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
|
Willner & Heller, LLC
|
BUY
|
- |
445+ 10.27% |
$197K - $215K
|
4.78K
$2.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
444+ 8.04% |
$196K - $214K
|
5.96K
$2.92M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
442+ 21.05% |
$195K - $214K
|
2.54K
$1.24M
|
|
|
Aug 27, 2025
Q4 2024
|
Seneca Financial Advisors LLC
Rochester, NY |
BUY
|
- |
442New |
$195K - $214K
|
442
$216K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
441+ 0.11% |
$195K - $213K
|
411K
$201M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
440+ 3.53% |
$195K - $213K
|
12.9K
$6.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
439+ 8.06% |
$194K - $212K
|
5.89K
$2.88M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
437+ 3.48% |
$193K - $211K
|
13K
$6.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
434+ 23.83% |
$192K - $210K
|
2.26K
$1.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
433+ 9.24% |
$192K - $209K
|
5.12K
$2.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
432+ 2.92% |
$191K - $209K
|
15.2K
$7.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
432+ 18.64% |
$191K - $209K
|
2.75K
$1.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
431+ 1.5% |
$191K - $208K
|
29.2K
$14.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
430+ 8.67% |
$190K - $208K
|
5.39K
$2.64M
|
|
|
Feb 12, 2025
Q4 2024
|
United Bank
|
BUY
|
- |
430+ 9.22% |
$190K - $208K
|
5.09K
$2.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
429+ 67.03% |
$190K - $207K
|
1.07K
$523K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
426+ 1.96% |
$188K - $206K
|
22.2K
$10.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
422+ 45.23% |
$187K - $204K
|
1.36K
$663K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
418+ 0.54% |
$185K - $202K
|
77.5K
$37.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
417+ 14.76% |
$184K - $201K
|
3.24K
$1.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
414+ 5.25% |
$183K - $200K
|
8.3K
$4.06M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
413+ 0.98% |
$183K - $200K
|
42.4K
$20.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
411+ 3.04% |
$182K - $199K
|
13.9K
$6.82M
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
410+ 78.85% |
$181K - $198K
|
930
$455K
|
|
|
Jan 28, 2025
Q4 2024
|
Ffg Partners, LLC
Fort Lauderdale, FL |
BUY
|
- |
410+ 1.92% |
$181K - $198K
|
21.7K
$10.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
409+ 15.6% |
$181K - $198K
|
3.03K
$1.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
405+ 12.7% |
$179K - $196K
|
3.59K
$1.76M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
404+ 1.41% |
$179K - $195K
|
29K
$14.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
403+ 5.62% |
$178K - $195K
|
7.57K
$3.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
403+ 2.6% |
$178K - $195K
|
15.9K
$7.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
402+ 20.71% |
$178K - $194K
|
2.34K
$1.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
402+ 3.41% |
$178K - $194K
|
12.2K
$5.97M
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
401+ 42.93% |
$177K - $194K
|
1.34K
$653K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
401+ 2.02% |
$177K - $194K
|
20.3K
$9.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
400+ 9.32% |
$177K - $193K
|
4.69K
$2.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
400+ 0.48% |
$177K - $193K
|
83K
$40.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
398+ 1.3% |
$176K - $192K
|
30.9K
$15.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
398+ 1.24% |
$176K - $192K
|
32.5K
$15.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
396+ 9.01% |
$175K - $191K
|
4.79K
$2.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
396+ 3.87% |
$175K - $191K
|
10.6K
$5.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
395+ 0.81% |
$175K - $191K
|
49.2K
$24.1M
|
|
|
Jan 02, 2025
Q4 2024
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
391+ 5.24% |
$173K - $189K
|
7.86K
$3.84M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
391+ 9.59% |
$173K - $189K
|
4.47K
$2.19M
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
390New |
$172K - $188K
|
390
$191K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
387+ 3.12% |
$171K - $187K
|
12.8K
$6.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
386+ 0.49% |
$171K - $186K
|
78.8K
$38.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
BUY
|
- |
385+ 2.73% |
$170K - $186K
|
14.5K
$7.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
384+ 3.21% |
$170K - $186K
|
12.4K
$6.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
379+ 14.41% |
$168K - $183K
|
3.01K
$1.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
379+ 1.7% |
$168K - $183K
|
22.7K
$11.1M
|