Purchases and Sales Made in Q4 2024 in Berkshire Hathaway Inc Class B (BRK-B)

BRK-B Quotes by TradingView

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 06, 2025 Q4 2024
Wood Trust Financial Corp

BUY
 -
316
+ 0.55%
$140K - $153K
57.4K $27.1M
Jan 28, 2025 Q4 2024
Windsor Capital Management, LLC

BUY
 -
315
+ 35.55%
$139K - $152K
1.2K $567K
Jan 31, 2025 Q4 2024
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
310
+ 12.19%
$137K - $150K
2.85K $1.35M
Jan 22, 2025 Q4 2024
Cornerstone Wealth Group, LLC

BUY
 -
306
+ 1.38%
$135K - $148K
22.4K $10.6M
Jan 22, 2025 Q4 2024
Yhb Investment Advisors, Inc.

BUY
 -
300
+ 0.4%
$133K - $145K
75.4K $35.6M
Feb 06, 2025 Q4 2024
Keybank National Association

BUY
 -
297
+ 0.13%
$131K - $143K
230K $109M
Jan 21, 2025 Q4 2024
Sound Income Strategies, LLC

BUY
 -
295
+ 5.37%
$130K - $143K
5.79K $2.73M
Jan 22, 2025 Q4 2024
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
295
+ 1.69%
$130K - $143K
17.8K $8.38M
Jan 28, 2025 Q4 2024
Chronos Wealth Management, LLC

BUY
 -
295
+ 1.29%
$130K - $143K
23.1K $10.9M
Jan 30, 2025 Q4 2024
Sage Advisors, LLC

Boulder, CO
BUY
 -
294
+ 3.3%
$130K - $142K
9.19K $4.34M
Jan 14, 2025 Q4 2024
Cypress Wealth Services, LLC

BUY
 -
291
+ 2.91%
$129K - $141K
10.3K $4.86M
Jan 17, 2025 Q4 2024
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
289
+ 5.76%
$128K - $140K
5.3K $2.5M
Jan 27, 2025 Q4 2024
Eagle Ridge Investment Management

BUY
 -
289
+ 0.74%
$128K - $140K
39.1K $18.5M
Feb 07, 2025 Q4 2024
Paragon Private Wealth Management, LLC

BUY
 -
287
+ 3.64%
$127K - $139K
8.16K $3.85M
Feb 06, 2025 Q4 2024
Mayport, LLC

BUY
 -
286
+ 18.02%
$126K - $138K
1.87K $884K
Jan 14, 2025 Q4 2024
Accurate Wealth Management, LLC

BUY
 -
285
+ 4.21%
$126K - $138K
7.06K $3.33M
Jan 28, 2025 Q4 2024
Thompson Investment Management, Inc.

BUY
 -
285
+ 166.67%
$126K - $138K
456 $215K
Jan 28, 2025 Q4 2024
Summit Wealth & Retirement Planning, Inc.

BUY
 -
280
+ 16.79%
$124K - $135K
1.95K $920K
Jan 27, 2025 Q4 2024
Tyche Wealth Partners LLC

Plano, TX
BUY
 -
278
+ 5.4%
$123K - $134K
5.43K $2.56M
Jan 31, 2025 Q4 2024
High Mark Wealth Management LLC

BUY
 -
277
+ 65.95%
$123K - $134K
697 $329K
Jan 16, 2025 Q4 2024
Davies Financial Advisors, Inc.

Murrieta, CA
BUY
 -
275
+ 27.31%
$122K - $133K
1.28K $605K
Feb 10, 2025 Q4 2024
Wellington Shields Capital Management, LLC

New York, NY
BUY
 -
275
+ 10.58%
$122K - $133K
2.88K $1.36M
Feb 10, 2025 Q4 2024
Axs Investments LLC

Port Chester, NY
BUY
 -
275
+ 4.91%
$122K - $133K
5.88K $2.77M
Jan 14, 2025 Q4 2024
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
270
+ 0.95%
$119K - $130K
28.7K $13.6M
Feb 10, 2025 Q4 2024
Gray Wealth Management Inc.

