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 |
|---|---|---|---|---|---|---|---|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
226+ 2260.0% |
$100K - $109K
|
236
$114K
|
|
|
Jan 27, 2025
Q4 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
225+ 1.36% |
$99.5K - $109K
|
16.8K
$8.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
225+ 3.07% |
$99.5K - $109K
|
7.55K
$3.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
224+ 0.39% |
$99.1K - $108K
|
58.2K
$28.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
224+ 0.14% |
$99.1K - $108K
|
155K
$75.4M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
223+ 122.53% |
$98.6K - $108K
|
405
$196K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
222+ 5.24% |
$98.2K - $107K
|
4.46K
$2.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
220+ 32.54% |
$97.3K - $106K
|
896
$435K
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
219+ 6.61% |
$96.9K - $106K
|
3.53K
$1.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
219+ 1.23% |
$96.9K - $106K
|
18K
$8.75M
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
219New |
$96.9K - $106K
|
219
$106K
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
217New |
$96K - $105K
|
217
$105K
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
216+ 19.25% |
$95.5K - $104K
|
1.34K
$649K
|
|
|
Feb 11, 2025
Q4 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
216+ 2.64% |
$95.5K - $104K
|
8.4K
$4.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
216+ 15.19% |
$95.5K - $104K
|
1.64K
$794K
|
|
|
Jan 16, 2025
Q4 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
215+ 22.73% |
$95.1K - $104K
|
1.16K
$563K
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
214+ 4.55% |
$94.7K - $103K
|
4.92K
$2.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
BUY
|
- |
214+ 9.0% |
$94.7K - $103K
|
2.59K
$1.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
214+ 2.68% |
$94.7K - $103K
|
8.21K
$3.98M
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
212+ 8.0% |
$93.8K - $102K
|
2.86K
$1.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Park Circle CO
|
BUY
|
- |
212New |
$93.8K - $102K
|
212
$103K
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
211+ 5.61% |
$93.3K - $102K
|
3.97K
$1.93M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
209+ 28.02% |
$92.4K - $101K
|
955
$463K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
208+ 0.12% |
$92K - $100K
|
177K
$86M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
207+ 3.94% |
$91.6K - $100K
|
5.47K
$2.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
206+ 2.06% |
$91.1K - $99.5K
|
10.2K
$4.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
206+ 4.36% |
$91.1K - $99.5K
|
4.93K
$2.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
203+ 22.41% |
$89.8K - $98.1K
|
1.11K
$538K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
203+ 2.08% |
$89.8K - $98.1K
|
9.97K
$4.83M
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
BUY
|
- |
203+ 31.42% |
$89.8K - $98.1K
|
849
$412K
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
202+ 6.06% |
$89.3K - $97.6K
|
3.54K
$1.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
202+ 11.0% |
$89.3K - $97.6K
|
2.04K
$988K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
201+ 1.34% |
$88.9K - $97.1K
|
15.2K
$7.35M
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
200+ 19.84% |
$88.5K - $96.6K
|
1.21K
$586K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
200+ 2.88% |
$88.5K - $96.6K
|
7.14K
$3.46M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
200+ 11.64% |
$88.5K - $96.6K
|
1.92K
$930K
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
200+ 2.36% |
$88.5K - $96.6K
|
8.67K
$4.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
200+ 42.74% |
$88.5K - $96.6K
|
668
$324K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
199+ 2.25% |
$88K - $96.1K
|
9.05K
$4.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
198+ 8.45% |
$87.6K - $95.6K
|
2.54K
$1.23M
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
197+ 7.17% |
$87.1K - $95.2K
|
2.95K
$1.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
196+ 1.23% |
$86.7K - $94.7K
|
16.1K
$7.81M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
195+ 2.05% |
$86.2K - $94.2K
|
9.73K
$4.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
194+ 1.0% |
$85.8K - $93.7K
|
19.6K
$9.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Peterson Wealth Management
|
BUY
|
- |
194+ 3.51% |
$85.8K - $93.7K
|
5.73K
$2.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
193+ 0.86% |
$85.4K - $93.2K
|
22.6K
$11M
|
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
191+ 3.82% |
$84.5K - $92.3K
|
5.2K
$2.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
190+ 1.93% |
$84K - $91.8K
|
10K
$4.87M
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
190+ 1.6% |
$84K - $91.8K
|
12.1K
$5.86M
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
190+ 0.95% |
$84K - $91.8K
|
20.3K
$9.83M
|