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 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
35+ 0.31% |
$15.5K - $16.9K
|
11.3K
$5.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
35+ 5.15% |
$15.5K - $16.9K
|
715
$350K
|
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
35New |
$15.5K - $16.9K
|
35
$17.1K
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
34+ 0.07% |
$15K - $16.4K
|
47.5K
$23.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
34+ 0.53% |
$15K - $16.4K
|
6.41K
$3.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
34+ 1.44% |
$15K - $16.4K
|
2.4K
$1.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
34+ 0.14% |
$15K - $16.4K
|
23.7K
$11.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
34+ 0.82% |
$15K - $16.4K
|
4.2K
$2.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
33+ 0.22% |
$14.6K - $15.9K
|
15K
$7.34M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
32+ 0.31% |
$14.2K - $15.5K
|
10.4K
$5.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
32+ 2.09% |
$14.2K - $15.5K
|
1.56K
$764K
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
32+ 3.03% |
$14.2K - $15.5K
|
1.09K
$532K
|
|
|
Feb 11, 2025
Q4 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
32+ 0.74% |
$14.2K - $15.5K
|
4.37K
$2.14M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
31+ 2.93% |
$13.7K - $15K
|
1.09K
$532K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
31+ 6.43% |
$13.7K - $15K
|
513
$251K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
31+ 0.28% |
$13.7K - $15K
|
11.2K
$5.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
31+ 7.03% |
$13.7K - $15K
|
472
$231K
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
31+ 0.46% |
$13.7K - $15K
|
6.76K
$3.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
31+ 1.24% |
$13.7K - $15K
|
2.53K
$1.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
31+ 0.11% |
$13.7K - $15K
|
27.7K
$13.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
31+ 0.13% |
$13.7K - $15K
|
24.8K
$12.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
31+ 0.72% |
$13.7K - $15K
|
4.32K
$2.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
31+ 0.77% |
$13.7K - $15K
|
4.04K
$1.98M
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
30+ 4.85% |
$13.3K - $14.5K
|
649
$318K
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
30+ 1.02% |
$13.3K - $14.5K
|
2.97K
$1.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
30+ 0.87% |
$13.3K - $14.5K
|
3.49K
$1.71M
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
30+ 3.14% |
$13.3K - $14.5K
|
985
$482K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
30+ 1.57% |
$13.3K - $14.5K
|
1.94K
$950K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
30+ 0.28% |
$13.3K - $14.5K
|
10.6K
$5.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
30+ 0.93% |
$13.3K - $14.5K
|
3.27K
$1.6M
|
|
|
Feb 13, 2025
Q4 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
30+ 2.85% |
$13.3K - $14.5K
|
1.08K
$529K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Counsel LLC
New York, NY |
BUY
|
- |
30+ 0.57% |
$13.3K - $14.5K
|
5.27K
$2.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
30+ 5.65% |
$13.3K - $14.5K
|
561
$274K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
30+ 1.38% |
$13.3K - $14.5K
|
2.21K
$1.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
29+ 1.47% |
$12.8K - $14K
|
2.01K
$982K
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
29+ 0.52% |
$12.8K - $14K
|
5.58K
$2.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
29+ 5.7% |
$12.8K - $14K
|
538
$263K
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
28+ 0.04% |
$12.4K - $13.5K
|
75K
$36.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
28+ 0.41% |
$12.4K - $13.5K
|
6.89K
$3.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
28+ 0.62% |
$12.4K - $13.5K
|
4.55K
$2.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
28+ 2.44% |
$12.4K - $13.5K
|
1.18K
$575K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
27+ 0.47% |
$11.9K - $13K
|
5.81K
$2.84M
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
27+ 0.58% |
$11.9K - $13K
|
4.7K
$2.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
26+ 0.88% |
$11.5K - $12.6K
|
2.99K
$1.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
26+ 4.97% |
$11.5K - $12.6K
|
549
$269K
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
26+ 2.4% |
$11.5K - $12.6K
|
1.11K
$542K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
26+ 3.3% |
$11.5K - $12.6K
|
814
$398K
|
|
|
Feb 14, 2025
Q4 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
26+ 1.19% |
$11.5K - $12.6K
|
2.2K
$1.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
25+ 0.9% |
$11.1K - $12.1K
|
2.79K
$1.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
25+ 1.0% |
$11.1K - $12.1K
|
2.53K
$1.24M
|