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 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
735+ 8.93% |
$325K - $355K
|
8.97K
$4.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
733+ 26.55% |
$324K - $354K
|
3.49K
$1.69M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
731New |
$323K - $353K
|
731
$355K
|
|
|
Feb 11, 2025
Q4 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
727+ 1.36% |
$322K - $351K
|
54.3K
$26.3M
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
726+ 12.16% |
$321K - $351K
|
6.7K
$3.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
720New |
$318K - $348K
|
720
$349K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
714+ 14.39% |
$316K - $345K
|
5.68K
$2.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
712New |
$315K - $344K
|
712
$345K
|
|
|
Feb 24, 2025
Q4 2024
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
709New |
$314K - $343K
|
709
$344K
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
708+ 16.76% |
$313K - $342K
|
4.93K
$2.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
700+ 19.35% |
$310K - $338K
|
4.32K
$2.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
700New |
$310K - $338K
|
700
$340K
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
699+ 1.37% |
$309K - $338K
|
51.7K
$25.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
696+ 8.86% |
$308K - $336K
|
8.55K
$4.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
696New |
$308K - $336K
|
696
$338K
|
|
|
Jan 16, 2025
Q4 2024
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
695+ 3.75% |
$307K - $336K
|
19.2K
$9.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
692+ 18.64% |
$306K - $334K
|
4.4K
$2.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
691+ 3.86% |
$306K - $334K
|
18.6K
$9.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
690+ 7.31% |
$305K - $333K
|
10.1K
$4.91M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
690New |
$305K - $333K
|
690
$335K
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
689New |
$305K - $333K
|
689
$334K
|
|
|
Feb 13, 2025
Q4 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
689+ 1.1% |
$305K - $333K
|
63.4K
$30.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
689+ 31.66% |
$305K - $333K
|
2.87K
$1.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
688+ 4.38% |
$304K - $332K
|
16.4K
$7.96M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
686+ 1.47% |
$303K - $331K
|
47.2K
$22.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
685New |
$303K - $331K
|
685
$332K
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
681+ 34.82% |
$301K - $329K
|
2.64K
$1.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
681+ 82.35% |
$301K - $329K
|
1.51K
$731K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
680New |
$301K - $328K
|
680
$330K
|
|
|
Jan 23, 2025
Q4 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
676New |
$299K - $327K
|
676
$328K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
676+ 19.28% |
$299K - $327K
|
4.18K
$2.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
676+ 25.42% |
$299K - $327K
|
3.34K
$1.62M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
675+ 0.9% |
$299K - $326K
|
75.6K
$36.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
675+ 0.78% |
$299K - $326K
|
86.9K
$42.1M
|
|
|
Mar 14, 2025
Q4 2024
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
673New |
$298K - $325K
|
673
$326K
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
BUY
|
- |
668+ 14.2% |
$295K - $323K
|
5.37K
$2.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
668+ 4.36% |
$295K - $323K
|
16K
$7.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Spahn Wealth & Retirement LLC
Scottsdale, AZ |
BUY
|
- |
664New |
$294K - $321K
|
664
$322K
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
663New |
$293K - $320K
|
663
$322K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
659+ 3.4% |
$291K - $318K
|
20K
$9.71M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
658+ 1.15% |
$291K - $318K
|
57.8K
$28M
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
658+ 24.76% |
$291K - $318K
|
3.32K
$1.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
654+ 38.68% |
$289K - $316K
|
2.35K
$1.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
652+ 2.11% |
$288K - $315K
|
31.5K
$15.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
652+ 6.65% |
$288K - $315K
|
10.5K
$5.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
648+ 3.96% |
$287K - $313K
|
17K
$8.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
645+ 7.95% |
$285K - $312K
|
8.76K
$4.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
644+ 22.97% |
$285K - $311K
|
3.45K
$1.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
643New |
$284K - $311K
|
643
$312K
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
641+ 8.37% |
$284K - $310K
|
8.3K
$4.02M
|