Purchases and Sales Made in Q4 2024 in Berkshire Hathaway Inc (BRK-A)
This table provides information about the institutional ownership of Berkshire Hathaway Inc (BRK-A) during Q4 2024. The information is specifically focused on institutions that hold shares of BERKSHIRE HATHAWAY INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2+ 28.57% |
$1.33M - $1.45M
|
9
$6.39M
|
|
|
Feb 04, 2025
Q4 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
2+ 14.29% |
$1.33M - $1.45M
|
16
$11.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2+ 28.57% |
$1.33M - $1.45M
|
9
$6.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2New |
$1.33M - $1.45M
|
2
$1.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2New |
$1.33M - $1.45M
|
2
$1.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Pecaut & Co.
|
BUY
|
- |
2+ 18.18% |
$1.33M - $1.45M
|
13
$9.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
2New |
$1.33M - $1.45M
|
2
$1.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
2New |
$1.33M - $1.45M
|
2
$1.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2+ 11.76% |
$1.33M - $1.45M
|
19
$13.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2New |
$1.33M - $1.45M
|
2
$1.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2+ 2.47% |
$1.33M - $1.45M
|
83
$58.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
2+ 100.0% |
$1.33M - $1.45M
|
4
$2.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2+ 16.67% |
$1.33M - $1.45M
|
14
$9.93M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1New |
$665K - $724K
|
1
$709K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
1+ 1.11% |
$665K - $724K
|
91
$64.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1New |
$665K - $724K
|
1
$709K
|
|
|
Feb 03, 2025
Q4 2024
|
Flossbach Von Storch Ag
Cologne, 2M |
BUY
|
- |
1+ 33.33% |
$665K - $724K
|
4
$2.84M
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
1New |
$665K - $724K
|
1
$709K
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
1+ 100.0% |
$665K - $724K
|
2
$1.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
1New |
$665K - $724K
|
1
$709K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
1+ 5.88% |
$665K - $724K
|
18
$12.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1+ 1.72% |
$665K - $724K
|
59
$41.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
1+ 20.0% |
$665K - $724K
|
6
$4.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
1New |
$665K - $724K
|
1
$709K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1+ 11.11% |
$665K - $724K
|
10
$7.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1+ 11.11% |
$665K - $724K
|
10
$7.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
1New |
$665K - $724K
|
1
$709K
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1+ 8.33% |
$665K - $724K
|
13
$9.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
1New |
$665K - $724K
|
1
$709K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 25.0% |
$665K - $724K
|
5
$3.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1+ 100.0% |
$665K - $724K
|
2
$1.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1+ 5.56% |
$665K - $724K
|
19
$13.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
1New |
$665K - $724K
|
1
$709K
|
|
|
Jan 13, 2025
Q4 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
1New |
$665K - $724K
|
1
$709K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
1New |
$665K - $724K
|
1
$709K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1New |
$665K - $724K
|
1
$709K
|
|
|
Feb 07, 2025
Q4 2024
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
1New |
$665K - $724K
|
1
$709K
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
1New |
$665K - $724K
|
1
$709K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 50.0% |
$665K - $724K
|
3
$2.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
1New |
$665K - $724K
|
1
$709K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
1+ 50.0% |
$665K - $724K
|
3
$2.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
1New |
$665K - $724K
|
1
$709K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
1+ 6.67% |
$665K - $724K
|
16
$11.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 25.0% |
$665K - $724K
|
5
$3.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
1New |
$665K - $724K
|
1
$709K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1+ 11.11% |
$665K - $724K
|
10
$7.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-1- 16.67% |
$665K - $724K
|
5
$3.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-1- 12.5% |
$665K - $724K
|
7
$4.97M
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1- 33.33% |
$665K - $724K
|
2
$1.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-1- 0.75% |
$665K - $724K
|
132
$93.7M
|