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 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
7.15KNew |
$3.16M - $3.45M
|
7.15K
$3.42M
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
7.09KNew |
$3.13M - $3.42M
|
7.09K
$3.39M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
7.07K+ 2.74% |
$3.13M - $3.42M
|
265K
$127M
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
7.07KNew |
$3.13M - $3.41M
|
7.07K
$3.38M
|
|
Feb 10, 2025
Q4 2024
|
Kennondale Capital Management LLC
Richmond, VA |
BUY
|
- |
7.02KNew |
$3.1M - $3.39M
|
7.02K
$3.36M
|
|
Feb 14, 2025
Q4 2024
|
Symmetry Investments LP
|
BUY
|
- |
7K+ 350.0% |
$3.1M - $3.38M
|
9K
$4.31M
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
6.98K+ 9.92% |
$3.09M - $3.37M
|
77.3K
$37M
|
|
Feb 19, 2025
Q4 2024
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
6.88KNew |
$3.04M - $3.32M
|
6.88K
$3.29M
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
6.83KNew |
$3.02M - $3.3M
|
6.83K
$3.27M
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
6.82KNew |
$3.02M - $3.29M
|
6.82K
$3.27M
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
6.71K+ 0.97% |
$2.97M - $3.24M
|
696K
$333M
|
|
Feb 14, 2025
Q4 2024
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
BUY
|
- |
6.7KNew |
$2.96M - $3.23M
|
6.7K
$3.21M
|
|
Jan 27, 2025
Q4 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
6.67K+ 10.47% |
$2.95M - $3.22M
|
70.4K
$33.7M
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
6.66K+ 1040.31% |
$2.94M - $3.22M
|
7.3K
$3.49M
|
|
Feb 14, 2025
Q4 2024
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
6.48KNew |
$2.86M - $3.13M
|
6.48K
$3.1M
|
|
Feb 14, 2025
Q4 2024
|
United American Securities Inc. (D
New York, NY |
BUY
|
- |
6.45K+ 2.07% |
$2.85M - $3.12M
|
318K
$152M
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
6.39KNew |
$2.83M - $3.09M
|
6.39K
$3.06M
|
|
Feb 03, 2025
Q4 2024
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
6.38K+ 4.22% |
$2.82M - $3.08M
|
158K
$75.4M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
6.36K+ 11.84% |
$2.81M - $3.07M
|
60.1K
$28.8M
|
|
Feb 14, 2025
Q4 2024
|
Kdt Advisors, LLC
New York, NY |
BUY
|
- |
6.31KNew |
$2.79M - $3.05M
|
6.31K
$3.02M
|
|
Feb 14, 2025
Q4 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
6.24K+ 19.2% |
$2.76M - $3.01M
|
38.7K
$18.5M
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
6.22KNew |
$2.75M - $3M
|
6.22K
$2.98M
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
6.21KNew |
$2.75M - $3M
|
6.21K
$2.97M
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
6.21KNew |
$2.75M - $3M
|
6.21K
$2.97M
|
|
Feb 12, 2025
Q4 2024
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
6.17K+ 8.57% |
$2.73M - $2.98M
|
78.1K
$37.4M
|
|
Feb 14, 2025
Q4 2024
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
6.12KNew |
$2.71M - $2.96M
|
6.12K
$2.93M
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
6.11KNew |
$2.7M - $2.95M
|
6.11K
$2.92M
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
6.07K+ 1.47% |
$2.69M - $2.93M
|
419K
$201M
|
|
Feb 06, 2025
Q4 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
6.06K+ 63.23% |
$2.68M - $2.93M
|
15.6K
$7.49M
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
6KNew |
$2.65M - $2.9M
|
6K
$2.87M
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
5.96KNew |
$2.64M - $2.88M
|
5.96K
$2.85M
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
5.96KNew |
$2.63M - $2.88M
|
5.96K
$2.85M
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.89K+ 10.93% |
$2.61M - $2.85M
|
59.8K
$28.6M
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.89K+ 11.87% |
$2.6M - $2.84M
|
55.5K
$26.6M
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
5.88KNew |
$2.6M - $2.84M
|
5.88K
$2.82M
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
5.87K+ 0.71% |
$2.59M - $2.83M
|
828K
$396M
|
|
Feb 14, 2025
Q4 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
5.85K+ 4.42% |
$2.59M - $2.82M
|
138K
$66.1M
|
|
Feb 14, 2025
Q4 2024
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
5.85KNew |
$2.59M - $2.82M
|
5.85K
$2.8M
|
|
Feb 14, 2025
Q4 2024
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
5.84KNew |
$2.58M - $2.82M
|
5.84K
$2.8M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.84K+ 1.17% |
$2.58M - $2.82M
|
505K
$242M
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
5.83K+ 2.16% |
$2.58M - $2.82M
|
276K
$132M
|
|
Feb 11, 2025
Q4 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
5.78KNew |
$2.56M - $2.79M
|
5.78K
$2.77M
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.78K+ 1.47% |
$2.55M - $2.79M
|
400K
$191M
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
5.77K+ 3.97% |
$2.55M - $2.78M
|
151K
$72.2M
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
5.75K+ 31.74% |
$2.54M - $2.78M
|
23.9K
$11.4M
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.71K+ 4.4% |
$2.53M - $2.76M
|
136K
$64.9M
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
5.71KNew |
$2.52M - $2.76M
|
5.71K
$2.73M
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
5.69K+ 1.5% |
$2.51M - $2.75M
|
385K
$185M
|
|
Feb 07, 2025
Q4 2024
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
5.64KNew |
$2.5M - $2.73M
|
5.64K
$2.7M
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
5.63KNew |
$2.49M - $2.72M
|
5.63K
$2.7M
|