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 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
|
|
|
Feb 04, 2025
Q4 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
40+ 1.51% |
$17.7K - $19.3K
|
2.68K
$1.29M
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
40+ 0.73% |
$17.7K - $19.3K
|
5.5K
$2.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
40+ 2.33% |
$17.7K - $19.3K
|
1.76K
$844K
|
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
39+ 7.49% |
$17.2K - $18.8K
|
560
$269K
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
39+ 2.17% |
$17.2K - $18.8K
|
1.84K
$882K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
39+ 2.1% |
$17.2K - $18.8K
|
1.89K
$908K
|
|
|
Feb 13, 2025
Q4 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
39+ 0.46% |
$17.2K - $18.8K
|
8.5K
$4.07M
|
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
39+ 1.05% |
$17.2K - $18.8K
|
3.75K
$1.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
39+ 0.87% |
$17.2K - $18.8K
|
4.5K
$2.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
38+ 6.75% |
$16.8K - $18.4K
|
601
$288K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
37+ 0.45% |
$16.4K - $17.9K
|
8.29K
$3.97M
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
37+ 1.02% |
$16.4K - $17.9K
|
3.66K
$1.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
37+ 0.58% |
$16.4K - $17.9K
|
6.39K
$3.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
36+ 1.36% |
$15.9K - $17.4K
|
2.69K
$1.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
36+ 1.63% |
$15.9K - $17.4K
|
2.24K
$1.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Asset Management Advisors, LLC
|
BUY
|
- |
36+ 0.03% |
$15.9K - $17.4K
|
113K
$54.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
36+ 1.8% |
$15.9K - $17.4K
|
2.04K
$976K
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
36New |
$15.9K - $17.4K
|
36
$17.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Argyle Capital Management Inc.
|
BUY
|
- |
36+ 1.64% |
$15.9K - $17.4K
|
2.23K
$1.07M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
36+ 1.01% |
$15.9K - $17.4K
|
3.61K
$1.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
36+ 6.13% |
$15.9K - $17.4K
|
623
$299K
|
|
|
Jan 16, 2025
Q4 2024
|
Renaissance Investment Group LLC
|
BUY
|
- |
35+ 2.6% |
$15.5K - $16.9K
|
1.38K
$661K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
35+ 0.16% |
$15.5K - $16.9K
|
21.5K
$10.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
35+ 0.15% |
$15.5K - $16.9K
|
23.1K
$11.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
35+ 1.38% |
$15.5K - $16.9K
|
2.58K
$1.23M
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
BUY
|
- |
35+ 5.31% |
$15.5K - $16.9K
|
694
$333K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
35+ 0.31% |
$15.5K - $16.9K
|
11.3K
$5.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
35+ 5.15% |
$15.5K - $16.9K
|
715
$343K
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
34+ 0.07% |
$15K - $16.4K
|
47.5K
$22.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
34+ 0.53% |
$15K - $16.4K
|
6.41K
$3.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
34+ 1.44% |
$15K - $16.4K
|
2.4K
$1.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
34+ 0.14% |
$15K - $16.4K
|
23.7K
$11.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
34+ 0.82% |
$15K - $16.4K
|
4.2K
$2.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
33+ 0.22% |
$14.6K - $15.9K
|
15K
$7.19M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
32+ 0.31% |
$14.2K - $15.5K
|
10.4K
$4.99M
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
32+ 2.09% |
$14.2K - $15.5K
|
1.56K
$749K
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
32+ 3.03% |
$14.2K - $15.5K
|
1.09K
$522K
|
|
|
Feb 11, 2025
Q4 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
32+ 0.74% |
$14.2K - $15.5K
|
4.37K
$2.09M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
31+ 2.93% |
$13.7K - $15K
|
1.09K
$522K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
31+ 6.43% |
$13.7K - $15K
|
513
$246K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
31+ 0.28% |
$13.7K - $15K
|
11.2K
$5.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
31+ 7.03% |
$13.7K - $15K
|
472
$226K
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
31+ 0.46% |
$13.7K - $15K
|
6.76K
$3.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
31+ 1.24% |
$13.7K - $15K
|
2.53K
$1.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
31+ 0.11% |
$13.7K - $15K
|
27.7K
$13.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
31+ 0.13% |
$13.7K - $15K
|
24.8K
$11.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
31+ 0.72% |
$13.7K - $15K
|
4.32K
$2.07M
|