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 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
60+ 3.22% |
$26.5K - $29K
|
1.93K
$909K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
59+ 5.01% |
$26.1K - $28.5K
|
1.24K
$584K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
58+ 10.03% |
$25.7K - $28K
|
636
$300K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
58+ 0.56% |
$25.7K - $28K
|
10.4K
$4.9M
|
|
|
Jan 08, 2025
Q4 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
57+ 2.29% |
$25.2K - $27.5K
|
2.54K
$1.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
57+ 0.02% |
$25.2K - $27.5K
|
298K
$141M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
57+ 0.69% |
$25.2K - $27.5K
|
8.33K
$3.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
56+ 0.8% |
$24.8K - $27.1K
|
7.06K
$3.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
56+ 0.98% |
$24.8K - $27.1K
|
5.75K
$2.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
56+ 2.32% |
$24.8K - $27.1K
|
2.47K
$1.17M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
55+ 1.66% |
$24.3K - $26.6K
|
3.36K
$1.59M
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
BUY
|
- |
55+ 5.79% |
$24.3K - $26.6K
|
1.01K
$474K
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
BUY
|
- |
55+ 0.31% |
$24.3K - $26.6K
|
17.5K
$8.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
55+ 1.81% |
$24.3K - $26.6K
|
3.1K
$1.46M
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
54+ 2.64% |
$23.9K - $26.1K
|
2.1K
$991K
|
|
|
Feb 04, 2025
Q4 2024
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
54+ 1.48% |
$23.9K - $26.1K
|
3.71K
$1.75M
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
54+ 1.5% |
$23.9K - $26.1K
|
3.67K
$1.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
54+ 1.11% |
$23.9K - $26.1K
|
4.92K
$2.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
53+ 1.51% |
$23.4K - $25.6K
|
3.57K
$1.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
53+ 1.36% |
$23.4K - $25.6K
|
3.94K
$1.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
52+ 1.74% |
$23K - $25.1K
|
3.03K
$1.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
52+ 3.71% |
$23K - $25.1K
|
1.45K
$686K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
52+ 0.25% |
$23K - $25.1K
|
20.5K
$9.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
51+ 8.49% |
$22.6K - $24.6K
|
652
$308K
|
|
|
Jan 29, 2025
Q4 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
51+ 0.24% |
$22.6K - $24.6K
|
21.2K
$10M
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
50+ 0.33% |
$22.1K - $24.2K
|
15.4K
$7.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
50+ 1.52% |
$22.1K - $24.2K
|
3.34K
$1.57M
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
50+ 2.89% |
$22.1K - $24.2K
|
1.78K
$840K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
50+ 2.98% |
$22.1K - $24.2K
|
1.73K
$816K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
50+ 1.26% |
$22.1K - $24.2K
|
4.02K
$1.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
50+ 1.04% |
$22.1K - $24.2K
|
4.87K
$2.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
50+ 3.24% |
$22.1K - $24.2K
|
1.59K
$752K
|
|
|
Jan 28, 2025
Q4 2024
|
Martin Capital Advisors, LLP
|
BUY
|
- |
50+ 3.56% |
$22.1K - $24.2K
|
1.45K
$686K
|
|
|
Feb 06, 2025
Q4 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
50+ 4.67% |
$22.1K - $24.2K
|
1.12K
$529K
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
50+ 3.26% |
$22.1K - $24.2K
|
1.59K
$748K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
49+ 1.18% |
$21.7K - $23.7K
|
4.22K
$1.99M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
48+ 1.17% |
$21.2K - $23.2K
|
4.15K
$1.96M
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
48+ 2.77% |
$21.2K - $23.2K
|
1.78K
$841K
|
|
|
Jan 28, 2025
Q4 2024
|
William Allan, LLC
|
BUY
|
- |
48+ 2.35% |
$21.2K - $23.2K
|
2.09K
$987K
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
47+ 4.73% |
$20.8K - $22.7K
|
1.04K
$491K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
47+ 1.46% |
$20.8K - $22.7K
|
3.28K
$1.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
47+ 0.65% |
$20.8K - $22.7K
|
7.28K
$3.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
BUY
|
- |
47+ 0.43% |
$20.8K - $22.7K
|
11.1K
$5.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
46+ 1.74% |
$20.3K - $22.2K
|
2.69K
$1.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
46+ 1.64% |
$20.3K - $22.2K
|
2.85K
$1.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
46+ 8.04% |
$20.3K - $22.2K
|
618
$292K
|
|
|
Feb 10, 2025
Q4 2024
|
Independent Family Office, LLC
|
BUY
|
- |
45+ 0.59% |
$19.9K - $21.7K
|
7.63K
$3.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
44+ 2.26% |
$19.5K - $21.3K
|
1.99K
$941K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
43+ 0.67% |
$19K - $20.8K
|
6.42K
$3.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
43+ 0.2% |
$19K - $20.8K
|
21.5K
$10.1M
|