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
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-25- 0.44% |
$11.1K - $12.1K
|
5.66K
$2.67M
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-25- 0.23% |
$11.1K - $12.1K
|
11K
$5.2M
|
|
Jan 28, 2025
Q4 2024
|
Tevis Investment Management
|
SELL
|
- |
-25- 0.14% |
$11.1K - $12.1K
|
18K
$8.49M
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-25- 0.79% |
$11.1K - $12.1K
|
3.15K
$1.49M
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-25- 1.87% |
$11.1K - $12.1K
|
1.31K
$620K
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-25- 1.34% |
$11.1K - $12.1K
|
1.84K
$869K
|
|
Feb 07, 2025
Q4 2024
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-25- 1.85% |
$11.1K - $12.1K
|
1.33K
$626K
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-25- 0.42% |
$11.1K - $12.1K
|
5.91K
$2.79M
|
|
Feb 10, 2025
Q4 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-25- 0.84% |
$11.1K - $12.1K
|
2.95K
$1.39M
|
|
Feb 10, 2025
Q4 2024
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-25- 1.01% |
$11.1K - $12.1K
|
2.46K
$1.16M
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-26- 3.96% |
$11.5K - $12.6K
|
630
$297K
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-26- 0.57% |
$11.5K - $12.6K
|
4.5K
$2.13M
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
SELL
|
- |
-26- 4.38% |
$11.5K - $12.6K
|
568
$268K
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-27- 1.75% |
$11.9K - $13K
|
1.52K
$716K
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-27- 4.25% |
$11.9K - $13K
|
609
$288K
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-27- 3.27% |
$11.9K - $13K
|
798
$377K
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-27- 0.19% |
$11.9K - $13K
|
14.3K
$6.74M
|
|
Feb 05, 2025
Q4 2024
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-27- 1.13% |
$11.9K - $13K
|
2.37K
$1.12M
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-28- 2.28% |
$12.4K - $13.5K
|
1.2K
$566K
|
|
Jan 15, 2025
Q4 2024
|
Goal Fusion Wealth Management, LLC
|
SELL
|
- |
-28- 4.92% |
$12.4K - $13.5K
|
541
$255K
|
|
Jan 17, 2025
Q4 2024
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-28- 4.17% |
$12.4K - $13.5K
|
643
$304K
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-28- 0.91% |
$12.4K - $13.5K
|
3.03K
$1.43M
|
|
Jan 24, 2025
Q4 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-28- 0.98% |
$12.4K - $13.5K
|
2.84K
$1.34M
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-28- 0.8% |
$12.4K - $13.5K
|
3.46K
$1.63M
|
|
Jan 14, 2025
Q4 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-29- 0.74% |
$12.8K - $14K
|
3.91K
$1.84M
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-29- 0.86% |
$12.8K - $14K
|
3.34K
$1.58M
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-29- 1.15% |
$12.8K - $14K
|
2.49K
$1.17M
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-30- 1.01% |
$13.3K - $14.5K
|
2.94K
$1.39M
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-30- 1.09% |
$13.3K - $14.5K
|
2.73K
$1.29M
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-30- 3.63% |
$13.3K - $14.5K
|
797
$376K
|
|
Jan 15, 2025
Q4 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-30- 2.3% |
$13.3K - $14.5K
|
1.28K
$603K
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-30- 2.97% |
$13.3K - $14.5K
|
980
$463K
|
|
Jan 22, 2025
Q4 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-30- 4.15% |
$13.3K - $14.5K
|
693
$327K
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-30- 0.28% |
$13.3K - $14.5K
|
10.6K
$5M
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-30- 0.96% |
$13.3K - $14.5K
|
3.11K
$1.47M
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-31- 0.66% |
$13.7K - $15K
|
4.65K
$2.19M
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-31- 0.99% |
$13.7K - $15K
|
3.09K
$1.46M
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-31- 0.64% |
$13.7K - $15K
|
4.79K
$2.26M
|
|
Jan 08, 2025
Q4 2024
|
Sl Advisors, LLC
|
SELL
|
- |
-32- 0.65% |
$14.2K - $15.5K
|
4.88K
$2.31M
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-32- 0.26% |
$14.2K - $15.5K
|
12.5K
$5.91M
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-32- 1.33% |
$14.2K - $15.5K
|
2.37K
$1.12M
|
|
Feb 03, 2025
Q4 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-32- 0.36% |
$14.2K - $15.5K
|
8.91K
$4.2M
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-32- 1.06% |
$14.2K - $15.5K
|
2.99K
$1.41M
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-32- 0.05% |
$14.2K - $15.5K
|
59.7K
$28.2M
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-33- 0.42% |
$14.6K - $15.9K
|
7.77K
$3.67M
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-33- 0.21% |
$14.6K - $15.9K
|
16.1K
$7.58M
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-34- 0.65% |
$15K - $16.4K
|
5.23K
$2.47M
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-35- 3.9% |
$15.5K - $16.9K
|
862
$407K
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-35- 0.56% |
$15.5K - $16.9K
|
6.19K
$2.92M
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-35- 0.63% |
$15.5K - $16.9K
|
5.51K
$2.6M
|