Bangor, ME
BUY
 -
269
+ 3.33%
$119K - $130K
8.36K $3.95M
Jan 14, 2025 Q4 2024
Guardian Financial Partners, LLC

BUY
 -
268
+ 3.93%
$119K - $129K
7.09K $3.35M
Feb 04, 2025 Q4 2024
Twin Peaks Wealth Advisors, LLC

Burlingame, CA
BUY
 -
267
+ 10.02%
$118K - $129K
2.93K $1.38M
Jan 21, 2025 Q4 2024
Embree Financial Group

Chicago, IL
BUY
 -
266
+ 1.3%
$118K - $128K
20.8K $9.81M
Jan 17, 2025 Q4 2024
Goldstein Advisors, LLC

Madison, WI
BUY
 -
265
+ 27.92%
$117K - $128K
1.21K $573K
Feb 05, 2025 Q4 2024
Sherman Asset Management, Inc.

Ventura, CA
BUY
 -
260
New
$115K - $126K
260 $123K
Jan 29, 2025 Q4 2024
Tfb Advisors LLC

Overland Park, KS
BUY
 -
258
+ 5.02%
$114K - $125K
5.39K $2.55M
Feb 03, 2025 Q4 2024
First Bank & Trust

BUY
 -
258
+ 8.34%
$114K - $125K
3.35K $1.58M
Feb 04, 2025 Q4 2024
Whipplewood Advisors, LLC

Littleton, CO
BUY
 -
257
New
$114K - $124K
257 $121K
Jan 14, 2025 Q4 2024
Churchill Management Corp

BUY
 -
256
+ 0.68%
$113K - $124K
37.7K $17.8M
Jan 28, 2025 Q4 2024
Activest Wealth Management

BUY
 -
255
+ 10.08%
$113K - $123K
2.78K $1.31M
Jan 15, 2025 Q4 2024
Cnb Bank

Clearfield, PA
BUY
 -
254
+ 8.18%
$112K - $123K
3.36K $1.59M
Jan 30, 2025 Q4 2024
Blue Zone Wealth Advisors, LLC

BUY
 -
253
+ 1.66%
$112K - $122K
15.5K $7.32M
Jan 28, 2025 Q4 2024
Kestra Private Wealth Services, LLC

BUY
 -
252
+ 0.14%
$111K - $122K
175K $82.5M
Feb 06, 2025 Q4 2024
Grandfield & Dodd, LLC

BUY
 -
252
+ 0.25%
$111K - $122K
103K $48.4M
Jan 16, 2025 Q4 2024
Solidarilty Wealth, LLC

Lehi, UT
BUY
 -
251
+ 0.65%
$111K - $121K
38.7K $18.2M
Jan 23, 2025 Q4 2024
Austin Private Wealth, LLC

BUY
 -
251
+ 12.86%
$111K - $121K
2.2K $1.04M
Jan 22, 2025 Q4 2024
Prospect Financial Services LLC

Melville, NY
BUY
 -
249
+ 51.34%
$110K - $120K
734 $347K
Jan 07, 2025 Q4 2024
Cva Family Office, LLC

BUY
 -
248
+ 1.82%
$110K - $120K
13.9K $6.57M
Jan 17, 2025 Q4 2024
Investment Advisory Group, LLC

BUY
 -
248
+ 7.26%
$110K - $120K
3.66K $1.73M
Jan 29, 2025 Q4 2024
Hemington Wealth Management

BUY
 -
247
+ 7.07%
$109K - $119K
3.74K $1.77M
Feb 06, 2025 Q4 2024
Kapstone Financial Advisors LLC

Dayton, OH
BUY
 -
246
+ 5.24%
$109K - $119K
4.94K $2.33M
Jan 24, 2025 Q4 2024
Kpp Advisory Services LLC

Louisville, KY
BUY
 -
245
+ 10.43%
$108K - $118K
2.59K $1.22M
Feb 07, 2025 Q4 2024
Gould Asset Management LLC

Claremont, CA
BUY
 -
244
+ 19.37%
$108K - $118K
1.5K $710K
Feb 06, 2025 Q4 2024
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
242
+ 1.18%
$107K - $117K
20.7K $9.77M

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