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 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
50+ 3.26% |
$22.1K - $24.2K
|
1.59K
$748K
|
|
|
Feb 11, 2025
Q4 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
50+ 8.59% |
$22.1K - $24.2K
|
632
$298K
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
50+ 1.49% |
$22.1K - $24.2K
|
3.41K
$1.61M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
49+ 1.18% |
$21.7K - $23.7K
|
4.22K
$1.99M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
48+ 1.17% |
$21.2K - $23.2K
|
4.15K
$1.96M
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
48+ 2.77% |
$21.2K - $23.2K
|
1.78K
$840K
|
|
|
Jan 28, 2025
Q4 2024
|
William Allan, LLC
|
BUY
|
- |
48+ 2.35% |
$21.2K - $23.2K
|
2.09K
$986K
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
47+ 4.73% |
$20.8K - $22.7K
|
1.04K
$491K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
47+ 1.46% |
$20.8K - $22.7K
|
3.28K
$1.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
47+ 0.65% |
$20.8K - $22.7K
|
7.28K
$3.43M
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
BUY
|
- |
47+ 0.43% |
$20.8K - $22.7K
|
11.1K
$5.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
46+ 1.74% |
$20.3K - $22.2K
|
2.69K
$1.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
46+ 1.64% |
$20.3K - $22.2K
|
2.85K
$1.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
46+ 8.04% |
$20.3K - $22.2K
|
618
$292K
|
|
|
Feb 10, 2025
Q4 2024
|
Independent Family Office, LLC
|
BUY
|
- |
45+ 0.59% |
$19.9K - $21.7K
|
7.63K
$3.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
44+ 2.26% |
$19.5K - $21.3K
|
1.99K
$941K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
43+ 0.67% |
$19K - $20.8K
|
6.42K
$3.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
43+ 0.2% |
$19K - $20.8K
|
21.5K
$10.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
43+ 1.66% |
$19K - $20.8K
|
2.64K
$1.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
43+ 2.04% |
$19K - $20.8K
|
2.16K
$1.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
42+ 0.4% |
$18.6K - $20.3K
|
10.4K
$4.92M
|
|
|
Jan 14, 2025
Q4 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
42+ 3.43% |
$18.6K - $20.3K
|
1.27K
$598K
|
|
|
Feb 06, 2025
Q4 2024
|
Fiduciary Counselling Inc
|
BUY
|
- |
42New |
$18.6K - $20.3K
|
42
$19.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
42+ 1.53% |
$18.6K - $20.3K
|
2.8K
$1.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
42+ 1.96% |
$18.6K - $20.3K
|
2.18K
$1.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
41+ 5.9% |
$18.1K - $19.8K
|
736
$347K
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
41+ 5.82% |
$18.1K - $19.8K
|
746
$352K
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
41+ 2.27% |
$18.1K - $19.8K
|
1.84K
$870K
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
40+ 1.71% |
$17.7K - $19.3K
|
2.39K
$1.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Consolidated Capital Management, LLC
|
BUY
|
- |
40+ 0.77% |
$17.7K - $19.3K
|
5.26K
$2.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
40+ 0.81% |
$17.7K - $19.3K
|
4.97K
$2.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
40+ 1.51% |
$17.7K - $19.3K
|
2.68K
$1.27M
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
40+ 0.73% |
$17.7K - $19.3K
|
5.5K
$2.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
40+ 2.33% |
$17.7K - $19.3K
|
1.76K
$830K
|
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
39+ 7.49% |
$17.2K - $18.8K
|
560
$264K
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
39+ 2.17% |
$17.2K - $18.8K
|
1.84K
$868K
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
38+ 6.75% |
$16.8K - $18.4K
|
601
$284K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
37+ 0.45% |
$16.4K - $17.9K
|
8.29K
$3.91M
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
37+ 1.02% |
$16.4K - $17.9K
|
3.66K
$1.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
36+ 1.36% |
$15.9K - $17.4K
|
2.69K
$1.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
36+ 1.63% |
$15.9K - $17.4K
|
2.24K
$1.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Asset Management Advisors, LLC
|
BUY
|
- |
36+ 0.03% |
$15.9K - $17.4K
|
113K
$53.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
36+ 1.8% |
$15.9K - $17.4K
|
2.04K
$960K
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
36New |
$15.9K - $17.4K
|
36
$17K
|
|
|
Feb 05, 2025
Q4 2024
|
Argyle Capital Management Inc.
|
BUY
|
- |
36+ 1.64% |
$15.9K - $17.4K
|
2.23K
$1.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
36+ 1.01% |
$15.9K - $17.4K
|
3.61K
$1.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
36+ 6.13% |
$15.9K - $17.4K
|
623
$294K
|
|
|
Jan 16, 2025
Q4 2024
|
Renaissance Investment Group LLC
|
BUY
|
- |
35+ 2.6% |
$15.5K - $16.9K
|
1.38K
$651K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
35+ 0.16% |
$15.5K - $16.9K
|
21.5K
$10.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
35+ 0.15% |
$15.5K - $16.9K
|
23.1K
$10.9M
|