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 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
170+ 29.36% |
$75.2K - $82.1K
|
749
$354K
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
170+ 2.34% |
$75.2K - $82.1K
|
7.44K
$3.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
BUY
|
- |
170+ 23.35% |
$75.2K - $82.1K
|
898
$424K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
170+ 0.64% |
$75.2K - $82.1K
|
26.6K
$12.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
169+ 4.6% |
$74.7K - $81.6K
|
3.84K
$1.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
169+ 1.71% |
$74.7K - $81.6K
|
10K
$4.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
168+ 1.59% |
$74.3K - $81.2K
|
10.7K
$5.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
167+ 4.49% |
$73.9K - $80.7K
|
3.88K
$1.83M
|
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
BUY
|
- |
167+ 2.29% |
$73.9K - $80.7K
|
7.46K
$3.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
167+ 11.68% |
$73.9K - $80.7K
|
1.6K
$754K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
167+ 1.39% |
$73.9K - $80.7K
|
12.2K
$5.77M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
165+ 0.91% |
$73K - $79.7K
|
18.2K
$8.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
164+ 2.67% |
$72.5K - $79.2K
|
6.32K
$2.98M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
161+ 1.61% |
$71.2K - $77.8K
|
10.2K
$4.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
161+ 10.2% |
$71.2K - $77.8K
|
1.74K
$821K
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
161+ 6.15% |
$71.2K - $77.8K
|
2.78K
$1.31M
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
160+ 6.87% |
$70.8K - $77.3K
|
2.49K
$1.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
158+ 3.66% |
$69.9K - $76.3K
|
4.48K
$2.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
155+ 12.65% |
$68.6K - $74.9K
|
1.38K
$652K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
154+ 1.61% |
$68.1K - $74.4K
|
9.72K
$4.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
154+ 0.62% |
$68.1K - $74.4K
|
25.1K
$11.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
154+ 2.11% |
$68.1K - $74.4K
|
7.46K
$3.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
152+ 6.1% |
$67.2K - $73.4K
|
2.65K
$1.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
152+ 1.76% |
$67.2K - $73.4K
|
8.77K
$4.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
152+ 0.36% |
$67.2K - $73.4K
|
42.2K
$19.9M
|
|
|
Feb 04, 2025
Q4 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
151+ 8.41% |
$66.8K - $72.9K
|
1.95K
$919K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
151+ 11.24% |
$66.8K - $72.9K
|
1.49K
$705K
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
150+ 8.56% |
$66.3K - $72.5K
|
1.9K
$898K
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
150+ 3.7% |
$66.3K - $72.5K
|
4.2K
$1.98M
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
150+ 0.81% |
$66.3K - $72.5K
|
18.6K
$8.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
150+ 18.99% |
$66.3K - $72.5K
|
940
$444K
|
|
|
Feb 03, 2025
Q4 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
150+ 1.7% |
$66.3K - $72.5K
|
8.99K
$4.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
BUY
|
- |
149+ 2.52% |
$65.9K - $72K
|
6.05K
$2.86M
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
148+ 1.5% |
$65.5K - $71.5K
|
10K
$4.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
147+ 2.34% |
$65K - $71K
|
6.42K
$3.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
147+ 2.04% |
$65K - $71K
|
7.36K
$3.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
147+ 0.13% |
$65K - $71K
|
111K
$52.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Manitou Investment Management Ltd.
Toronto, A6 |
BUY
|
- |
146+ 0.09% |
$64.6K - $70.5K
|
160K
$75.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
146+ 0.59% |
$64.6K - $70.5K
|
25.1K
$11.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
144+ 6.65% |
$63.7K - $69.6K
|
2.31K
$1.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
143+ 4.26% |
$63.2K - $69.1K
|
3.5K
$1.65M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
142+ 2.13% |
$62.8K - $68.6K
|
6.8K
$3.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
142+ 0.62% |
$62.8K - $68.6K
|
23.2K
$11M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
141+ 1.58% |
$62.4K - $68.1K
|
9.07K
$4.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
141+ 0.93% |
$62.4K - $68.1K
|
15.4K
$7.26M
|
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
BUY
|
- |
140+ 2.86% |
$61.9K - $67.6K
|
5.04K
$2.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
140+ 0.52% |
$61.9K - $67.6K
|
26.9K
$12.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
140+ 6.57% |
$61.9K - $67.6K
|
2.27K
$1.07M
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
139+ 9.17% |
$61.5K - $67.1K
|
1.65K
$781K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
139+ 2.89% |
$61.5K - $67.1K
|
4.96K
$2.34M
|