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 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
35+ 0.16% |
$15.5K - $16.9K
|
21.5K
$10.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
35+ 0.15% |
$15.5K - $16.9K
|
23.1K
$10.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
35+ 1.38% |
$15.5K - $16.9K
|
2.58K
$1.22M
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
BUY
|
- |
35+ 5.31% |
$15.5K - $16.9K
|
694
$328K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
35+ 0.31% |
$15.5K - $16.9K
|
11.3K
$5.34M
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
34+ 0.07% |
$15K - $16.4K
|
47.5K
$22.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
34+ 0.53% |
$15K - $16.4K
|
6.41K
$3.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
34+ 1.44% |
$15K - $16.4K
|
2.4K
$1.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
34+ 0.14% |
$15K - $16.4K
|
23.7K
$11.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
34+ 0.82% |
$15K - $16.4K
|
4.2K
$1.98M
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
33+ 0.22% |
$14.6K - $15.9K
|
15K
$7.08M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
32+ 0.31% |
$14.2K - $15.5K
|
10.4K
$4.91M
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
32+ 2.09% |
$14.2K - $15.5K
|
1.56K
$737K
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
32+ 3.03% |
$14.2K - $15.5K
|
1.09K
$514K
|
|
|
Feb 11, 2025
Q4 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
32+ 0.74% |
$14.2K - $15.5K
|
4.37K
$2.06M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
31+ 2.93% |
$13.7K - $15K
|
1.09K
$514K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
31+ 6.43% |
$13.7K - $15K
|
513
$242K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
31+ 0.28% |
$13.7K - $15K
|
11.2K
$5.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
31+ 7.03% |
$13.7K - $15K
|
472
$223K
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
31+ 0.46% |
$13.7K - $15K
|
6.76K
$3.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
31+ 1.24% |
$13.7K - $15K
|
2.53K
$1.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
31+ 0.11% |
$13.7K - $15K
|
27.7K
$13.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
31+ 0.13% |
$13.7K - $15K
|
24.8K
$11.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
30+ 4.85% |
$13.3K - $14.5K
|
649
$306K
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
30+ 1.02% |
$13.3K - $14.5K
|
2.97K
$1.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
30+ 0.87% |
$13.3K - $14.5K
|
3.49K
$1.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
30+ 3.14% |
$13.3K - $14.5K
|
985
$465K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
30+ 1.57% |
$13.3K - $14.5K
|
1.94K
$917K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
30+ 0.28% |
$13.3K - $14.5K
|
10.6K
$5.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
30+ 0.93% |
$13.3K - $14.5K
|
3.27K
$1.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
29+ 1.47% |
$12.8K - $14K
|
2.01K
$947K
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
28+ 0.04% |
$12.4K - $13.5K
|
75K
$35.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
28+ 0.41% |
$12.4K - $13.5K
|
6.89K
$3.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
28+ 0.62% |
$12.4K - $13.5K
|
4.55K
$2.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
27+ 0.47% |
$11.9K - $13K
|
5.81K
$2.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
27+ 0.58% |
$11.9K - $13K
|
4.7K
$2.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
26+ 0.88% |
$11.5K - $12.6K
|
2.99K
$1.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
26+ 4.97% |
$11.5K - $12.6K
|
549
$259K
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
26+ 2.4% |
$11.5K - $12.6K
|
1.11K
$523K
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
25+ 0.9% |
$11.1K - $12.1K
|
2.79K
$1.32M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
25+ 1.0% |
$11.1K - $12.1K
|
2.53K
$1.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
25+ 0.27% |
$11.1K - $12.1K
|
9.38K
$4.43M
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
25+ 1.79% |
$11.1K - $12.1K
|
1.42K
$669K
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
24+ 0.45% |
$10.6K - $11.6K
|
5.37K
$2.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
24+ 2.84% |
$10.6K - $11.6K
|
870
$411K
|
|
|
Feb 10, 2025
Q4 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
24+ 0.04% |
$10.6K - $11.6K
|
63.5K
$30M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
24+ 1.37% |
$10.6K - $11.6K
|
1.78K
$838K
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
BUY
|
- |
24+ 0.43% |
$10.6K - $11.6K
|
5.66K
$2.67M
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
23+ 1.77% |
$10.2K - $11.1K
|
1.32K
$624K
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
23+ 0.43% |
$10.2K - $11.1K
|
5.38K
$2.54M
|