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 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
241+ 3.04% |
$107K - $116K
|
8.16K
$3.85M
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
241+ 0.94% |
$107K - $116K
|
25.8K
$12.2M
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
240+ 9.74% |
$106K - $116K
|
2.7K
$1.28M
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
239+ 0.32% |
$106K - $115K
|
74.6K
$35.2M
|
|
Jan 15, 2025
Q4 2024
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
236+ 2.84% |
$104K - $114K
|
8.54K
$4.03M
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
236New |
$104K - $114K
|
236
$111K
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
234+ 2.36% |
$103K - $113K
|
10.1K
$4.79M
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
234+ 2.98% |
$103K - $113K
|
8.09K
$3.82M
|
|
Feb 04, 2025
Q4 2024
|
Hendley & CO Inc
|
BUY
|
- |
234+ 0.39% |
$103K - $113K
|
59.8K
$28.2M
|
|
Feb 10, 2025
Q4 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
233+ 28.59% |
$103K - $113K
|
1.05K
$495K
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
232+ 11.97% |
$103K - $112K
|
2.17K
$1.02M
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
231+ 2.18% |
$102K - $112K
|
10.8K
$5.11M
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
230+ 1.23% |
$102K - $111K
|
18.9K
$8.94M
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
229+ 14.62% |
$101K - $111K
|
1.8K
$847K
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
228+ 9.61% |
$101K - $110K
|
2.6K
$1.23M
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
228+ 2.56% |
$101K - $110K
|
9.14K
$4.31M
|
|
Jan 07, 2025
Q4 2024
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
227+ 2.06% |
$100K - $110K
|
11.2K
$5.31M
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
227+ 9.22% |
$100K - $110K
|
2.69K
$1.27M
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
227+ 4.92% |
$100K - $110K
|
4.84K
$2.28M
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
226+ 1.95% |
$100K - $109K
|
11.8K
$5.57M
|
|
Jan 27, 2025
Q4 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
225+ 1.36% |
$99.5K - $109K
|
16.8K
$7.93M
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
224+ 0.39% |
$99.1K - $108K
|
58.2K
$27.5M
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
223+ 122.53% |
$98.6K - $108K
|
405
$191K
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
220+ 32.54% |
$97.3K - $106K
|
896
$423K
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
219+ 6.61% |
$96.9K - $106K
|
3.53K
$1.67M
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
219+ 1.23% |
$96.9K - $106K
|
18K
$8.52M
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
217New |
$96K - $105K
|
217
$102K
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
216+ 19.25% |
$95.5K - $104K
|
1.34K
$632K
|
|
Jan 16, 2025
Q4 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
215+ 22.73% |
$95.1K - $104K
|
1.16K
$548K
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
214+ 4.55% |
$94.7K - $103K
|
4.92K
$2.32M
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
BUY
|
- |
214+ 9.0% |
$94.7K - $103K
|
2.59K
$1.22M
|
|
Jan 31, 2025
Q4 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
214+ 2.68% |
$94.7K - $103K
|
8.21K
$3.88M
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
212+ 8.0% |
$93.8K - $102K
|
2.86K
$1.35M
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
209+ 28.02% |
$92.4K - $101K
|
955
$451K
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
208+ 0.12% |
$92K - $100K
|
177K
$83.7M
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
207+ 3.94% |
$91.6K - $100K
|
5.47K
$2.58M
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
206+ 2.06% |
$91.1K - $99.5K
|
10.2K
$4.82M
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
206+ 4.36% |
$91.1K - $99.5K
|
4.93K
$2.33M
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
203+ 22.41% |
$89.8K - $98.1K
|
1.11K
$524K
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
203+ 2.08% |
$89.8K - $98.1K
|
9.97K
$4.71M
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
BUY
|
- |
203+ 31.42% |
$89.8K - $98.1K
|
849
$401K
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
202+ 6.06% |
$89.3K - $97.6K
|
3.54K
$1.67M
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
200+ 19.84% |
$88.5K - $96.6K
|
1.21K
$570K
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
200+ 2.88% |
$88.5K - $96.6K
|
7.14K
$3.37M
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
200+ 11.64% |
$88.5K - $96.6K
|
1.92K
$906K
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
200+ 2.36% |
$88.5K - $96.6K
|
8.67K
$4.09M
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
200+ 42.74% |
$88.5K - $96.6K
|
668
$315K
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
199+ 2.25% |
$88K - $96.1K
|
9.05K
$4.27M
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
198+ 8.45% |
$87.6K - $95.6K
|
2.54K
$1.2M
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
197+ 7.17% |
$87.1K - $95.2K
|
2.95K
$1.39M
|