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 07, 2025
Q4 2024
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
462New |
$204K - $223K
|
462
$218K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
456+ 4.67% |
$202K - $220K
|
10.2K
$4.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
456New |
$202K - $220K
|
456
$215K
|
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
BUY
|
- |
455New |
$201K - $220K
|
455
$215K
|
|
|
Jan 30, 2025
Q4 2024
|
Compton Financial Group, LLC
|
BUY
|
- |
455+ 42.72% |
$201K - $220K
|
1.52K
$718K
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
455+ 7.88% |
$201K - $220K
|
6.23K
$2.94M
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
454+ 23.55% |
$201K - $219K
|
2.38K
$1.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
BUY
|
- |
454New |
$201K - $219K
|
454
$214K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
452New |
$200K - $218K
|
452
$213K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
451+ 0.85% |
$199K - $218K
|
53.5K
$25.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
451New |
$199K - $218K
|
451
$213K
|
|
|
Jan 13, 2025
Q4 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
450+ 12.18% |
$199K - $217K
|
4.14K
$1.96M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
450+ 15.9% |
$199K - $217K
|
3.28K
$1.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
447New |
$198K - $216K
|
447
$211K
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
447New |
$198K - $216K
|
447
$211K
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
445+ 16.34% |
$197K - $215K
|
3.17K
$1.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
445+ 10.27% |
$197K - $215K
|
4.78K
$2.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
442+ 21.05% |
$195K - $214K
|
2.54K
$1.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
441+ 0.11% |
$195K - $213K
|
411K
$194M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
440+ 3.53% |
$195K - $213K
|
12.9K
$6.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
437+ 3.48% |
$193K - $211K
|
13K
$6.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
434+ 23.83% |
$192K - $210K
|
2.26K
$1.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
433+ 9.24% |
$192K - $209K
|
5.12K
$2.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
432+ 2.92% |
$191K - $209K
|
15.2K
$7.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
431+ 1.5% |
$191K - $208K
|
29.2K
$13.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
430+ 8.67% |
$190K - $208K
|
5.39K
$2.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
429+ 67.03% |
$190K - $207K
|
1.07K
$505K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
426+ 1.96% |
$188K - $206K
|
22.2K
$10.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
418+ 0.54% |
$185K - $202K
|
77.5K
$36.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
417+ 14.76% |
$184K - $201K
|
3.24K
$1.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
414+ 5.25% |
$183K - $200K
|
8.3K
$3.92M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
413+ 0.98% |
$183K - $200K
|
42.4K
$20M
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
411+ 3.04% |
$182K - $199K
|
13.9K
$6.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
410+ 78.85% |
$181K - $198K
|
930
$439K
|
|
|
Jan 28, 2025
Q4 2024
|
Ffg Partners, LLC
Fort Lauderdale, FL |
BUY
|
- |
410+ 1.92% |
$181K - $198K
|
21.7K
$10.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
409+ 15.6% |
$181K - $198K
|
3.03K
$1.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
405+ 12.7% |
$179K - $196K
|
3.59K
$1.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
404+ 1.41% |
$179K - $195K
|
29K
$13.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
403+ 5.62% |
$178K - $195K
|
7.57K
$3.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
402+ 20.71% |
$178K - $194K
|
2.34K
$1.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
402+ 3.41% |
$178K - $194K
|
12.2K
$5.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
401+ 42.93% |
$177K - $194K
|
1.34K
$630K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
401+ 2.02% |
$177K - $194K
|
20.3K
$9.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
400+ 9.32% |
$177K - $193K
|
4.69K
$2.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
398+ 1.3% |
$176K - $192K
|
30.9K
$14.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
396+ 9.01% |
$175K - $191K
|
4.79K
$2.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
396+ 3.87% |
$175K - $191K
|
10.6K
$5.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
395+ 0.81% |
$175K - $191K
|
49.2K
$23.2M
|
|
|
Jan 02, 2025
Q4 2024
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
391+ 5.24% |
$173K - $189K
|
7.86K
$3.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
391+ 9.59% |
$173K - $189K
|
4.47K
$2.11M
|