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
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-3- 1.06% |
$1.33K - $1.45K
|
281
$135K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-3- 1.06% |
$1.33K - $1.45K
|
281
$135K
|
|
|
Jan 16, 2025
Q4 2024
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-4- 0.4% |
$1.77K - $1.93K
|
997
$477K
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-4- 0.34% |
$1.77K - $1.93K
|
1.16K
$556K
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-4- 0.12% |
$1.77K - $1.93K
|
3.32K
$1.59M
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-4- 0.07% |
$1.77K - $1.93K
|
6.12K
$2.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-4- 0.28% |
$1.77K - $1.93K
|
1.41K
$674K
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-5- 0.11% |
$2.21K - $2.42K
|
4.61K
$2.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
SELL
|
- |
-5- 0.14% |
$2.21K - $2.42K
|
3.6K
$1.72M
|
|
|
Jan 15, 2025
Q4 2024
|
Carderock Capital Management Inc
|
SELL
|
- |
-5- 0.59% |
$2.21K - $2.42K
|
845
$405K
|
|
|
Jan 17, 2025
Q4 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-5- 0.25% |
$2.21K - $2.42K
|
2.03K
$969K
|
|
|
Jan 21, 2025
Q4 2024
|
Carmel Capital Management L.L.C.
|
SELL
|
- |
-5- 0.02% |
$2.21K - $2.42K
|
24.3K
$11.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-5- 0.34% |
$2.21K - $2.42K
|
1.48K
$708K
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-5- 0.35% |
$2.21K - $2.42K
|
1.42K
$680K
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-5- 0.93% |
$2.21K - $2.42K
|
530
$254K
|
|
|
Jan 24, 2025
Q4 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-5- 0.21% |
$2.21K - $2.42K
|
2.4K
$1.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-5- 0.41% |
$2.21K - $2.42K
|
1.2K
$576K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-5- 0.1% |
$2.21K - $2.42K
|
5.01K
$2.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-5- 0.14% |
$2.21K - $2.42K
|
3.49K
$1.67M
|
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-5- 0.22% |
$2.21K - $2.42K
|
2.26K
$1.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-5- 0.33% |
$2.21K - $2.42K
|
1.5K
$719K
|
|
|
Feb 10, 2025
Q4 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-5- 0.3% |
$2.21K - $2.42K
|
1.66K
$797K
|
|
|
Feb 13, 2025
Q4 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-5- 0.79% |
$2.21K - $2.42K
|
631
$302K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-5- 0.94% |
$2.21K - $2.42K
|
526
$252K
|
|
|
Feb 14, 2025
Q4 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-5- 0.41% |
$2.21K - $2.42K
|
1.2K
$576K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-6- 1.05% |
$2.65K - $2.9K
|
566
$271K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-6- 4.48% |
$2.65K - $2.9K
|
128
$61.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-6- 0.25% |
$2.65K - $2.9K
|
2.43K
$1.16M
|
|
|
Jan 17, 2025
Q4 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-6- 0.5% |
$2.65K - $2.9K
|
1.2K
$574K
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-6- 0.37% |
$2.65K - $2.9K
|
1.61K
$772K
|
|
|
Jan 24, 2025
Q4 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-6- 2.42% |
$2.65K - $2.9K
|
242
$116K
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-6- 0.21% |
$2.65K - $2.9K
|
2.8K
$1.34M
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
SELL
|
- |
-6- 0.13% |
$2.65K - $2.9K
|
4.58K
$2.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-6- 0.22% |
$2.65K - $2.9K
|
2.71K
$1.3M
|
|
|
Feb 13, 2025
Q4 2024
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-6- 0.08% |
$2.65K - $2.9K
|
7.47K
$3.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-6- 1.66% |
$2.65K - $2.9K
|
355
$170K
|
|
|
Jan 07, 2025
Q4 2024
|
Birch Capital Management, LLC
|
SELL
|
- |
-7- 21.88% |
$3.1K - $3.38K
|
25
$12K
|
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
SELL
|
- |
-7- 0.32% |
$3.1K - $3.38K
|
2.18K
$1.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-7- 0.62% |
$3.1K - $3.38K
|
1.13K
$540K
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-7- 0.31% |
$3.1K - $3.38K
|
2.25K
$1.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-7- 0.25% |
$3.1K - $3.38K
|
2.76K
$1.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-7- 0.08% |
$3.1K - $3.38K
|
9.15K
$4.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-7- 0.25% |
$3.1K - $3.38K
|
2.79K
$1.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-7- 0.52% |
$3.1K - $3.38K
|
1.34K
$642K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-7- 0.11% |
$3.1K - $3.38K
|
6.19K
$2.96M
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-7- 0.81% |
$3.1K - $3.38K
|
852
$408K
|
|
|
Feb 14, 2025
Q4 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-7- 0.23% |
$3.1K - $3.38K
|
3.09K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Ironvine Capital Partners, LLC
Omaha, NE |
SELL
|
- |
-7- 0.01% |
$3.1K - $3.38K
|
104K
$49.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Cortland Associates Inc
|
SELL
|
- |
-8- 0.11% |
$3.54K - $3.86K
|
7.45K
$3.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-8- 1.07% |
$3.54K - $3.86K
|
739
$354K
|