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 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
25+ 0.27% |
$11.1K - $12.1K
|
9.38K
$4.59M
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
25+ 1.79% |
$11.1K - $12.1K
|
1.42K
$694K
|
|
|
Feb 11, 2025
Q4 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
25+ 2.18% |
$11.1K - $12.1K
|
1.17K
$573K
|
|
|
Feb 13, 2025
Q4 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
25+ 0.38% |
$11.1K - $12.1K
|
6.67K
$3.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
24+ 0.45% |
$10.6K - $11.6K
|
5.37K
$2.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
24+ 2.84% |
$10.6K - $11.6K
|
870
$426K
|
|
|
Feb 10, 2025
Q4 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
24+ 0.04% |
$10.6K - $11.6K
|
63.5K
$31.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
24+ 1.37% |
$10.6K - $11.6K
|
1.78K
$869K
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
BUY
|
- |
24+ 0.43% |
$10.6K - $11.6K
|
5.66K
$2.77M
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
23+ 1.77% |
$10.2K - $11.1K
|
1.32K
$647K
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
23+ 0.43% |
$10.2K - $11.1K
|
5.38K
$2.63M
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
23+ 1.67% |
$10.2K - $11.1K
|
1.4K
$684K
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
23+ 0.48% |
$10.2K - $11.1K
|
4.84K
$2.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
23+ 2.07% |
$10.2K - $11.1K
|
1.13K
$554K
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
23+ 0.2% |
$10.2K - $11.1K
|
11.3K
$5.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
22+ 3.86% |
$9.73K - $10.6K
|
592
$290K
|
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
22+ 0.41% |
$9.73K - $10.6K
|
5.4K
$2.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
22+ 0.3% |
$9.73K - $10.6K
|
7.3K
$3.57M
|
|
|
Feb 04, 2025
Q4 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
22+ 33.85% |
$9.73K - $10.6K
|
87
$42.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
22+ 1.99% |
$9.73K - $10.6K
|
1.13K
$552K
|
|
|
Feb 10, 2025
Q4 2024
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
BUY
|
- |
22+ 0.59% |
$9.73K - $10.6K
|
3.72K
$1.82M
|
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
22+ 0.1% |
$9.73K - $10.6K
|
22.2K
$10.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
22+ 2.95% |
$9.73K - $10.6K
|
769
$376K
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
21+ 2.26% |
$9.29K - $10.1K
|
949
$464K
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
21+ 0.07% |
$9.29K - $10.1K
|
30K
$14.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Chico Wealth Ria
|
BUY
|
- |
21+ 1.96% |
$9.29K - $10.1K
|
1.09K
$535K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
21+ 2.58% |
$9.29K - $10.1K
|
835
$409K
|
|
|
Feb 05, 2025
Q4 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
21+ 0.14% |
$9.29K - $10.1K
|
14.5K
$7.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
21+ 0.3% |
$9.29K - $10.1K
|
7K
$3.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
20+ 4.01% |
$8.85K - $9.66K
|
519
$254K
|
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
20+ 0.29% |
$8.85K - $9.66K
|
6.98K
$3.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
20+ 1.64% |
$8.85K - $9.66K
|
1.24K
$607K
|
|
|
Jan 27, 2025
Q4 2024
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
20+ 0.18% |
$8.85K - $9.66K
|
11K
$5.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
20New |
$8.85K - $9.66K
|
20
$9.79K
|
|
|
Feb 07, 2025
Q4 2024
|
Miramar Capital, LLC
|
BUY
|
- |
20+ 1.37% |
$8.85K - $9.66K
|
1.48K
$725K
|
|
|
Feb 11, 2025
Q4 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
20+ 2.46% |
$8.85K - $9.66K
|
833
$408K
|
|
|
Feb 12, 2025
Q4 2024
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
20+ 4.48% |
$8.85K - $9.66K
|
466
$228K
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
20+ 2.91% |
$8.85K - $9.66K
|
707
$346K
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
20+ 0.7% |
$8.85K - $9.66K
|
2.87K
$1.41M
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
BUY
|
- |
19+ 0.15% |
$8.4K - $9.18K
|
13K
$6.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
19+ 0.36% |
$8.4K - $9.18K
|
5.25K
$2.57M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
19+ 0.05% |
$8.4K - $9.18K
|
39.5K
$19.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
19+ 0.64% |
$8.4K - $9.18K
|
3.01K
$1.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
19+ 0.14% |
$8.4K - $9.18K
|
13.6K
$6.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
18New |
$7.96K - $8.7K
|
18
$8.81K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
18+ 0.13% |
$7.96K - $8.7K
|
13.9K
$6.8M
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
17+ 3.41% |
$7.52K - $8.21K
|
516
$252K
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
17+ 0.46% |
$7.52K - $8.21K
|
3.75K
$1.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
17+ 2.95% |
$7.52K - $8.21K
|
593
$290K
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
17+ 0.42% |
$7.52K - $8.21K
|
4.09K
$2M
|