.06KNew |
$468K - $511K
|
1.06K
$513K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1.06K+ 7.98% |
$467K - $510K
|
14.3K
$6.93M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
1.06KNew |
$467K - $510K
|
1.06K
$512K
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.05K+ 7.02% |
$465K - $508K
|
16K
$7.78M
|