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 11, 2025
Q4 2024
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
3.72KNew |
$1.64M - $1.8M
|
3.72K
$1.75M
|
|
|
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 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.68K+ 35.74% |
$1.63M - $1.78M
|
14K
$6.59M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
3.65KNew |
$1.61M - $1.76M
|
3.65K
$1.72M
|
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
3.62K+ 0.21% |
$1.6M - $1.75M
|
1.74M
$819M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
3.6KNew |
$1.59M - $1.74M
|
3.6K
$1.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3.59K+ 16.52% |
$1.59M - $1.73M
|
25.3K
$11.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.59K+ 33.92% |
$1.59M - $1.73M
|
14.2K
$6.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
3.59KNew |
$1.59M - $1.73M
|
3.59K
$1.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.58K+ 7.75% |
$1.59M - $1.73M
|
49.8K
$23.5M
|
|
|
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 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
3.52K+ 9.51% |
$1.56M - $1.7M
|
40.5K
$19.1M
|
|
|
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
$6.49M
|
|
|
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
$2.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
3.43KNew |
$1.52M - $1.66M
|
3.43K
$1.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Broyhill Asset Management
Charlotte, NC |
BUY
|
- |
3.41KNew |
$1.51M - $1.65M
|
3.41K
$1.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
3.39KNew |
$1.5M - $1.64M
|
3.39K
$1.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
3.38K+ 231.98% |
$1.49M - $1.63M
|
4.84K
$2.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
3.38KNew |
$1.49M - $1.63M
|
3.38K
$1.59M
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
3.36K+ 7.18% |
$1.48M - $1.62M
|
50.1K
$23.6M
|
|
|
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
$59.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
3.23KNew |
$1.43M - $1.56M
|
3.23K
$1.52M
|
|
|
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
$31.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
3.16K+ 27.4% |
$1.4M - $1.53M
|
14.7K
$6.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
3.15K+ 22.03% |
$1.39M - $1.52M
|
17.4K
$8.23M
|
|
|
Jan 14, 2025
Q4 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
3.15K+ 415.17% |
$1.39M - $1.52M
|
3.91K
$1.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
3.13KNew |
$1.38M - $1.51M
|
3.13K
$1.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
3.12K+ 29.23% |
$1.38M - $1.51M
|
13.8K
$6.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
3.1K+ 24.31% |
$1.37M - $1.5M
|
15.9K
$7.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
3.07KNew |
$1.36M - $1.48M
|
3.07K
$1.45M
|
|
|
Feb 10, 2025
Q4 2024
|
First Eagle Investment Management, LLC
|
BUY
|
- |
3.05K+ 36.75% |
$1.35M - $1.47M
|
11.4K
$5.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.04K+ 28.23% |
$1.35M - $1.47M
|
13.8K
$6.52M
|
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
3.04KNew |
$1.34M - $1.47M
|
3.04K
$1.43M
|
|
|
Feb 03, 2025
Q4 2024
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
3.03KNew |
$1.34M - $1.46M
|
3.03K
$1.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
3.03KNew |
$1.34M - $1.46M
|
3.03K
$1.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
3.01K+ 5.18% |
$1.33M - $1.45M
|
61K
$28.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.96K+ 18.0% |
$1.31M - $1.43M
|
19.4K
$9.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.94K+ 5.07% |
$1.3M - $1.42M
|
60.9K
$28.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
2.94K+ 2.5% |
$1.3M - $1.42M
|
120K
$56.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
2.93K+ 132.67% |
$1.3M - $1.42M
|
5.14K
$2.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.93KNew |
$1.3M - $1.42M
|
2.93K
$1.38M
|