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
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-15- 0.33% |
$6.63K - $7.25K
|
4.59K
$2.2M
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-16- 1.08% |
$7.08K - $7.73K
|
1.47K
$704K
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-16- 0.41% |
$7.08K - $7.73K
|
3.93K
$1.88M
|
|
Feb 06, 2025
Q4 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-16- 0.75% |
$7.08K - $7.73K
|
2.11K
$1.01M
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-17- 1.18% |
$7.52K - $8.21K
|
1.43K
$682K
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-17- 0.24% |
$7.52K - $8.21K
|
7.13K
$3.41M
|
|
Jan 27, 2025
Q4 2024
|
Brickley Wealth Management
|
SELL
|
- |
-17- 1.77% |
$7.52K - $8.21K
|
941
$450K
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-18- 0.51% |
$7.96K - $8.7K
|
3.49K
$1.67M
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-18- 0.02% |
$7.96K - $8.7K
|
72.5K
$34.7M
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-18- 1.5% |
$7.96K - $8.7K
|
1.19K
$568K
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-18- 0.1% |
$7.96K - $8.7K
|
18.2K
$8.71M
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-18- 2.9% |
$7.96K - $8.7K
|
602
$288K
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
SELL
|
- |
-18- 0.54% |
$7.96K - $8.7K
|
3.31K
$1.58M
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-18- 1.03% |
$7.96K - $8.7K
|
1.73K
$827K
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-18- 1.4% |
$7.96K - $8.7K
|
1.27K
$606K
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-18- 0.78% |
$7.96K - $8.7K
|
2.3K
$1.1M
|
|
Feb 14, 2025
Q4 2024
|
Caxton Corp
Princeton, NJ |
SELL
|
- |
-18- 1.56% |
$7.96K - $8.7K
|
1.13K
$542K
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-19- 1.1% |
$8.4K - $9.18K
|
1.71K
$817K
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-19- 0.72% |
$8.4K - $9.18K
|
2.62K
$1.25M
|
|
Feb 14, 2025
Q4 2024
|
B&L Asset Management LLC
Boston, MA |
SELL
|
- |
-19- 3.59% |
$8.4K - $9.18K
|
510
$244K
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-19- 0.62% |
$8.4K - $9.18K
|
3.05K
$1.46M
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-20- 17.86% |
$8.85K - $9.66K
|
92
$44K
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-20- 1.07% |
$8.85K - $9.66K
|
1.85K
$887K
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-20- 1.01% |
$8.85K - $9.66K
|
1.97K
$942K
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-20- 0.48% |
$8.85K - $9.66K
|
4.17K
$1.99M
|
|
Jan 24, 2025
Q4 2024
|
Coerente Capital Management
|
SELL
|
- |
-20- 1.36% |
$8.85K - $9.66K
|
1.46K
$697K
|
|
Jan 28, 2025
Q4 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
SELL
|
- |
-20- 0.99% |
$8.85K - $9.66K
|
2K
$957K
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-20- 1.92% |
$8.85K - $9.66K
|
1.02K
$488K
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-20- 0.15% |
$8.85K - $9.66K
|
13.6K
$6.49M
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-20- 0.52% |
$8.85K - $9.66K
|
3.8K
$1.82M
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-20- 2.56% |
$8.85K - $9.66K
|
760
$364K
|
|
Feb 12, 2025
Q4 2024
|
Hoertkorn Richard Charles
|
SELL
|
- |
-20- 0.54% |
$8.85K - $9.66K
|
3.65K
$1.75M
|
|
Feb 12, 2025
Q4 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-20- 0.65% |
$8.85K - $9.66K
|
3.05K
$1.46M
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-20- 0.08% |
$8.85K - $9.66K
|
25.3K
$12.1M
|
|
Feb 13, 2025
Q4 2024
|
Delaney Dennis R
Boston, MA |
SELL
|
- |
-20- 2.38% |
$8.85K - $9.66K
|
820
$393K
|
|
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
$427K
|
|
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
$613K
|
|
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
$1.76M
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-22- 0.23% |
$9.73K - $10.6K
|
9.35K
$4.48M
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-23- 5.54% |
$10.2K - $11.1K
|
392
$188K
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
SELL
|
- |
-23- 0.48% |
$10.2K - $11.1K
|
4.76K
$2.28M
|
|
Feb 05, 2025
Q4 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-23- 1.61% |
$10.2K - $11.1K
|
1.41K
$674K
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-23- 0.58% |
$10.2K - $11.1K
|
3.94K
$1.89M
|
|
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
|