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 10, 2025
Q4 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-25- 0.84% |
$11.1K - $12.1K
|
2.95K
$1.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-25- 1.01% |
$11.1K - $12.1K
|
2.46K
$1.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-25- 2.79% |
$11.1K - $12.1K
|
872
$427K
|
|
|
Feb 12, 2025
Q4 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-25- 5.04% |
$11.1K - $12.1K
|
471
$230K
|
|
|
Feb 12, 2025
Q4 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-25- 0.45% |
$11.1K - $12.1K
|
5.48K
$2.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-25- 2.17% |
$11.1K - $12.1K
|
1.13K
$550K
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-26- 3.96% |
$11.5K - $12.6K
|
630
$308K
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-26- 0.57% |
$11.5K - $12.6K
|
4.5K
$2.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
SELL
|
- |
-26- 4.38% |
$11.5K - $12.6K
|
568
$278K
|
|
|
Feb 11, 2025
Q4 2024
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-26- 0.88% |
$11.5K - $12.6K
|
2.94K
$1.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-26- 1.04% |
$11.5K - $12.6K
|
2.48K
$1.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-27- 1.75% |
$11.9K - $13K
|
1.52K
$742K
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-27- 4.25% |
$11.9K - $13K
|
609
$298K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-27- 3.27% |
$11.9K - $13K
|
798
$390K
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-27- 0.19% |
$11.9K - $13K
|
14.3K
$6.98M
|
|
|
Feb 05, 2025
Q4 2024
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-27- 1.13% |
$11.9K - $13K
|
2.37K
$1.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-28- 2.28% |
$12.4K - $13.5K
|
1.2K
$586K
|
|
|
Jan 15, 2025
Q4 2024
|
Goal Fusion Wealth Management, LLC
|
SELL
|
- |
-28- 4.92% |
$12.4K - $13.5K
|
541
$265K
|
|
|
Jan 17, 2025
Q4 2024
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-28- 4.17% |
$12.4K - $13.5K
|
643
$315K
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-28- 0.91% |
$12.4K - $13.5K
|
3.03K
$1.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-28- 0.98% |
$12.4K - $13.5K
|
2.84K
$1.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-28- 0.8% |
$12.4K - $13.5K
|
3.46K
$1.69M
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-29- 0.74% |
$12.8K - $14K
|
3.91K
$1.91M
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-29- 0.86% |
$12.8K - $14K
|
3.34K
$1.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-29- 1.15% |
$12.8K - $14K
|
2.49K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-29- 4.83% |
$12.8K - $14K
|
572
$280K
|
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-30- 1.01% |
$13.3K - $14.5K
|
2.94K
$1.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-30- 1.09% |
$13.3K - $14.5K
|
2.73K
$1.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-30- 3.63% |
$13.3K - $14.5K
|
797
$390K
|
|
|
Jan 15, 2025
Q4 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-30- 2.3% |
$13.3K - $14.5K
|
1.28K
$625K
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-30- 2.97% |
$13.3K - $14.5K
|
980
$480K
|
|
|
Jan 22, 2025
Q4 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-30- 4.15% |
$13.3K - $14.5K
|
693
$339K
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-30- 0.28% |
$13.3K - $14.5K
|
10.6K
$5.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-30- 0.96% |
$13.3K - $14.5K
|
3.11K
$1.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-30- 0.11% |
$13.3K - $14.5K
|
26.5K
$13M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-31- 0.66% |
$13.7K - $15K
|
4.65K
$2.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-31- 0.99% |
$13.7K - $15K
|
3.09K
$1.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-31- 0.64% |
$13.7K - $15K
|
4.79K
$2.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-31- 1.11% |
$13.7K - $15K
|
2.76K
$1.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-31- 0.7% |
$13.7K - $15K
|
4.37K
$2.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-31- 2.05% |
$13.7K - $15K
|
1.48K
$724K
|
|
|
Jan 08, 2025
Q4 2024
|
Sl Advisors, LLC
|
SELL
|
- |
-32- 0.65% |
$14.2K - $15.5K
|
4.88K
$2.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-32- 0.26% |
$14.2K - $15.5K
|
12.5K
$6.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-32- 1.33% |
$14.2K - $15.5K
|
2.37K
$1.16M
|
|
|
Feb 03, 2025
Q4 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-32- 0.36% |
$14.2K - $15.5K
|
8.91K
$4.36M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-32- 1.06% |
$14.2K - $15.5K
|
2.99K
$1.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-32- 0.05% |
$14.2K - $15.5K
|
59.7K
$29.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-33- 0.42% |
$14.6K - $15.9K
|
7.77K
$3.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-33- 0.21% |
$14.6K - $15.9K
|
16.1K
$7.86M
|
|
|
Feb 12, 2025
Q4 2024
|
X Square Capital, LLC
|
SELL
|
- |
-33- 0.31% |
$14.6K - $15.9K
|
10.7K
$5.21M
|