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 14, 2025
Q4 2024
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
10+ 0.49% |
$4.42K - $4.83K
|
2.04K
$973K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
10+ 0.56% |
$4.42K - $4.83K
|
1.81K
$866K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
9+ 0.23% |
$3.98K - $4.35K
|
3.88K
$1.85M
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
9+ 0.08% |
$3.98K - $4.35K
|
11.6K
$5.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
9+ 0.27% |
$3.98K - $4.35K
|
3.29K
$1.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
9+ 0.26% |
$3.98K - $4.35K
|
3.53K
$1.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
9+ 0.31% |
$3.98K - $4.35K
|
2.91K
$1.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
9+ 0.23% |
$3.98K - $4.35K
|
3.87K
$1.85M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
9+ 0.34% |
$3.98K - $4.35K
|
2.66K
$1.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Pachira Investments Inc.
|
BUY
|
- |
9+ 0.21% |
$3.98K - $4.35K
|
4.24K
$2.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
9+ 0.65% |
$3.98K - $4.35K
|
1.38K
$662K
|
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
9+ 1.12% |
$3.98K - $4.35K
|
813
$389K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
9New |
$3.98K - $4.35K
|
9
$4.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
9+ 0.65% |
$3.98K - $4.35K
|
1.4K
$671K
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
BUY
|
- |
9+ 0.07% |
$3.98K - $4.35K
|
12.8K
$6.11M
|
|
|
Jan 03, 2025
Q4 2024
|
Jvl Associates LLC
|
BUY
|
- |
8+ 1.02% |
$3.54K - $3.86K
|
790
$378K
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
BUY
|
- |
8+ 0.69% |
$3.54K - $3.86K
|
1.16K
$556K
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
8+ 0.57% |
$3.54K - $3.86K
|
1.41K
$672K
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
8+ 1.04% |
$3.54K - $3.86K
|
775
$371K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
8+ 0.26% |
$3.54K - $3.86K
|
3.07K
$1.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
8+ 0.99% |
$3.54K - $3.86K
|
819
$392K
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
8+ 1.72% |
$3.54K - $3.86K
|
472
$226K
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
8+ 0.36% |
$3.54K - $3.86K
|
2.22K
$1.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
8+ 0.22% |
$3.54K - $3.86K
|
3.69K
$1.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
8+ 1.66% |
$3.54K - $3.86K
|
491
$235K
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
8+ 1.54% |
$3.54K - $3.86K
|
529
$253K
|
|
|
Feb 10, 2025
Q4 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
8+ 0.63% |
$3.54K - $3.86K
|
1.27K
$607K
|
|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
8+ 0.53% |
$3.54K - $3.86K
|
1.52K
$729K
|
|
|
Feb 24, 2025
Q4 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
8+ 1.07% |
$3.54K - $3.86K
|
756
$361K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
7+ 0.49% |
$3.1K - $3.38K
|
1.43K
$682K
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
7+ 0.41% |
$3.1K - $3.38K
|
1.7K
$812K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
7+ 0.19% |
$3.1K - $3.38K
|
3.69K
$1.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
7+ 0.6% |
$3.1K - $3.38K
|
1.18K
$564K
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
7+ 1.5% |
$3.1K - $3.38K
|
475
$227K
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
7+ 0.11% |
$3.1K - $3.38K
|
6.54K
$3.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Sippican Capital Advisors
|
BUY
|
- |
7+ 0.14% |
$3.1K - $3.38K
|
5.08K
$2.43M
|
|
|
Jan 23, 2025
Q4 2024
|
Brown Financial Advisory
|
BUY
|
- |
7+ 0.18% |
$3.1K - $3.38K
|
3.93K
$1.88M
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
7+ 0.16% |
$3.1K - $3.38K
|
4.4K
$2.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
7+ 0.52% |
$3.1K - $3.38K
|
1.34K
$642K
|
|
|
Feb 10, 2025
Q4 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
7+ 0.44% |
$3.1K - $3.38K
|
1.59K
$758K
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
6+ 0.18% |
$2.65K - $2.9K
|
3.29K
$1.57M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
6+ 0.32% |
$2.65K - $2.9K
|
1.86K
$888K
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
6+ 0.13% |
$2.65K - $2.9K
|
4.5K
$2.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
6+ 0.22% |
$2.65K - $2.9K
|
2.79K
$1.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
6+ 0.38% |
$2.65K - $2.9K
|
1.59K
$762K
|
|
|
Jan 24, 2025
Q4 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
6+ 0.03% |
$2.65K - $2.9K
|
21.7K
$10.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
6+ 0.19% |
$2.65K - $2.9K
|
3.21K
$1.54M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
6+ 0.02% |
$2.65K - $2.9K
|
26K
$12.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Signature Wealth Management Group
|
BUY
|
- |
6+ 0.99% |
$2.65K - $2.9K
|
614
$294K
|
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.18% |
$2.65K - $2.9K
|
3.26K
$1.56M
|