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 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-19- 0.72% |
$8.4K - $9.18K
|
2.62K
$1.28M
|
|
Feb 14, 2025
Q4 2024
|
B&L Asset Management LLC
Boston, MA |
SELL
|
- |
-19- 3.59% |
$8.4K - $9.18K
|
510
$250K
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-19- 0.62% |
$8.4K - $9.18K
|
3.05K
$1.49M
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-20- 17.86% |
$8.85K - $9.66K
|
92
$45K
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-20- 1.07% |
$8.85K - $9.66K
|
1.85K
$907K
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-20- 1.01% |
$8.85K - $9.66K
|
1.97K
$962K
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-20- 0.48% |
$8.85K - $9.66K
|
4.17K
$2.04M
|
|
Jan 24, 2025
Q4 2024
|
Coerente Capital Management
|
SELL
|
- |
-20- 1.36% |
$8.85K - $9.66K
|
1.46K
$712K
|
|
Jan 28, 2025
Q4 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
SELL
|
- |
-20- 0.99% |
$8.85K - $9.66K
|
2K
$978K
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-20- 1.92% |
$8.85K - $9.66K
|
1.02K
$499K
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-20- 0.15% |
$8.85K - $9.66K
|
13.6K
$6.63M
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-20- 0.52% |
$8.85K - $9.66K
|
3.8K
$1.86M
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-20- 2.56% |
$8.85K - $9.66K
|
760
$372K
|
|
Feb 12, 2025
Q4 2024
|
Hoertkorn Richard Charles
|
SELL
|
- |
-20- 0.54% |
$8.85K - $9.66K
|
3.65K
$1.79M
|
|
Feb 12, 2025
Q4 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-20- 0.65% |
$8.85K - $9.66K
|
3.05K
$1.49M
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-20- 0.08% |
$8.85K - $9.66K
|
25.3K
$12.4M
|
|
Feb 13, 2025
Q4 2024
|
Delaney Dennis R
Boston, MA |
SELL
|
- |
-20- 2.38% |
$8.85K - $9.66K
|
820
$401K
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-20- 0.78% |
$8.85K - $9.66K
|
2.53K
$1.24M
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-20- 2.19% |
$8.85K - $9.66K
|
892
$436K
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-20- 0.96% |
$8.85K - $9.66K
|
2.07K
$1.01M
|
|
May 14, 2025
Q4 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-20- 1.11% |
$8.85K - $9.66K
|
1.78K
$872K
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-21- 0.24% |
$9.29K - $10.1K
|
8.59K
$4.21M
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-22- 4.23% |
$9.73K - $10.6K
|
498
$244K
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-22- 1.69% |
$9.73K - $10.6K
|
1.28K
$627K
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-22- 0.91% |
$9.73K - $10.6K
|
2.39K
$1.17M
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-22- 0.6% |
$9.73K - $10.6K
|
3.67K
$1.8M
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-22- 0.23% |
$9.73K - $10.6K
|
9.35K
$4.58M
|
|
Aug 12, 2025
Q4 2024
|
Farnam Financial LLC
Phoenix, AZ |
SELL
|
- |
-22- 0.36% |
$9.73K - $10.6K
|
6.14K
$3.01M
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-23- 5.54% |
$10.2K - $11.1K
|
392
$192K
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
SELL
|
- |
-23- 0.48% |
$10.2K - $11.1K
|
4.76K
$2.33M
|
|
Feb 05, 2025
Q4 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-23- 1.61% |
$10.2K - $11.1K
|
1.41K
$689K
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-23- 0.58% |
$10.2K - $11.1K
|
3.94K
$1.93M
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
SELL
|
- |
-24- 4.59% |
$10.6K - $11.6K
|
499
$244K
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-24- 0.34% |
$10.6K - $11.6K
|
7.04K
$3.45M
|
|
Jan 22, 2025
Q4 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-24- 0.51% |
$10.6K - $11.6K
|
4.71K
$2.3M
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-24- 1.64% |
$10.6K - $11.6K
|
1.44K
$703K
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-24- 0.11% |
$10.6K - $11.6K
|
21.8K
$10.7M
|
|
Sep 08, 2025
Q4 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-24- 1.22% |
$10.6K - $11.6K
|
1.95K
$955K
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-25- 1.65% |
$11.1K - $12.1K
|
1.49K
$728K
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-25- 1.91% |
$11.1K - $12.1K
|
1.28K
$628K
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-25- 0.81% |
$11.1K - $12.1K
|
3.07K
$1.5M
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-25- 1.77% |
$11.1K - $12.1K
|
1.39K
$679K
|
|
Jan 21, 2025
Q4 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-25- 0.44% |
$11.1K - $12.1K
|
5.66K
$2.77M
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-25- 0.23% |
$11.1K - $12.1K
|
11K
$5.39M
|
|
Jan 28, 2025
Q4 2024
|
Tevis Investment Management
|
SELL
|
- |
-25- 0.14% |
$11.1K - $12.1K
|
18K
$8.8M
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-25- 0.79% |
$11.1K - $12.1K
|
3.15K
$1.54M
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-25- 1.87% |
$11.1K - $12.1K
|
1.31K
$643K
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-25- 1.34% |
$11.1K - $12.1K
|
1.84K
$901K
|
|
Feb 07, 2025
Q4 2024
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-25- 1.85% |
$11.1K - $12.1K
|
1.33K
$648K
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-25- 0.42% |
$11.1K - $12.1K
|
5.91K
$2.89M
|