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 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
31+ 1.24% |
$13.7K - $15K
|
2.53K
$1.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
31+ 0.11% |
$13.7K - $15K
|
27.7K
$13.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
31+ 0.13% |
$13.7K - $15K
|
24.8K
$11.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
31+ 0.72% |
$13.7K - $15K
|
4.32K
$2.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
31+ 0.77% |
$13.7K - $15K
|
4.04K
$1.93M
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
30+ 4.85% |
$13.3K - $14.5K
|
649
$311K
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
30+ 1.02% |
$13.3K - $14.5K
|
2.97K
$1.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
30+ 0.87% |
$13.3K - $14.5K
|
3.49K
$1.67M
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
30+ 3.14% |
$13.3K - $14.5K
|
985
$472K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
30+ 1.57% |
$13.3K - $14.5K
|
1.94K
$930K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
30+ 0.28% |
$13.3K - $14.5K
|
10.6K
$5.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
30+ 0.93% |
$13.3K - $14.5K
|
3.27K
$1.57M
|
|
|
Feb 13, 2025
Q4 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
30+ 2.85% |
$13.3K - $14.5K
|
1.08K
$518K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Counsel LLC
New York, NY |
BUY
|
- |
30+ 0.57% |
$13.3K - $14.5K
|
5.27K
$2.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
30+ 5.65% |
$13.3K - $14.5K
|
561
$269K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
30+ 1.38% |
$13.3K - $14.5K
|
2.21K
$1.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
29+ 1.47% |
$12.8K - $14K
|
2.01K
$960K
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
29+ 0.52% |
$12.8K - $14K
|
5.58K
$2.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
29+ 5.7% |
$12.8K - $14K
|
538
$258K
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
28+ 0.04% |
$12.4K - $13.5K
|
75K
$35.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
28+ 0.41% |
$12.4K - $13.5K
|
6.89K
$3.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
28+ 0.62% |
$12.4K - $13.5K
|
4.55K
$2.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
28+ 2.44% |
$12.4K - $13.5K
|
1.18K
$563K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
27+ 0.47% |
$11.9K - $13K
|
5.81K
$2.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
27+ 0.58% |
$11.9K - $13K
|
4.7K
$2.25M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
26+ 0.88% |
$11.5K - $12.6K
|
2.99K
$1.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
26+ 4.97% |
$11.5K - $12.6K
|
549
$263K
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
26+ 2.4% |
$11.5K - $12.6K
|
1.11K
$530K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
26+ 3.3% |
$11.5K - $12.6K
|
814
$390K
|
|
|
Feb 14, 2025
Q4 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
26+ 1.19% |
$11.5K - $12.6K
|
2.2K
$1.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
25+ 0.9% |
$11.1K - $12.1K
|
2.79K
$1.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
25+ 1.0% |
$11.1K - $12.1K
|
2.53K
$1.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
25+ 0.27% |
$11.1K - $12.1K
|
9.38K
$4.49M
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
25+ 1.79% |
$11.1K - $12.1K
|
1.42K
$679K
|
|
|
Feb 11, 2025
Q4 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
25+ 2.18% |
$11.1K - $12.1K
|
1.17K
$561K
|
|
|
Feb 13, 2025
Q4 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
25+ 0.38% |
$11.1K - $12.1K
|
6.67K
$3.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
24+ 0.45% |
$10.6K - $11.6K
|
5.37K
$2.57M
|
|
|
Jan 17, 2025
Q4 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
24+ 2.84% |
$10.6K - $11.6K
|
870
$417K
|
|
|
Feb 10, 2025
Q4 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
24+ 0.04% |
$10.6K - $11.6K
|
63.5K
$30.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
24+ 1.37% |
$10.6K - $11.6K
|
1.78K
$850K
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
BUY
|
- |
24+ 0.43% |
$10.6K - $11.6K
|
5.66K
$2.71M
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
23+ 1.77% |
$10.2K - $11.1K
|
1.32K
$633K
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
23+ 0.43% |
$10.2K - $11.1K
|
5.38K
$2.58M
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
23+ 1.67% |
$10.2K - $11.1K
|
1.4K
$669K
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
23+ 0.48% |
$10.2K - $11.1K
|
4.84K
$2.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
23+ 2.07% |
$10.2K - $11.1K
|
1.13K
$542K
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
23+ 0.2% |
$10.2K - $11.1K
|
11.3K
$5.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
22+ 3.86% |
$9.73K - $10.6K
|
592
$283K
|
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
22+ 0.41% |
$9.73K - $10.6K
|
5.4K
$2.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
22+ 0.3% |
$9.73K - $10.6K
|
7.3K
$3.49M
|