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
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
55+ 1.81% |
$24.3K - $26.6K
|
3.1K
$1.52M
|
|
|
May 13, 2025
Q4 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
55New |
$24.3K - $26.6K
|
55
$26.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
54+ 2.64% |
$23.9K - $26.1K
|
2.1K
$1.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
54+ 1.48% |
$23.9K - $26.1K
|
3.71K
$1.81M
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
54+ 1.5% |
$23.9K - $26.1K
|
3.67K
$1.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
54+ 1.11% |
$23.9K - $26.1K
|
4.92K
$2.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
53+ 1.51% |
$23.4K - $25.6K
|
3.57K
$1.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
53+ 1.36% |
$23.4K - $25.6K
|
3.94K
$1.93M
|
|
|
Feb 27, 2025
Q4 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
53+ 2.37% |
$23.4K - $25.6K
|
2.29K
$1.12M
|
|
|
Mar 03, 2025
Q4 2024
|
Cim, LLC
|
BUY
|
- |
53+ 0.11% |
$23.4K - $25.6K
|
47.2K
$23.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
52+ 1.74% |
$23K - $25.1K
|
3.03K
$1.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
52+ 3.71% |
$23K - $25.1K
|
1.45K
$711K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
52+ 0.25% |
$23K - $25.1K
|
20.5K
$10.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Mcia Inc
|
BUY
|
- |
52+ 2.1% |
$23K - $25.1K
|
2.53K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
52+ 0.65% |
$23K - $25.1K
|
8.03K
$3.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
51+ 8.49% |
$22.6K - $24.6K
|
652
$319K
|
|
|
Jan 29, 2025
Q4 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
51+ 0.24% |
$22.6K - $24.6K
|
21.2K
$10.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
51+ 0.17% |
$22.6K - $24.6K
|
29.3K
$14.3M
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
50+ 0.33% |
$22.1K - $24.2K
|
15.4K
$7.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
50+ 1.52% |
$22.1K - $24.2K
|
3.34K
$1.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
50+ 2.89% |
$22.1K - $24.2K
|
1.78K
$871K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
50+ 2.98% |
$22.1K - $24.2K
|
1.73K
$846K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
50+ 1.26% |
$22.1K - $24.2K
|
4.02K
$1.97M
|
|
|
Jan 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
50+ 1.04% |
$22.1K - $24.2K
|
4.87K
$2.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
50+ 3.24% |
$22.1K - $24.2K
|
1.59K
$779K
|
|
|
Jan 28, 2025
Q4 2024
|
Martin Capital Advisors, LLP
|
BUY
|
- |
50+ 3.56% |
$22.1K - $24.2K
|
1.45K
$711K
|
|
|
Feb 06, 2025
Q4 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
50+ 4.67% |
$22.1K - $24.2K
|
1.12K
$548K
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
50+ 3.26% |
$22.1K - $24.2K
|
1.59K
$776K
|
|
|
Feb 11, 2025
Q4 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
50+ 8.59% |
$22.1K - $24.2K
|
632
$309K
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
50+ 1.49% |
$22.1K - $24.2K
|
3.41K
$1.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
50+ 1.57% |
$22.1K - $24.2K
|
3.24K
$1.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
50+ 5.66% |
$22.1K - $24.2K
|
934
$457K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
50New |
$22.1K - $24.2K
|
50
$24.5K
|
|
|
Apr 17, 2025
Q4 2024
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
50+ 0.95% |
$22.1K - $24.2K
|
5.3K
$2.59M
|
|
|
Jul 17, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
50+ 17.67% |
$22.1K - $24.2K
|
333
$163K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
49+ 1.18% |
$21.7K - $23.7K
|
4.22K
$2.06M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
48+ 1.17% |
$21.2K - $23.2K
|
4.15K
$2.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
48+ 2.77% |
$21.2K - $23.2K
|
1.78K
$871K
|
|
|
Jan 28, 2025
Q4 2024
|
William Allan, LLC
|
BUY
|
- |
48+ 2.35% |
$21.2K - $23.2K
|
2.09K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Muhlenkamp & CO Inc
|
BUY
|
- |
48+ 0.13% |
$21.2K - $23.2K
|
38.2K
$18.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
47+ 4.73% |
$20.8K - $22.7K
|
1.04K
$509K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
47+ 1.46% |
$20.8K - $22.7K
|
3.28K
$1.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
47+ 0.65% |
$20.8K - $22.7K
|
7.28K
$3.56M
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
BUY
|
- |
47+ 0.43% |
$20.8K - $22.7K
|
11.1K
$5.43M
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
47+ 34.31% |
$20.8K - $22.7K
|
184
$90K
|
|
|
Apr 29, 2025
Q4 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
47+ 2.1% |
$20.8K - $22.7K
|
2.28K
$1.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
46+ 1.74% |
$20.3K - $22.2K
|
2.69K
$1.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
46+ 1.64% |
$20.3K - $22.2K
|
2.85K
$1.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
46+ 8.04% |
$20.3K - $22.2K
|
618
$302K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
46+ 0.75% |
$20.3K - $22.2K
|
6.19K
$3.03M
|