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 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
323+ 3.11% |
$143K - $156K
|
10.7K
$5.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
323+ 46.95% |
$143K - $156K
|
1.01K
$495K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
322+ 2.13% |
$142K - $156K
|
15.5K
$7.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
321+ 1.54% |
$142K - $155K
|
21.1K
$10.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
320+ 1.79% |
$142K - $155K
|
18.2K
$8.92M
|
|
|
Jan 31, 2025
Q4 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
318+ 13.92% |
$141K - $154K
|
2.6K
$1.27M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
318+ 28.86% |
$141K - $154K
|
1.42K
$695K
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
316+ 0.48% |
$140K - $153K
|
66.6K
$32.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
316+ 0.55% |
$140K - $153K
|
57.4K
$28.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
315+ 35.55% |
$139K - $152K
|
1.2K
$588K
|
|
|
Feb 11, 2025
Q4 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
315+ 5.81% |
$139K - $152K
|
5.74K
$2.81M
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
314+ 26.79% |
$139K - $152K
|
1.49K
$727K
|
|
|
Feb 14, 2025
Q4 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
313+ 8.12% |
$138K - $151K
|
4.17K
$2.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
312+ 12.34% |
$138K - $151K
|
2.84K
$1.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
310+ 12.19% |
$137K - $150K
|
2.85K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
310+ 3.61% |
$137K - $150K
|
8.89K
$4.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
306+ 1.38% |
$135K - $148K
|
22.4K
$11M
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
303+ 3.17% |
$134K - $146K
|
9.87K
$4.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
300+ 0.4% |
$133K - $145K
|
75.4K
$36.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
297+ 0.13% |
$131K - $143K
|
230K
$113M
|
|
|
Feb 13, 2025
Q4 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
297+ 11.46% |
$131K - $143K
|
2.89K
$1.41M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
295+ 5.37% |
$130K - $143K
|
5.79K
$2.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
295+ 1.69% |
$130K - $143K
|
17.8K
$8.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Chronos Wealth Management, LLC
|
BUY
|
- |
295+ 1.29% |
$130K - $143K
|
23.1K
$11.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
294+ 3.3% |
$130K - $142K
|
9.19K
$4.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
293+ 6.85% |
$130K - $142K
|
4.57K
$2.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Timucuan Asset Management Inc
Jacksonville, FL |
BUY
|
- |
293+ 0.09% |
$130K - $142K
|
339K
$166M
|
|
|
Jan 28, 2025
Q4 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
292+ 11.63% |
$129K - $141K
|
2.8K
$1.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
291+ 2.91% |
$129K - $141K
|
10.3K
$5.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
291+ 0.03% |
$129K - $141K
|
880K
$431M
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
289+ 5.76% |
$128K - $140K
|
5.3K
$2.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
289+ 0.74% |
$128K - $140K
|
39.1K
$19.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
289+ 53.72% |
$128K - $140K
|
827
$405K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
288New |
$127K - $139K
|
288
$141K
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
287+ 3.64% |
$127K - $139K
|
8.16K
$3.99M
|
|
|
Feb 06, 2025
Q4 2024
|
Mayport, LLC
|
BUY
|
- |
286+ 18.02% |
$126K - $138K
|
1.87K
$916K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
285+ 4.21% |
$126K - $138K
|
7.06K
$3.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
285+ 166.67% |
$126K - $138K
|
456
$223K
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
283+ 2.28% |
$125K - $137K
|
12.7K
$6.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
280+ 16.79% |
$124K - $135K
|
1.95K
$953K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
278+ 5.4% |
$123K - $134K
|
5.43K
$2.66M
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
277+ 65.95% |
$123K - $134K
|
697
$341K
|
|
|
Jan 16, 2025
Q4 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
275+ 27.31% |
$122K - $133K
|
1.28K
$627K
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
275+ 10.58% |
$122K - $133K
|
2.88K
$1.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
275+ 4.91% |
$122K - $133K
|
5.88K
$2.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Dagco, Inc.
|
BUY
|
- |
272+ 2.15% |
$120K - $131K
|
12.9K
$6.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
270+ 0.95% |
$119K - $130K
|
28.7K
$14M
|
|
|
Feb 14, 2025
Q4 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
270+ 4.2% |
$119K - $130K
|
6.7K
$3.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
269+ 3.33% |
$119K - $130K
|
8.36K
$4.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
268+ 3.93% |
$119K - $129K
|
7.09K
$3.47M
|