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 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
23+ 1.67% |
$10.2K - $11.1K
|
1.4K
$659K
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
23+ 0.48% |
$10.2K - $11.1K
|
4.84K
$2.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
23+ 2.07% |
$10.2K - $11.1K
|
1.13K
$534K
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
23+ 0.2% |
$10.2K - $11.1K
|
11.3K
$5.31M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
22+ 3.86% |
$9.73K - $10.6K
|
592
$279K
|
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
22+ 0.41% |
$9.73K - $10.6K
|
5.4K
$2.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
22+ 0.3% |
$9.73K - $10.6K
|
7.3K
$3.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
22+ 33.85% |
$9.73K - $10.6K
|
87
$41K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
22+ 1.99% |
$9.73K - $10.6K
|
1.13K
$533K
|
|
|
Feb 10, 2025
Q4 2024
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
BUY
|
- |
22+ 0.59% |
$9.73K - $10.6K
|
3.72K
$1.76M
|
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
22+ 0.1% |
$9.73K - $10.6K
|
22.2K
$10.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
22+ 2.95% |
$9.73K - $10.6K
|
769
$363K
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
21+ 2.26% |
$9.29K - $10.1K
|
949
$448K
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
21+ 0.07% |
$9.29K - $10.1K
|
30K
$14.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Chico Wealth Ria
|
BUY
|
- |
21+ 1.96% |
$9.29K - $10.1K
|
1.09K
$516K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
21+ 2.58% |
$9.29K - $10.1K
|
835
$394K
|
|
|
Feb 05, 2025
Q4 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
21+ 0.14% |
$9.29K - $10.1K
|
14.5K
$6.86M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
20+ 4.01% |
$8.85K - $9.66K
|
519
$245K
|
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
20+ 0.29% |
$8.85K - $9.66K
|
6.98K
$3.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
20+ 1.64% |
$8.85K - $9.66K
|
1.24K
$585K
|
|
|
Jan 27, 2025
Q4 2024
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
20+ 0.18% |
$8.85K - $9.66K
|
11K
$5.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
20New |
$8.85K - $9.66K
|
20
$9.43K
|
|
|
Feb 07, 2025
Q4 2024
|
Miramar Capital, LLC
|
BUY
|
- |
20+ 1.37% |
$8.85K - $9.66K
|
1.48K
$699K
|
|
|
Feb 11, 2025
Q4 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
20+ 2.46% |
$8.85K - $9.66K
|
833
$393K
|
|
|
Feb 12, 2025
Q4 2024
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
20+ 4.48% |
$8.85K - $9.66K
|
466
$220K
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
BUY
|
- |
19+ 0.15% |
$8.4K - $9.18K
|
13K
$6.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
19+ 0.36% |
$8.4K - $9.18K
|
5.25K
$2.48M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
19+ 0.05% |
$8.4K - $9.18K
|
39.5K
$18.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
19+ 0.64% |
$8.4K - $9.18K
|
3.01K
$1.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
18New |
$7.96K - $8.7K
|
18
$8.49K
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
17+ 3.41% |
$7.52K - $8.21K
|
516
$243K
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
17+ 0.46% |
$7.52K - $8.21K
|
3.75K
$1.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
17+ 2.95% |
$7.52K - $8.21K
|
593
$280K
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
17+ 0.42% |
$7.52K - $8.21K
|
4.09K
$1.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
17+ 0.19% |
$7.52K - $8.21K
|
8.87K
$4.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
17+ 2.67% |
$7.52K - $8.21K
|
653
$308K
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
17+ 0.72% |
$7.52K - $8.21K
|
2.37K
$1.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
16+ 0.43% |
$7.08K - $7.73K
|
3.74K
$1.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
16+ 3.04% |
$7.08K - $7.73K
|
542
$256K
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
16+ 0.76% |
$7.08K - $7.73K
|
2.12K
$1M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
16+ 0.31% |
$7.08K - $7.73K
|
5.12K
$2.41M
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
16+ 0.18% |
$7.08K - $7.73K
|
8.75K
$4.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
15+ 0.39% |
$6.63K - $7.25K
|
3.84K
$1.81M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
15+ 0.68% |
$6.63K - $7.25K
|
2.22K
$1.05M
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
15+ 0.42% |
$6.63K - $7.25K
|
3.55K
$1.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
15+ 0.46% |
$6.63K - $7.25K
|
3.31K
$1.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
15+ 13.64% |
$6.63K - $7.25K
|
125
$59K
|
|
|
Feb 03, 2025
Q4 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
15+ 3.27% |
$6.63K - $7.25K
|
474
$224K
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
15+ 0.67% |
$6.63K - $7.25K
|
2.26K
$1.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
14+ 0.18% |
$6.19K - $6.76K
|
7.93K
$3.74M
|