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 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
52+ 3.71% |
$23K - $25.1K
|
1.45K
$697K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
52+ 0.25% |
$23K - $25.1K
|
20.5K
$9.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Mcia Inc
|
BUY
|
- |
52+ 2.1% |
$23K - $25.1K
|
2.53K
$1.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
51+ 8.49% |
$22.6K - $24.6K
|
652
$313K
|
|
|
Jan 29, 2025
Q4 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
51+ 0.24% |
$22.6K - $24.6K
|
21.2K
$10.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
51+ 0.17% |
$22.6K - $24.6K
|
29.3K
$14M
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
50+ 0.33% |
$22.1K - $24.2K
|
15.4K
$7.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
50+ 1.52% |
$22.1K - $24.2K
|
3.34K
$1.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
50+ 2.89% |
$22.1K - $24.2K
|
1.78K
$854K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
50+ 2.98% |
$22.1K - $24.2K
|
1.73K
$829K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
50+ 1.26% |
$22.1K - $24.2K
|
4.02K
$1.93M
|
|
|
Jan 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
50+ 1.04% |
$22.1K - $24.2K
|
4.87K
$2.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
50+ 3.24% |
$22.1K - $24.2K
|
1.59K
$764K
|
|
|
Jan 28, 2025
Q4 2024
|
Martin Capital Advisors, LLP
|
BUY
|
- |
50+ 3.56% |
$22.1K - $24.2K
|
1.45K
$697K
|
|
|
Feb 06, 2025
Q4 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
50+ 4.67% |
$22.1K - $24.2K
|
1.12K
$537K
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
50+ 3.26% |
$22.1K - $24.2K
|
1.59K
$760K
|
|
|
Feb 11, 2025
Q4 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
50+ 8.59% |
$22.1K - $24.2K
|
632
$303K
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
50+ 1.49% |
$22.1K - $24.2K
|
3.41K
$1.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
50+ 1.57% |
$22.1K - $24.2K
|
3.24K
$1.55M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
49+ 1.18% |
$21.7K - $23.7K
|
4.22K
$2.02M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
48+ 1.17% |
$21.2K - $23.2K
|
4.15K
$1.99M
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
48+ 2.77% |
$21.2K - $23.2K
|
1.78K
$854K
|
|
|
Jan 28, 2025
Q4 2024
|
William Allan, LLC
|
BUY
|
- |
48+ 2.35% |
$21.2K - $23.2K
|
2.09K
$1M
|
|
|
Feb 13, 2025
Q4 2024
|
Muhlenkamp & CO Inc
|
BUY
|
- |
48+ 0.13% |
$21.2K - $23.2K
|
38.2K
$18.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
47+ 4.73% |
$20.8K - $22.7K
|
1.04K
$499K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
47+ 1.46% |
$20.8K - $22.7K
|
3.28K
$1.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
47+ 0.65% |
$20.8K - $22.7K
|
7.28K
$3.49M
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
BUY
|
- |
47+ 0.43% |
$20.8K - $22.7K
|
11.1K
$5.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
46+ 1.74% |
$20.3K - $22.2K
|
2.69K
$1.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
46+ 1.64% |
$20.3K - $22.2K
|
2.85K
$1.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
46+ 8.04% |
$20.3K - $22.2K
|
618
$296K
|
|
|
Feb 10, 2025
Q4 2024
|
Independent Family Office, LLC
|
BUY
|
- |
45+ 0.59% |
$19.9K - $21.7K
|
7.63K
$3.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
44+ 2.26% |
$19.5K - $21.3K
|
1.99K
$956K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
43+ 0.67% |
$19K - $20.8K
|
6.42K
$3.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
43+ 0.2% |
$19K - $20.8K
|
21.5K
$10.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
43+ 1.66% |
$19K - $20.8K
|
2.64K
$1.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
43+ 2.04% |
$19K - $20.8K
|
2.16K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
43+ 0.36% |
$19K - $20.8K
|
11.9K
$5.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
42+ 0.4% |
$18.6K - $20.3K
|
10.4K
$5M
|
|
|
Jan 14, 2025
Q4 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
42+ 3.43% |
$18.6K - $20.3K
|
1.27K
$608K
|
|
|
Feb 06, 2025
Q4 2024
|
Fiduciary Counselling Inc
|
BUY
|
- |
42New |
$18.6K - $20.3K
|
42
$20.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
42+ 1.53% |
$18.6K - $20.3K
|
2.8K
$1.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
42+ 1.96% |
$18.6K - $20.3K
|
2.18K
$1.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
41+ 5.9% |
$18.1K - $19.8K
|
736
$353K
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
41+ 5.82% |
$18.1K - $19.8K
|
746
$358K
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
41+ 2.27% |
$18.1K - $19.8K
|
1.84K
$884K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
BUY
|
- |
41+ 2.23% |
$18.1K - $19.8K
|
1.88K
$901K
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
40+ 1.71% |
$17.7K - $19.3K
|
2.39K
$1.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Consolidated Capital Management, LLC
|
BUY
|
- |
40+ 0.77% |
$17.7K - $19.3K
|
5.26K
$2.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
40+ 0.81% |
$17.7K - $19.3K
|
4.97K
$2.38M
|