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 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-66- 3.74% |
$29.2K - $31.9K
|
1.7K
$802K
|
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-67- 4.59% |
$29.6K - $32.4K
|
1.39K
$658K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-67- 2.58% |
$29.6K - $32.4K
|
2.53K
$1.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-67- 0.6% |
$29.6K - $32.4K
|
11K
$5.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-69- 3.65% |
$30.5K - $33.3K
|
1.82K
$859K
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-69- 2.16% |
$30.5K - $33.3K
|
3.12K
$1.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-70- 6.37% |
$31K - $33.8K
|
1.03K
$486K
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-70- 1.64% |
$31K - $33.8K
|
4.21K
$1.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-70- 1.15% |
$31K - $33.8K
|
6K
$2.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-71- 0.9% |
$31.4K - $34.3K
|
7.8K
$3.68M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-72- 0.76% |
$31.8K - $34.8K
|
9.44K
$4.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-72- 1.24% |
$31.8K - $34.8K
|
5.73K
$2.71M
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
SELL
|
- |
-74- 7.17% |
$32.7K - $35.7K
|
958
$452K
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-74- 1.93% |
$32.7K - $35.7K
|
3.75K
$1.77M
|
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-75- 1.93% |
$33.2K - $36.2K
|
3.8K
$1.8M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-76- 0.46% |
$33.6K - $36.7K
|
16.4K
$7.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-76- 2.31% |
$33.6K - $36.7K
|
3.22K
$1.52M
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-78- 1.3% |
$34.5K - $37.7K
|
5.94K
$2.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-78- 5.54% |
$34.5K - $37.7K
|
1.33K
$627K
|
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
SELL
|
- |
-78- 1.69% |
$34.5K - $37.7K
|
4.55K
$2.15M
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-80- 1.07% |
$35.4K - $38.6K
|
7.42K
$3.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Ht Partners LLC
|
SELL
|
- |
-80- 2.75% |
$35.4K - $38.6K
|
2.83K
$1.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-81- 0.19% |
$35.8K - $39.1K
|
42.4K
$20M
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-82- 2.09% |
$36.3K - $39.6K
|
3.84K
$1.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-82- 0.52% |
$36.3K - $39.6K
|
15.7K
$7.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-82- 0.05% |
$36.3K - $39.6K
|
167K
$79M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-83- 1.14% |
$36.7K - $40.1K
|
7.21K
$3.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-83- 3.15% |
$36.7K - $40.1K
|
2.55K
$1.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-83- 0.43% |
$36.7K - $40.1K
|
19.1K
$9.01M
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
SELL
|
- |
-84- 3.13% |
$37.2K - $40.6K
|
2.6K
$1.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-84- 0.39% |
$37.2K - $40.6K
|
21.7K
$10.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-84- 0.9% |
$37.2K - $40.6K
|
9.3K
$4.39M
|
|
|
Jan 06, 2025
Q4 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-85- 1.32% |
$37.6K - $41.1K
|
6.37K
$3.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-85- 0.77% |
$37.6K - $41.1K
|
10.9K
$5.16M
|
|
|
Jan 07, 2025
Q4 2024
|
Norway Savings Bank
|
SELL
|
- |
-86- 0.94% |
$38K - $41.5K
|
9.03K
$4.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-86- 1.1% |
$38K - $41.5K
|
7.71K
$3.64M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-86- 0.8% |
$38K - $41.5K
|
10.6K
$5.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Tamar Securities, LLC
|
SELL
|
- |
-87- 11.05% |
$38.5K - $42K
|
700
$330K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-87- 12.05% |
$38.5K - $42K
|
635
$300K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-87- 5.11% |
$38.5K - $42K
|
1.62K
$763K
|
|
|
Feb 10, 2025
Q4 2024
|
Clayton Partners LLC
Berkeley, CA |
SELL
|
- |
-87- 0.56% |
$38.5K - $42K
|
15.3K
$7.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-88- 12.14% |
$38.9K - $42.5K
|
637
$301K
|
|
|
Feb 04, 2025
Q4 2024
|
Tenret CO LLC
|
SELL
|
- |
-88- 14.69% |
$38.9K - $42.5K
|
511
$241K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-89- 4.9% |
$39.4K - $43K
|
1.73K
$816K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-90- 3.16% |
$39.8K - $43.5K
|
2.76K
$1.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-90- 8.9% |
$39.8K - $43.5K
|
921
$435K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-90- 0.82% |
$39.8K - $43.5K
|
10.8K
$5.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-90- 4.44% |
$39.8K - $43.5K
|
1.94K
$915K
|
|
|
Feb 04, 2025
Q4 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-90- 10.32% |
$39.8K - $43.5K
|
782
$369K
|
|
|
Feb 11, 2025
Q4 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-90- 9.71% |
$39.8K - $43.5K
|
837
$395K
|