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 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
112+ 6.16% |
$49.5K - $54.1K
|
1.93K
$912K
|
|
Feb 04, 2025
Q4 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
111+ 6.49% |
$49.1K - $53.6K
|
1.82K
$860K
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
110+ 14.88% |
$48.7K - $53.1K
|
849
$401K
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
110+ 1.08% |
$48.7K - $53.1K
|
10.3K
$4.86M
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
110+ 0.79% |
$48.7K - $53.1K
|
14.1K
$6.65M
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
110+ 13.02% |
$48.7K - $53.1K
|
955
$451K
|
|
Feb 04, 2025
Q4 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
110+ 2.88% |
$48.7K - $53.1K
|
3.93K
$1.86M
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
109+ 0.27% |
$48.2K - $52.7K
|
40.4K
$19.1M
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
BUY
|
- |
109+ 10.85% |
$48.2K - $52.7K
|
1.11K
$526K
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
109+ 2.41% |
$48.2K - $52.7K
|
4.64K
$2.19M
|
|
Jan 14, 2025
Q4 2024
|
Brave Asset Management Inc
|
BUY
|
- |
108+ 1.63% |
$47.8K - $52.2K
|
6.73K
$3.18M
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
108+ 0.8% |
$47.8K - $52.2K
|
13.7K
$6.45M
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
BUY
|
- |
108+ 3.77% |
$47.8K - $52.2K
|
2.97K
$1.4M
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
108+ 0.62% |
$47.8K - $52.2K
|
17.6K
$8.29M
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
BUY
|
- |
107+ 0.63% |
$47.3K - $51.7K
|
17K
$8.02M
|
|
Jan 14, 2025
Q4 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
105+ 1.3% |
$46.4K - $50.7K
|
8.18K
$3.86M
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
105+ 3.36% |
$46.4K - $50.7K
|
3.23K
$1.52M
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
105+ 19.06% |
$46.4K - $50.7K
|
656
$310K
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
105+ 0.39% |
$46.4K - $50.7K
|
27.3K
$12.9M
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
104+ 0.33% |
$46K - $50.2K
|
31.9K
$15.1M
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
103+ 3.65% |
$45.6K - $49.8K
|
2.93K
$1.38M
|
|
Feb 10, 2025
Q4 2024
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
103+ 1.56% |
$45.6K - $49.8K
|
6.69K
$3.16M
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
102+ 3.99% |
$45.1K - $49.3K
|
2.66K
$1.26M
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
102+ 0.54% |
$45.1K - $49.3K
|
19.1K
$9.01M
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
102+ 5.94% |
$45.1K - $49.3K
|
1.82K
$859K
|
|
Jan 29, 2025
Q4 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
101+ 0.3% |
$44.7K - $48.8K
|
33.8K
$16M
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
100New |
$44.2K - $48.3K
|
100
$47.2K
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
100+ 34.97% |
$44.2K - $48.3K
|
386
$182K
|
|
Jan 16, 2025
Q4 2024
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
100+ 20.0% |
$44.2K - $48.3K
|
600
$283K
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
100New |
$44.2K - $48.3K
|
100
$47.2K
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
100+ 4.97% |
$44.2K - $48.3K
|
2.11K
$997K
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
100+ 7.3% |
$44.2K - $48.3K
|
1.47K
$694K
|
|
Jan 15, 2025
Q4 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
97+ 33.33% |
$42.9K - $46.9K
|
388
$183K
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
97+ 1.2% |
$42.9K - $46.9K
|
8.21K
$3.88M
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
96+ 4.86% |
$42.5K - $46.4K
|
2.07K
$978K
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
95+ 1.97% |
$42K - $45.9K
|
4.91K
$2.32M
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
95New |
$42K - $45.9K
|
95
$44.9K
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
94+ 0.4% |
$41.6K - $45.4K
|
23.9K
$11.3M
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
94+ 0.88% |
$41.6K - $45.4K
|
10.7K
$5.06M
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
93+ 8.14% |
$41.1K - $44.9K
|
1.24K
$583K
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
93+ 0.18% |
$41.1K - $44.9K
|
50.6K
$23.9M
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
91+ 4.15% |
$40.2K - $44K
|
2.28K
$1.08M
|
|
Feb 05, 2025
Q4 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
91+ 2.44% |
$40.2K - $44K
|
3.82K
$1.8M
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
BUY
|
- |
91+ 1.19% |
$40.2K - $44K
|
7.74K
$3.65M
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
90+ 9.1% |
$39.8K - $43.5K
|
1.08K
$509K
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
90+ 1.01% |
$39.8K - $43.5K
|
9.04K
$4.27M
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
89+ 4.32% |
$39.4K - $43K
|
2.15K
$1.02M
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
89+ 18.5% |
$39.4K - $43K
|
570
$269K
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
89+ 12.7% |
$39.4K - $43K
|
790
$373K
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
88New |
$38.9K - $42.5K
|
88
$41.5K
|