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 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
267+ 10.02% |
$118K - $129K
|
2.93K
$1.43M
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
266+ 1.3% |
$118K - $128K
|
20.8K
$10.2M
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
265+ 27.92% |
$117K - $128K
|
1.21K
$594K
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
265New |
$117K - $128K
|
265
$130K
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
261+ 3.09% |
$115K - $126K
|
8.7K
$4.26M
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
260New |
$115K - $126K
|
260
$127K
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
259+ 23.87% |
$115K - $125K
|
1.34K
$658K
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
258+ 5.02% |
$114K - $125K
|
5.39K
$2.64M
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
BUY
|
- |
258+ 8.34% |
$114K - $125K
|
3.35K
$1.64M
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
257New |
$114K - $124K
|
257
$126K
|
|
Feb 14, 2025
Q4 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
257+ 16.8% |
$114K - $124K
|
1.79K
$874K
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
256+ 0.68% |
$113K - $124K
|
37.7K
$18.5M
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
255+ 10.08% |
$113K - $123K
|
2.78K
$1.36M
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
254+ 8.18% |
$112K - $123K
|
3.36K
$1.64M
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
253+ 1.66% |
$112K - $122K
|
15.5K
$7.59M
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
253New |
$112K - $122K
|
253
$124K
|
|
Aug 15, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
253New |
$112K - $122K
|
253
$124K
|
|
Aug 29, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
253New |
$112K - $122K
|
253
$124K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
252+ 0.14% |
$111K - $122K
|
175K
$85.5M
|
|
Feb 06, 2025
Q4 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
252+ 0.25% |
$111K - $122K
|
103K
$50.2M
|
|
Jan 16, 2025
Q4 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
251+ 0.65% |
$111K - $121K
|
38.7K
$18.9M
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
251+ 12.86% |
$111K - $121K
|
2.2K
$1.08M
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
251+ 0.8% |
$111K - $121K
|
31.8K
$15.6M
|
|
Feb 12, 2025
Q4 2024
|
Allie Family Office LLC
|
BUY
|
- |
250+ 28.41% |
$111K - $121K
|
1.13K
$553K
|
|
Feb 13, 2025
Q4 2024
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
250New |
$111K - $121K
|
250
$122K
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
249+ 51.34% |
$110K - $120K
|
734
$359K
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
248+ 1.82% |
$110K - $120K
|
13.9K
$6.81M
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
248+ 7.26% |
$110K - $120K
|
3.66K
$1.79M
|
|
Feb 10, 2025
Q4 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
248+ 3.87% |
$110K - $120K
|
6.66K
$3.26M
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
247+ 7.07% |
$109K - $119K
|
3.74K
$1.83M
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
246+ 5.24% |
$109K - $119K
|
4.94K
$2.42M
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
245+ 10.43% |
$108K - $118K
|
2.59K
$1.27M
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
245+ 5.05% |
$108K - $118K
|
5.1K
$2.49M
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
244+ 19.37% |
$108K - $118K
|
1.5K
$736K
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
242+ 1.18% |
$107K - $117K
|
20.7K
$10.1M
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
241+ 3.04% |
$107K - $116K
|
8.16K
$3.99M
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
241+ 0.94% |
$107K - $116K
|
25.8K
$12.6M
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
240+ 9.74% |
$106K - $116K
|
2.7K
$1.32M
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
240+ 3.81% |
$106K - $116K
|
6.53K
$3.2M
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
239+ 0.32% |
$106K - $115K
|
74.6K
$36.5M
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
238New |
$105K - $115K
|
238
$116K
|
|
Jan 15, 2025
Q4 2024
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
236+ 2.84% |
$104K - $114K
|
8.54K
$4.18M
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
236New |
$104K - $114K
|
236
$115K
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
236+ 1.69% |
$104K - $114K
|
14.2K
$6.96M
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
234+ 2.36% |
$103K - $113K
|
10.1K
$4.96M
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
234+ 2.98% |
$103K - $113K
|
8.09K
$3.96M
|
|
Feb 04, 2025
Q4 2024
|
Hendley & CO Inc
|
BUY
|
- |
234+ 0.39% |
$103K - $113K
|
59.8K
$29.3M
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
234+ 31.33% |
$103K - $113K
|
981
$480K
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
234+ 8.99% |
$103K - $113K
|
2.84K
$1.39M
|
|
Feb 10, 2025
Q4 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
233+ 28.59% |
$103K - $113K
|
1.05K
$513K
|