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 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-83- 0.43% |
$36.7K - $40.1K
|
19.1K
$9.25M
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
SELL
|
- |
-84- 3.13% |
$37.2K - $40.6K
|
2.6K
$1.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-84- 0.39% |
$37.2K - $40.6K
|
21.7K
$10.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-84- 0.9% |
$37.2K - $40.6K
|
9.3K
$4.51M
|
|
|
Jan 06, 2025
Q4 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-85- 1.32% |
$37.6K - $41.1K
|
6.37K
$3.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-85- 0.77% |
$37.6K - $41.1K
|
10.9K
$5.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-85- 0.21% |
$37.6K - $41.1K
|
41K
$19.9M
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-85- 0.79% |
$37.6K - $41.1K
|
10.7K
$5.21M
|
|
|
Jan 07, 2025
Q4 2024
|
Norway Savings Bank
|
SELL
|
- |
-86- 0.94% |
$38K - $41.5K
|
9.03K
$4.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-86- 1.1% |
$38K - $41.5K
|
7.71K
$3.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-86- 0.8% |
$38K - $41.5K
|
10.6K
$5.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-86- 2.44% |
$38K - $41.5K
|
3.44K
$1.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
SELL
|
- |
-86- 2.26% |
$38K - $41.5K
|
3.73K
$1.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Tamar Securities, LLC
|
SELL
|
- |
-87- 11.05% |
$38.5K - $42K
|
700
$340K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-87- 12.05% |
$38.5K - $42K
|
635
$308K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-87- 5.11% |
$38.5K - $42K
|
1.62K
$784K
|
|
|
Feb 10, 2025
Q4 2024
|
Clayton Partners LLC
Berkeley, CA |
SELL
|
- |
-87- 0.56% |
$38.5K - $42K
|
15.3K
$7.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-87- 9.49% |
$38.5K - $42K
|
830
$403K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-88- 12.14% |
$38.9K - $42.5K
|
637
$309K
|
|
|
Feb 04, 2025
Q4 2024
|
Tenret CO LLC
|
SELL
|
- |
-88- 14.69% |
$38.9K - $42.5K
|
511
$248K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-89- 4.9% |
$39.4K - $43K
|
1.73K
$838K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-90- 3.16% |
$39.8K - $43.5K
|
2.76K
$1.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-90- 8.9% |
$39.8K - $43.5K
|
921
$447K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-90- 0.82% |
$39.8K - $43.5K
|
10.8K
$5.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-90- 4.44% |
$39.8K - $43.5K
|
1.94K
$940K
|
|
|
Feb 04, 2025
Q4 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-90- 10.32% |
$39.8K - $43.5K
|
782
$379K
|
|
|
Feb 11, 2025
Q4 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-90- 9.71% |
$39.8K - $43.5K
|
837
$406K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-90- 0.16% |
$39.8K - $43.5K
|
57.7K
$28M
|
|
|
Feb 12, 2025
Q4 2024
|
Dempze Nancy E
|
SELL
|
- |
-90- 2.85% |
$39.8K - $43.5K
|
3.07K
$1.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-91- 1.59% |
$40.2K - $44K
|
5.62K
$2.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-92- 2.35% |
$40.7K - $44.4K
|
3.82K
$1.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-92- 3.28% |
$40.7K - $44.4K
|
2.71K
$1.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-92- 0.85% |
$40.7K - $44.4K
|
10.7K
$5.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Orser Capital Management, LLC
|
SELL
|
- |
-93- 1.05% |
$41.1K - $44.9K
|
8.75K
$4.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-93- 14.72% |
$41.1K - $44.9K
|
539
$261K
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-94- 3.94% |
$41.6K - $45.4K
|
2.29K
$1.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
SELL
|
- |
-94- 11.74% |
$41.6K - $45.4K
|
707
$343K
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-94- 13.17% |
$41.6K - $45.4K
|
620
$301K
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-94- 2.2% |
$41.6K - $45.4K
|
4.19K
$2.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-94- 1.42% |
$41.6K - $45.4K
|
6.55K
$3.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-94- 3.67% |
$41.6K - $45.4K
|
2.47K
$1.2M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-95- 1.55% |
$42K - $45.9K
|
6.03K
$2.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-95- 6.88% |
$42K - $45.9K
|
1.29K
$624K
|
|
|
Feb 11, 2025
Q4 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-95- 0.91% |
$42K - $45.9K
|
10.4K
$5.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-96- 0.53% |
$42.5K - $46.4K
|
18K
$8.72M
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-96- 17.27% |
$42.5K - $46.4K
|
460
$223K
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-97- 3.53% |
$42.9K - $46.9K
|
2.65K
$1.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-97- 2.29% |
$42.9K - $46.9K
|
4.14K
$2.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-97- 0.04% |
$42.9K - $46.9K
|
237K
$115M
|
|
|
Feb 13, 2025
Q4 2024
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-97- 0.72% |
$42.9K - $46.9K
|
13.3K
$6.44M
|