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 07, 2025
Q4 2024
|
Miramar Capital, LLC
|
BUY
|
- |
20+ 1.37% |
$8.85K - $9.66K
|
1.48K
$699K
|
|
Feb 11, 2025
Q4 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
20+ 2.46% |
$8.85K - $9.66K
|
833
$393K
|
|
Feb 12, 2025
Q4 2024
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
20+ 4.48% |
$8.85K - $9.66K
|
466
$220K
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
BUY
|
- |
19+ 0.15% |
$8.4K - $9.18K
|
13K
$6.12M
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
19+ 0.36% |
$8.4K - $9.18K
|
5.25K
$2.48M
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
19+ 0.05% |
$8.4K - $9.18K
|
39.5K
$18.6M
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
19+ 0.64% |
$8.4K - $9.18K
|
3.01K
$1.42M
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
18New |
$7.96K - $8.7K
|
18
$8.49K
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
17+ 3.41% |
$7.52K - $8.21K
|
516
$243K
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
17+ 0.46% |
$7.52K - $8.21K
|
3.75K
$1.77M
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
17+ 2.95% |
$7.52K - $8.21K
|
593
$280K
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
17+ 0.42% |
$7.52K - $8.21K
|
4.09K
$1.93M
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
17+ 0.19% |
$7.52K - $8.21K
|
8.87K
$4.18M
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
17+ 2.67% |
$7.52K - $8.21K
|
653
$308K
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
17+ 0.72% |
$7.52K - $8.21K
|
2.37K
$1.12M
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
16+ 0.43% |
$7.08K - $7.73K
|
3.74K
$1.77M
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
16+ 3.04% |
$7.08K - $7.73K
|
542
$256K
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
16+ 0.76% |
$7.08K - $7.73K
|
2.12K
$1M
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
16+ 0.31% |
$7.08K - $7.73K
|
5.12K
$2.41M
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
16+ 0.18% |
$7.08K - $7.73K
|
8.75K
$4.13M
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
15+ 0.39% |
$6.63K - $7.25K
|
3.84K
$1.81M
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
15+ 0.68% |
$6.63K - $7.25K
|
2.22K
$1.05M
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
15+ 0.42% |
$6.63K - $7.25K
|
3.55K
$1.68M
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
15+ 0.46% |
$6.63K - $7.25K
|
3.31K
$1.56M
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
15+ 13.64% |
$6.63K - $7.25K
|
125
$59K
|
|
Feb 03, 2025
Q4 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
15+ 3.27% |
$6.63K - $7.25K
|
474
$224K
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
15+ 0.67% |
$6.63K - $7.25K
|
2.26K
$1.07M
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
15+ 2.05% |
$6.63K - $7.25K
|
748
$353K
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
14+ 0.18% |
$6.19K - $6.76K
|
7.93K
$3.74M
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
14+ 1.89% |
$6.19K - $6.76K
|
754
$356K
|
|
Jan 28, 2025
Q4 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
14+ 1.46% |
$6.19K - $6.76K
|
973
$459K
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
14+ 0.74% |
$6.19K - $6.76K
|
1.9K
$898K
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
14+ 0.12% |
$6.19K - $6.76K
|
12.1K
$5.72M
|
|
Feb 05, 2025
Q4 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
14+ 0.36% |
$6.19K - $6.76K
|
3.88K
$1.83M
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
14+ 2.33% |
$6.19K - $6.76K
|
615
$290K
|
|
Feb 11, 2025
Q4 2024
|
Heron Bay Capital Management
|
BUY
|
- |
14+ 0.07% |
$6.19K - $6.76K
|
19.1K
$9.03M
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
14+ 1.94% |
$6.19K - $6.76K
|
735
$347K
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
13+ 1.11% |
$5.75K - $6.28K
|
1.18K
$557K
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
13+ 1.42% |
$5.75K - $6.28K
|
931
$439K
|
|
Feb 12, 2025
Q4 2024
|
Dorsey Wright & Associates
|
BUY
|
- |
13+ 0.15% |
$5.75K - $6.28K
|
8.95K
$4.22M
|
|
Feb 12, 2025
Q4 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
13+ 1.47% |
$5.75K - $6.28K
|
897
$423K
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
13+ 0.06% |
$5.75K - $6.28K
|
20.5K
$9.66M
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
12+ 0.2% |
$5.31K - $5.8K
|
6.04K
$2.85M
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
12+ 1.6% |
$5.31K - $5.8K
|
760
$359K
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
12+ 1.06% |
$5.31K - $5.8K
|
1.14K
$539K
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
11+ 0.51% |
$4.87K - $5.31K
|
2.17K
$1.02M
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
BUY
|
- |
11+ 0.38% |
$4.87K - $5.31K
|
2.94K
$1.39M
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
11+ 0.05% |
$4.87K - $5.31K
|
21.9K
$10.3M
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
11+ 1.04% |
$4.87K - $5.31K
|
1.07K
$504K
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
11+ 0.48% |
$4.87K - $5.31K
|
2.29K
$1.08M
|