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 23, 2025
Q4 2024
|
Brown Financial Advisory
|
BUY
|
- |
7+ 0.18% |
$3.1K - $3.38K
|
3.93K
$1.92M
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
7+ 0.16% |
$3.1K - $3.38K
|
4.4K
$2.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
7+ 0.52% |
$3.1K - $3.38K
|
1.34K
$657K
|
|
|
Feb 10, 2025
Q4 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
7+ 0.44% |
$3.1K - $3.38K
|
1.59K
$776K
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
6+ 0.18% |
$2.65K - $2.9K
|
3.29K
$1.61M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
6+ 0.32% |
$2.65K - $2.9K
|
1.86K
$909K
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
6+ 0.13% |
$2.65K - $2.9K
|
4.5K
$2.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
6+ 0.22% |
$2.65K - $2.9K
|
2.79K
$1.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
6+ 0.38% |
$2.65K - $2.9K
|
1.59K
$779K
|
|
|
Jan 24, 2025
Q4 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
6+ 0.03% |
$2.65K - $2.9K
|
21.7K
$10.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
6+ 0.19% |
$2.65K - $2.9K
|
3.21K
$1.57M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
6+ 0.02% |
$2.65K - $2.9K
|
26K
$12.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Signature Wealth Management Group
|
BUY
|
- |
6+ 0.99% |
$2.65K - $2.9K
|
614
$300K
|
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.18% |
$2.65K - $2.9K
|
3.26K
$1.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Garner Asset Management Corp
|
BUY
|
- |
6+ 0.02% |
$2.65K - $2.9K
|
24.5K
$12M
|
|
|
Jan 13, 2025
Q4 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
5+ 0.42% |
$2.21K - $2.42K
|
1.2K
$588K
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
5+ 0.22% |
$2.21K - $2.42K
|
2.25K
$1.1M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
5+ 0.2% |
$2.21K - $2.42K
|
2.54K
$1.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
5+ 0.23% |
$2.21K - $2.42K
|
2.21K
$1.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
5+ 0.53% |
$2.21K - $2.42K
|
957
$468K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5+ 0.03% |
$2.21K - $2.42K
|
14.6K
$7.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
5+ 0.07% |
$2.21K - $2.42K
|
6.83K
$3.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
BUY
|
- |
5+ 0.56% |
$2.21K - $2.42K
|
903
$442K
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
5+ 0.32% |
$2.21K - $2.42K
|
1.59K
$777K
|
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
5+ 0.11% |
$2.21K - $2.42K
|
4.44K
$2.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
5+ 8.47% |
$2.21K - $2.42K
|
64
$31.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
5+ 0.05% |
$2.21K - $2.42K
|
10.2K
$4.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
5+ 0.06% |
$2.21K - $2.42K
|
8.08K
$3.95M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
4+ 0.2% |
$1.77K - $1.93K
|
1.96K
$960K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
4+ 0.28% |
$1.77K - $1.93K
|
1.43K
$698K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
4+ 0.21% |
$1.77K - $1.93K
|
1.93K
$945K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
4+ 1.65% |
$1.77K - $1.93K
|
247
$121K
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
4+ 0.37% |
$1.77K - $1.93K
|
1.09K
$531K
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
4+ 0.31% |
$1.77K - $1.93K
|
1.31K
$641K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
4+ 0.01% |
$1.77K - $1.93K
|
64.8K
$31.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Fusion Capital, LLC
|
BUY
|
- |
4+ 0.42% |
$1.77K - $1.93K
|
966
$473K
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
BUY
|
- |
4+ 0.23% |
$1.77K - $1.93K
|
1.72K
$841K
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
4+ 0.27% |
$1.77K - $1.93K
|
1.47K
$718K
|
|
|
Feb 12, 2025
Q4 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
4+ 0.84% |
$1.77K - $1.93K
|
482
$236K
|
|
|
Feb 14, 2025
Q4 2024
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
4New |
$1.77K - $1.93K
|
4
$1.96K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
4New |
$1.77K - $1.93K
|
4
$1.96K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
3+ 0.53% |
$1.33K - $1.45K
|
565
$276K
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
3+ 0.07% |
$1.33K - $1.45K
|
4.24K
$2.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
BUY
|
- |
3+ 0.58% |
$1.33K - $1.45K
|
522
$255K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
3+ 0.06% |
$1.33K - $1.45K
|
4.75K
$2.32M
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
3+ 21.43% |
$1.33K - $1.45K
|
17
$8.32K
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
3+ 0.23% |
$1.33K - $1.45K
|
1.28K
$627K
|
|
|
Feb 10, 2025
Q4 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
3+ 0.02% |
$1.33K - $1.45K
|
13K
$6.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Zevin Asset Management LLC
|
BUY
|
- |
3+ 0.33% |
$1.33K - $1.45K
|
917
$449K
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
3New |
$1.33K - $1.45K
|
3
$1.47K
|