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 07, 2025
Q4 2024
|
Birch Capital Management, LLC
|
SELL
|
- |
-7- 21.88% |
$3.1K - $3.38K
|
25
$12.1K
|
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
SELL
|
- |
-7- 0.32% |
$3.1K - $3.38K
|
2.18K
$1.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-7- 0.62% |
$3.1K - $3.38K
|
1.13K
$548K
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-7- 0.31% |
$3.1K - $3.38K
|
2.25K
$1.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-7- 0.25% |
$3.1K - $3.38K
|
2.76K
$1.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-7- 0.08% |
$3.1K - $3.38K
|
9.15K
$4.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-7- 0.25% |
$3.1K - $3.38K
|
2.79K
$1.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-7- 0.52% |
$3.1K - $3.38K
|
1.34K
$650K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-7- 0.11% |
$3.1K - $3.38K
|
6.19K
$3M
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-7- 0.81% |
$3.1K - $3.38K
|
852
$413K
|
|
|
Feb 14, 2025
Q4 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-7- 0.23% |
$3.1K - $3.38K
|
3.09K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Ironvine Capital Partners, LLC
Omaha, NE |
SELL
|
- |
-7- 0.01% |
$3.1K - $3.38K
|
104K
$50.3M
|
|
|
May 15, 2025
Q4 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-7- 0.82% |
$3.1K - $3.38K
|
849
$412K
|
|
|
Jan 23, 2025
Q4 2024
|
Cortland Associates Inc
|
SELL
|
- |
-8- 0.11% |
$3.54K - $3.86K
|
7.45K
$3.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-8- 1.07% |
$3.54K - $3.86K
|
739
$358K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-8- 0.07% |
$3.54K - $3.86K
|
10.9K
$5.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-8- 0.13% |
$3.54K - $3.86K
|
6.36K
$3.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-9- 0.16% |
$3.98K - $4.35K
|
5.76K
$2.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-9- 1.52% |
$3.98K - $4.35K
|
582
$282K
|
|
|
Jan 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-9- 1.57% |
$3.98K - $4.35K
|
564
$274K
|
|
|
Feb 13, 2025
Q4 2024
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-9- 0.41% |
$3.98K - $4.35K
|
2.18K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-9- 0.01% |
$3.98K - $4.35K
|
61.3K
$29.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-10- 0.77% |
$4.42K - $4.83K
|
1.29K
$624K
|
|
|
Jan 21, 2025
Q4 2024
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-10- 0.46% |
$4.42K - $4.83K
|
2.15K
$1.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-10- 1.59% |
$4.42K - $4.83K
|
619
$300K
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
SELL
|
- |
-10- 1.45% |
$4.42K - $4.83K
|
678
$329K
|
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-10- 0.41% |
$4.42K - $4.83K
|
2.42K
$1.17M
|
|
|
Mar 25, 2025
Q4 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-10- 1.2% |
$4.42K - $4.83K
|
820
$398K
|
|
|
Jan 15, 2025
Q4 2024
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-11- 1.21% |
$4.87K - $5.31K
|
900
$437K
|
|
|
Jan 16, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-11- 0.53% |
$4.87K - $5.31K
|
2.06K
$1M
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-11- 0.65% |
$4.87K - $5.31K
|
1.69K
$819K
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-11- 2.35% |
$4.87K - $5.31K
|
457
$222K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-11- 5.45% |
$4.87K - $5.31K
|
191
$92.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-11- 0.75% |
$4.87K - $5.31K
|
1.45K
$705K
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-11- 1.24% |
$4.87K - $5.31K
|
875
$424K
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-12- 0.2% |
$5.31K - $5.8K
|
5.88K
$2.85M
|
|
|
Jan 13, 2025
Q4 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-12- 0.11% |
$5.31K - $5.8K
|
11.4K
$5.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-12- 0.58% |
$5.31K - $5.8K
|
2.07K
$1M
|
|
|
Jan 21, 2025
Q4 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-12- 1.98% |
$5.31K - $5.8K
|
595
$289K
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-12- 0.11% |
$5.31K - $5.8K
|
11K
$5.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-12- 1.56% |
$5.31K - $5.8K
|
756
$367K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-12- 0.16% |
$5.31K - $5.8K
|
7.71K
$3.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-12- 1.03% |
$5.31K - $5.8K
|
1.15K
$557K
|
|
|
Feb 14, 2025
Q4 2024
|
Lathrop Investment Management Corp
|
SELL
|
- |
-12- 0.12% |
$5.31K - $5.8K
|
9.89K
$4.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-13- 0.22% |
$5.75K - $6.28K
|
5.89K
$2.86M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
SELL
|
- |
-13- 0.49% |
$5.75K - $6.28K
|
2.65K
$1.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-13- 2.68% |
$5.75K - $6.28K
|
472
$229K
|
|
|
Jan 27, 2025
Q4 2024
|
Hedeker Wealth, LLC
|
SELL
|
- |
-13- 0.11% |
$5.75K - $6.28K
|
11.9K
$5.78M
|
|
|
Jan 30, 2025
Q4 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-13- 1.36% |
$5.75K - $6.28K
|
945
$458K
|
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-13- 1.32% |
$5.75K - $6.28K
|
975
$473K
|