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 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
139+ 6.82% |
$61.5K - $67.1K
|
2.18K
$1.04M
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
139+ 1.86% |
$61.5K - $67.1K
|
7.61K
$3.64M
|
|
Feb 13, 2025
Q4 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
139+ 3.93% |
$61.5K - $67.1K
|
3.68K
$1.76M
|
|
Feb 21, 2025
Q4 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
139+ 3.93% |
$61.5K - $67.1K
|
3.68K
$1.76M
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
138+ 1.37% |
$61K - $66.7K
|
10.2K
$4.87M
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
138+ 6.75% |
$61K - $66.7K
|
2.18K
$1.04M
|
|
Jan 15, 2025
Q4 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
138+ 1.9% |
$61K - $66.7K
|
7.42K
$3.55M
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
138+ 2.87% |
$61K - $66.7K
|
4.94K
$2.36M
|
|
Jan 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
137+ 0.87% |
$60.6K - $66.2K
|
15.8K
$7.55M
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
137+ 6.53% |
$60.6K - $66.2K
|
2.24K
$1.07M
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
137+ 1.89% |
$60.6K - $66.2K
|
7.39K
$3.53M
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
137+ 1.82% |
$60.6K - $66.2K
|
7.66K
$3.66M
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
135+ 4.2% |
$59.7K - $65.2K
|
3.35K
$1.6M
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
135+ 5.47% |
$59.7K - $65.2K
|
2.61K
$1.25M
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
135+ 1.93% |
$59.7K - $65.2K
|
7.12K
$3.4M
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
134+ 4.87% |
$59.3K - $64.7K
|
2.88K
$1.38M
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
134+ 7.17% |
$59.3K - $64.7K
|
2K
$958K
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
133+ 9.17% |
$58.8K - $64.2K
|
1.58K
$757K
|
|
Jan 30, 2025
Q4 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
133+ 13.43% |
$58.8K - $64.2K
|
1.12K
$537K
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
132+ 1.38% |
$58.4K - $63.8K
|
9.68K
$4.63M
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
132+ 4.01% |
$58.4K - $63.8K
|
3.43K
$1.64M
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
130+ 4.21% |
$57.5K - $62.8K
|
3.22K
$1.54M
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
130+ 0.75% |
$57.5K - $62.8K
|
17.4K
$8.31M
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
129+ 10.35% |
$57.1K - $62.3K
|
1.38K
$657K
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
129+ 26.6% |
$57.1K - $62.3K
|
614
$294K
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
128+ 0.69% |
$56.6K - $61.8K
|
18.8K
$8.99M
|
|
Feb 12, 2025
Q4 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
128+ 19.28% |
$56.6K - $61.8K
|
792
$379K
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
127+ 0.42% |
$56.2K - $61.4K
|
30.1K
$14.4M
|
|
Jan 14, 2025
Q4 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
126+ 20.49% |
$55.7K - $60.9K
|
741
$354K
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
126+ 3.68% |
$55.7K - $60.9K
|
3.55K
$1.7M
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
126+ 5.37% |
$55.7K - $60.9K
|
2.47K
$1.18M
|
|
Feb 04, 2025
Q4 2024
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
125+ 1.88% |
$55.3K - $60.4K
|
6.78K
$3.24M
|
|
Feb 11, 2025
Q4 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
125+ 28.54% |
$55.3K - $60.4K
|
563
$269K
|
|
Feb 13, 2025
Q4 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
125+ 4.75% |
$55.3K - $60.4K
|
2.76K
$1.32M
|
|
Feb 11, 2025
Q4 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
124+ 7.44% |
$54.8K - $59.9K
|
1.79K
$856K
|
|
Feb 06, 2025
Q4 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
123+ 1.82% |
$54.4K - $59.4K
|
6.87K
$3.28M
|
|
Feb 13, 2025
Q4 2024
|
F
|
BUY
|
- |
123+ 4.02% |
$54.4K - $59.4K
|
3.18K
$1.52M
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
122+ 7.0% |
$54K - $58.9K
|
1.86K
$891K
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
121+ 0.78% |
$53.5K - $58.5K
|
15.7K
$7.51M
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
121+ 3.96% |
$53.5K - $58.5K
|
3.18K
$1.52M
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
121+ 1.81% |
$53.5K - $58.5K
|
6.82K
$3.26M
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
120+ 0.54% |
$53.1K - $58K
|
22.3K
$10.7M
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
120+ 4.92% |
$53.1K - $58K
|
2.56K
$1.22M
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
119+ 1.16% |
$52.6K - $57.5K
|
10.4K
$4.96M
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
119+ 1.4% |
$52.6K - $57.5K
|
8.61K
$4.12M
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
118+ 0.18% |
$52.2K - $57K
|
67.2K
$32.1M
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
118+ 3.6% |
$52.2K - $57K
|
3.39K
$1.62M
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
118+ 14.32% |
$52.2K - $57K
|
942
$450K
|
|
Jan 23, 2025
Q4 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
117+ 2.97% |
$51.7K - $56.5K
|
4.06K
$1.94M
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
117+ 5.57% |
$51.7K - $56.5K
|
2.22K
$1.06M
|