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 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
2.52KNew |
$1.11M - $1.22M
|
2.52K
$1.21M
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
2.52KNew |
$1.11M - $1.21M
|
2.52K
$1.2M
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
2.51K+ 15.08% |
$1.11M - $1.21M
|
19.2K
$9.18M
|
|
Feb 11, 2025
Q4 2024
|
Anthracite Investment Company, Inc.
Fort Worth, TX |
BUY
|
- |
2.51K+ 55.87% |
$1.11M - $1.21M
|
7K
$3.35M
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.5K+ 7.51% |
$1.11M - $1.21M
|
35.8K
$17.1M
|
|
Feb 11, 2025
Q4 2024
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
BUY
|
- |
2.5K+ 2.74% |
$1.11M - $1.21M
|
93.6K
$44.8M
|
|
Feb 12, 2025
Q4 2024
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
2.5KNew |
$1.1M - $1.21M
|
2.5K
$1.2M
|
|
Feb 05, 2025
Q4 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
2.49K+ 8.23% |
$1.1M - $1.2M
|
32.7K
$15.7M
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
2.46K+ 45.18% |
$1.09M - $1.19M
|
7.9K
$3.78M
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.46K+ 4.23% |
$1.09M - $1.19M
|
60.5K
$29M
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.44K+ 7.97% |
$1.08M - $1.18M
|
33.1K
$15.8M
|
|
Feb 14, 2025
Q4 2024
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
2.44KNew |
$1.08M - $1.18M
|
2.44K
$1.17M
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
2.44KNew |
$1.08M - $1.18M
|
2.44K
$1.17M
|
|
Jan 22, 2025
Q4 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
2.43K+ 7.09% |
$1.08M - $1.17M
|
36.7K
$17.6M
|
|
Feb 04, 2025
Q4 2024
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
2.41KNew |
$1.06M - $1.16M
|
2.41K
$1.15M
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.39K+ 3.56% |
$1.06M - $1.16M
|
69.7K
$33.4M
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
2.39KNew |
$1.06M - $1.15M
|
2.39K
$1.14M
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
2.39KNew |
$1.06M - $1.15M
|
2.39K
$1.14M
|
|
Feb 14, 2025
Q4 2024
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
2.38KNew |
$1.05M - $1.15M
|
2.38K
$1.14M
|
|
Feb 13, 2025
Q4 2024
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
2.38KNew |
$1.05M - $1.15M
|
2.38K
$1.14M
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
2.38KNew |
$1.05M - $1.15M
|
2.38K
$1.14M
|
|
Jan 29, 2025
Q4 2024
|
Channing Global Advisors, LLC
|
BUY
|
- |
2.37K+ 46.15% |
$1.05M - $1.14M
|
7.5K
$3.59M
|
|
Feb 13, 2025
Q4 2024
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
2.37K+ 0.66% |
$1.05M - $1.14M
|
359K
$172M
|
|
Feb 13, 2025
Q4 2024
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
2.37KNew |
$1.05M - $1.14M
|
2.37K
$1.13M
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.36K+ 7.32% |
$1.04M - $1.14M
|
34.6K
$16.6M
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
2.35K+ 8.45% |
$1.04M - $1.13M
|
30.1K
$14.4M
|
|
Feb 13, 2025
Q4 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
2.33K+ 7.84% |
$1.03M - $1.12M
|
32K
$15.3M
|
|
Feb 10, 2025
Q4 2024
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
2.33K+ 3.3% |
$1.03M - $1.12M
|
72.7K
$34.8M
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
2.32K+ 7.54% |
$1.03M - $1.12M
|
33.1K
$15.8M
|
|
Feb 03, 2025
Q4 2024
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
2.3KNew |
$1.02M - $1.11M
|
2.3K
$1.1M
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.3K+ 16.27% |
$1.02M - $1.11M
|
16.5K
$7.88M
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
2.29K+ 10.58% |
$1.01M - $1.11M
|
23.9K
$11.5M
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.27KNew |
$1M - $1.1M
|
2.27K
$1.09M
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.27KNew |
$1M - $1.09M
|
2.27K
$1.08M
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
2.26KNew |
$998K - $1.09M
|
2.26K
$1.08M
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
2.25KNew |
$994K - $1.09M
|
2.25K
$1.08M
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.22K+ 2.88% |
$983K - $1.07M
|
79.5K
$38.1M
|
|
Feb 10, 2025
Q4 2024
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
2.22KNew |
$980K - $1.07M
|
2.22K
$1.06M
|
|
Feb 12, 2025
Q4 2024
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
BUY
|
- |
2.21KNew |
$977K - $1.07M
|
2.21K
$1.06M
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
2.21K+ 3.95% |
$977K - $1.07M
|
58.1K
$27.8M
|
|
Feb 07, 2025
Q4 2024
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
2.2KNew |
$974K - $1.06M
|
2.2K
$1.05M
|
|
Feb 07, 2025
Q4 2024
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
2.2KNew |
$971K - $1.06M
|
2.2K
$1.05M
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.19K+ 6.06% |
$969K - $1.06M
|
38.3K
$18.3M
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
2.19KNew |
$967K - $1.06M
|
2.19K
$1.05M
|
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
2.18KNew |
$962K - $1.05M
|
2.18K
$1.04M
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
2.15K+ 0.77% |
$952K - $1.04M
|
280K
$134M
|
|
Feb 04, 2025
Q4 2024
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
2.15K+ 4.97% |
$949K - $1.04M
|
45.3K
$21.7M
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
2.14KNew |
$946K - $1.03M
|
2.14K
$1.02M
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
2.13K+ 27.48% |
$941K - $1.03M
|
9.87K
$4.73M
|
|
Feb 05, 2025
Q4 2024
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
2.12K+ 11.85% |
$939K - $1.03M
|
20K
$9.59M
|