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 06, 2025
Q4 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
71+ 2.1% |
$31.4K - $34.3K
|
3.46K
$1.69M
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
70+ 10.22% |
$31K - $33.8K
|
755
$369K
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
70+ 1.4% |
$31K - $33.8K
|
5.07K
$2.48M
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
70+ 9.85% |
$31K - $33.8K
|
781
$382K
|
|
Jan 29, 2025
Q4 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
70+ 4.19% |
$31K - $33.8K
|
1.74K
$851K
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
70+ 11.65% |
$31K - $33.8K
|
671
$328K
|
|
May 07, 2025
Q4 2024
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
70+ 4.97% |
$31K - $33.8K
|
1.48K
$723K
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
69+ 1.13% |
$30.5K - $33.3K
|
6.18K
$3.02M
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
68+ 5.76% |
$30.1K - $32.8K
|
1.25K
$611K
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
68+ 3.44% |
$30.1K - $32.8K
|
2.04K
$1M
|
|
Jan 17, 2025
Q4 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
68+ 0.6% |
$30.1K - $32.8K
|
11.4K
$5.58M
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
68+ 1.78% |
$30.1K - $32.8K
|
3.89K
$1.9M
|
|
Jan 29, 2025
Q4 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
67+ 0.23% |
$29.6K - $32.4K
|
29.1K
$14.2M
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
67+ 1.18% |
$29.6K - $32.4K
|
5.76K
$2.82M
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
66+ 0.93% |
$29.2K - $31.9K
|
7.13K
$3.49M
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
66+ 1.32% |
$29.2K - $31.9K
|
5.06K
$2.47M
|
|
Jan 28, 2025
Q4 2024
|
Strid Group, LLC
|
BUY
|
- |
66+ 2.27% |
$29.2K - $31.9K
|
2.97K
$1.46M
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
66+ 3.96% |
$29.2K - $31.9K
|
1.73K
$847K
|
|
Feb 10, 2025
Q4 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
66+ 0.36% |
$29.2K - $31.9K
|
18.3K
$8.96M
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
65+ 0.68% |
$28.7K - $31.4K
|
9.63K
$4.71M
|
|
Jan 29, 2025
Q4 2024
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
65+ 1.23% |
$28.7K - $31.4K
|
5.37K
$2.63M
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
65+ 1.25% |
$28.7K - $31.4K
|
5.25K
$2.57M
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
64+ 11.64% |
$28.3K - $30.9K
|
614
$300K
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
64+ 0.66% |
$28.3K - $30.9K
|
9.69K
$4.74M
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
64+ 0.92% |
$28.3K - $30.9K
|
7.04K
$3.45M
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
63+ 7.71% |
$27.9K - $30.4K
|
880
$431K
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
63+ 1.29% |
$27.9K - $30.4K
|
4.94K
$2.42M
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
63+ 0.37% |
$27.9K - $30.4K
|
16.9K
$8.26M
|
|
Feb 11, 2025
Q4 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
63+ 1.42% |
$27.9K - $30.4K
|
4.5K
$2.2M
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
63+ 2.02% |
$27.9K - $30.4K
|
3.18K
$1.56M
|
|
Feb 18, 2025
Q4 2024
|
Unconventional Investor, LLC
|
BUY
|
- |
63+ 0.11% |
$27.9K - $30.4K
|
56K
$27.4M
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
62+ 2.76% |
$27.4K - $30K
|
2.31K
$1.13M
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
62+ 0.33% |
$27.4K - $30K
|
18.6K
$9.09M
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
62+ 3.18% |
$27.4K - $30K
|
2.01K
$985K
|
|
Feb 13, 2025
Q4 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
62+ 4.25% |
$27.4K - $30K
|
1.52K
$744K
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
60+ 0.76% |
$26.5K - $29K
|
7.99K
$3.91M
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
60+ 3.22% |
$26.5K - $29K
|
1.93K
$942K
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
59+ 5.01% |
$26.1K - $28.5K
|
1.24K
$605K
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
58+ 10.03% |
$25.7K - $28K
|
636
$311K
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
58+ 0.56% |
$25.7K - $28K
|
10.4K
$5.08M
|
|
Feb 13, 2025
Q4 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
58+ 1.27% |
$25.7K - $28K
|
4.61K
$2.26M
|
|
Jan 08, 2025
Q4 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
57+ 2.29% |
$25.2K - $27.5K
|
2.54K
$1.24M
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
57+ 0.02% |
$25.2K - $27.5K
|
298K
$146M
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
57+ 0.69% |
$25.2K - $27.5K
|
8.33K
$4.08M
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
56+ 0.8% |
$24.8K - $27.1K
|
7.06K
$3.46M
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
56+ 0.98% |
$24.8K - $27.1K
|
5.75K
$2.81M
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
56+ 2.32% |
$24.8K - $27.1K
|
2.47K
$1.21M
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
55+ 1.66% |
$24.3K - $26.6K
|
3.36K
$1.65M
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
BUY
|
- |
55+ 5.79% |
$24.3K - $26.6K
|
1.01K
$492K
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
BUY
|
- |
55+ 0.31% |
$24.3K - $26.6K
|
17.5K
$8.58M
|