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 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
|
|
|
Feb 05, 2025
Q4 2024
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
1.7KNew |
$751K - $820K
|
1.7K
$802K
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.68K+ 88.75% |
$743K - $812K
|
3.57K
$1.69M
|
|
|
Jan 13, 2025
Q4 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
1.68K+ 174.97% |
$742K - $811K
|
2.64K
$1.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.68K+ 4.27% |
$741K - $809K
|
40.9K
$19.3M
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
1.67K+ 1.95% |
$738K - $806K
|
87K
$41.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
1.67K+ 15.97% |
$737K - $805K
|
12.1K
$5.72M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.67K+ 8.75% |
$737K - $805K
|
20.7K
$9.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
1.65K+ 163.53% |
$730K - $797K
|
2.66K
$1.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.65K+ 3.12% |
$728K - $796K
|
54.5K
$25.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.65K+ 4.93% |
$728K - $795K
|
35K
$16.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.64K+ 1.84% |
$726K - $793K
|
91K
$42.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
1.63KNew |
$719K - $785K
|
1.63K
$768K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
1.62KNew |
$718K - $785K
|
1.62K
$767K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.62K+ 166.74% |
$716K - $782K
|
2.59K
$1.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
1.62KNew |
$716K - $782K
|
1.62K
$764K
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
1.61KNew |
$714K - $780K
|
1.61K
$762K
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1.61K+ 15.19% |
$713K - $778K
|
12.2K
$5.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.61K+ 8.01% |
$713K - $778K
|
21.7K
$10.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
1.61K+ 7.59% |
$713K - $778K
|
22.8K
$10.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
1.59K+ 12.87% |
$704K - $769K
|
14K
$6.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
1.59KNew |
$701K - $766K
|
1.59K
$748K
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
1.57KNew |
$695K - $759K
|
1.57K
$742K
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
1.56KNew |
$688K - $752K
|
1.56K
$735K
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
1.55KNew |
$685K - $748K
|
1.55K
$731K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.55K+ 6.01% |
$684K - $747K
|
27.3K
$12.9M
|
|
|
Feb 07, 2025
Q4 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
1.55K+ 108.42% |
$684K - $747K
|
2.97K
$1.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Unison Asset Management LLC
|
BUY
|
- |
1.54K+ 3.32% |
$679K - $742K
|
47.7K
$22.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.54K+ 1.02% |
$679K - $742K
|
152K
$71.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
1.53K+ 0.67% |
$678K - $741K
|
232K
$110M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
1.53K+ 2.41% |
$678K - $740K
|
65.1K
$30.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
1.53K+ 10.87% |
$674K - $737K
|
15.6K
$7.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
1.52KNew |
$674K - $736K
|
1.52K
$719K
|
|
|
Jan 21, 2025
Q4 2024
|
Ttp Investments, Inc.
|
BUY
|
- |
1.52K+ 23.56% |
$674K - $736K
|
7.99K
$3.77M
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
1.52KNew |
$673K - $735K
|
1.52K
$718K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.5K+ 41.48% |
$665K - $726K
|
5.13K
$2.42M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.5KNew |
$664K - $726K
|
1.5K
$709K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.5K+ 9.29% |
$664K - $725K
|
17.7K
$8.33M
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
1.49K+ 18.77% |
$658K - $719K
|
9.42K
$4.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.45K+ 4.77% |
$641K - $700K
|
31.8K
$15M
|
|
|
Feb 07, 2025
Q4 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
1.45K+ 1.34% |
$640K - $699K
|
109K
$51.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
1.44K+ 40.07% |
$639K - $698K
|
5.05K
$2.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
1.41KNew |
$624K - $682K
|
1.41K
$666K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.4K+ 2.64% |
$619K - $676K
|
54.5K
$25.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Udine Wealth Management, Inc.
|
BUY
|
- |
1.37K+ 9.72% |
$604K - $660K
|
15.4K
$7.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
1.35KNew |
$598K - $654K
|
1.35K
$639K
|
|
|
Jan 14, 2025
Q4 2024
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
1.35KNew |
$598K - $654K
|
1.35K
$639K
|
|
|
Jan 16, 2025
Q4 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
1.35K+ 58.14% |
$597K - $652K
|
3.67K
$1.73M
|