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 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-2- 0.33% |
$885 - $966
|
604
$296K
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-2- 0.06% |
$885 - $966
|
3.16K
$1.55M
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-2- 0.07% |
$885 - $966
|
2.97K
$1.45M
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-2- 4.44% |
$885 - $966
|
43
$21K
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-2- 0.01% |
$885 - $966
|
16.5K
$8.07M
|
|
Jan 30, 2025
Q4 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-2- 0.08% |
$885 - $966
|
2.62K
$1.28M
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-2- 0.05% |
$885 - $966
|
3.7K
$1.81M
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-2- 0.06% |
$885 - $966
|
3.34K
$1.63M
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-2- 0.34% |
$885 - $966
|
585
$286K
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-2- 0.08% |
$885 - $966
|
2.39K
$1.17M
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-2- 0.3% |
$885 - $966
|
675
$330K
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-2- 0.85% |
$885 - $966
|
233
$114K
|
|
Feb 10, 2025
Q4 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-2- 0.05% |
$885 - $966
|
3.86K
$1.89M
|
|
Feb 10, 2025
Q4 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2- 0.07% |
$885 - $966
|
2.7K
$1.32M
|
|
Feb 11, 2025
Q4 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-2- 0.05% |
$885 - $966
|
3.64K
$1.78M
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-2- 0.34% |
$885 - $966
|
589
$288K
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-2- 0.16% |
$885 - $966
|
1.24K
$605K
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-3- 0.03% |
$1.33K - $1.45K
|
10.2K
$5.01M
|
|
Jan 14, 2025
Q4 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-3- 0.04% |
$1.33K - $1.45K
|
7.79K
$3.81M
|
|
Jan 16, 2025
Q4 2024
|
American Asset Management Inc.
|
SELL
|
- |
-3- 0.29% |
$1.33K - $1.45K
|
1.03K
$502K
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-3- 0.06% |
$1.33K - $1.45K
|
5.31K
$2.6M
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-3- 0.15% |
$1.33K - $1.45K
|
2.02K
$988K
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-3- 0.31% |
$1.33K - $1.45K
|
958
$469K
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-3- 0.01% |
$1.33K - $1.45K
|
22.7K
$11.1M
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-3- 0.03% |
$1.33K - $1.45K
|
11.1K
$5.42M
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-3- 0.21% |
$1.33K - $1.45K
|
1.45K
$710K
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-3- 0.16% |
$1.33K - $1.45K
|
1.91K
$933K
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-3- 0.31% |
$1.33K - $1.45K
|
970
$475K
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-3- 0.11% |
$1.33K - $1.45K
|
2.64K
$1.29M
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-3- 1.06% |
$1.33K - $1.45K
|
281
$137K
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-3- 1.06% |
$1.33K - $1.45K
|
281
$137K
|
|
Jan 16, 2025
Q4 2024
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-4- 0.4% |
$1.77K - $1.93K
|
997
$488K
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-4- 0.34% |
$1.77K - $1.93K
|
1.16K
$568K
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-4- 0.12% |
$1.77K - $1.93K
|
3.32K
$1.63M
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-4- 0.07% |
$1.77K - $1.93K
|
6.12K
$3M
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-4- 0.28% |
$1.77K - $1.93K
|
1.41K
$689K
|
|
Aug 12, 2025
Q4 2024
|
Burk Holdings LLC
Tulsa, OK |
SELL
|
- |
-4- 0.32% |
$1.77K - $1.93K
|
1.27K
$619K
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-5- 0.11% |
$2.21K - $2.42K
|
4.61K
$2.26M
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
SELL
|
- |
-5- 0.14% |
$2.21K - $2.42K
|
3.6K
$1.76M
|
|
Jan 15, 2025
Q4 2024
|
Carderock Capital Management Inc
|
SELL
|
- |
-5- 0.59% |
$2.21K - $2.42K
|
845
$413K
|
|
Jan 17, 2025
Q4 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-5- 0.25% |
$2.21K - $2.42K
|
2.03K
$991K
|
|
Jan 21, 2025
Q4 2024
|
Carmel Capital Management L.L.C.
|
SELL
|
- |
-5- 0.02% |
$2.21K - $2.42K
|
24.3K
$11.9M
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-5- 0.34% |
$2.21K - $2.42K
|
1.48K
$724K
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-5- 0.35% |
$2.21K - $2.42K
|
1.42K
$695K
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-5- 0.93% |
$2.21K - $2.42K
|
530
$259K
|
|
Jan 24, 2025
Q4 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-5- 0.21% |
$2.21K - $2.42K
|
2.4K
$1.18M
|
|
Jan 28, 2025
Q4 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-5- 0.41% |
$2.21K - $2.42K
|
1.2K
$589K
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-5- 0.1% |
$2.21K - $2.42K
|
5.01K
$2.45M
|
|
Jan 29, 2025
Q4 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-5- 0.14% |
$2.21K - $2.42K
|
3.49K
$1.71M
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-5- 0.22% |
$2.21K - $2.42K
|
2.26K
$1.11M
|