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 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
9.81KNew |
$4.34M - $4.74M
|
9.81K
$4.63M
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
9.79K+ 353.03% |
$4.33M - $4.73M
|
12.6K
$5.93M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
9.75KNew |
$4.31M - $4.71M
|
9.75K
$4.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
9.65K+ 31.79% |
$4.27M - $4.66M
|
40K
$18.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
9.51K+ 17.54% |
$4.21M - $4.59M
|
63.7K
$30.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
9.26K+ 72.67% |
$4.1M - $4.48M
|
22K
$10.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
8.77KNew |
$3.88M - $4.23M
|
8.77K
$4.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
8.6K+ 55.57% |
$3.8M - $4.15M
|
24.1K
$11.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
8.51K+ 6.19% |
$3.76M - $4.11M
|
146K
$69M
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
8.5KNew |
$3.76M - $4.11M
|
8.5K
$4.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
8.41K+ 137.49% |
$3.72M - $4.06M
|
14.5K
$6.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Seizert Capital Partners, LLC
|
BUY
|
- |
8.38K+ 6.16% |
$3.71M - $4.05M
|
144K
$68.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Group Foundation
|
BUY
|
- |
8.28K+ 9.83% |
$3.66M - $4M
|
92.5K
$43.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
8.18K+ 3.66% |
$3.62M - $3.95M
|
232K
$109M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
8KNew |
$3.54M - $3.86M
|
8K
$3.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
7.95KNew |
$3.52M - $3.84M
|
7.95K
$3.75M
|
|
|
Feb 03, 2025
Q4 2024
|
Flossbach Von Storch Ag
Cologne, 2M |
BUY
|
- |
7.91K+ 0.18% |
$3.5M - $3.82M
|
4.5M
$2.12B
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
7.81K+ 0.24% |
$3.46M - $3.77M
|
3.24M
$1.53B
|
|
|
Feb 03, 2025
Q4 2024
|
Drum Hill Capital, LLC
Westport, CT |
BUY
|
- |
7.8KNew |
$3.45M - $3.77M
|
7.8K
$3.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
7.73K+ 15.29% |
$3.42M - $3.73M
|
58.3K
$27.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
7.64K+ 28.09% |
$3.38M - $3.69M
|
34.8K
$16.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
7.63K+ 1.47% |
$3.37M - $3.68M
|
528K
$249M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
7.51K+ 20.34% |
$3.32M - $3.63M
|
44.4K
$21M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
7.39KNew |
$3.27M - $3.57M
|
7.39K
$3.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
7.33K+ 12.37% |
$3.24M - $3.54M
|
66.6K
$31.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
7.15KNew |
$3.16M - $3.45M
|
7.15K
$3.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
7.09KNew |
$3.13M - $3.42M
|
7.09K
$3.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
7.07K+ 2.74% |
$3.13M - $3.42M
|
265K
$125M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
7.07KNew |
$3.13M - $3.41M
|
7.07K
$3.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Kennondale Capital Management LLC
Richmond, VA |
BUY
|
- |
7.02KNew |
$3.1M - $3.39M
|
7.02K
$3.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
6.98K+ 9.92% |
$3.09M - $3.37M
|
77.3K
$36.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
6.83KNew |
$3.02M - $3.3M
|
6.83K
$3.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
6.82KNew |
$3.02M - $3.29M
|
6.82K
$3.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
6.71K+ 0.97% |
$2.97M - $3.24M
|
696K
$328M
|
|
|
Jan 27, 2025
Q4 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
6.67K+ 10.47% |
$2.95M - $3.22M
|
70.4K
$33.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
6.66K+ 1040.31% |
$2.94M - $3.22M
|
7.3K
$3.45M
|
|
|
Feb 03, 2025
Q4 2024
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
6.38K+ 4.22% |
$2.82M - $3.08M
|
158K
$74.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
6.36K+ 11.84% |
$2.81M - $3.07M
|
60.1K
$28.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
6.22KNew |
$2.75M - $3M
|
6.22K
$2.93M
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
6.21KNew |
$2.75M - $3M
|
6.21K
$2.93M
|
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
6.21KNew |
$2.75M - $3M
|
6.21K
$2.93M
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
6.11KNew |
$2.7M - $2.95M
|
6.11K
$2.88M
|
|
|
Feb 06, 2025
Q4 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
6.06K+ 63.23% |
$2.68M - $2.93M
|
15.6K
$7.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
6KNew |
$2.65M - $2.9M
|
6K
$2.83M
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
5.96KNew |
$2.64M - $2.88M
|
5.96K
$2.81M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.89K+ 10.93% |
$2.61M - $2.85M
|
59.8K
$28.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.89K+ 11.87% |
$2.6M - $2.84M
|
55.5K
$26.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.84K+ 1.17% |
$2.58M - $2.82M
|
505K
$238M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
5.83K+ 2.16% |
$2.58M - $2.82M
|
276K
$130M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.71K+ 4.4% |
$2.53M - $2.76M
|
136K
$64M
|