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 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
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
283+ 2.28% |
$125K - $137K
|
12.7K
$5.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
280+ 16.79% |
$124K - $135K
|
1.95K
$921K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
278+ 5.4% |
$123K - $134K
|
5.43K
$2.57M
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
277+ 65.95% |
$123K - $134K
|
697
$329K
|
|
|
Jan 16, 2025
Q4 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
275+ 27.31% |
$122K - $133K
|
1.28K
$606K
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
275+ 10.58% |
$122K - $133K
|
2.88K
$1.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
275+ 4.91% |
$122K - $133K
|
5.88K
$2.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
270+ 0.95% |
$119K - $130K
|
28.7K
$13.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
269+ 3.33% |
$119K - $130K
|
8.36K
$3.95M
|
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
268+ 3.93% |
$119K - $129K
|
7.09K
$3.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
267+ 10.02% |
$118K - $129K
|
2.93K
$1.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
266+ 1.3% |
$118K - $128K
|
20.8K
$9.82M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
265+ 27.92% |
$117K - $128K
|
1.21K
$574K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
265New |
$117K - $128K
|
265
$125K
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
260New |
$115K - $126K
|
260
$123K
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
259+ 23.87% |
$115K - $125K
|
1.34K
$635K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
258+ 5.02% |
$114K - $125K
|
5.39K
$2.55M
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
BUY
|
- |
258+ 8.34% |
$114K - $125K
|
3.35K
$1.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
257New |
$114K - $124K
|
257
$121K
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
256+ 0.68% |
$113K - $124K
|
37.7K
$17.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
255+ 10.08% |
$113K - $123K
|
2.78K
$1.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
254+ 8.18% |
$112K - $123K
|
3.36K
$1.59M
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
253+ 1.66% |
$112K - $122K
|
15.5K
$7.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
252+ 0.14% |
$111K - $122K
|
175K
$82.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
252+ 0.25% |
$111K - $122K
|
103K
$48.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
251+ 0.65% |
$111K - $121K
|
38.7K
$18.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
251+ 12.86% |
$111K - $121K
|
2.2K
$1.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
251+ 0.8% |
$111K - $121K
|
31.8K
$15M
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
249+ 51.34% |
$110K - $120K
|
734
$347K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
248+ 1.82% |
$110K - $120K
|
13.9K
$6.57M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
248+ 7.26% |
$110K - $120K
|
3.66K
$1.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
248+ 3.87% |
$110K - $120K
|
6.66K
$3.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
247+ 7.07% |
$109K - $119K
|
3.74K
$1.77M
|
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
246+ 5.24% |
$109K - $119K
|
4.94K
$2.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
245+ 10.43% |
$108K - $118K
|
2.59K
$1.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
244+ 19.37% |
$108K - $118K
|
1.5K
$711K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
242+ 1.18% |
$107K - $117K
|
20.7K
$9.78M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
241+ 3.04% |
$107K - $116K
|
8.16K
$3.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
241+ 0.94% |
$107K - $116K
|
25.8K
$12.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
240+ 9.74% |
$106K - $116K
|
2.7K
$1.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
239+ 0.32% |
$106K - $115K
|
74.6K
$35.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
236+ 2.84% |
$104K - $114K
|
8.54K
$4.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
236New |
$104K - $114K
|
236
$112K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
234+ 2.36% |
$103K - $113K
|
10.1K
$4.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
234+ 2.98% |
$103K - $113K
|
8.09K
$3.82M
|