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
|
Olio Financial Planning
|
BUY
|
- |
10+ 0.47% |
$4.42K - $4.83K
|
2.13K
$1.04M
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
10+ 1.01% |
$4.42K - $4.83K
|
1K
$491K
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
10+ 0.37% |
$4.42K - $4.83K
|
2.68K
$1.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
10+ 0.32% |
$4.42K - $4.83K
|
3.12K
$1.53M
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
10+ 0.25% |
$4.42K - $4.83K
|
3.96K
$1.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
10+ 0.74% |
$4.42K - $4.83K
|
1.36K
$667K
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
10+ 0.17% |
$4.42K - $4.83K
|
5.82K
$2.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
10+ 0.2% |
$4.42K - $4.83K
|
5.09K
$2.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
10+ 0.32% |
$4.42K - $4.83K
|
3.11K
$1.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
10+ 0.15% |
$4.42K - $4.83K
|
6.85K
$3.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
10New |
$4.42K - $4.83K
|
10
$4.89K
|
|
|
Feb 14, 2025
Q4 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
10+ 0.3% |
$4.42K - $4.83K
|
3.35K
$1.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
10+ 0.69% |
$4.42K - $4.83K
|
1.47K
$718K
|
|
|
Feb 14, 2025
Q4 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
10+ 0.12% |
$4.42K - $4.83K
|
8.04K
$3.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
10+ 0.49% |
$4.42K - $4.83K
|
2.04K
$996K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
10+ 0.56% |
$4.42K - $4.83K
|
1.81K
$886K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
9+ 0.23% |
$3.98K - $4.35K
|
3.88K
$1.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
9+ 0.08% |
$3.98K - $4.35K
|
11.6K
$5.69M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
9+ 0.27% |
$3.98K - $4.35K
|
3.29K
$1.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
9+ 0.26% |
$3.98K - $4.35K
|
3.53K
$1.73M
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
9+ 0.31% |
$3.98K - $4.35K
|
2.91K
$1.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
9+ 0.23% |
$3.98K - $4.35K
|
3.87K
$1.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
9+ 0.34% |
$3.98K - $4.35K
|
2.66K
$1.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Pachira Investments Inc.
|
BUY
|
- |
9+ 0.21% |
$3.98K - $4.35K
|
4.24K
$2.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
9+ 0.65% |
$3.98K - $4.35K
|
1.38K
$677K
|
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
9+ 1.12% |
$3.98K - $4.35K
|
813
$398K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
9New |
$3.98K - $4.35K
|
9
$4.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
9+ 0.65% |
$3.98K - $4.35K
|
1.4K
$686K
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
BUY
|
- |
9+ 0.07% |
$3.98K - $4.35K
|
12.8K
$6.25M
|
|
|
Jan 03, 2025
Q4 2024
|
Jvl Associates LLC
|
BUY
|
- |
8+ 1.02% |
$3.54K - $3.86K
|
790
$387K
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
BUY
|
- |
8+ 0.69% |
$3.54K - $3.86K
|
1.16K
$569K
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
8+ 0.57% |
$3.54K - $3.86K
|
1.41K
$687K
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
8+ 1.04% |
$3.54K - $3.86K
|
775
$379K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
8+ 0.26% |
$3.54K - $3.86K
|
3.07K
$1.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
8+ 0.99% |
$3.54K - $3.86K
|
819
$401K
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
8+ 1.72% |
$3.54K - $3.86K
|
472
$231K
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
8+ 0.36% |
$3.54K - $3.86K
|
2.22K
$1.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
8+ 0.22% |
$3.54K - $3.86K
|
3.69K
$1.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
8+ 1.66% |
$3.54K - $3.86K
|
491
$240K
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
8+ 1.54% |
$3.54K - $3.86K
|
529
$259K
|
|
|
Feb 10, 2025
Q4 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
8+ 0.63% |
$3.54K - $3.86K
|
1.27K
$621K
|
|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
8+ 0.53% |
$3.54K - $3.86K
|
1.52K
$746K
|
|
|
Feb 24, 2025
Q4 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
8+ 1.07% |
$3.54K - $3.86K
|
756
$370K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
7+ 0.49% |
$3.1K - $3.38K
|
1.43K
$698K
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
7+ 0.41% |
$3.1K - $3.38K
|
1.7K
$831K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
7+ 0.19% |
$3.1K - $3.38K
|
3.69K
$1.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
7+ 0.6% |
$3.1K - $3.38K
|
1.18K
$577K
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
7+ 1.5% |
$3.1K - $3.38K
|
475
$232K
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
7+ 0.11% |
$3.1K - $3.38K
|
6.54K
$3.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Sippican Capital Advisors
|
BUY
|
- |
7+ 0.14% |
$3.1K - $3.38K
|
5.08K
$2.49M
|