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
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
14+ 1.46% |
$6.19K - $6.76K
|
973
$466K
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
14+ 0.74% |
$6.19K - $6.76K
|
1.9K
$911K
|
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
14+ 0.12% |
$6.19K - $6.76K
|
12.1K
$5.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
14+ 0.36% |
$6.19K - $6.76K
|
3.88K
$1.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
14+ 2.33% |
$6.19K - $6.76K
|
615
$294K
|
|
|
Feb 11, 2025
Q4 2024
|
Heron Bay Capital Management
|
BUY
|
- |
14+ 0.07% |
$6.19K - $6.76K
|
19.1K
$9.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
14+ 1.94% |
$6.19K - $6.76K
|
735
$352K
|
|
|
Feb 13, 2025
Q4 2024
|
Covenant Partners, LLC
|
BUY
|
- |
14+ 1.85% |
$6.19K - $6.76K
|
772
$370K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
13+ 1.11% |
$5.75K - $6.28K
|
1.18K
$565K
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
13+ 1.42% |
$5.75K - $6.28K
|
931
$446K
|
|
|
Feb 12, 2025
Q4 2024
|
Dorsey Wright & Associates
|
BUY
|
- |
13+ 0.15% |
$5.75K - $6.28K
|
8.95K
$4.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
13+ 1.47% |
$5.75K - $6.28K
|
897
$429K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
13+ 0.06% |
$5.75K - $6.28K
|
20.5K
$9.81M
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
12+ 0.2% |
$5.31K - $5.8K
|
6.04K
$2.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
12+ 1.6% |
$5.31K - $5.8K
|
760
$364K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
12+ 1.06% |
$5.31K - $5.8K
|
1.14K
$547K
|
|
|
Feb 14, 2025
Q4 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
12+ 1.29% |
$5.31K - $5.8K
|
941
$450K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
11+ 0.51% |
$4.87K - $5.31K
|
2.17K
$1.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
BUY
|
- |
11+ 0.38% |
$4.87K - $5.31K
|
2.94K
$1.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
11+ 0.05% |
$4.87K - $5.31K
|
21.9K
$10.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
11+ 1.04% |
$4.87K - $5.31K
|
1.07K
$511K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
11+ 0.48% |
$4.87K - $5.31K
|
2.29K
$1.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
11+ 1.63% |
$4.87K - $5.31K
|
687
$329K
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
11+ 0.67% |
$4.87K - $5.31K
|
1.64K
$786K
|
|
|
Feb 13, 2025
Q4 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
11+ 0.07% |
$4.87K - $5.31K
|
16.7K
$8M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
11+ 1.11% |
$4.87K - $5.31K
|
1K
$480K
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
10+ 1.51% |
$4.42K - $4.83K
|
673
$322K
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
10+ 1.95% |
$4.42K - $4.83K
|
522
$250K
|
|
|
Jan 16, 2025
Q4 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
10+ 0.33% |
$4.42K - $4.83K
|
3.05K
$1.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Wendell David Associates Inc
|
BUY
|
- |
10+ 0.07% |
$4.42K - $4.83K
|
14.8K
$7.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
BUY
|
- |
10+ 0.47% |
$4.42K - $4.83K
|
2.13K
$1.02M
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
10+ 1.01% |
$4.42K - $4.83K
|
1K
$481K
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
10+ 0.37% |
$4.42K - $4.83K
|
2.68K
$1.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
10+ 0.32% |
$4.42K - $4.83K
|
3.12K
$1.49M
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
10+ 0.25% |
$4.42K - $4.83K
|
3.96K
$1.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
10+ 0.74% |
$4.42K - $4.83K
|
1.36K
$653K
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
10+ 0.17% |
$4.42K - $4.83K
|
5.82K
$2.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
10+ 0.2% |
$4.42K - $4.83K
|
5.09K
$2.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
10+ 0.32% |
$4.42K - $4.83K
|
3.11K
$1.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
10+ 0.15% |
$4.42K - $4.83K
|
6.85K
$3.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
10New |
$4.42K - $4.83K
|
10
$4.79K
|
|
|
Feb 14, 2025
Q4 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
10+ 0.3% |
$4.42K - $4.83K
|
3.35K
$1.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
10+ 0.69% |
$4.42K - $4.83K
|
1.47K
$703K
|
|
|
Feb 14, 2025
Q4 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
10+ 0.12% |
$4.42K - $4.83K
|
8.04K
$3.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
10+ 0.49% |
$4.42K - $4.83K
|
2.04K
$975K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
9+ 0.23% |
$3.98K - $4.35K
|
3.88K
$1.86M
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
9+ 0.08% |
$3.98K - $4.35K
|
11.6K
$5.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
9+ 0.27% |
$3.98K - $4.35K
|
3.29K
$1.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
9+ 0.26% |
$3.98K - $4.35K
|
3.53K
$1.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
9+ 0.31% |
$3.98K - $4.35K
|
2.91K
$1.39M
|