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 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
190+ 0.56% |
$84K - $91.8K
|
34.1K
$16.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
190+ 14.43% |
$84K - $91.8K
|
1.51K
$721K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
190+ 2.9% |
$84K - $91.8K
|
6.74K
$3.22M
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
189+ 22.37% |
$83.6K - $91.3K
|
1.03K
$494K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
189+ 15.62% |
$83.6K - $91.3K
|
1.4K
$669K
|
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
189+ 6.13% |
$83.6K - $91.3K
|
3.27K
$1.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
188+ 2.0% |
$83.2K - $90.8K
|
9.58K
$4.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
187+ 5.41% |
$82.7K - $90.3K
|
3.64K
$1.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
BUY
|
- |
187+ 10.55% |
$82.7K - $90.3K
|
1.96K
$937K
|
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
187+ 1.13% |
$82.7K - $90.3K
|
16.7K
$7.98M
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
186+ 0.66% |
$82.3K - $89.9K
|
28.2K
$13.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
186+ 3.55% |
$82.3K - $89.9K
|
5.43K
$2.59M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
186+ 0.89% |
$82.3K - $89.9K
|
21K
$10M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
185+ 1.38% |
$81.8K - $89.4K
|
13.6K
$6.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
184+ 0.87% |
$81.4K - $88.9K
|
21.3K
$10.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
183+ 23.02% |
$80.9K - $88.4K
|
978
$468K
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
183+ 4.16% |
$80.9K - $88.4K
|
4.59K
$2.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
182+ 0.72% |
$80.5K - $87.9K
|
25.3K
$12.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
182+ 1.26% |
$80.5K - $87.9K
|
14.6K
$7M
|
|
|
Feb 13, 2025
Q4 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
182+ 9.0% |
$80.5K - $87.9K
|
2.2K
$1.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
181+ 17.37% |
$80.1K - $87.4K
|
1.22K
$585K
|
|
|
Feb 14, 2025
Q4 2024
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
181New |
$80.1K - $87.4K
|
181
$86.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
180New |
$79.6K - $87K
|
180
$86.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
180+ 6.12% |
$79.6K - $87K
|
3.12K
$1.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellecapital International Ltd.
|
BUY
|
- |
180+ 1.56% |
$79.6K - $87K
|
11.7K
$5.59M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
180New |
$79.6K - $87K
|
180
$86.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
179+ 2.76% |
$79.2K - $86.5K
|
6.67K
$3.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
179+ 1.74% |
$79.2K - $86.5K
|
10.5K
$5.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
178+ 1.1% |
$78.7K - $86K
|
16.3K
$7.79M
|
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
177+ 17.82% |
$78.3K - $85.5K
|
1.17K
$559K
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
176+ 1.06% |
$77.8K - $85K
|
16.7K
$7.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
BUY
|
- |
176+ 0.27% |
$77.8K - $85K
|
64.8K
$31M
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
175+ 2.34% |
$77.4K - $84.5K
|
7.66K
$3.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
175+ 17.71% |
$77.4K - $84.5K
|
1.16K
$556K
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
174+ 8.96% |
$77K - $84.1K
|
2.12K
$1.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
BUY
|
- |
172+ 11.88% |
$76.1K - $83.1K
|
1.62K
$775K
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
171+ 10.4% |
$75.6K - $82.6K
|
1.82K
$868K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
170+ 0.91% |
$75.2K - $82.1K
|
18.9K
$9.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
170+ 29.36% |
$75.2K - $82.1K
|
749
$358K
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
170+ 2.34% |
$75.2K - $82.1K
|
7.44K
$3.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
BUY
|
- |
170+ 23.35% |
$75.2K - $82.1K
|
898
$429K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
170+ 0.64% |
$75.2K - $82.1K
|
26.6K
$12.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
170+ 3.85% |
$75.2K - $82.1K
|
4.58K
$2.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
170+ 5.24% |
$75.2K - $82.1K
|
3.41K
$1.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
169+ 4.6% |
$74.7K - $81.6K
|
3.84K
$1.84M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
169+ 1.71% |
$74.7K - $81.6K
|
10K
$4.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
168+ 1.59% |
$74.3K - $81.2K
|
10.7K
$5.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
167+ 4.49% |
$73.9K - $80.7K
|
3.88K
$1.86M
|
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
BUY
|
- |
167+ 2.29% |
$73.9K - $80.7K
|
7.46K
$3.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
167+ 11.68% |
$73.9K - $80.7K
|
1.6K
$764K
|