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 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
$712K
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-25- 1.91% |
$11.1K - $12.1K
|
1.28K
$614K
|
|
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
$664K
|
|
Jan 21, 2025
Q4 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-25- 0.44% |
$11.1K - $12.1K
|
5.66K
$2.71M
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-25- 0.23% |
$11.1K - $12.1K
|
11K
$5.27M
|
|
Jan 28, 2025
Q4 2024
|
Tevis Investment Management
|
SELL
|
- |
-25- 0.14% |
$11.1K - $12.1K
|
18K
$8.61M
|
|
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
$629K
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-25- 1.34% |
$11.1K - $12.1K
|
1.84K
$881K
|
|
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
$539K
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-26- 3.96% |
$11.5K - $12.6K
|
630
$302K
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-26- 0.57% |
$11.5K - $12.6K
|
4.5K
$2.16M
|
|
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
$726K
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-27- 4.25% |
$11.9K - $13K
|
609
$292K
|
|
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
$6.83M
|
|
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
$574K
|
|
Jan 15, 2025
Q4 2024
|
Goal Fusion Wealth Management, LLC
|
SELL
|
- |
-28- 4.92% |
$12.4K - $13.5K
|
541
$259K
|
|
Jan 17, 2025
Q4 2024
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-28- 4.17% |
$12.4K - $13.5K
|
643
$308K
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-28- 0.91% |
$12.4K - $13.5K
|
3.03K
$1.45M
|
|
Jan 24, 2025
Q4 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-28- 0.98% |
$12.4K - $13.5K
|
2.84K
$1.36M
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-28- 0.8% |
$12.4K - $13.5K
|
3.46K
$1.66M
|
|
Jan 14, 2025
Q4 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-29- 0.74% |
$12.8K - $14K
|
3.91K
$1.87M
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-29- 0.86% |
$12.8K - $14K
|
3.34K
$1.6M
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-29- 1.15% |
$12.8K - $14K
|
2.49K
$1.19M
|
|
Feb 14, 2025
Q4 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-29- 4.83% |
$12.8K - $14K
|
572
$274K
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-30- 1.01% |
$13.3K - $14.5K
|
2.94K
$1.41M
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-30- 1.09% |
$13.3K - $14.5K
|
2.73K
$1.31M
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-30- 3.63% |
$13.3K - $14.5K
|
797
$382K
|
|
Jan 15, 2025
Q4 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-30- 2.3% |
$13.3K - $14.5K
|
1.28K
$611K
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-30- 2.97% |
$13.3K - $14.5K
|
980
$469K
|
|
Jan 22, 2025
Q4 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-30- 4.15% |
$13.3K - $14.5K
|
693
$332K
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-30- 0.28% |
$13.3K - $14.5K
|
10.6K
$5.07M
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-30- 0.96% |
$13.3K - $14.5K
|
3.11K
$1.49M
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-30- 0.11% |
$13.3K - $14.5K
|
26.5K
$12.7M
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-31- 0.66% |
$13.7K - $15K
|
4.65K
$2.22M
|