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
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4.41K+ 8.96% |
$1.95M - $2.13M
|
53.7K
$25.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4.39K+ 17.03% |
$1.94M - $2.12M
|
30.2K
$14.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
4.37K+ 0.87% |
$1.93M - $2.11M
|
505K
$238M
|
|
|
Feb 11, 2025
Q4 2024
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
BUY
|
- |
4.29KNew |
$1.9M - $2.07M
|
4.29K
$2.03M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
4.26K+ 40.27% |
$1.88M - $2.06M
|
14.8K
$7.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
4.18KNew |
$1.85M - $2.02M
|
4.18K
$1.97M
|
|
|
Jan 30, 2025
Q4 2024
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
4.15KNew |
$1.83M - $2M
|
4.15K
$1.96M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
4.14K+ 14.1% |
$1.83M - $2M
|
33.5K
$15.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
4.12KNew |
$1.82M - $1.99M
|
4.12K
$1.95M
|
|
|
Feb 04, 2025
Q4 2024
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
4.1K+ 64.14% |
$1.81M - $1.98M
|
10.5K
$4.96M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
4.07K+ 1.64% |
$1.8M - $1.97M
|
252K
$119M
|
|
|
Feb 10, 2025
Q4 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
4.05K+ 21.66% |
$1.79M - $1.96M
|
22.7K
$10.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Gam Holding Ag
|
BUY
|
- |
4.05KNew |
$1.79M - $1.96M
|
4.05K
$1.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
4K+ 36.33% |
$1.77M - $1.93M
|
15K
$7.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
3.98KNew |
$1.76M - $1.92M
|
3.98K
$1.88M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
3.91K+ 13.64% |
$1.73M - $1.89M
|
32.6K
$15.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
3.91K+ 27.65% |
$1.73M - $1.89M
|
18K
$8.53M
|
|
|
Feb 05, 2025
Q4 2024
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
3.91KNew |
$1.73M - $1.89M
|
3.91K
$1.85M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
3.9K+ 79.78% |
$1.73M - $1.88M
|
8.79K
$4.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.9K+ 14.09% |
$1.72M - $1.88M
|
31.6K
$14.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
3.9K+ 9.95% |
$1.72M - $1.88M
|
43.1K
$20.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
3.88KNew |
$1.71M - $1.87M
|
3.88K
$1.83M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
3.87KNew |
$1.71M - $1.87M
|
3.87K
$1.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
3.87K+ 74.92% |
$1.71M - $1.87M
|
9.03K
$4.27M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
3.83KNew |
$1.69M - $1.85M
|
3.83K
$1.81M
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
3.75KNew |
$1.66M - $1.81M
|
3.75K
$1.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
3.72KNew |
$1.64M - $1.8M
|
3.72K
$1.76M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.69K+ 9.1% |
$1.63M - $1.78M
|
44.3K
$20.9M
|
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
3.62K+ 0.21% |
$1.6M - $1.75M
|
1.74M
$821M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
3.6KNew |
$1.59M - $1.74M
|
3.6K
$1.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
3.59KNew |
$1.59M - $1.73M
|
3.59K
$1.69M
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
3.52KNew |
$1.56M - $1.7M
|
3.52K
$1.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
3.51KNew |
$1.55M - $1.7M
|
3.51K
$1.66M
|
|
|
Feb 11, 2025
Q4 2024
|
English Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
3.48K+ 58066.67% |
$1.54M - $1.68M
|
3.49K
$1.65M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.47K+ 33.74% |
$1.53M - $1.68M
|
13.7K
$6.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
3.47K+ 7.29% |
$1.53M - $1.67M
|
51K
$24.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
3.46K+ 129.7% |
$1.53M - $1.67M
|
6.13K
$2.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
3.38K+ 231.98% |
$1.49M - $1.63M
|
4.84K
$2.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
3.38KNew |
$1.49M - $1.63M
|
3.38K
$1.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Hamilton Capital Partners, LLC
Atlanta, GA |
BUY
|
- |
3.35KNew |
$1.48M - $1.62M
|
3.35K
$1.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.29K+ 7.17% |
$1.45M - $1.59M
|
49.2K
$23.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.28K+ 2.66% |
$1.45M - $1.58M
|
127K
$59.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
3.23KNew |
$1.43M - $1.56M
|
3.23K
$1.53M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.21KNew |
$1.42M - $1.55M
|
3.21K
$1.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
3.2K+ 17.01% |
$1.42M - $1.55M
|
22K
$10.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
3.2KNew |
$1.41M - $1.54M
|
3.2K
$1.51M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.19K+ 5.28% |
$1.41M - $1.54M
|
63.5K
$30M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
3.19K+ 5.04% |
$1.41M - $1.54M
|
66.4K
$31.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
3.16K+ 27.4% |
$1.4M - $1.53M
|
14.7K
$6.94M
|
|
|
Jan 14, 2025
Q4 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
3.15K+ 415.17% |
$1.39M - $1.52M
|
3.91K
$1.85M
|