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 13, 2025
Q4 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
4.65K+ 6.39% |
$2.06M - $2.25M
|
77.4K
$37M
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
4.64K+ 2813.33% |
$2.05M - $2.24M
|
4.81K
$2.3M
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.62K+ 76.32% |
$2.04M - $2.23M
|
10.7K
$5.11M
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.61KNew |
$2.04M - $2.23M
|
4.61K
$2.21M
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.51KNew |
$2M - $2.18M
|
4.51K
$2.16M
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
4.47KNew |
$1.98M - $2.16M
|
4.47K
$2.14M
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
4.47K+ 0.47% |
$1.98M - $2.16M
|
946K
$453M
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
4.46KNew |
$1.97M - $2.15M
|
4.46K
$2.13M
|
|
Jan 23, 2025
Q4 2024
|
Defender Capital, Llc.
|
BUY
|
- |
4.45K+ 4.48% |
$1.97M - $2.15M
|
104K
$49.7M
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4.41K+ 8.96% |
$1.95M - $2.13M
|
53.7K
$25.7M
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4.39K+ 17.03% |
$1.94M - $2.12M
|
30.2K
$14.4M
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
4.37K+ 0.87% |
$1.93M - $2.11M
|
505K
$242M
|
|
Feb 11, 2025
Q4 2024
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
BUY
|
- |
4.29KNew |
$1.9M - $2.07M
|
4.29K
$2.05M
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
4.26K+ 40.27% |
$1.88M - $2.06M
|
14.8K
$7.1M
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
4.18KNew |
$1.85M - $2.02M
|
4.18K
$2M
|
|
Feb 14, 2025
Q4 2024
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
4.16KNew |
$1.84M - $2.01M
|
4.16K
$1.99M
|
|
Jan 30, 2025
Q4 2024
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
4.15KNew |
$1.83M - $2M
|
4.15K
$1.99M
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
4.14K+ 14.1% |
$1.83M - $2M
|
33.5K
$16.1M
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
4.12KNew |
$1.82M - $1.99M
|
4.12K
$1.97M
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
4.12K+ 10.68% |
$1.82M - $1.99M
|
42.7K
$20.5M
|
|
Feb 04, 2025
Q4 2024
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
4.1K+ 64.14% |
$1.81M - $1.98M
|
10.5K
$5.02M
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.1K+ 18.39% |
$1.81M - $1.98M
|
26.4K
$12.6M
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
4.07K+ 1.64% |
$1.8M - $1.97M
|
252K
$121M
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
4.07K+ 2.63% |
$1.8M - $1.97M
|
159K
$76.1M
|
|
Feb 10, 2025
Q4 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
4.05K+ 21.66% |
$1.79M - $1.96M
|
22.7K
$10.9M
|
|
Jan 31, 2025
Q4 2024
|
Gam Holding Ag
|
BUY
|
- |
4.05KNew |
$1.79M - $1.96M
|
4.05K
$1.94M
|
|
Feb 10, 2025
Q4 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
4K+ 36.33% |
$1.77M - $1.93M
|
15K
$7.19M
|
|
Feb 10, 2025
Q4 2024
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
3.98KNew |
$1.76M - $1.92M
|
3.98K
$1.9M
|
|
Feb 18, 2025
Q4 2024
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
3.94KNew |
$1.74M - $1.9M
|
3.94K
$1.88M
|
|
Jan 30, 2025
Q4 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
3.91K+ 13.64% |
$1.73M - $1.89M
|
32.6K
$15.6M
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
3.91K+ 27.65% |
$1.73M - $1.89M
|
18K
$8.64M
|
|
Feb 05, 2025
Q4 2024
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
3.91KNew |
$1.73M - $1.89M
|
3.91K
$1.87M
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
3.9K+ 79.78% |
$1.73M - $1.88M
|
8.79K
$4.21M
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.9K+ 14.09% |
$1.72M - $1.88M
|
31.6K
$15.1M
|
|
Feb 14, 2025
Q4 2024
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
3.9KNew |
$1.72M - $1.88M
|
3.9K
$1.87M
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
3.9K+ 9.95% |
$1.72M - $1.88M
|
43.1K
$20.6M
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
3.88KNew |
$1.71M - $1.87M
|
3.88K
$1.86M
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
3.87KNew |
$1.71M - $1.87M
|
3.87K
$1.85M
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
3.87K+ 74.92% |
$1.71M - $1.87M
|
9.03K
$4.32M
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
3.85KNew |
$1.7M - $1.86M
|
3.85K
$1.84M
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
3.83KNew |
$1.69M - $1.85M
|
3.83K
$1.83M
|
|
Feb 14, 2025
Q4 2024
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
3.8KNew |
$1.68M - $1.84M
|
3.8K
$1.82M
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
3.76KNew |
$1.66M - $1.82M
|
3.76K
$1.8M
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
3.75KNew |
$1.66M - $1.81M
|
3.75K
$1.79M
|
|
Feb 12, 2025
Q4 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.72KNew |
$1.65M - $1.8M
|
3.72K
$1.78M
|
|
Feb 11, 2025
Q4 2024
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
3.72KNew |
$1.64M - $1.8M
|
3.72K
$1.78M
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
3.7KNew |
$1.64M - $1.79M
|
3.7K
$1.77M
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.69K+ 9.1% |
$1.63M - $1.78M
|
44.3K
$21.2M
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.68K+ 35.74% |
$1.63M - $1.78M
|
14K
$6.69M
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
3.65KNew |
$1.62M - $1.76M
|
3.65K
$1.75M
|