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 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
6.21KNew |
$2.75M - $3M
|
6.21K
$2.93M
|
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
6.21KNew |
$2.75M - $3M
|
6.21K
$2.93M
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
6.11KNew |
$2.7M - $2.95M
|
6.11K
$2.89M
|
|
|
Feb 06, 2025
Q4 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
6.06K+ 63.23% |
$2.68M - $2.93M
|
15.6K
$7.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
6KNew |
$2.65M - $2.9M
|
6K
$2.84M
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
5.96KNew |
$2.64M - $2.88M
|
5.96K
$2.82M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.89K+ 10.93% |
$2.61M - $2.85M
|
59.8K
$28.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.89K+ 11.87% |
$2.6M - $2.84M
|
55.5K
$26.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.84K+ 1.17% |
$2.58M - $2.82M
|
505K
$239M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
5.83K+ 2.16% |
$2.58M - $2.82M
|
276K
$131M
|
|
|
Feb 11, 2025
Q4 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
5.78KNew |
$2.56M - $2.79M
|
5.78K
$2.73M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.71K+ 4.4% |
$2.53M - $2.76M
|
136K
$64M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
5.71KNew |
$2.52M - $2.76M
|
5.71K
$2.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
5.69K+ 1.5% |
$2.51M - $2.75M
|
385K
$182M
|
|
|
Feb 07, 2025
Q4 2024
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
5.64KNew |
$2.5M - $2.73M
|
5.64K
$2.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
5.61K+ 7.3% |
$2.48M - $2.71M
|
82.5K
$39M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
5.58KNew |
$2.47M - $2.69M
|
5.58K
$2.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.57K+ 26.52% |
$2.46M - $2.69M
|
26.6K
$12.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
5.57KNew |
$2.46M - $2.69M
|
5.57K
$2.63M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
5.47K+ 2.66% |
$2.42M - $2.64M
|
211K
$99.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
5.46KNew |
$2.42M - $2.64M
|
5.46K
$2.58M
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
5.37K+ 87.18% |
$2.37M - $2.59M
|
11.5K
$5.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
5.33K+ 10.64% |
$2.36M - $2.58M
|
55.4K
$26.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
5.33K+ 26.8% |
$2.36M - $2.57M
|
25.2K
$11.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
5.29K+ 111.11% |
$2.34M - $2.56M
|
10.1K
$4.75M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
5.28KNew |
$2.34M - $2.55M
|
5.28K
$2.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.25K+ 13.75% |
$2.32M - $2.54M
|
43.4K
$20.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
5.21K+ 8.78% |
$2.31M - $2.52M
|
64.6K
$30.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
BUY
|
- |
5.19K+ 247.85% |
$2.3M - $2.51M
|
7.28K
$3.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
5.05K+ 167.32% |
$2.23M - $2.44M
|
8.07K
$3.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
4.93K+ 2.15% |
$2.18M - $2.38M
|
234K
$110M
|
|
|
Feb 10, 2025
Q4 2024
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
4.9K+ 98.04% |
$2.17M - $2.37M
|
9.89K
$4.68M
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
4.86KNew |
$2.15M - $2.35M
|
4.86K
$2.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
4.85KNew |
$2.14M - $2.34M
|
4.85K
$2.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
4.8KNew |
$2.12M - $2.32M
|
4.8K
$2.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
4.79KNew |
$2.12M - $2.31M
|
4.79K
$2.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Elevate Capital Advisors, LLC
Eagle, CO |
BUY
|
- |
4.76KNew |
$2.1M - $2.3M
|
4.76K
$2.25M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
4.75K+ 1.17% |
$2.1M - $2.3M
|
410K
$194M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.74K+ 13.29% |
$2.1M - $2.29M
|
40.4K
$19.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
4.73K+ 15.51% |
$2.09M - $2.29M
|
35.2K
$16.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
4.73K+ 33.84% |
$2.09M - $2.28M
|
18.7K
$8.83M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.72K+ 6.08% |
$2.09M - $2.28M
|
82.3K
$38.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
4.72KNew |
$2.09M - $2.28M
|
4.72K
$2.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
BUY
|
- |
4.71KNew |
$2.08M - $2.28M
|
4.71K
$2.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
4.71KNew |
$2.08M - $2.28M
|
4.71K
$2.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
4.69KNew |
$2.07M - $2.26M
|
4.69K
$2.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.51KNew |
$2M - $2.18M
|
4.51K
$2.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
4.47KNew |
$1.98M - $2.16M
|
4.47K
$2.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
4.47K+ 0.47% |
$1.98M - $2.16M
|
946K
$447M
|
|
|
Jan 23, 2025
Q4 2024
|
Defender Capital, Llc.
|
BUY
|
- |
4.45K+ 4.48% |
$1.97M - $2.15M
|
104K
$49.1M
|