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 31, 2025
Q4 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
1+ 0.04% |
$442 - $483
|
2.76K
$1.32M
|
|
Feb 03, 2025
Q4 2024
|
Capital City Trust CO
|
BUY
|
- |
1+ 0.01% |
$442 - $483
|
12.1K
$5.79M
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
1+ 0.05% |
$442 - $483
|
2.16K
$1.03M
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
1+ 0.02% |
$442 - $483
|
5.38K
$2.58M
|
|
Feb 13, 2025
Q4 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
1+ 2.22% |
$442 - $483
|
46
$22K
|
|
Feb 14, 2025
Q4 2024
|
Clear Street LLC
|
BUY
|
- |
1+ 0.0% |
$442 - $483
|
230K
$110M
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
BUY
|
- |
1+ 0.02% |
$442 - $483
|
4.23K
$2.03M
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 0.08% |
$442 - $483
|
1.28K
$615K
|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-1- 0.01% |
$442 - $483
|
7K
$3.35M
|
|
Jan 28, 2025
Q4 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1- 0.06% |
$442 - $483
|
1.77K
$848K
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-1- 0.08% |
$442 - $483
|
1.24K
$593K
|
|
Jan 30, 2025
Q4 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1- 0.07% |
$442 - $483
|
1.36K
$653K
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1- 0.02% |
$442 - $483
|
4.7K
$2.25M
|
|
Feb 06, 2025
Q4 2024
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-1- 0.08% |
$442 - $483
|
1.24K
$594K
|
|
Feb 06, 2025
Q4 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-1- 0.02% |
$442 - $483
|
6.25K
$2.99M
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1- 0.01% |
$442 - $483
|
13.3K
$6.34M
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 2.13% |
$442 - $483
|
46
$22K
|
|
Feb 13, 2025
Q4 2024
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-1- 0.04% |
$442 - $483
|
2.34K
$1.12M
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-2- 0.17% |
$885 - $966
|
1.19K
$569K
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
SELL
|
- |
-2- 0.7% |
$885 - $966
|
282
$135K
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-2- 0.24% |
$885 - $966
|
844
$404K
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-2- 0.33% |
$885 - $966
|
604
$289K
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-2- 0.06% |
$885 - $966
|
3.16K
$1.51M
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-2- 0.07% |
$885 - $966
|
2.97K
$1.42M
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-2- 4.44% |
$885 - $966
|
43
$20.6K
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-2- 0.01% |
$885 - $966
|
16.5K
$7.89M
|
|
Jan 30, 2025
Q4 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-2- 0.08% |
$885 - $966
|
2.62K
$1.26M
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-2- 0.05% |
$885 - $966
|
3.7K
$1.77M
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-2- 0.06% |
$885 - $966
|
3.34K
$1.6M
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-2- 0.34% |
$885 - $966
|
585
$280K
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-2- 0.08% |
$885 - $966
|
2.39K
$1.15M
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-2- 0.3% |
$885 - $966
|
675
$323K
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-2- 0.85% |
$885 - $966
|
233
$112K
|
|
Feb 10, 2025
Q4 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-2- 0.05% |
$885 - $966
|
3.86K
$1.85M
|
|
Feb 10, 2025
Q4 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2- 0.07% |
$885 - $966
|
2.7K
$1.29M
|
|
Feb 11, 2025
Q4 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-2- 0.05% |
$885 - $966
|
3.64K
$1.74M
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-2- 0.34% |
$885 - $966
|
589
$282K
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-2- 0.16% |
$885 - $966
|
1.24K
$592K
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-3- 0.03% |
$1.33K - $1.45K
|
10.2K
$4.9M
|
|
Jan 14, 2025
Q4 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-3- 0.04% |
$1.33K - $1.45K
|
7.79K
$3.73M
|
|
Jan 16, 2025
Q4 2024
|
American Asset Management Inc.
|
SELL
|
- |
-3- 0.29% |
$1.33K - $1.45K
|
1.03K
$491K
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-3- 0.06% |
$1.33K - $1.45K
|
5.31K
$2.54M
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-3- 0.15% |
$1.33K - $1.45K
|
2.02K
$967K
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-3- 0.31% |
$1.33K - $1.45K
|
958
$459K
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-3- 0.01% |
$1.33K - $1.45K
|
22.7K
$10.9M
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-3- 0.03% |
$1.33K - $1.45K
|
11.1K
$5.3M
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-3- 0.21% |
$1.33K - $1.45K
|
1.45K
$695K
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-3- 0.16% |
$1.33K - $1.45K
|
1.91K
$912K
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-3- 0.31% |
$1.33K - $1.45K
|
970
$464K
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-3- 0.11% |
$1.33K - $1.45K
|
2.64K
$1.26M
|