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 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
84+ 8.2% |
$37.2K - $40.6K
|
1.11K
$537K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
84New |
$37.2K - $40.6K
|
84
$40.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
82+ 1.52% |
$36.3K - $39.6K
|
5.47K
$2.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
82+ 5.5% |
$36.3K - $39.6K
|
1.57K
$763K
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
82+ 1.85% |
$36.3K - $39.6K
|
4.51K
$2.19M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
81+ 67.5% |
$35.8K - $39.1K
|
201
$97.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
81+ 4.83% |
$35.8K - $39.1K
|
1.76K
$852K
|
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
80+ 16.77% |
$35.4K - $38.6K
|
557
$270K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
79+ 1.19% |
$34.9K - $38.2K
|
6.74K
$3.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
79+ 1.71% |
$34.9K - $38.2K
|
4.69K
$2.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
79+ 0.06% |
$34.9K - $38.2K
|
123K
$59.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
78+ 7.75% |
$34.5K - $37.7K
|
1.08K
$526K
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
78+ 6.66% |
$34.5K - $37.7K
|
1.25K
$606K
|
|
|
Feb 11, 2025
Q4 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
78+ 9.11% |
$34.5K - $37.7K
|
934
$453K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
77+ 8.57% |
$34.1K - $37.2K
|
975
$473K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
77+ 0.87% |
$34.1K - $37.2K
|
8.93K
$4.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Hemenway Trust CO LLC
|
BUY
|
- |
76+ 2.66% |
$33.6K - $36.7K
|
2.94K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
76+ 0.29% |
$33.6K - $36.7K
|
26.4K
$12.8M
|
|
|
Jan 03, 2025
Q4 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
75+ 0.9% |
$33.2K - $36.2K
|
8.38K
$4.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
75+ 1.29% |
$33.2K - $36.2K
|
5.9K
$2.86M
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
75+ 0.24% |
$33.2K - $36.2K
|
31K
$15.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
75+ 3.4% |
$33.2K - $36.2K
|
2.28K
$1.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
75+ 0.35% |
$33.2K - $36.2K
|
21.4K
$10.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Good Haven Capital Management, LLC
Millburn, NJ |
BUY
|
- |
75+ 0.06% |
$33.2K - $36.2K
|
126K
$61.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
74+ 11.71% |
$32.7K - $35.7K
|
706
$342K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
74New |
$32.7K - $35.7K
|
74
$35.9K
|
|
|
Jan 15, 2025
Q4 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
73+ 0.27% |
$32.3K - $35.3K
|
26.7K
$13M
|
|
|
Jan 29, 2025
Q4 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
73+ 0.52% |
$32.3K - $35.3K
|
14.1K
$6.82M
|
|
|
Feb 04, 2025
Q4 2024
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
73+ 9.17% |
$32.3K - $35.3K
|
869
$421K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
72+ 0.91% |
$31.8K - $34.8K
|
8K
$3.88M
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
72+ 0.86% |
$31.8K - $34.8K
|
8.47K
$4.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
72+ 0.08% |
$31.8K - $34.8K
|
87.4K
$42.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
72+ 1.62% |
$31.8K - $34.8K
|
4.52K
$2.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
72+ 2.4% |
$31.8K - $34.8K
|
3.08K
$1.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
71+ 1.4% |
$31.4K - $34.3K
|
5.14K
$2.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
71+ 0.66% |
$31.4K - $34.3K
|
10.9K
$5.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
71+ 2.1% |
$31.4K - $34.3K
|
3.46K
$1.68M
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
70+ 10.22% |
$31K - $33.8K
|
755
$366K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
70+ 1.4% |
$31K - $33.8K
|
5.07K
$2.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
70+ 9.85% |
$31K - $33.8K
|
781
$379K
|
|
|
Jan 29, 2025
Q4 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
70+ 4.19% |
$31K - $33.8K
|
1.74K
$844K
|
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
70+ 11.65% |
$31K - $33.8K
|
671
$325K
|
|
|
May 07, 2025
Q4 2024
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
70+ 4.97% |
$31K - $33.8K
|
1.48K
$717K
|
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
69+ 1.13% |
$30.5K - $33.3K
|
6.18K
$3M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
68+ 5.76% |
$30.1K - $32.8K
|
1.25K
$606K
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
68+ 3.44% |
$30.1K - $32.8K
|
2.04K
$991K
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
68+ 0.6% |
$30.1K - $32.8K
|
11.4K
$5.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
68+ 1.78% |
$30.1K - $32.8K
|
3.89K
$1.89M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
67+ 0.23% |
$29.6K - $32.4K
|
29.1K
$14.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
67+ 1.18% |
$29.6K - $32.4K
|
5.76K
$2.8M
|