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 12, 2025
Q4 2024
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
1.08KNew |
$479K - $523K
|
1.08K
$529K
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
1.07KNew |
$474K - $518K
|
1.07K
$525K
|
|
Jan 08, 2025
Q4 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
1.07K+ 4.05% |
$473K - $517K
|
27.5K
$13.4M
|
|
Feb 14, 2025
Q4 2024
|
Alta Advisers LTD
|
BUY
|
- |
1.07K+ 21.44% |
$473K - $516K
|
6.06K
$2.96M
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.07K+ 17.37% |
$472K - $515K
|
7.21K
$3.53M
|
|
Feb 14, 2025
Q4 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
1.06K+ 50.4% |
$470K - $513K
|
3.17K
$1.55M
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
1.06KNew |
$468K - $511K
|
1.06K
$518K
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1.06K+ 7.98% |
$467K - $510K
|
14.3K
$6.99M
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
1.06KNew |
$467K - $510K
|
1.06K
$516K
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.05K+ 7.02% |
$465K - $508K
|
16K
$7.85M
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
1.04K+ 1.91% |
$460K - $503K
|
55.6K
$27.2M
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
1.04KNew |
$459K - $501K
|
1.04K
$507K
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.03K+ 7.94% |
$457K - $500K
|
14.1K
$6.88M
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.03K+ 3.21% |
$456K - $498K
|
33.1K
$16.2M
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.02K+ 19.01% |
$453K - $495K
|
6.41K
$3.14M
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.02KNew |
$452K - $494K
|
1.02K
$500K
|
|
Feb 14, 2025
Q4 2024
|
Tang Capital Management LLC
San Diego, CA |
BUY
|
- |
1.02K+ 49.06% |
$451K - $493K
|
3.1K
$1.52M
|
|
Feb 12, 2025
Q4 2024
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
1.02KNew |
$451K - $492K
|
1.02K
$499K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.02K+ 0.16% |
$451K - $492K
|
640K
$313M
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.02KNew |
$450K - $492K
|
1.02K
$498K
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.02K+ 4.64% |
$450K - $492K
|
23K
$11.2M
|
|
Feb 18, 2025
Q4 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
1.02K+ 18.19% |
$449K - $491K
|
6.6K
$3.23M
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.01K+ 14.68% |
$448K - $489K
|
7.91K
$3.87M
|
|
Jan 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
1.01K+ 178.31% |
$447K - $488K
|
1.58K
$772K
|
|
Feb 13, 2025
Q4 2024
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
1.01K+ 0.53% |
$445K - $486K
|
192K
$93.7M
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
1K+ 5.55% |
$444K - $485K
|
19.1K
$9.34M
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1K+ 25.37% |
$443K - $484K
|
4.95K
$2.42M
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
1K+ 0.83% |
$442K - $483K
|
122K
$59.7M
|
|
Jan 21, 2025
Q4 2024
|
Robert Olstein
Olstein Capital Management, L.P.
|
BUY
|
- |
1K+ 8.26% |
$442K - $483K
|
13.1K
$6.41M
|
|
Feb 14, 2025
Q4 2024
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
1KNew |
$442K - $483K
|
1K
$489K
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
998+ 132.19% |
$441K - $482K
|
1.75K
$858K
|
|
Jan 31, 2025
Q4 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
997+ 7.2% |
$441K - $482K
|
14.8K
$7.26M
|
|
Jan 16, 2025
Q4 2024
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
995New |
$440K - $481K
|
995
$487K
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
995New |
$440K - $481K
|
995
$487K
|
|
Feb 04, 2025
Q4 2024
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
993New |
$439K - $480K
|
993
$486K
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
991+ 3.38% |
$438K - $479K
|
30.3K
$14.8M
|
|
Feb 11, 2025
Q4 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
990+ 84.98% |
$438K - $478K
|
2.16K
$1.05M
|
|
Jun 23, 2025
Q4 2024
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
989New |
$437K - $478K
|
989
$484K
|
|
Feb 14, 2025
Q4 2024
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
988New |
$437K - $477K
|
988
$483K
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
983+ 84.52% |
$435K - $475K
|
2.15K
$1.05M
|
|
Feb 10, 2025
Q4 2024
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
981New |
$434K - $474K
|
981
$480K
|
|
Mar 11, 2025
Q4 2024
|
Lighthouse Financial LLC
Largo, FL |
BUY
|
- |
980New |
$433K - $473K
|
980
$480K
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
976+ 5.1% |
$432K - $471K
|
20.1K
$9.84M
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
976+ 1.63% |
$432K - $471K
|
60.7K
$29.7M
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
975+ 37.91% |
$431K - $471K
|
3.55K
$1.74M
|
|
Jan 27, 2025
Q4 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
975+ 24.88% |
$431K - $471K
|
4.89K
$2.39M
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
970+ 6.16% |
$429K - $469K
|
16.7K
$8.18M
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
968New |
$428K - $468K
|
968
$474K
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
960New |
$425K - $464K
|
960
$470K
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
957+ 5.06% |
$423K - $462K
|
19.9K
$9.72M
|