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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
641New |
$284K - $310K
|
641
$311K
|
|
|
Jan 16, 2025
Q4 2024
|
Community Bank Of Raymore
|
BUY
|
- |
640+ 17.85% |
$283K - $309K
|
4.23K
$2.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
640+ 4.35% |
$283K - $309K
|
15.4K
$7.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
633+ 1.2% |
$280K - $306K
|
53.4K
$25.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
632New |
$280K - $305K
|
632
$307K
|
|
|
Feb 07, 2025
Q4 2024
|
Saybrook Capital
|
BUY
|
- |
631+ 0.61% |
$279K - $305K
|
104K
$50.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Schwab Charitable Fund
|
BUY
|
- |
630+ 106.42% |
$279K - $304K
|
1.22K
$593K
|
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
BUY
|
- |
629+ 2.55% |
$278K - $304K
|
25.3K
$12.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
629New |
$278K - $304K
|
629
$305K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
628+ 7.59% |
$278K - $303K
|
8.9K
$4.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
627New |
$277K - $303K
|
627
$304K
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
626+ 9.1% |
$277K - $302K
|
7.5K
$3.64M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
624+ 3.96% |
$276K - $301K
|
16.4K
$7.95M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
623+ 1.05% |
$276K - $301K
|
59.9K
$29.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
623New |
$276K - $301K
|
623
$302K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
621+ 2.58% |
$275K - $300K
|
24.6K
$12M
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
621New |
$275K - $300K
|
621
$301K
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
620+ 4.23% |
$274K - $300K
|
15.3K
$7.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
617New |
$273K - $298K
|
617
$299K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
611+ 3.64% |
$270K - $295K
|
17.4K
$8.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Clark & Stuart, Inc
Portland, ME |
BUY
|
- |
610New |
$270K - $295K
|
610
$296K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
610+ 9.65% |
$270K - $295K
|
6.93K
$3.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
609+ 44.52% |
$269K - $294K
|
1.98K
$959K
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
608New |
$269K - $294K
|
608
$295K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
607+ 4.95% |
$268K - $293K
|
12.9K
$6.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
607+ 17.74% |
$268K - $293K
|
4.03K
$1.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
606+ 6.88% |
$268K - $293K
|
9.42K
$4.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
605New |
$268K - $292K
|
605
$293K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
605+ 6.02% |
$268K - $292K
|
10.7K
$5.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
BUY
|
- |
604+ 52.89% |
$267K - $292K
|
1.75K
$847K
|
|
|
Jan 28, 2025
Q4 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
604+ 19.97% |
$267K - $292K
|
3.63K
$1.76M
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
604+ 5.15% |
$267K - $292K
|
12.3K
$5.98M
|
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
602New |
$266K - $291K
|
602
$292K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
602+ 5.66% |
$266K - $291K
|
11.2K
$5.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Sharpepoint LLC
Phoenix, AZ |
BUY
|
- |
600New |
$265K - $290K
|
600
$291K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
598+ 0.92% |
$264K - $289K
|
65.5K
$31.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
598+ 1.59% |
$264K - $289K
|
38.1K
$18.5M
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
BUY
|
- |
597+ 7.07% |
$264K - $288K
|
9.04K
$4.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
596+ 2.42% |
$264K - $288K
|
25.3K
$12.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
595+ 118.76% |
$263K - $287K
|
1.1K
$532K
|
|
|
Feb 14, 2025
Q4 2024
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
593New |
$262K - $286K
|
593
$288K
|
|
|
Feb 13, 2025
Q4 2024
|
Elefante Mark B
Boston, MA |
BUY
|
- |
592New |
$262K - $286K
|
592
$287K
|
|
|
Feb 13, 2025
Q4 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
589New |
$261K - $285K
|
589
$286K
|
|
|
Feb 26, 2025
Q4 2024
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
589New |
$261K - $285K
|
589
$286K
|
|
|
Jan 21, 2025
Q4 2024
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
587New |
$260K - $284K
|
587
$285K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
587+ 11.65% |
$260K - $284K
|
5.63K
$2.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
583New |
$258K - $282K
|
583
$283K
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
582+ 15.2% |
$257K - $281K
|
4.41K
$2.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
581+ 27.87% |
$257K - $281K
|
2.67K
$1.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
581New |
$257K - $281K
|
581
$282K
|