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 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
387+ 3.12% |
$171K - $187K
|
12.8K
$6.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
BUY
|
- |
385+ 2.73% |
$170K - $186K
|
14.5K
$6.85M
|
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
BUY
|
- |
373+ 0.47% |
$165K - $180K
|
79.1K
$37.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
367+ 1.06% |
$162K - $177K
|
35.1K
$16.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
367+ 7.77% |
$162K - $177K
|
5.09K
$2.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
363+ 6.06% |
$161K - $175K
|
6.35K
$3M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
363+ 0.23% |
$161K - $175K
|
157K
$74.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
363+ 5.12% |
$161K - $175K
|
7.45K
$3.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
360+ 8.0% |
$159K - $174K
|
4.86K
$2.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
360New |
$159K - $174K
|
360
$170K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
358+ 7.67% |
$158K - $173K
|
5.03K
$2.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
358+ 5.61% |
$158K - $173K
|
6.74K
$3.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
357+ 23.12% |
$158K - $172K
|
1.9K
$897K
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
357+ 1.99% |
$158K - $172K
|
18.3K
$8.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
353+ 12.58% |
$156K - $171K
|
3.16K
$1.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
353+ 4.23% |
$156K - $171K
|
8.69K
$4.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
350+ 3.54% |
$155K - $169K
|
10.2K
$4.83M
|
|
|
Feb 07, 2025
Q4 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
350+ 29.61% |
$155K - $169K
|
1.53K
$723K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
348+ 1.27% |
$154K - $168K
|
27.8K
$13.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
347+ 1.27% |
$153K - $168K
|
27.7K
$13.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
346+ 5.58% |
$153K - $167K
|
6.55K
$3.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
346+ 37.32% |
$153K - $167K
|
1.27K
$601K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
340+ 3.27% |
$150K - $164K
|
10.7K
$5.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
339+ 2.88% |
$150K - $164K
|
12.1K
$5.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Citadel Investment Advisory, Inc.
|
BUY
|
- |
338+ 0.31% |
$149K - $163K
|
109K
$51.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
337+ 69.06% |
$149K - $163K
|
825
$389K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
337+ 5.84% |
$149K - $163K
|
6.11K
$2.88M
|
|
|
Jan 22, 2025
Q4 2024
|
James Hambro & Partners
|
BUY
|
- |
334+ 5.15% |
$148K - $161K
|
6.82K
$3.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
334+ 1.8% |
$148K - $161K
|
18.9K
$8.93M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
333New |
$147K - $161K
|
333
$157K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
332+ 0.82% |
$147K - $160K
|
40.7K
$19.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
332+ 0.15% |
$147K - $160K
|
217K
$102M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
331New |
$146K - $160K
|
331
$156K
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
328+ 2.22% |
$145K - $158K
|
15.1K
$7.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
328+ 11.78% |
$145K - $158K
|
3.11K
$1.47M
|
|
|
Feb 03, 2025
Q4 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
327+ 75.0% |
$145K - $158K
|
763
$360K
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
326+ 2.63% |
$144K - $157K
|
12.7K
$6.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Terril Brothers, Inc.
|
BUY
|
- |
326+ 18.11% |
$144K - $157K
|
2.13K
$1M
|
|
|
Feb 04, 2025
Q4 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
325+ 39.88% |
$144K - $157K
|
1.14K
$538K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
324+ 10.08% |
$143K - $157K
|
3.54K
$1.67M
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
324+ 14.25% |
$143K - $157K
|
2.6K
$1.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
324+ 1.89% |
$143K - $157K
|
17.5K
$8.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
323+ 3.11% |
$143K - $156K
|
10.7K
$5.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
323+ 46.95% |
$143K - $156K
|
1.01K
$477K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
322+ 2.13% |
$142K - $156K
|
15.5K
$7.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
321+ 1.54% |
$142K - $155K
|
21.1K
$9.97M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
320+ 1.79% |
$142K - $155K
|
18.2K
$8.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
318+ 13.92% |
$141K - $154K
|
2.6K
$1.23M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
318+ 28.86% |
$141K - $154K
|
1.42K
$670K
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
316+ 0.48% |
$140K - $153K
|
66.6K
$31.4M
|