Purchases and Sales Made in Q4 2024 in Berkshire Hathaway Inc (BRK-A)
This table provides information about the institutional ownership of Berkshire Hathaway Inc (BRK-A) during Q4 2024. The information is specifically focused on institutions that hold shares of BERKSHIRE HATHAWAY INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8+ 5.63% |
$5.32M - $5.79M
|
150
$118M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7+ 3.61% |
$4.65M - $5.07M
|
201
$159M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
7New |
$4.65M - $5.07M
|
7
$5.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Bradyco, Inc.
Cambridge, MA |
BUY
|
- |
7New |
$4.65M - $5.07M
|
7
$5.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
6New |
$3.99M - $4.34M
|
6
$4.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
BUY
|
- |
6New |
$3.99M - $4.34M
|
6
$4.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6+ 600.0% |
$3.99M - $4.34M
|
7
$5.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
6New |
$3.99M - $4.34M
|
6
$4.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
6New |
$3.99M - $4.34M
|
6
$4.74M
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
5New |
$3.32M - $3.62M
|
5
$3.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
5+ 55.56% |
$3.32M - $3.62M
|
14
$11.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
5New |
$3.32M - $3.62M
|
5
$3.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
5New |
$3.32M - $3.62M
|
5
$3.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5New |
$3.32M - $3.62M
|
5
$3.95M
|
|
|
Jan 28, 2025
Q4 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
5New |
$3.32M - $3.62M
|
5
$3.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
5+ 29.41% |
$3.32M - $3.62M
|
22
$17.4M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4+ 14.29% |
$2.66M - $2.9M
|
32
$25.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
4New |
$2.66M - $2.9M
|
4
$3.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
4New |
$2.66M - $2.9M
|
4
$3.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
4New |
$2.66M - $2.9M
|
4
$3.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
4New |
$2.66M - $2.9M
|
4
$3.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4+ 57.14% |
$2.66M - $2.9M
|
11
$8.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
4+ 66.67% |
$2.66M - $2.9M
|
10
$7.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
4New |
$2.66M - $2.9M
|
4
$3.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
4New |
$2.66M - $2.9M
|
4
$3.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
3+ 60.0% |
$1.99M - $2.17M
|
8
$6.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
3+ 2.21% |
$1.99M - $2.17M
|
139
$110M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3+ 11.11% |
$1.99M - $2.17M
|
30
$23.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
3New |
$1.99M - $2.17M
|
3
$2.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
3+ 300.0% |
$1.99M - $2.17M
|
4
$3.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
3New |
$1.99M - $2.17M
|
3
$2.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Broyhill Asset Management
Charlotte, NC |
BUY
|
- |
3New |
$1.99M - $2.17M
|
3
$2.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
3+ 8.82% |
$1.99M - $2.17M
|
37
$29.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3+ 4.41% |
$1.99M - $2.17M
|
71
$56.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3+ 75.0% |
$1.99M - $2.17M
|
7
$5.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3+ 9.38% |
$1.99M - $2.17M
|
35
$27.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
3+ 6.0% |
$1.99M - $2.17M
|
53
$41.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
3New |
$1.99M - $2.17M
|
3
$2.37M
|
|
|
Feb 18, 2025
Q4 2024
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
3New |
$1.99M - $2.17M
|
3
$2.37M
|
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
3New |
$1.99M - $2.17M
|
3
$2.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3New |
$1.99M - $2.17M
|
3
$2.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
3+ 9.38% |
$1.99M - $2.17M
|
35
$27.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
2+ 100.0% |
$1.33M - $1.45M
|
4
$3.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2+ 11.76% |
$1.33M - $1.45M
|
19
$15M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2+ 28.57% |
$1.33M - $1.45M
|
9
$7.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2New |
$1.33M - $1.45M
|
2
$1.58M
|
|
|
Feb 04, 2025
Q4 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
2+ 14.29% |
$1.33M - $1.45M
|
16
$12.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2+ 33.33% |
$1.33M - $1.45M
|
8
$6.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2+ 2.47% |
$1.33M - $1.45M
|
83
$65.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
2+ 100.0% |
$1.33M - $1.45M
|
4
$3.16M
|