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 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-15- 0.38% |
$6.63K - $7.25K
|
3.89K
$1.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-15- 0.6% |
$6.63K - $7.25K
|
2.5K
$1.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-15- 3.09% |
$6.63K - $7.25K
|
470
$222K
|
|
|
Jan 31, 2025
Q4 2024
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-15- 0.22% |
$6.63K - $7.25K
|
6.82K
$3.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-15- 1.2% |
$6.63K - $7.25K
|
1.23K
$582K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-15- 2.53% |
$6.63K - $7.25K
|
579
$273K
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-16- 1.08% |
$7.08K - $7.73K
|
1.47K
$694K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-16- 0.41% |
$7.08K - $7.73K
|
3.93K
$1.86M
|
|
|
Feb 06, 2025
Q4 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-16- 0.75% |
$7.08K - $7.73K
|
2.11K
$998K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-17- 1.18% |
$7.52K - $8.21K
|
1.43K
$673K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-17- 0.24% |
$7.52K - $8.21K
|
7.13K
$3.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Brickley Wealth Management
|
SELL
|
- |
-17- 1.77% |
$7.52K - $8.21K
|
941
$444K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-18- 0.51% |
$7.96K - $8.7K
|
3.49K
$1.65M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-18- 0.02% |
$7.96K - $8.7K
|
72.5K
$34.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-18- 1.5% |
$7.96K - $8.7K
|
1.19K
$560K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-18- 0.1% |
$7.96K - $8.7K
|
18.2K
$8.59M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-18- 2.9% |
$7.96K - $8.7K
|
602
$284K
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
SELL
|
- |
-18- 0.54% |
$7.96K - $8.7K
|
3.31K
$1.56M
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-18- 1.03% |
$7.96K - $8.7K
|
1.73K
$816K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-18- 1.4% |
$7.96K - $8.7K
|
1.27K
$597K
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-18- 0.78% |
$7.96K - $8.7K
|
2.3K
$1.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-19- 1.1% |
$8.4K - $9.18K
|
1.71K
$806K
|
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-19- 0.72% |
$8.4K - $9.18K
|
2.62K
$1.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-20- 17.86% |
$8.85K - $9.66K
|
92
$43.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-20- 1.07% |
$8.85K - $9.66K
|
1.85K
$875K
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-20- 1.01% |
$8.85K - $9.66K
|
1.97K
$929K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-20- 0.48% |
$8.85K - $9.66K
|
4.17K
$1.97M
|
|
|
Jan 24, 2025
Q4 2024
|
Coerente Capital Management
|
SELL
|
- |
-20- 1.36% |
$8.85K - $9.66K
|
1.46K
$687K
|
|
|
Jan 28, 2025
Q4 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
SELL
|
- |
-20- 0.99% |
$8.85K - $9.66K
|
2K
$944K
|
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-20- 1.92% |
$8.85K - $9.66K
|
1.02K
$482K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-20- 0.15% |
$8.85K - $9.66K
|
13.6K
$6.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-21- 0.24% |
$9.29K - $10.1K
|
8.59K
$4.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-22- 4.23% |
$9.73K - $10.6K
|
498
$235K
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-22- 1.69% |
$9.73K - $10.6K
|
1.28K
$605K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-22- 0.91% |
$9.73K - $10.6K
|
2.39K
$1.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-22- 0.6% |
$9.73K - $10.6K
|
3.67K
$1.73M
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-22- 0.23% |
$9.73K - $10.6K
|
9.35K
$4.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-23- 5.54% |
$10.2K - $11.1K
|
392
$185K
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
SELL
|
- |
-23- 0.48% |
$10.2K - $11.1K
|
4.76K
$2.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-23- 1.61% |
$10.2K - $11.1K
|
1.41K
$665K
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-23- 0.58% |
$10.2K - $11.1K
|
3.94K
$1.86M
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
SELL
|
- |
-24- 4.59% |
$10.6K - $11.6K
|
499
$236K
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-24- 0.34% |
$10.6K - $11.6K
|
7.04K
$3.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-24- 0.51% |
$10.6K - $11.6K
|
4.71K
$2.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-24- 1.64% |
$10.6K - $11.6K
|
1.44K
$678K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-24- 0.11% |
$10.6K - $11.6K
|
21.8K
$10.3M
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-25- 1.65% |
$11.1K - $12.1K
|
1.49K
$702K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-25- 1.91% |
$11.1K - $12.1K
|
1.28K
$606K
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-25- 0.81% |
$11.1K - $12.1K
|
3.07K
$1.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-25- 1.77% |
$11.1K - $12.1K
|
1.39K
$655K
|