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 22, 2025
Q4 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
2.43K+ 7.09% |
$1.08M - $1.17M
|
36.7K
$17.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
2.41KNew |
$1.06M - $1.16M
|
2.41K
$1.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
2.38KNew |
$1.05M - $1.15M
|
2.38K
$1.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Channing Global Advisors, LLC
|
BUY
|
- |
2.37K+ 46.15% |
$1.05M - $1.14M
|
7.5K
$3.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.36K+ 7.32% |
$1.04M - $1.14M
|
34.6K
$16.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
2.35K+ 8.45% |
$1.04M - $1.13M
|
30.1K
$14.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
2.3KNew |
$1.02M - $1.11M
|
2.3K
$1.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
2.29K+ 10.58% |
$1.01M - $1.11M
|
23.9K
$11.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.27KNew |
$1M - $1.1M
|
2.27K
$1.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
2.26KNew |
$998K - $1.09M
|
2.26K
$1.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
2.25KNew |
$994K - $1.09M
|
2.25K
$1.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.22K+ 2.88% |
$983K - $1.07M
|
79.5K
$37.5M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
2.21K+ 3.95% |
$977K - $1.07M
|
58.1K
$27.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
2.2KNew |
$974K - $1.06M
|
2.2K
$1.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
2.2KNew |
$971K - $1.06M
|
2.2K
$1.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
2.15K+ 4.97% |
$949K - $1.04M
|
45.3K
$21.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
2.14KNew |
$946K - $1.03M
|
2.14K
$1.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
2.12K+ 11.85% |
$939K - $1.03M
|
20K
$9.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
2.12K+ 13.67% |
$936K - $1.02M
|
17.6K
$8.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
2.1KNew |
$927K - $1.01M
|
2.1K
$990K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
2.09K+ 7.31% |
$926K - $1.01M
|
30.7K
$14.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
2.09K+ 133.93% |
$924K - $1.01M
|
3.65K
$1.72M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
2.06K+ 0.85% |
$910K - $994K
|
244K
$115M
|
|
|
Feb 07, 2025
Q4 2024
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
2.04KNew |
$902K - $985K
|
2.04K
$963K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.04K+ 6.62% |
$901K - $984K
|
32.8K
$15.5M
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
2.04K+ 64.18% |
$900K - $983K
|
5.21K
$2.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
2.03K+ 24.05% |
$900K - $983K
|
10.5K
$4.95M
|
|
|
Jan 31, 2025
Q4 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
2.03K+ 5.07% |
$897K - $979K
|
42K
$19.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
2.01KNew |
$890K - $972K
|
2.01K
$950K
|
|
|
Jan 24, 2025
Q4 2024
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
2.01KNew |
$889K - $971K
|
2.01K
$949K
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
2K+ 0.55% |
$885K - $966K
|
363K
$171M
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
2K+ 1600.0% |
$885K - $966K
|
2.13K
$1M
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
2K+ 1.7% |
$884K - $965K
|
119K
$56.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.99K+ 1.89% |
$878K - $959K
|
107K
$50.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
1.96K+ 13.25% |
$866K - $946K
|
16.7K
$7.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
1.93KNew |
$855K - $934K
|
1.93K
$913K
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
BUY
|
- |
1.93K+ 217.34% |
$854K - $932K
|
2.82K
$1.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
1.92K+ 8.25% |
$851K - $929K
|
25.3K
$11.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.92KNew |
$851K - $929K
|
1.92K
$908K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.92K+ 9.35% |
$849K - $927K
|
22.4K
$10.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
1.91K+ 60.23% |
$843K - $920K
|
5.07K
$2.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
1.88KNew |
$831K - $908K
|
1.88K
$887K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.85K+ 1.52% |
$817K - $893K
|
123K
$58.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
1.84K+ 1.94% |
$815K - $890K
|
97K
$45.8M
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
1.8K+ 37.87% |
$797K - $871K
|
6.56K
$3.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
1.8K+ 2.23% |
$796K - $870K
|
82.5K
$38.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
1.77K+ 0.99% |
$785K - $857K
|
181K
$85.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.77K+ 25.06% |
$781K - $853K
|
8.81K
$4.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1.76K+ 177.47% |
$777K - $849K
|
2.75K
$1.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.7K+ 0.69% |
$754K - $823K
|
248K
$117M
|