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
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
3+ 0.58% |
$1.33K - $1.45K
|
518
$253K
|
|
|
Feb 14, 2025
Q4 2024
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
3+ 0.19% |
$1.33K - $1.45K
|
1.59K
$780K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
2+ 0.25% |
$885 - $966
|
804
$393K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
2+ 0.12% |
$885 - $966
|
1.65K
$808K
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
2+ 0.17% |
$885 - $966
|
1.17K
$571K
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
2+ 0.0% |
$885 - $966
|
71.2K
$34.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
2+ 0.04% |
$885 - $966
|
5.51K
$2.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
2+ 0.03% |
$885 - $966
|
5.75K
$2.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
2+ 0.1% |
$885 - $966
|
2.01K
$983K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
2+ 0.1% |
$885 - $966
|
2.01K
$984K
|
|
|
Jan 27, 2025
Q4 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
2+ 0.01% |
$885 - $966
|
30K
$14.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
2+ 0.08% |
$885 - $966
|
2.41K
$1.18M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2+ 0.12% |
$885 - $966
|
1.74K
$852K
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
2+ 0.04% |
$885 - $966
|
5.43K
$2.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
2+ 0.25% |
$885 - $966
|
811
$397K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
2+ 0.03% |
$885 - $966
|
6.23K
$3.05M
|
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
2+ 0.03% |
$885 - $966
|
6.33K
$3.1M
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2+ 0.05% |
$885 - $966
|
4.01K
$1.96M
|
|
|
Apr 30, 2025
Q4 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
2+ 0.01% |
$885 - $966
|
14.5K
$7.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$442 - $483
|
22.7K
$11.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1+ 0.05% |
$442 - $483
|
2.02K
$986K
|
|
|
Jan 23, 2025
Q4 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
1+ 0.11% |
$442 - $483
|
896
$438K
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
1+ 0.27% |
$442 - $483
|
366
$179K
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
1+ 0.05% |
$442 - $483
|
1.92K
$939K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
1+ 0.0% |
$442 - $483
|
83.2K
$40.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
1+ 0.04% |
$442 - $483
|
2.76K
$1.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital City Trust CO
|
BUY
|
- |
1+ 0.01% |
$442 - $483
|
12.1K
$5.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
1+ 0.05% |
$442 - $483
|
2.16K
$1.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
1+ 0.02% |
$442 - $483
|
5.38K
$2.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
1+ 2.22% |
$442 - $483
|
46
$22.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Clear Street LLC
|
BUY
|
- |
1+ 0.0% |
$442 - $483
|
230K
$113M
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
BUY
|
- |
1+ 0.02% |
$442 - $483
|
4.23K
$2.07M
|
|
|
Mar 18, 2025
Q4 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
1+ 0.17% |
$442 - $483
|
582
$285K
|
|
|
May 15, 2025
Q4 2024
|
Clear Street LLC
|
BUY
|
- |
1+ 0.0% |
$442 - $483
|
230K
$113M
|
|
|
May 28, 2025
Q4 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
1+ 0.13% |
$442 - $483
|
799
$391K
|
|
|
Aug 08, 2025
Q4 2024
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
1New |
$442 - $483
|
1
$489
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 0.08% |
$442 - $483
|
1.28K
$628K
|
|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-1- 0.01% |
$442 - $483
|
7K
$3.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1- 0.06% |
$442 - $483
|
1.77K
$867K
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-1- 0.08% |
$442 - $483
|
1.24K
$606K
|
|
|
Jan 30, 2025
Q4 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1- 0.07% |
$442 - $483
|
1.36K
$667K
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1- 0.02% |
$442 - $483
|
4.7K
$2.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-1- 0.08% |
$442 - $483
|
1.24K
$607K
|
|
|
Feb 06, 2025
Q4 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-1- 0.02% |
$442 - $483
|
6.25K
$3.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1- 0.01% |
$442 - $483
|
13.3K
$6.48M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 2.13% |
$442 - $483
|
46
$22.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-1- 0.04% |
$442 - $483
|
2.34K
$1.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-2- 0.17% |
$885 - $966
|
1.19K
$581K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
SELL
|
- |
-2- 0.7% |
$885 - $966
|
282
$138K
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-2- 0.24% |
$885 - $966
|
844
$413K
|