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
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
234+ 8.99% |
$103K - $113K
|
2.84K
$1.36M
|
|
Feb 10, 2025
Q4 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
233+ 28.59% |
$103K - $113K
|
1.05K
$502K
|
|
Feb 14, 2025
Q4 2024
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
BUY
|
- |
233+ 0.1% |
$103K - $113K
|
238K
$114M
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
232+ 11.97% |
$103K - $112K
|
2.17K
$1.04M
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
232+ 9.28% |
$103K - $112K
|
2.73K
$1.31M
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
231+ 2.18% |
$102K - $112K
|
10.8K
$5.18M
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
230+ 1.23% |
$102K - $111K
|
18.9K
$9.07M
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
229+ 14.62% |
$101K - $111K
|
1.8K
$859K
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
228+ 9.61% |
$101K - $110K
|
2.6K
$1.24M
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
228+ 2.56% |
$101K - $110K
|
9.14K
$4.37M
|
|
Jan 07, 2025
Q4 2024
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
227+ 2.06% |
$100K - $110K
|
11.2K
$5.38M
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
227+ 9.22% |
$100K - $110K
|
2.69K
$1.29M
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
227+ 4.92% |
$100K - $110K
|
4.84K
$2.32M
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
226+ 1.95% |
$100K - $109K
|
11.8K
$5.64M
|
|
Jan 27, 2025
Q4 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
225+ 1.36% |
$99.5K - $109K
|
16.8K
$8.04M
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
225+ 3.07% |
$99.5K - $109K
|
7.55K
$3.61M
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
224+ 0.39% |
$99.1K - $108K
|
58.2K
$27.8M
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
224+ 0.14% |
$99.1K - $108K
|
155K
$74.4M
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
223+ 122.53% |
$98.6K - $108K
|
405
$194K
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
222+ 5.24% |
$98.2K - $107K
|
4.46K
$2.14M
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
220+ 32.54% |
$97.3K - $106K
|
896
$429K
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
219+ 6.61% |
$96.9K - $106K
|
3.53K
$1.69M
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
219+ 1.23% |
$96.9K - $106K
|
18K
$8.64M
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
217New |
$96K - $105K
|
217
$104K
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
216+ 19.25% |
$95.5K - $104K
|
1.34K
$641K
|
|
Feb 11, 2025
Q4 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
216+ 2.64% |
$95.5K - $104K
|
8.4K
$4.02M
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
216+ 15.19% |
$95.5K - $104K
|
1.64K
$784K
|
|
Jan 16, 2025
Q4 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
215+ 22.73% |
$95.1K - $104K
|
1.16K
$556K
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
214+ 4.55% |
$94.7K - $103K
|
4.92K
$2.36M
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
BUY
|
- |
214+ 9.0% |
$94.7K - $103K
|
2.59K
$1.24M
|
|
Jan 31, 2025
Q4 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
214+ 2.68% |
$94.7K - $103K
|
8.21K
$3.93M
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
212+ 8.0% |
$93.8K - $102K
|
2.86K
$1.37M
|
|
Feb 13, 2025
Q4 2024
|
Park Circle CO
|
BUY
|
- |
212New |
$93.8K - $102K
|
212
$101K
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
211+ 5.61% |
$93.3K - $102K
|
3.97K
$1.9M
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
209+ 28.02% |
$92.4K - $101K
|
955
$457K
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
208+ 0.12% |
$92K - $100K
|
177K
$84.9M
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
207+ 3.94% |
$91.6K - $100K
|
5.47K
$2.62M
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
206+ 2.06% |
$91.1K - $99.5K
|
10.2K
$4.89M
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
206+ 4.36% |
$91.1K - $99.5K
|
4.93K
$2.36M
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
203+ 22.41% |
$89.8K - $98.1K
|
1.11K
$531K
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
203+ 2.08% |
$89.8K - $98.1K
|
9.97K
$4.77M
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
BUY
|
- |
203+ 31.42% |
$89.8K - $98.1K
|
849
$406K
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
202+ 6.06% |
$89.3K - $97.6K
|
3.54K
$1.69M
|
|
Feb 14, 2025
Q4 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
202+ 11.0% |
$89.3K - $97.6K
|
2.04K
$976K
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
201+ 1.34% |
$88.9K - $97.1K
|
15.2K
$7.26M
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
200+ 19.84% |
$88.5K - $96.6K
|
1.21K
$578K
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
200+ 2.88% |
$88.5K - $96.6K
|
7.14K
$3.42M
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
200+ 11.64% |
$88.5K - $96.6K
|
1.92K
$918K
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
200+ 2.36% |
$88.5K - $96.6K
|
8.67K
$4.15M
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
200+ 42.74% |
$88.5K - $96.6K
|
668
$320K
|