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
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
552+ 3.12% |
$244K - $267K
|
18.2K
$8.74M
|
|
Jan 23, 2025
Q4 2024
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
550New |
$243K - $266K
|
550
$263K
|
|
Feb 13, 2025
Q4 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
550+ 24.77% |
$243K - $266K
|
2.77K
$1.33M
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
546+ 31.47% |
$241K - $264K
|
2.28K
$1.09M
|
|
Feb 10, 2025
Q4 2024
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
545New |
$241K - $263K
|
545
$261K
|
|
Jan 13, 2025
Q4 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
541+ 9.92% |
$239K - $261K
|
6K
$2.87M
|
|
Feb 14, 2025
Q4 2024
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
540+ 1.6% |
$239K - $261K
|
34.4K
$16.5M
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
538+ 10.09% |
$238K - $260K
|
5.87K
$2.81M
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
536New |
$237K - $259K
|
536
$257K
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
534New |
$236K - $258K
|
534
$256K
|
|
Feb 05, 2025
Q4 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
534+ 5.01% |
$236K - $258K
|
11.2K
$5.36M
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
533New |
$236K - $257K
|
533
$255K
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
533+ 4.38% |
$236K - $257K
|
12.7K
$6.08M
|
|
Feb 14, 2025
Q4 2024
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
533New |
$236K - $257K
|
533
$255K
|
|
Jan 27, 2025
Q4 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
530+ 20.77% |
$234K - $256K
|
3.08K
$1.48M
|
|
Feb 12, 2025
Q4 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
530+ 4.43% |
$234K - $256K
|
12.5K
$5.98M
|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
525New |
$232K - $254K
|
525
$251K
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
525+ 39.06% |
$232K - $254K
|
1.87K
$895K
|
|
Jan 31, 2025
Q4 2024
|
Citizens & Northern Corp
|
BUY
|
- |
525+ 43.39% |
$232K - $254K
|
1.74K
$831K
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
524+ 0.21% |
$232K - $253K
|
256K
$122M
|
|
Feb 12, 2025
Q4 2024
|
Investidor Profissional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
524+ 25.02% |
$232K - $253K
|
2.62K
$1.25M
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
523+ 6.91% |
$231K - $253K
|
8.09K
$3.87M
|
|
Jan 14, 2025
Q4 2024
|
Foundation Resource Management Inc
|
BUY
|
- |
522+ 0.52% |
$231K - $252K
|
100K
$48.1M
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
521+ 1.27% |
$230K - $252K
|
41.4K
$19.8M
|
|
Feb 14, 2025
Q4 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
520+ 40.75% |
$230K - $251K
|
1.8K
$860K
|
|
Feb 03, 2025
Q4 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
519+ 1.24% |
$230K - $251K
|
42.4K
$20.3M
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
519+ 1.97% |
$230K - $251K
|
26.8K
$12.8M
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
517+ 0.58% |
$229K - $250K
|
90.1K
$43.1M
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
514+ 108.9% |
$227K - $248K
|
986
$472K
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
512New |
$226K - $247K
|
512
$245K
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
511+ 3.84% |
$226K - $247K
|
13.8K
$6.62M
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
509+ 2.79% |
$225K - $246K
|
18.8K
$8.98M
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
509+ 5.51% |
$225K - $246K
|
9.75K
$4.67M
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
509+ 5.89% |
$225K - $246K
|
9.16K
$4.38M
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
508+ 3.59% |
$225K - $245K
|
14.6K
$7.01M
|
|
Feb 07, 2025
Q4 2024
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
508New |
$225K - $245K
|
508
$243K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
506+ 1.15% |
$224K - $244K
|
44.4K
$21.2M
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
506+ 2.94% |
$224K - $244K
|
17.7K
$8.49M
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
505New |
$223K - $244K
|
505
$242K
|
|
Feb 12, 2025
Q4 2024
|
Selway Asset Management
Boise, ID |
BUY
|
- |
505+ 28.37% |
$223K - $244K
|
2.29K
$1.09M
|
|
Feb 14, 2025
Q4 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
505+ 3.33% |
$223K - $244K
|
15.7K
$7.5M
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
505New |
$223K - $244K
|
505
$242K
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
BUY
|
- |
503+ 2.55% |
$222K - $243K
|
20.2K
$9.67M
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
502+ 4.28% |
$222K - $243K
|
12.2K
$5.86M
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
501+ 0.15% |
$222K - $242K
|
333K
$160M
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
500New |
$221K - $242K
|
500
$239K
|
|
Feb 04, 2025
Q4 2024
|
Denali Advisors LLC
|
BUY
|
- |
500+ 4.46% |
$221K - $242K
|
11.7K
$5.61M
|
|
Feb 05, 2025
Q4 2024
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
500New |
$221K - $242K
|
500
$239K
|
|
Feb 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
500+ 15.72% |
$221K - $242K
|
3.68K
$1.76M
|
|
Feb 12, 2025
Q4 2024
|
Orion Investment CO
St. Louis, MO |
BUY
|
- |
500+ 36.28% |
$221K - $242K
|
1.88K
$899K
|