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 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-76- 2.31% |
$33.6K - $36.7K
|
3.22K
$1.52M
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-78- 1.3% |
$34.5K - $37.7K
|
5.94K
$2.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-78- 5.54% |
$34.5K - $37.7K
|
1.33K
$628K
|
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
SELL
|
- |
-78- 1.69% |
$34.5K - $37.7K
|
4.55K
$2.15M
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-80- 1.07% |
$35.4K - $38.6K
|
7.42K
$3.51M
|
|
|
Jan 23, 2025
Q4 2024
|
Ht Partners LLC
|
SELL
|
- |
-80- 2.75% |
$35.4K - $38.6K
|
2.83K
$1.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-81- 0.19% |
$35.8K - $39.1K
|
42.4K
$20M
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-82- 2.09% |
$36.3K - $39.6K
|
3.84K
$1.82M
|
|
|
Jan 31, 2025
Q4 2024
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-82- 0.52% |
$36.3K - $39.6K
|
15.7K
$7.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-82- 0.05% |
$36.3K - $39.6K
|
167K
$79.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-83- 1.14% |
$36.7K - $40.1K
|
7.21K
$3.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-83- 3.15% |
$36.7K - $40.1K
|
2.55K
$1.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-83- 0.43% |
$36.7K - $40.1K
|
19.1K
$9.02M
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
SELL
|
- |
-84- 3.13% |
$37.2K - $40.6K
|
2.6K
$1.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-84- 0.39% |
$37.2K - $40.6K
|
21.7K
$10.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-84- 0.9% |
$37.2K - $40.6K
|
9.3K
$4.39M
|
|
|
Jan 06, 2025
Q4 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-85- 1.32% |
$37.6K - $41.1K
|
6.37K
$3.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-85- 0.77% |
$37.6K - $41.1K
|
10.9K
$5.17M
|
|
|
Jan 07, 2025
Q4 2024
|
Norway Savings Bank
|
SELL
|
- |
-86- 0.94% |
$38K - $41.5K
|
9.03K
$4.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-86- 1.1% |
$38K - $41.5K
|
7.71K
$3.64M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-86- 0.8% |
$38K - $41.5K
|
10.6K
$5.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-86- 2.44% |
$38K - $41.5K
|
3.44K
$1.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Tamar Securities, LLC
|
SELL
|
- |
-87- 11.05% |
$38.5K - $42K
|
700
$331K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-87- 12.05% |
$38.5K - $42K
|
635
$300K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-87- 5.11% |
$38.5K - $42K
|
1.62K
$764K
|
|
|
Feb 10, 2025
Q4 2024
|
Clayton Partners LLC
Berkeley, CA |
SELL
|
- |
-87- 0.56% |
$38.5K - $42K
|
15.3K
$7.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-88- 12.14% |
$38.9K - $42.5K
|
637
$301K
|
|
|
Feb 04, 2025
Q4 2024
|
Tenret CO LLC
|
SELL
|
- |
-88- 14.69% |
$38.9K - $42.5K
|
511
$242K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-89- 4.9% |
$39.4K - $43K
|
1.73K
$817K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-90- 3.16% |
$39.8K - $43.5K
|
2.76K
$1.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-90- 8.9% |
$39.8K - $43.5K
|
921
$435K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-90- 0.82% |
$39.8K - $43.5K
|
10.8K
$5.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-90- 4.44% |
$39.8K - $43.5K
|
1.94K
$916K
|
|
|
Feb 04, 2025
Q4 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-90- 10.32% |
$39.8K - $43.5K
|
782
$370K
|
|
|
Feb 11, 2025
Q4 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-90- 9.71% |
$39.8K - $43.5K
|
837
$396K
|
|
|
Feb 04, 2025
Q4 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-91- 1.59% |
$40.2K - $44K
|
5.62K
$2.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-92- 2.35% |
$40.7K - $44.4K
|
3.82K
$1.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-92- 3.28% |
$40.7K - $44.4K
|
2.71K
$1.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-92- 0.85% |
$40.7K - $44.4K
|
10.7K
$5.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Orser Capital Management, LLC
|
SELL
|
- |
-93- 1.05% |
$41.1K - $44.9K
|
8.75K
$4.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-93- 14.72% |
$41.1K - $44.9K
|
539
$255K
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-94- 3.94% |
$41.6K - $45.4K
|
2.29K
$1.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
SELL
|
- |
-94- 11.74% |
$41.6K - $45.4K
|
707
$334K
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-94- 13.17% |
$41.6K - $45.4K
|
620
$293K
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-94- 2.2% |
$41.6K - $45.4K
|
4.19K
$1.98M
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-94- 1.42% |
$41.6K - $45.4K
|
6.55K
$3.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-94- 3.67% |
$41.6K - $45.4K
|
2.47K
$1.16M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-95- 1.55% |
$42K - $45.9K
|
6.03K
$2.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-95- 6.88% |
$42K - $45.9K
|
1.29K
$608K
|
|
|
Feb 11, 2025
Q4 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-95- 0.91% |
$42K - $45.9K
|
10.4K
$4.9M
|