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 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
523+ 6.91% |
$231K - $253K
|
8.09K
$3.92M
|
|
|
Jan 14, 2025
Q4 2024
|
Foundation Resource Management Inc
|
BUY
|
- |
522+ 0.52% |
$231K - $252K
|
100K
$48.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
521+ 1.27% |
$230K - $252K
|
41.4K
$20.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
520+ 40.75% |
$230K - $251K
|
1.8K
$871K
|
|
|
Feb 03, 2025
Q4 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
519+ 1.24% |
$230K - $251K
|
42.4K
$20.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
519+ 1.97% |
$230K - $251K
|
26.8K
$13M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
517+ 0.58% |
$229K - $250K
|
90.1K
$43.7M
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
515New |
$228K - $249K
|
515
$250K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
514+ 108.9% |
$227K - $248K
|
986
$478K
|
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
512New |
$226K - $247K
|
512
$248K
|
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
511+ 3.84% |
$226K - $247K
|
13.8K
$6.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
509+ 2.79% |
$225K - $246K
|
18.8K
$9.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
509+ 5.51% |
$225K - $246K
|
9.75K
$4.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
509+ 5.89% |
$225K - $246K
|
9.16K
$4.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
508+ 3.59% |
$225K - $245K
|
14.6K
$7.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
508New |
$225K - $245K
|
508
$246K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
506+ 1.15% |
$224K - $244K
|
44.4K
$21.5M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
506+ 2.94% |
$224K - $244K
|
17.7K
$8.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
505New |
$223K - $244K
|
505
$245K
|
|
|
Feb 12, 2025
Q4 2024
|
Selway Asset Management
Boise, ID |
BUY
|
- |
505+ 28.37% |
$223K - $244K
|
2.29K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
505+ 3.33% |
$223K - $244K
|
15.7K
$7.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
505New |
$223K - $244K
|
505
$245K
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
BUY
|
- |
503+ 2.55% |
$222K - $243K
|
20.2K
$9.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
502+ 4.28% |
$222K - $243K
|
12.2K
$5.94M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
501+ 0.15% |
$222K - $242K
|
333K
$162M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
500New |
$221K - $242K
|
500
$243K
|
|
|
Feb 04, 2025
Q4 2024
|
Denali Advisors LLC
|
BUY
|
- |
500+ 4.46% |
$221K - $242K
|
11.7K
$5.68M
|
|
|
Feb 05, 2025
Q4 2024
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
500New |
$221K - $242K
|
500
$243K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
500+ 15.72% |
$221K - $242K
|
3.68K
$1.79M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Investment CO
St. Louis, MO |
BUY
|
- |
500+ 36.28% |
$221K - $242K
|
1.88K
$911K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
500+ 1.28% |
$221K - $242K
|
39.5K
$19.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
500New |
$221K - $242K
|
500
$243K
|
|
|
Feb 11, 2025
Q4 2024
|
Forefront Wealth Management Inc.
|
BUY
|
- |
499New |
$221K - $241K
|
499
$242K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
499+ 35.07% |
$221K - $241K
|
1.92K
$932K
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
496+ 0.84% |
$219K - $240K
|
59.6K
$28.9M
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
496+ 1.19% |
$219K - $240K
|
42.3K
$20.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
494New |
$218K - $239K
|
494
$240K
|
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
493+ 1.45% |
$218K - $238K
|
34.4K
$16.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
492New |
$218K - $238K
|
492
$239K
|
|
|
Jan 21, 2025
Q4 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
491+ 1.52% |
$217K - $237K
|
32.9K
$15.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
491New |
$217K - $237K
|
491
$238K
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
491New |
$217K - $237K
|
491
$238K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
491New |
$217K - $237K
|
491
$238K
|
|
|
Jan 16, 2025
Q4 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
489+ 3.6% |
$216K - $236K
|
14.1K
$6.83M
|
|
|
Feb 11, 2025
Q4 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
489+ 74.43% |
$216K - $236K
|
1.15K
$556K
|
|
|
Feb 13, 2025
Q4 2024
|
Fortune 45 LLC
|
BUY
|
- |
489+ 17.87% |
$216K - $236K
|
3.23K
$1.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
489+ 24.18% |
$216K - $236K
|
2.51K
$1.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
488+ 3.88% |
$216K - $236K
|
13.1K
$6.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
487+ 11.98% |
$215K - $235K
|
4.55K
$2.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
487+ 1.1% |
$215K - $235K
|
44.7K
$21.7M
|