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
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
3.23KNew |
$1.43M - $1.56M
|
3.23K
$1.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.21KNew |
$1.42M - $1.55M
|
3.21K
$1.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
3.2K+ 17.01% |
$1.42M - $1.55M
|
22K
$10.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
3.2KNew |
$1.41M - $1.54M
|
3.2K
$1.51M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.19K+ 5.28% |
$1.41M - $1.54M
|
63.5K
$30M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
3.19K+ 5.04% |
$1.41M - $1.54M
|
66.4K
$31.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
3.16K+ 27.4% |
$1.4M - $1.53M
|
14.7K
$6.93M
|
|
|
Jan 14, 2025
Q4 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
3.15K+ 415.17% |
$1.39M - $1.52M
|
3.91K
$1.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
3.13KNew |
$1.38M - $1.51M
|
3.13K
$1.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
3.12K+ 29.23% |
$1.38M - $1.51M
|
13.8K
$6.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
3.1K+ 24.31% |
$1.37M - $1.5M
|
15.9K
$7.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
3.07KNew |
$1.36M - $1.48M
|
3.07K
$1.45M
|
|
|
Feb 10, 2025
Q4 2024
|
First Eagle Investment Management, LLC
|
BUY
|
- |
3.05K+ 36.75% |
$1.35M - $1.47M
|
11.4K
$5.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.04K+ 28.23% |
$1.35M - $1.47M
|
13.8K
$6.52M
|
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
3.04KNew |
$1.34M - $1.47M
|
3.04K
$1.43M
|
|
|
Feb 03, 2025
Q4 2024
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
3.03KNew |
$1.34M - $1.46M
|
3.03K
$1.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
3.03KNew |
$1.34M - $1.46M
|
3.03K
$1.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
3.01K+ 5.18% |
$1.33M - $1.45M
|
61K
$28.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.96K+ 18.0% |
$1.31M - $1.43M
|
19.4K
$9.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.94K+ 5.07% |
$1.3M - $1.42M
|
60.9K
$28.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
2.94K+ 2.5% |
$1.3M - $1.42M
|
120K
$56.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
2.93K+ 132.67% |
$1.3M - $1.42M
|
5.14K
$2.43M
|
|
|
Feb 03, 2025
Q4 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
2.92K+ 11.26% |
$1.29M - $1.41M
|
28.9K
$13.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.92K+ 7.39% |
$1.29M - $1.41M
|
42.4K
$20M
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
2.92K+ 150.1% |
$1.29M - $1.41M
|
4.86K
$2.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
2.9K+ 15.19% |
$1.28M - $1.4M
|
22K
$10.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Metropolis Capital LTD
|
BUY
|
- |
2.9K+ 1.34% |
$1.28M - $1.4M
|
220K
$104M
|
|
|
Jan 17, 2025
Q4 2024
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
2.83K+ 29.22% |
$1.25M - $1.37M
|
12.5K
$5.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
2.83K+ 3.76% |
$1.25M - $1.37M
|
78.1K
$36.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
2.83KNew |
$1.25M - $1.37M
|
2.83K
$1.33M
|
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
2.82KNew |
$1.25M - $1.36M
|
2.82K
$1.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.82K+ 72.77% |
$1.25M - $1.36M
|
6.69K
$3.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
2.8K+ 19.22% |
$1.24M - $1.35M
|
17.4K
$8.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
2.77KNew |
$1.23M - $1.34M
|
2.77K
$1.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
2.76KNew |
$1.22M - $1.34M
|
2.76K
$1.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
2.76KNew |
$1.22M - $1.33M
|
2.76K
$1.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.74K+ 1.89% |
$1.21M - $1.32M
|
148K
$69.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.73K+ 13.76% |
$1.21M - $1.32M
|
22.5K
$10.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.71K+ 2.59% |
$1.2M - $1.31M
|
108K
$50.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
2.7K+ 4.54% |
$1.19M - $1.3M
|
62.1K
$29.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
2.69K+ 22.11% |
$1.19M - $1.3M
|
14.9K
$7.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
2.68K+ 4.29% |
$1.19M - $1.3M
|
65.1K
$30.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.67K+ 5.38% |
$1.18M - $1.29M
|
52.4K
$24.7M
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
2.67K+ 55.71% |
$1.18M - $1.29M
|
7.45K
$3.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
2.66K+ 3.92% |
$1.18M - $1.28M
|
70.4K
$33.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
2.66KNew |
$1.17M - $1.28M
|
2.66K
$1.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
2.65KNew |
$1.17M - $1.28M
|
2.65K
$1.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.64KNew |
$1.17M - $1.28M
|
2.64K
$1.25M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.64K+ 32.25% |
$1.17M - $1.27M
|
10.8K
$5.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.64K+ 5.05% |
$1.17M - $1.27M
|
54.8K
$25.9M
|