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 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
579+ 0.61% |
$256K - $280K
|
94.9K
$46M
|
|
Jan 17, 2025
Q4 2024
|
Private Wealth Group, LLC
|
BUY
|
- |
578+ 2.18% |
$256K - $279K
|
27.1K
$13.1M
|
|
Jan 24, 2025
Q4 2024
|
Baskin Financial Services Inc.
|
BUY
|
- |
578+ 0.68% |
$256K - $279K
|
85.3K
$41.4M
|
|
Feb 10, 2025
Q4 2024
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
577New |
$255K - $279K
|
577
$280K
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
576+ 43.02% |
$255K - $278K
|
1.92K
$929K
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
572+ 4.38% |
$253K - $276K
|
13.6K
$6.62M
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
572+ 61.11% |
$253K - $276K
|
1.51K
$731K
|
|
Jan 22, 2025
Q4 2024
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
571New |
$253K - $276K
|
571
$277K
|
|
Feb 11, 2025
Q4 2024
|
Momentous Wealth Management, Inc.
Vancouver, WA |
BUY
|
- |
571New |
$253K - $276K
|
571
$277K
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
570+ 3.67% |
$252K - $275K
|
16.1K
$7.8M
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
564+ 8.79% |
$249K - $272K
|
6.98K
$3.38M
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
564+ 0.52% |
$249K - $272K
|
109K
$53.1M
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
564+ 4.62% |
$249K - $272K
|
12.8K
$6.2M
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
563+ 4.01% |
$249K - $272K
|
14.6K
$7.08M
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
562New |
$249K - $271K
|
562
$273K
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
562New |
$249K - $271K
|
562
$273K
|
|
Feb 13, 2025
Q4 2024
|
Lfl Advisers, LLC
Evanston, IL |
BUY
|
- |
560+ 1.91% |
$248K - $271K
|
29.8K
$14.5M
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
559+ 53.24% |
$247K - $270K
|
1.61K
$780K
|
|
Feb 14, 2025
Q4 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
559New |
$247K - $270K
|
559
$271K
|
|
Jan 22, 2025
Q4 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
558New |
$247K - $270K
|
558
$271K
|
|
Feb 18, 2025
Q4 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
556+ 40.58% |
$246K - $269K
|
1.93K
$934K
|
|
May 19, 2025
Q4 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
556+ 40.58% |
$246K - $269K
|
1.93K
$934K
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Hutchinson
|
BUY
|
- |
555+ 9.51% |
$245K - $268K
|
6.39K
$3.1M
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
554New |
$245K - $268K
|
554
$269K
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
554+ 15.07% |
$245K - $268K
|
4.23K
$2.05M
|
|
Apr 30, 2025
Q4 2024
|
Trade Well Securities, Llc.
Fort Wayne, IN |
BUY
|
- |
554New |
$245K - $268K
|
554
$269K
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
552+ 4.0% |
$244K - $267K
|
14.4K
$6.97M
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
552+ 2.19% |
$244K - $267K
|
25.7K
$12.5M
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
552+ 2.37% |
$244K - $267K
|
23.8K
$11.5M
|
|
Feb 14, 2025
Q4 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
552+ 3.12% |
$244K - $267K
|
18.2K
$8.85M
|
|
Jan 23, 2025
Q4 2024
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
550New |
$243K - $266K
|
550
$267K
|
|
Feb 13, 2025
Q4 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
550+ 24.77% |
$243K - $266K
|
2.77K
$1.34M
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
546+ 31.47% |
$241K - $264K
|
2.28K
$1.11M
|
|
Feb 10, 2025
Q4 2024
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
545New |
$241K - $263K
|
545
$264K
|
|
Jan 13, 2025
Q4 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
541+ 9.92% |
$239K - $261K
|
6K
$2.91M
|
|
Feb 14, 2025
Q4 2024
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
540+ 1.6% |
$239K - $261K
|
34.4K
$16.7M
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
538+ 10.09% |
$238K - $260K
|
5.87K
$2.85M
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
536New |
$237K - $259K
|
536
$260K
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
534New |
$236K - $258K
|
534
$259K
|
|
Feb 05, 2025
Q4 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
534+ 5.01% |
$236K - $258K
|
11.2K
$5.43M
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
533New |
$236K - $257K
|
533
$259K
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
533+ 4.38% |
$236K - $257K
|
12.7K
$6.16M
|
|
Feb 14, 2025
Q4 2024
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
533New |
$236K - $257K
|
533
$259K
|
|
Jan 27, 2025
Q4 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
530+ 20.77% |
$234K - $256K
|
3.08K
$1.49M
|
|
Feb 12, 2025
Q4 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
530+ 4.43% |
$234K - $256K
|
12.5K
$6.06M
|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
525New |
$232K - $254K
|
525
$255K
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
525+ 39.06% |
$232K - $254K
|
1.87K
$906K
|
|
Jan 31, 2025
Q4 2024
|
Citizens & Northern Corp
|
BUY
|
- |
525+ 43.39% |
$232K - $254K
|
1.74K
$841K
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
524+ 0.21% |
$232K - $253K
|
256K
$124M
|
|
Feb 12, 2025
Q4 2024
|
Investidor Profissional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
524+ 25.02% |
$232K - $253K
|
2.62K
$1.27M
|