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 10, 2025
Q4 2024
|
Addison Capital CO
|
BUY
|
- |
5+ 0.56% |
$2.21K - $2.42K
|
903
$432K
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
5+ 0.32% |
$2.21K - $2.42K
|
1.59K
$760K
|
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
5+ 0.11% |
$2.21K - $2.42K
|
4.44K
$2.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
5+ 8.47% |
$2.21K - $2.42K
|
64
$30.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
5+ 0.05% |
$2.21K - $2.42K
|
10.2K
$4.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
5+ 0.06% |
$2.21K - $2.42K
|
8.08K
$3.87M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
4+ 0.2% |
$1.77K - $1.93K
|
1.96K
$939K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
4+ 0.28% |
$1.77K - $1.93K
|
1.43K
$683K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
4+ 0.21% |
$1.77K - $1.93K
|
1.93K
$924K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
4+ 1.65% |
$1.77K - $1.93K
|
247
$118K
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
4+ 0.37% |
$1.77K - $1.93K
|
1.09K
$520K
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
4+ 0.31% |
$1.77K - $1.93K
|
1.31K
$628K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
4+ 0.01% |
$1.77K - $1.93K
|
64.8K
$31M
|
|
|
Feb 05, 2025
Q4 2024
|
Fusion Capital, LLC
|
BUY
|
- |
4+ 0.42% |
$1.77K - $1.93K
|
966
$462K
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
BUY
|
- |
4+ 0.23% |
$1.77K - $1.93K
|
1.72K
$823K
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
4+ 0.27% |
$1.77K - $1.93K
|
1.47K
$703K
|
|
|
Feb 12, 2025
Q4 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
4+ 0.84% |
$1.77K - $1.93K
|
482
$231K
|
|
|
Feb 14, 2025
Q4 2024
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
4New |
$1.77K - $1.93K
|
4
$1.91K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
3+ 0.53% |
$1.33K - $1.45K
|
565
$270K
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
3+ 0.07% |
$1.33K - $1.45K
|
4.24K
$2.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
BUY
|
- |
3+ 0.58% |
$1.33K - $1.45K
|
522
$250K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
3+ 0.06% |
$1.33K - $1.45K
|
4.75K
$2.27M
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
3+ 21.43% |
$1.33K - $1.45K
|
17
$8.14K
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
3+ 0.23% |
$1.33K - $1.45K
|
1.28K
$614K
|
|
|
Feb 10, 2025
Q4 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
3+ 0.02% |
$1.33K - $1.45K
|
13K
$6.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Zevin Asset Management LLC
|
BUY
|
- |
3+ 0.33% |
$1.33K - $1.45K
|
917
$439K
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
3New |
$1.33K - $1.45K
|
3
$1.44K
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
3+ 0.58% |
$1.33K - $1.45K
|
518
$248K
|
|
|
Feb 14, 2025
Q4 2024
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
3+ 0.19% |
$1.33K - $1.45K
|
1.59K
$763K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
2+ 0.25% |
$885 - $966
|
804
$385K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
2+ 0.12% |
$885 - $966
|
1.65K
$790K
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
2+ 0.17% |
$885 - $966
|
1.17K
$559K
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
2+ 0.0% |
$885 - $966
|
71.2K
$34.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
2+ 0.04% |
$885 - $966
|
5.51K
$2.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
2+ 0.03% |
$885 - $966
|
5.75K
$2.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
2+ 0.1% |
$885 - $966
|
2.01K
$961K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
2+ 0.1% |
$885 - $966
|
2.01K
$963K
|
|
|
Jan 27, 2025
Q4 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
2+ 0.01% |
$885 - $966
|
30K
$14.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
2+ 0.08% |
$885 - $966
|
2.41K
$1.16M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2+ 0.12% |
$885 - $966
|
1.74K
$833K
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
2+ 0.04% |
$885 - $966
|
5.43K
$2.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
2+ 0.25% |
$885 - $966
|
811
$388K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
2+ 0.03% |
$885 - $966
|
6.23K
$2.98M
|
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
2+ 0.03% |
$885 - $966
|
6.33K
$3.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$442 - $483
|
22.7K
$10.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1+ 0.05% |
$442 - $483
|
2.02K
$965K
|
|
|
Jan 23, 2025
Q4 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
1+ 0.11% |
$442 - $483
|
896
$429K
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
1+ 0.27% |
$442 - $483
|
366
$175K
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
1+ 0.05% |
$442 - $483
|
1.92K
$919K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
1+ 0.0% |
$442 - $483
|
83.2K
$39.8M
|