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 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
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
75+ 0.24% |
$33.2K - $36.2K
|
31K
$14.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
75+ 3.4% |
$33.2K - $36.2K
|
2.28K
$1.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
75+ 0.35% |
$33.2K - $36.2K
|
21.4K
$10.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Good Haven Capital Management, LLC
Millburn, NJ |
BUY
|
- |
75+ 0.06% |
$33.2K - $36.2K
|
126K
$59.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
74+ 11.71% |
$32.7K - $35.7K
|
706
$333K
|
|
|
Jan 15, 2025
Q4 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
73+ 0.27% |
$32.3K - $35.3K
|
26.7K
$12.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
73+ 0.52% |
$32.3K - $35.3K
|
14.1K
$6.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
73+ 9.17% |
$32.3K - $35.3K
|
869
$410K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
72+ 0.91% |
$31.8K - $34.8K
|
8K
$3.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
72+ 0.86% |
$31.8K - $34.8K
|
8.47K
$4M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
72+ 0.08% |
$31.8K - $34.8K
|
87.4K
$41.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
72+ 1.62% |
$31.8K - $34.8K
|
4.52K
$2.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
71+ 1.4% |
$31.4K - $34.3K
|
5.14K
$2.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
71+ 0.66% |
$31.4K - $34.3K
|
10.9K
$5.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
71+ 2.1% |
$31.4K - $34.3K
|
3.46K
$1.63M
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
70+ 10.22% |
$31K - $33.8K
|
755
$356K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
70+ 1.4% |
$31K - $33.8K
|
5.07K
$2.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
70+ 9.85% |
$31K - $33.8K
|
781
$369K
|
|
|
Jan 29, 2025
Q4 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
70+ 4.19% |
$31K - $33.8K
|
1.74K
$821K
|
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
69+ 1.13% |
$30.5K - $33.3K
|
6.18K
$2.92M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
68+ 5.76% |
$30.1K - $32.8K
|
1.25K
$590K
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
68+ 3.44% |
$30.1K - $32.8K
|
2.04K
$965K
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
68+ 0.6% |
$30.1K - $32.8K
|
11.4K
$5.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
68+ 1.78% |
$30.1K - $32.8K
|
3.89K
$1.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
67+ 0.23% |
$29.6K - $32.4K
|
29.1K
$13.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
67+ 1.18% |
$29.6K - $32.4K
|
5.76K
$2.72M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
66+ 0.93% |
$29.2K - $31.9K
|
7.13K
$3.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
66+ 1.32% |
$29.2K - $31.9K
|
5.06K
$2.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Strid Group, LLC
|
BUY
|
- |
66+ 2.27% |
$29.2K - $31.9K
|
2.97K
$1.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
66+ 3.96% |
$29.2K - $31.9K
|
1.73K
$818K
|
|
|
Feb 10, 2025
Q4 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
66+ 0.36% |
$29.2K - $31.9K
|
18.3K
$8.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
65+ 0.68% |
$28.7K - $31.4K
|
9.63K
$4.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
65+ 1.23% |
$28.7K - $31.4K
|
5.37K
$2.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
65+ 1.25% |
$28.7K - $31.4K
|
5.25K
$2.48M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
64+ 11.64% |
$28.3K - $30.9K
|
614
$290K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
64+ 0.66% |
$28.3K - $30.9K
|
9.69K
$4.57M
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
64+ 0.92% |
$28.3K - $30.9K
|
7.04K
$3.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
63+ 7.71% |
$27.9K - $30.4K
|
880
$415K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
63+ 1.29% |
$27.9K - $30.4K
|
4.94K
$2.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
63+ 0.37% |
$27.9K - $30.4K
|
16.9K
$7.97M
|
|
|
Feb 11, 2025
Q4 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
63+ 1.42% |
$27.9K - $30.4K
|
4.5K
$2.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
62+ 2.76% |
$27.4K - $30K
|
2.31K
$1.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
62+ 0.33% |
$27.4K - $30K
|
18.6K
$8.77M
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
60+ 0.76% |
$26.5K - $29K
|
7.99K
$3.77M
|