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 21, 2025
Q4 2024
|
Advocate Group LLC
|
BUY
|
- |
1.14KNew |
$504K - $550K
|
1.14K
$545K
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
1.14K+ 0.91% |
$502K - $549K
|
126K
$60.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
1.13K+ 30.21% |
$498K - $544K
|
4.85K
$2.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
1.13KNew |
$498K - $543K
|
1.13K
$539K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.12K+ 83.94% |
$497K - $543K
|
2.46K
$1.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.12KNew |
$495K - $541K
|
1.12K
$536K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.12K+ 27.94% |
$494K - $540K
|
5.12K
$2.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
1.12K+ 2.58% |
$494K - $540K
|
44.5K
$21.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.12K+ 9.39% |
$494K - $540K
|
13K
$6.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
1.12K+ 5.13% |
$494K - $539K
|
22.9K
$10.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
1.11K+ 26.8% |
$493K - $538K
|
5.27K
$2.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1.11K+ 176.63% |
$491K - $537K
|
1.74K
$833K
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.11K+ 39.26% |
$491K - $536K
|
3.94K
$1.88M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
1.11K+ 4.68% |
$490K - $536K
|
24.8K
$11.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.11KNew |
$490K - $535K
|
1.11K
$530K
|
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
1.1K+ 31.07% |
$487K - $531K
|
4.64K
$2.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.1K+ 5.22% |
$486K - $531K
|
22.2K
$10.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.1KNew |
$486K - $531K
|
1.1K
$526K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.1K+ 5.58% |
$485K - $529K
|
20.8K
$9.93M
|
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
1.1K+ 8.35% |
$485K - $529K
|
14.2K
$6.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Fidato Wealth LLC
|
BUY
|
- |
1.1KNew |
$484K - $529K
|
1.1K
$524K
|
|
|
Feb 04, 2025
Q4 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
1.09K+ 3.94% |
$483K - $528K
|
28.8K
$13.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1.09K+ 1.11% |
$483K - $528K
|
99.3K
$47.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
1.09KNew |
$481K - $526K
|
1.09K
$521K
|
|
|
Feb 12, 2025
Q4 2024
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
1.08KNew |
$479K - $523K
|
1.08K
$518K
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
1.07KNew |
$474K - $518K
|
1.07K
$513K
|
|
|
Jan 08, 2025
Q4 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
1.07K+ 4.05% |
$473K - $517K
|
27.5K
$13.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Alta Advisers LTD
|
BUY
|
- |
1.07K+ 21.44% |
$473K - $516K
|
6.06K
$2.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.07K+ 17.37% |
$472K - $515K
|
7.21K
$3.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
1.06K+ 50.4% |
$470K - $513K
|
3.17K
$1.52M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
1.06KNew |
$468K - $511K
|
1.06K
$507K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1.06K+ 7.98% |
$467K - $510K
|
14.3K
$6.84M
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.05K+ 7.02% |
$465K - $508K
|
16K
$7.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
1.04K+ 1.91% |
$460K - $503K
|
55.6K
$26.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
1.04KNew |
$459K - $501K
|
1.04K
$496K
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.03K+ 7.94% |
$457K - $500K
|
14.1K
$6.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.03K+ 3.21% |
$456K - $498K
|
33.1K
$15.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.02K+ 19.01% |
$453K - $495K
|
6.41K
$3.07M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.02KNew |
$452K - $494K
|
1.02K
$489K
|
|
|
Feb 14, 2025
Q4 2024
|
Tang Capital Management LLC
San Diego, CA |
BUY
|
- |
1.02K+ 49.06% |
$451K - $493K
|
3.1K
$1.48M
|
|
|
Feb 12, 2025
Q4 2024
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
1.02KNew |
$451K - $492K
|
1.02K
$488K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.02K+ 0.16% |
$451K - $492K
|
640K
$306M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.02KNew |
$450K - $492K
|
1.02K
$487K
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.02K+ 4.64% |
$450K - $492K
|
23K
$11M
|
|
|
Feb 18, 2025
Q4 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
1.02K+ 18.19% |
$449K - $491K
|
6.6K
$3.16M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.01K+ 14.68% |
$448K - $489K
|
7.91K
$3.79M
|
|
|
Jan 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
1.01K+ 178.31% |
$447K - $488K
|
1.58K
$755K
|
|
|
Feb 13, 2025
Q4 2024
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
1.01K+ 0.53% |
$445K - $486K
|
192K
$91.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
1K+ 5.55% |
$444K - $485K
|
19.1K
$9.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1K+ 25.37% |
$443K - $484K
|
4.95K
$2.37M
|