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 10, 2025
Q4 2024
|
Marotta Asset Management
|
BUY
|
- |
8+ 0.69% |
$3.54K - $3.86K
|
1.16K
$549K
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
8+ 0.57% |
$3.54K - $3.86K
|
1.41K
$663K
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
8+ 1.04% |
$3.54K - $3.86K
|
775
$366K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
8+ 0.26% |
$3.54K - $3.86K
|
3.07K
$1.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
8+ 0.99% |
$3.54K - $3.86K
|
819
$387K
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
8+ 1.72% |
$3.54K - $3.86K
|
472
$223K
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
8+ 0.36% |
$3.54K - $3.86K
|
2.22K
$1.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
8+ 0.22% |
$3.54K - $3.86K
|
3.69K
$1.74M
|
|
|
Feb 10, 2025
Q4 2024
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
8+ 1.66% |
$3.54K - $3.86K
|
491
$232K
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
8+ 1.54% |
$3.54K - $3.86K
|
529
$250K
|
|
|
Feb 10, 2025
Q4 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
8+ 0.63% |
$3.54K - $3.86K
|
1.27K
$599K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
7+ 0.49% |
$3.1K - $3.38K
|
1.43K
$673K
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
7+ 0.41% |
$3.1K - $3.38K
|
1.7K
$802K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
7+ 0.19% |
$3.1K - $3.38K
|
3.69K
$1.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
7+ 0.6% |
$3.1K - $3.38K
|
1.18K
$557K
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
7+ 1.5% |
$3.1K - $3.38K
|
475
$224K
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
7+ 0.11% |
$3.1K - $3.38K
|
6.54K
$3.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Sippican Capital Advisors
|
BUY
|
- |
7+ 0.14% |
$3.1K - $3.38K
|
5.08K
$2.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Brown Financial Advisory
|
BUY
|
- |
7+ 0.18% |
$3.1K - $3.38K
|
3.93K
$1.86M
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
7+ 0.16% |
$3.1K - $3.38K
|
4.4K
$2.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
7+ 0.52% |
$3.1K - $3.38K
|
1.34K
$634K
|
|
|
Feb 10, 2025
Q4 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
7+ 0.44% |
$3.1K - $3.38K
|
1.59K
$749K
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
6+ 0.18% |
$2.65K - $2.9K
|
3.29K
$1.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
6+ 0.32% |
$2.65K - $2.9K
|
1.86K
$877K
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
6+ 0.13% |
$2.65K - $2.9K
|
4.5K
$2.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
6+ 0.22% |
$2.65K - $2.9K
|
2.79K
$1.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
6+ 0.38% |
$2.65K - $2.9K
|
1.59K
$752K
|
|
|
Jan 24, 2025
Q4 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
6+ 0.03% |
$2.65K - $2.9K
|
21.7K
$10.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
6+ 0.19% |
$2.65K - $2.9K
|
3.21K
$1.52M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
6+ 0.02% |
$2.65K - $2.9K
|
26K
$12.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Signature Wealth Management Group
|
BUY
|
- |
6+ 0.99% |
$2.65K - $2.9K
|
614
$290K
|
|
|
Jan 13, 2025
Q4 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
5+ 0.42% |
$2.21K - $2.42K
|
1.2K
$567K
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
5+ 0.22% |
$2.21K - $2.42K
|
2.25K
$1.06M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
5+ 0.2% |
$2.21K - $2.42K
|
2.54K
$1.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
5+ 0.23% |
$2.21K - $2.42K
|
2.21K
$1.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
5+ 0.53% |
$2.21K - $2.42K
|
957
$452K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5+ 0.03% |
$2.21K - $2.42K
|
14.6K
$6.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
5+ 0.07% |
$2.21K - $2.42K
|
6.83K
$3.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
BUY
|
- |
5+ 0.56% |
$2.21K - $2.42K
|
903
$426K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
4+ 0.2% |
$1.77K - $1.93K
|
1.96K
$926K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
4+ 0.28% |
$1.77K - $1.93K
|
1.43K
$673K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
4+ 0.21% |
$1.77K - $1.93K
|
1.93K
$912K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
4+ 1.65% |
$1.77K - $1.93K
|
247
$117K
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
4+ 0.37% |
$1.77K - $1.93K
|
1.09K
$513K
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
4+ 0.31% |
$1.77K - $1.93K
|
1.31K
$619K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
4+ 0.01% |
$1.77K - $1.93K
|
64.8K
$30.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Fusion Capital, LLC
|
BUY
|
- |
4+ 0.42% |
$1.77K - $1.93K
|
966
$456K
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
BUY
|
- |
4+ 0.23% |
$1.77K - $1.93K
|
1.72K
$812K
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
4+ 0.27% |
$1.77K - $1.93K
|
1.47K
$693K
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
3+ 0.07% |
$1.33K - $1.45K
|
4.24K
$2M
|