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 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
17+ 0.19% |
$7.52K - $8.21K
|
8.87K
$4.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
17+ 2.67% |
$7.52K - $8.21K
|
653
$320K
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
17+ 0.72% |
$7.52K - $8.21K
|
2.37K
$1.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
16+ 0.43% |
$7.08K - $7.73K
|
3.74K
$1.83M
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
16+ 3.04% |
$7.08K - $7.73K
|
542
$265K
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
16+ 0.76% |
$7.08K - $7.73K
|
2.12K
$1.04M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
16+ 0.31% |
$7.08K - $7.73K
|
5.12K
$2.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
16+ 0.18% |
$7.08K - $7.73K
|
8.75K
$4.28M
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
16+ 6.84% |
$7.08K - $7.73K
|
250
$122K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
15+ 0.39% |
$6.63K - $7.25K
|
3.84K
$1.88M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
15+ 0.68% |
$6.63K - $7.25K
|
2.22K
$1.09M
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
15+ 0.42% |
$6.63K - $7.25K
|
3.55K
$1.74M
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
15+ 0.46% |
$6.63K - $7.25K
|
3.31K
$1.62M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
15+ 13.64% |
$6.63K - $7.25K
|
125
$61.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
15+ 3.27% |
$6.63K - $7.25K
|
474
$232K
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
15+ 0.67% |
$6.63K - $7.25K
|
2.26K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
15+ 2.05% |
$6.63K - $7.25K
|
748
$366K
|
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
14+ 0.18% |
$6.19K - $6.76K
|
7.93K
$3.88M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
14+ 1.89% |
$6.19K - $6.76K
|
754
$369K
|
|
|
Jan 28, 2025
Q4 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
14+ 1.46% |
$6.19K - $6.76K
|
973
$476K
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
14+ 0.74% |
$6.19K - $6.76K
|
1.9K
$931K
|
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
14+ 0.12% |
$6.19K - $6.76K
|
12.1K
$5.93M
|
|
|
Feb 05, 2025
Q4 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
14+ 0.36% |
$6.19K - $6.76K
|
3.88K
$1.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
14+ 2.33% |
$6.19K - $6.76K
|
615
$301K
|
|
|
Feb 11, 2025
Q4 2024
|
Heron Bay Capital Management
|
BUY
|
- |
14+ 0.07% |
$6.19K - $6.76K
|
19.1K
$9.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
14+ 1.94% |
$6.19K - $6.76K
|
735
$360K
|
|
|
Feb 13, 2025
Q4 2024
|
Covenant Partners, LLC
|
BUY
|
- |
14+ 1.85% |
$6.19K - $6.76K
|
772
$378K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
13+ 1.11% |
$5.75K - $6.28K
|
1.18K
$578K
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
13+ 1.42% |
$5.75K - $6.28K
|
931
$456K
|
|
|
Feb 12, 2025
Q4 2024
|
Dorsey Wright & Associates
|
BUY
|
- |
13+ 0.15% |
$5.75K - $6.28K
|
8.95K
$4.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
13+ 1.47% |
$5.75K - $6.28K
|
897
$439K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
13+ 0.06% |
$5.75K - $6.28K
|
20.5K
$10M
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
12+ 0.2% |
$5.31K - $5.8K
|
6.04K
$2.96M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
12+ 1.6% |
$5.31K - $5.8K
|
760
$372K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
12+ 1.06% |
$5.31K - $5.8K
|
1.14K
$559K
|
|
|
Feb 14, 2025
Q4 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
12+ 1.29% |
$5.31K - $5.8K
|
941
$460K
|
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
12+ 0.65% |
$5.31K - $5.8K
|
1.86K
$912K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
11+ 0.51% |
$4.87K - $5.31K
|
2.17K
$1.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
BUY
|
- |
11+ 0.38% |
$4.87K - $5.31K
|
2.94K
$1.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
11+ 0.05% |
$4.87K - $5.31K
|
21.9K
$10.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
11+ 1.04% |
$4.87K - $5.31K
|
1.07K
$523K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
11+ 0.48% |
$4.87K - $5.31K
|
2.29K
$1.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
11+ 1.63% |
$4.87K - $5.31K
|
687
$336K
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
11+ 0.67% |
$4.87K - $5.31K
|
1.64K
$803K
|
|
|
Feb 13, 2025
Q4 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
11+ 0.07% |
$4.87K - $5.31K
|
16.7K
$8.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
11+ 1.11% |
$4.87K - $5.31K
|
1K
$490K
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
10+ 1.51% |
$4.42K - $4.83K
|
673
$329K
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
10+ 1.95% |
$4.42K - $4.83K
|
522
$255K
|
|
|
Jan 16, 2025
Q4 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
10+ 0.33% |
$4.42K - $4.83K
|
3.05K
$1.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Wendell David Associates Inc
|
BUY
|
- |
10+ 0.07% |
$4.42K - $4.83K
|
14.8K
$7.24M
|