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 14, 2025
Q4 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
257+ 16.8% |
$114K - $124K
|
1.79K
$854K
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
256+ 0.68% |
$113K - $124K
|
37.7K
$18M
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
255+ 10.08% |
$113K - $123K
|
2.78K
$1.33M
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
254+ 8.18% |
$112K - $123K
|
3.36K
$1.61M
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
253+ 1.66% |
$112K - $122K
|
15.5K
$7.42M
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
253New |
$112K - $122K
|
253
$121K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
252+ 0.14% |
$111K - $122K
|
175K
$83.6M
|
|
Feb 06, 2025
Q4 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
252+ 0.25% |
$111K - $122K
|
103K
$49.1M
|
|
Jan 16, 2025
Q4 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
251+ 0.65% |
$111K - $121K
|
38.7K
$18.5M
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
251+ 12.86% |
$111K - $121K
|
2.2K
$1.05M
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
251+ 0.8% |
$111K - $121K
|
31.8K
$15.2M
|
|
Feb 12, 2025
Q4 2024
|
Allie Family Office LLC
|
BUY
|
- |
250+ 28.41% |
$111K - $121K
|
1.13K
$540K
|
|
Feb 13, 2025
Q4 2024
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
250New |
$111K - $121K
|
250
$120K
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
249+ 51.34% |
$110K - $120K
|
734
$351K
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
248+ 1.82% |
$110K - $120K
|
13.9K
$6.65M
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
248+ 7.26% |
$110K - $120K
|
3.66K
$1.75M
|
|
Feb 10, 2025
Q4 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
248+ 3.87% |
$110K - $120K
|
6.66K
$3.18M
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
247+ 7.07% |
$109K - $119K
|
3.74K
$1.79M
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
246+ 5.24% |
$109K - $119K
|
4.94K
$2.36M
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
245+ 10.43% |
$108K - $118K
|
2.59K
$1.24M
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
245+ 5.05% |
$108K - $118K
|
5.1K
$2.44M
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
244+ 19.37% |
$108K - $118K
|
1.5K
$719K
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
242+ 1.18% |
$107K - $117K
|
20.7K
$9.9M
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
241+ 3.04% |
$107K - $116K
|
8.16K
$3.9M
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
241+ 0.94% |
$107K - $116K
|
25.8K
$12.3M
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
240+ 9.74% |
$106K - $116K
|
2.7K
$1.29M
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
240+ 3.81% |
$106K - $116K
|
6.53K
$3.12M
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
239+ 0.32% |
$106K - $115K
|
74.6K
$35.7M
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
238New |
$105K - $115K
|
238
$114K
|
|
Jan 15, 2025
Q4 2024
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
236+ 2.84% |
$104K - $114K
|
8.54K
$4.08M
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
236New |
$104K - $114K
|
236
$113K
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
236+ 1.69% |
$104K - $114K
|
14.2K
$6.8M
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
234+ 2.36% |
$103K - $113K
|
10.1K
$4.85M
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
234+ 2.98% |
$103K - $113K
|
8.09K
$3.87M
|
|
Feb 04, 2025
Q4 2024
|
Hendley & CO Inc
|
BUY
|
- |
234+ 0.39% |
$103K - $113K
|
59.8K
$28.6M
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
234+ 31.33% |
$103K - $113K
|
981
$469K
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
234+ 8.99% |
$103K - $113K
|
2.84K
$1.36M
|
|
Feb 10, 2025
Q4 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
233+ 28.59% |
$103K - $113K
|
1.05K
$501K
|
|
Feb 14, 2025
Q4 2024
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
BUY
|
- |
233+ 0.1% |
$103K - $113K
|
238K
$114M
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
232+ 11.97% |
$103K - $112K
|
2.17K
$1.04M
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
232+ 9.28% |
$103K - $112K
|
2.73K
$1.31M
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
231+ 2.18% |
$102K - $112K
|
10.8K
$5.17M
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
230+ 1.23% |
$102K - $111K
|
18.9K
$9.06M
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
229+ 14.62% |
$101K - $111K
|
1.8K
$858K
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
228+ 9.61% |
$101K - $110K
|
2.6K
$1.24M
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
228+ 2.56% |
$101K - $110K
|
9.14K
$4.37M
|
|
Jan 07, 2025
Q4 2024
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
227+ 2.06% |
$100K - $110K
|
11.2K
$5.37M
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
227+ 9.22% |
$100K - $110K
|
2.69K
$1.29M
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
227+ 4.92% |
$100K - $110K
|
4.84K
$2.31M
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
226+ 1.95% |
$100K - $109K
|
11.8K
$5.64M
|