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 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
89+ 0.86% |
$39.4K - $43K
|
10.4K
$5.08M
|
|
Aug 21, 2025
Q4 2024
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
89New |
$39.4K - $43K
|
89
$43.5K
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
88New |
$38.9K - $42.5K
|
88
$43.1K
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
87+ 4.14% |
$38.5K - $42K
|
2.19K
$1.07M
|
|
Jan 13, 2025
Q4 2024
|
Shorepath Capital Management LLC
Evanston, IL |
BUY
|
- |
86+ 0.51% |
$38K - $41.5K
|
17K
$8.31M
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
86+ 7.0% |
$38K - $41.5K
|
1.31K
$643K
|
|
Feb 14, 2025
Q4 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
86+ 5.45% |
$38K - $41.5K
|
1.66K
$814K
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
86+ 0.52% |
$38K - $41.5K
|
16.5K
$8.08M
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
BUY
|
- |
85+ 0.9% |
$37.6K - $41.1K
|
9.54K
$4.67M
|
|
Feb 12, 2025
Q4 2024
|
Meridian Management CO
|
BUY
|
- |
85+ 13.49% |
$37.6K - $41.1K
|
715
$350K
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
84+ 4.29% |
$37.2K - $40.6K
|
2.04K
$998K
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
84+ 1.73% |
$37.2K - $40.6K
|
4.93K
$2.41M
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
84+ 18.34% |
$37.2K - $40.6K
|
542
$265K
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
84+ 4.38% |
$37.2K - $40.6K
|
2K
$979K
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
84+ 8.2% |
$37.2K - $40.6K
|
1.11K
$542K
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
84New |
$37.2K - $40.6K
|
84
$41.1K
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
82+ 1.52% |
$36.3K - $39.6K
|
5.47K
$2.68M
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
82+ 5.5% |
$36.3K - $39.6K
|
1.57K
$770K
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
82+ 1.85% |
$36.3K - $39.6K
|
4.51K
$2.21M
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
81+ 67.5% |
$35.8K - $39.1K
|
201
$98.3K
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
81+ 4.83% |
$35.8K - $39.1K
|
1.76K
$860K
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
80+ 16.77% |
$35.4K - $38.6K
|
557
$273K
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
79+ 1.19% |
$34.9K - $38.2K
|
6.74K
$3.3M
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
79+ 1.71% |
$34.9K - $38.2K
|
4.69K
$2.29M
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
79+ 0.06% |
$34.9K - $38.2K
|
123K
$60.2M
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
78+ 7.75% |
$34.5K - $37.7K
|
1.08K
$530K
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
78+ 6.66% |
$34.5K - $37.7K
|
1.25K
$611K
|
|
Feb 11, 2025
Q4 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
78+ 9.11% |
$34.5K - $37.7K
|
934
$457K
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
77+ 8.57% |
$34.1K - $37.2K
|
975
$477K
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
77+ 0.87% |
$34.1K - $37.2K
|
8.93K
$4.37M
|
|
Feb 12, 2025
Q4 2024
|
Hemenway Trust CO LLC
|
BUY
|
- |
76+ 2.66% |
$33.6K - $36.7K
|
2.94K
$1.44M
|
|
Feb 14, 2025
Q4 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
76+ 0.29% |
$33.6K - $36.7K
|
26.4K
$12.9M
|
|
Jan 03, 2025
Q4 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
75+ 0.9% |
$33.2K - $36.2K
|
8.38K
$4.1M
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
75+ 1.29% |
$33.2K - $36.2K
|
5.9K
$2.88M
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
75+ 0.24% |
$33.2K - $36.2K
|
31K
$15.2M
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
75+ 3.4% |
$33.2K - $36.2K
|
2.28K
$1.11M
|
|
Feb 05, 2025
Q4 2024
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
75+ 0.35% |
$33.2K - $36.2K
|
21.4K
$10.5M
|
|
Feb 11, 2025
Q4 2024
|
Good Haven Capital Management, LLC
Millburn, NJ |
BUY
|
- |
75+ 0.06% |
$33.2K - $36.2K
|
126K
$61.7M
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
74+ 11.71% |
$32.7K - $35.7K
|
706
$345K
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
74New |
$32.7K - $35.7K
|
74
$36.2K
|
|
Jan 15, 2025
Q4 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
73+ 0.27% |
$32.3K - $35.3K
|
26.7K
$13.1M
|
|
Jan 29, 2025
Q4 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
73+ 0.52% |
$32.3K - $35.3K
|
14.1K
$6.88M
|
|
Feb 04, 2025
Q4 2024
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
73+ 9.17% |
$32.3K - $35.3K
|
869
$425K
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
72+ 0.91% |
$31.8K - $34.8K
|
8K
$3.91M
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
72+ 0.86% |
$31.8K - $34.8K
|
8.47K
$4.14M
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
72+ 0.08% |
$31.8K - $34.8K
|
87.4K
$42.8M
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
72+ 1.62% |
$31.8K - $34.8K
|
4.52K
$2.21M
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
72+ 2.4% |
$31.8K - $34.8K
|
3.08K
$1.5M
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
71+ 1.4% |
$31.4K - $34.3K
|
5.14K
$2.52M
|
|
Jan 24, 2025
Q4 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
71+ 0.66% |
$31.4K - $34.3K
|
10.9K
$5.31M
|