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 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
|
|
|
Feb 11, 2025
Q4 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
89+ 2.44% |
$39.4K - $43K
|
3.74K
$1.77M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
88New |
$38.9K - $42.5K
|
88
$41.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
87+ 4.14% |
$38.5K - $42K
|
2.19K
$1.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Shorepath Capital Management LLC
Evanston, IL |
BUY
|
- |
86+ 0.51% |
$38K - $41.5K
|
17K
$8.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
86+ 7.0% |
$38K - $41.5K
|
1.31K
$620K
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
BUY
|
- |
85+ 0.9% |
$37.6K - $41.1K
|
9.54K
$4.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
84+ 4.29% |
$37.2K - $40.6K
|
2.04K
$963K
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
84+ 1.73% |
$37.2K - $40.6K
|
4.93K
$2.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
84+ 18.34% |
$37.2K - $40.6K
|
542
$256K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
84+ 4.38% |
$37.2K - $40.6K
|
2K
$945K
|
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
84+ 8.2% |
$37.2K - $40.6K
|
1.11K
$523K
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
82+ 1.52% |
$36.3K - $39.6K
|
5.47K
$2.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
82+ 5.5% |
$36.3K - $39.6K
|
1.57K
$743K
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
82+ 1.85% |
$36.3K - $39.6K
|
4.51K
$2.13M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
81+ 67.5% |
$35.8K - $39.1K
|
201
$94.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
81+ 4.83% |
$35.8K - $39.1K
|
1.76K
$829K
|
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
80+ 16.77% |
$35.4K - $38.6K
|
557
$263K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
79+ 1.19% |
$34.9K - $38.2K
|
6.74K
$3.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
79+ 1.71% |
$34.9K - $38.2K
|
4.69K
$2.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
78+ 7.75% |
$34.5K - $37.7K
|
1.08K
$512K
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
78+ 6.66% |
$34.5K - $37.7K
|
1.25K
$590K
|
|
|
Feb 11, 2025
Q4 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
78+ 9.11% |
$34.5K - $37.7K
|
934
$441K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
77+ 8.57% |
$34.1K - $37.2K
|
975
$460K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
77+ 0.87% |
$34.1K - $37.2K
|
8.93K
$4.22M
|
|
|
Jan 03, 2025
Q4 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
75+ 0.9% |
$33.2K - $36.2K
|
8.38K
$3.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
75+ 1.29% |
$33.2K - $36.2K
|
5.9K
$2.78M
|