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 14, 2025
Q4 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
202+ 11.0% |
$89.3K - $97.6K
|
2.04K
$1.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
201+ 1.34% |
$88.9K - $97.1K
|
15.2K
$7.86M
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
200+ 19.84% |
$88.5K - $96.6K
|
1.21K
$626K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
200+ 2.88% |
$88.5K - $96.6K
|
7.14K
$3.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
200+ 11.64% |
$88.5K - $96.6K
|
1.92K
$994K
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
200+ 2.36% |
$88.5K - $96.6K
|
8.67K
$4.49M
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
200+ 42.74% |
$88.5K - $96.6K
|
668
$346K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
199+ 2.25% |
$88K - $96.1K
|
9.05K
$4.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
198+ 8.45% |
$87.6K - $95.6K
|
2.54K
$1.32M
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
197+ 7.17% |
$87.1K - $95.2K
|
2.95K
$1.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
196+ 1.23% |
$86.7K - $94.7K
|
16.1K
$8.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
195+ 2.05% |
$86.2K - $94.2K
|
9.73K
$5.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
194+ 1.0% |
$85.8K - $93.7K
|
19.6K
$10.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Peterson Wealth Management
|
BUY
|
- |
194+ 3.51% |
$85.8K - $93.7K
|
5.73K
$2.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
193+ 0.86% |
$85.4K - $93.2K
|
22.6K
$11.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
191+ 3.82% |
$84.5K - $92.3K
|
5.2K
$2.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
190+ 1.93% |
$84K - $91.8K
|
10K
$5.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
190+ 1.6% |
$84K - $91.8K
|
12.1K
$6.27M
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
190+ 0.95% |
$84K - $91.8K
|
20.3K
$10.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
190+ 0.56% |
$84K - $91.8K
|
34.1K
$17.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
190+ 14.43% |
$84K - $91.8K
|
1.51K
$781K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
190+ 2.9% |
$84K - $91.8K
|
6.74K
$3.49M
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
189+ 22.37% |
$83.6K - $91.3K
|
1.03K
$536K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
189+ 15.62% |
$83.6K - $91.3K
|
1.4K
$725K
|
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
189+ 6.13% |
$83.6K - $91.3K
|
3.27K
$1.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
188+ 2.0% |
$83.2K - $90.8K
|
9.58K
$4.96M
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
187+ 5.41% |
$82.7K - $90.3K
|
3.64K
$1.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
BUY
|
- |
187+ 10.55% |
$82.7K - $90.3K
|
1.96K
$1.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
187+ 1.13% |
$82.7K - $90.3K
|
16.7K
$8.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
186+ 0.66% |
$82.3K - $89.9K
|
28.2K
$14.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
186+ 3.55% |
$82.3K - $89.9K
|
5.43K
$2.81M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
186+ 0.89% |
$82.3K - $89.9K
|
21K
$10.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
185+ 1.38% |
$81.8K - $89.4K
|
13.6K
$7.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
184+ 0.87% |
$81.4K - $88.9K
|
21.3K
$11M
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
183+ 23.02% |
$80.9K - $88.4K
|
978
$507K
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
183+ 4.16% |
$80.9K - $88.4K
|
4.59K
$2.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
182+ 0.72% |
$80.5K - $87.9K
|
25.3K
$13.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
182+ 1.26% |
$80.5K - $87.9K
|
14.6K
$7.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
182+ 9.0% |
$80.5K - $87.9K
|
2.2K
$1.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
181+ 17.37% |
$80.1K - $87.4K
|
1.22K
$634K
|
|
|
Feb 14, 2025
Q4 2024
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
181New |
$80.1K - $87.4K
|
181
$93.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
180New |
$79.6K - $87K
|
180
$93.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
180+ 6.12% |
$79.6K - $87K
|
3.12K
$1.62M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellecapital International Ltd.
|
BUY
|
- |
180+ 1.56% |
$79.6K - $87K
|
11.7K
$6.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
180New |
$79.6K - $87K
|
180
$93.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
179+ 2.76% |
$79.2K - $86.5K
|
6.67K
$3.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
179+ 1.74% |
$79.2K - $86.5K
|
10.5K
$5.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
178+ 1.1% |
$78.7K - $86K
|
16.3K
$8.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
177+ 17.82% |
$78.3K - $85.5K
|
1.17K
$606K
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
176+ 1.06% |
$77.8K - $85K
|
16.7K
$8.66M
|