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 13, 2025
Q4 2024
|
Delaney Dennis R
Boston, MA |
SELL
|
- |
-20- 2.38% |
$8.85K - $9.66K
|
820
$392K
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-20- 0.78% |
$8.85K - $9.66K
|
2.53K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-20- 2.19% |
$8.85K - $9.66K
|
892
$426K
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-20- 0.96% |
$8.85K - $9.66K
|
2.07K
$991K
|
|
|
May 14, 2025
Q4 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-20- 1.11% |
$8.85K - $9.66K
|
1.78K
$853K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-21- 0.24% |
$9.29K - $10.1K
|
8.59K
$4.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-22- 4.23% |
$9.73K - $10.6K
|
498
$238K
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-22- 1.69% |
$9.73K - $10.6K
|
1.28K
$612K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-22- 0.91% |
$9.73K - $10.6K
|
2.39K
$1.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-22- 0.6% |
$9.73K - $10.6K
|
3.67K
$1.75M
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-22- 0.23% |
$9.73K - $10.6K
|
9.35K
$4.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-23- 5.54% |
$10.2K - $11.1K
|
392
$187K
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
SELL
|
- |
-23- 0.48% |
$10.2K - $11.1K
|
4.76K
$2.27M
|
|
|
Feb 05, 2025
Q4 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-23- 1.61% |
$10.2K - $11.1K
|
1.41K
$673K
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-23- 0.58% |
$10.2K - $11.1K
|
3.94K
$1.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
SELL
|
- |
-24- 4.59% |
$10.6K - $11.6K
|
499
$239K
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-24- 0.34% |
$10.6K - $11.6K
|
7.04K
$3.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-24- 0.51% |
$10.6K - $11.6K
|
4.71K
$2.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-24- 1.64% |
$10.6K - $11.6K
|
1.44K
$687K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-24- 0.11% |
$10.6K - $11.6K
|
21.8K
$10.4M
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-25- 1.65% |
$11.1K - $12.1K
|
1.49K
$711K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-25- 1.91% |
$11.1K - $12.1K
|
1.28K
$613K
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-25- 0.81% |
$11.1K - $12.1K
|
3.07K
$1.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-25- 1.77% |
$11.1K - $12.1K
|
1.39K
$663K
|
|
|
Jan 21, 2025
Q4 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-25- 0.44% |
$11.1K - $12.1K
|
5.66K
$2.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-25- 0.23% |
$11.1K - $12.1K
|
11K
$5.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Tevis Investment Management
|
SELL
|
- |
-25- 0.14% |
$11.1K - $12.1K
|
18K
$8.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-25- 0.79% |
$11.1K - $12.1K
|
3.15K
$1.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-25- 1.87% |
$11.1K - $12.1K
|
1.31K
$628K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-25- 1.34% |
$11.1K - $12.1K
|
1.84K
$880K
|
|
|
Feb 07, 2025
Q4 2024
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-25- 1.85% |
$11.1K - $12.1K
|
1.33K
$634K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-25- 0.42% |
$11.1K - $12.1K
|
5.91K
$2.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-25- 0.84% |
$11.1K - $12.1K
|
2.95K
$1.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-25- 1.01% |
$11.1K - $12.1K
|
2.46K
$1.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-25- 2.79% |
$11.1K - $12.1K
|
872
$417K
|
|
|
Feb 12, 2025
Q4 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-25- 5.04% |
$11.1K - $12.1K
|
471
$225K
|
|
|
Feb 12, 2025
Q4 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-25- 0.45% |
$11.1K - $12.1K
|
5.48K
$2.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-25- 2.17% |
$11.1K - $12.1K
|
1.13K
$538K
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-26- 3.96% |
$11.5K - $12.6K
|
630
$301K
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-26- 0.57% |
$11.5K - $12.6K
|
4.5K
$2.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
SELL
|
- |
-26- 4.38% |
$11.5K - $12.6K
|
568
$272K
|
|
|
Feb 11, 2025
Q4 2024
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-26- 0.88% |
$11.5K - $12.6K
|
2.94K
$1.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-26- 1.04% |
$11.5K - $12.6K
|
2.48K
$1.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-27- 1.75% |
$11.9K - $13K
|
1.52K
$725K
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-27- 4.25% |
$11.9K - $13K
|
609
$291K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-27- 3.27% |
$11.9K - $13K
|
798
$382K
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-27- 0.19% |
$11.9K - $13K
|
14.3K
$6.82M
|
|
|
Feb 05, 2025
Q4 2024
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-27- 1.13% |
$11.9K - $13K
|
2.37K
$1.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-28- 2.28% |
$12.4K - $13.5K
|
1.2K
$573K
|
|
|
Jan 15, 2025
Q4 2024
|
Goal Fusion Wealth Management, LLC
|
SELL
|
- |
-28- 4.92% |
$12.4K - $13.5K
|
541
$259K
|