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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
BUY
|
- |
3+ 0.58% |
$1.33K - $1.45K
|
522
$246K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
3+ 0.06% |
$1.33K - $1.45K
|
4.75K
$2.24M
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
3+ 21.43% |
$1.33K - $1.45K
|
17
$8.03K
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
3+ 0.23% |
$1.33K - $1.45K
|
1.28K
$605K
|
|
|
Feb 10, 2025
Q4 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
3+ 0.02% |
$1.33K - $1.45K
|
13K
$6.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Zevin Asset Management LLC
|
BUY
|
- |
3+ 0.33% |
$1.33K - $1.45K
|
917
$433K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
2+ 0.25% |
$885 - $966
|
804
$380K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
2+ 0.12% |
$885 - $966
|
1.65K
$779K
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
2+ 0.17% |
$885 - $966
|
1.17K
$551K
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
2+ 0.0% |
$885 - $966
|
71.2K
$33.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
2+ 0.04% |
$885 - $966
|
5.51K
$2.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
2+ 0.03% |
$885 - $966
|
5.75K
$2.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
2+ 0.1% |
$885 - $966
|
2.01K
$948K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
2+ 0.1% |
$885 - $966
|
2.01K
$950K
|
|
|
Jan 27, 2025
Q4 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
2+ 0.01% |
$885 - $966
|
30K
$14.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
2+ 0.08% |
$885 - $966
|
2.41K
$1.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2+ 0.12% |
$885 - $966
|
1.74K
$822K
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
2+ 0.04% |
$885 - $966
|
5.43K
$2.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$442 - $483
|
22.7K
$10.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1+ 0.05% |
$442 - $483
|
2.02K
$952K
|
|
|
Jan 23, 2025
Q4 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
1+ 0.11% |
$442 - $483
|
896
$423K
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
1+ 0.27% |
$442 - $483
|
366
$173K
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
1+ 0.05% |
$442 - $483
|
1.92K
$906K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
1+ 0.0% |
$442 - $483
|
83.2K
$39.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
1+ 0.04% |
$442 - $483
|
2.76K
$1.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital City Trust CO
|
BUY
|
- |
1+ 0.01% |
$442 - $483
|
12.1K
$5.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
1+ 0.05% |
$442 - $483
|
2.16K
$1.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 0.08% |
$442 - $483
|
1.28K
$606K
|
|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-1- 0.01% |
$442 - $483
|
7K
$3.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1- 0.06% |
$442 - $483
|
1.77K
$836K
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-1- 0.08% |
$442 - $483
|
1.24K
$585K
|
|
|
Jan 30, 2025
Q4 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1- 0.07% |
$442 - $483
|
1.36K
$643K
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1- 0.02% |
$442 - $483
|
4.7K
$2.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-1- 0.08% |
$442 - $483
|
1.24K
$586K
|
|
|
Feb 06, 2025
Q4 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-1- 0.02% |
$442 - $483
|
6.25K
$2.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1- 0.01% |
$442 - $483
|
13.3K
$6.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-2- 0.17% |
$885 - $966
|
1.19K
$561K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
SELL
|
- |
-2- 0.7% |
$885 - $966
|
282
$133K
|