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 16, 2025
Q4 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
1.35K+ 58.14% |
$597K - $652K
|
3.67K
$1.8M
|
|
|
Apr 10, 2025
Q4 2024
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
1.35KNew |
$597K - $652K
|
1.35K
$661K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.35K+ 5.15% |
$596K - $651K
|
27.5K
$13.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.35K+ 139.19% |
$595K - $650K
|
2.31K
$1.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.34K+ 6.54% |
$594K - $649K
|
21.9K
$10.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.34K+ 13.22% |
$593K - $648K
|
11.5K
$5.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.33K+ 31.3% |
$589K - $643K
|
5.59K
$2.73M
|
|
|
Feb 11, 2025
Q4 2024
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
1.33KNew |
$589K - $643K
|
1.33K
$651K
|
|
|
Feb 14, 2025
Q4 2024
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.33KNew |
$588K - $642K
|
1.33K
$651K
|
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
1.33KNew |
$588K - $642K
|
1.33K
$650K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.33K+ 7.64% |
$587K - $641K
|
18.7K
$9.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
1.33KNew |
$587K - $641K
|
1.33K
$649K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.33K+ 11.13% |
$586K - $640K
|
13.2K
$6.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
1.32K+ 14.87% |
$586K - $640K
|
10.2K
$5.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
1.32KNew |
$585K - $639K
|
1.32K
$647K
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
1.32KNew |
$585K - $639K
|
1.32K
$647K
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
1.32KNew |
$583K - $637K
|
1.32K
$645K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.32K+ 9.13% |
$582K - $636K
|
15.7K
$7.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.32K+ 0.46% |
$582K - $636K
|
290K
$142M
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
1.31KNew |
$579K - $632K
|
1.31K
$640K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.29K+ 1.1% |
$568K - $621K
|
118K
$57.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.29K+ 6.38% |
$568K - $621K
|
21.4K
$10.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
1.28KNew |
$567K - $620K
|
1.28K
$628K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.28K+ 3.43% |
$567K - $619K
|
38.6K
$18.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
1.28K+ 0.55% |
$564K - $616K
|
233K
$114M
|
|
|
Feb 05, 2025
Q4 2024
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
1.27KNew |
$563K - $615K
|
1.27K
$623K
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
BUY
|
- |
1.27K+ 15.18% |
$561K - $613K
|
9.62K
$4.71M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.27K+ 31.82% |
$560K - $612K
|
5.25K
$2.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
1.26K+ 5.73% |
$556K - $607K
|
23.2K
$11.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.25KNew |
$554K - $605K
|
1.25K
$613K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.25K+ 3.47% |
$554K - $605K
|
37.3K
$18.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.25K+ 10.44% |
$553K - $604K
|
13.2K
$6.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
1.25KNew |
$552K - $603K
|
1.25K
$611K
|
|
|
Feb 12, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
1.24KNew |
$549K - $600K
|
1.24K
$607K
|
|
|
Feb 05, 2025
Q4 2024
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
1.23KNew |
$544K - $595K
|
1.23K
$602K
|
|
|
Mar 24, 2025
Q4 2024
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
1.23KNew |
$543K - $593K
|
1.23K
$601K
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.23K+ 7.58% |
$542K - $592K
|
17.4K
$8.51M
|
|
|
Sep 08, 2025
Q4 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
1.22K+ 110.47% |
$541K - $591K
|
2.33K
$1.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.22K+ 6.79% |
$538K - $588K
|
19.1K
$9.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.22K+ 8.01% |
$538K - $587K
|
16.4K
$8.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
1.22K+ 12.59% |
$537K - $587K
|
10.9K
$5.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
1.21KNew |
$537K - $586K
|
1.21K
$594K
|
|
|
Feb 14, 2025
Q4 2024
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
1.21KNew |
$536K - $585K
|
1.21K
$593K
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.21K+ 2.81% |
$536K - $585K
|
44.3K
$21.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.21KNew |
$535K - $584K
|
1.21K
$592K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
1.21K+ 9.07% |
$534K - $583K
|
14.5K
$7.1M
|
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
1.21KNew |
$533K - $583K
|
1.21K
$590K
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
1.2K+ 127.14% |
$533K - $582K
|
2.15K
$1.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
1.2KNew |
$532K - $581K
|
1.2K
$588K
|
|
|
Feb 10, 2025
Q4 2024
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
1.2KNew |
$531K - $580K
|
1.2K
$587K
|