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 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-2- 0.08% |
$885 - $966
|
2.39K
$1.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-2- 0.3% |
$885 - $966
|
675
$350K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-2- 0.85% |
$885 - $966
|
233
$121K
|
|
|
Feb 10, 2025
Q4 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-2- 0.05% |
$885 - $966
|
3.86K
$2M
|
|
|
Feb 10, 2025
Q4 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2- 0.07% |
$885 - $966
|
2.7K
$1.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-2- 0.05% |
$885 - $966
|
3.64K
$1.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-2- 0.34% |
$885 - $966
|
589
$305K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-2- 0.16% |
$885 - $966
|
1.24K
$641K
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-3- 0.03% |
$1.33K - $1.45K
|
10.2K
$5.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-3- 0.04% |
$1.33K - $1.45K
|
7.79K
$4.04M
|
|
|
Jan 16, 2025
Q4 2024
|
American Asset Management Inc.
|
SELL
|
- |
-3- 0.29% |
$1.33K - $1.45K
|
1.03K
$531K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-3- 0.06% |
$1.33K - $1.45K
|
5.31K
$2.75M
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-3- 0.15% |
$1.33K - $1.45K
|
2.02K
$1.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-3- 0.31% |
$1.33K - $1.45K
|
958
$496K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-3- 0.01% |
$1.33K - $1.45K
|
22.7K
$11.8M
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-3- 0.03% |
$1.33K - $1.45K
|
11.1K
$5.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-3- 0.21% |
$1.33K - $1.45K
|
1.45K
$752K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-3- 0.16% |
$1.33K - $1.45K
|
1.91K
$988K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-3- 0.31% |
$1.33K - $1.45K
|
970
$503K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-3- 0.11% |
$1.33K - $1.45K
|
2.64K
$1.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-3- 1.06% |
$1.33K - $1.45K
|
281
$146K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-3- 1.06% |
$1.33K - $1.45K
|
281
$146K
|
|
|
Jan 16, 2025
Q4 2024
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-4- 0.4% |
$1.77K - $1.93K
|
997
$517K
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-4- 0.34% |
$1.77K - $1.93K
|
1.16K
$602K
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-4- 0.12% |
$1.77K - $1.93K
|
3.32K
$1.72M
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-4- 0.07% |
$1.77K - $1.93K
|
6.12K
$3.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-4- 0.28% |
$1.77K - $1.93K
|
1.41K
$730K
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-5- 0.11% |
$2.21K - $2.42K
|
4.61K
$2.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
SELL
|
- |
-5- 0.14% |
$2.21K - $2.42K
|
3.6K
$1.86M
|
|
|
Jan 15, 2025
Q4 2024
|
Carderock Capital Management Inc
|
SELL
|
- |
-5- 0.59% |
$2.21K - $2.42K
|
845
$438K
|
|
|
Jan 17, 2025
Q4 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-5- 0.25% |
$2.21K - $2.42K
|
2.03K
$1.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Carmel Capital Management L.L.C.
|
SELL
|
- |
-5- 0.02% |
$2.21K - $2.42K
|
24.3K
$12.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-5- 0.34% |
$2.21K - $2.42K
|
1.48K
$766K
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-5- 0.35% |
$2.21K - $2.42K
|
1.42K
$736K
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-5- 0.93% |
$2.21K - $2.42K
|
530
$275K
|
|
|
Jan 24, 2025
Q4 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-5- 0.21% |
$2.21K - $2.42K
|
2.4K
$1.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-5- 0.41% |
$2.21K - $2.42K
|
1.2K
$624K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-5- 0.1% |
$2.21K - $2.42K
|
5.01K
$2.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-5- 0.14% |
$2.21K - $2.42K
|
3.49K
$1.81M
|
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-5- 0.22% |
$2.21K - $2.42K
|
2.26K
$1.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-5- 0.33% |
$2.21K - $2.42K
|
1.5K
$778K
|
|
|
Feb 10, 2025
Q4 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-5- 0.3% |
$2.21K - $2.42K
|
1.66K
$862K
|
|
|
Feb 13, 2025
Q4 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-5- 0.79% |
$2.21K - $2.42K
|
631
$327K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-5- 0.94% |
$2.21K - $2.42K
|
526
$273K
|
|
|
Feb 14, 2025
Q4 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-5- 0.41% |
$2.21K - $2.42K
|
1.2K
$624K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-6- 1.05% |
$2.65K - $2.9K
|
566
$293K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-6- 4.48% |
$2.65K - $2.9K
|
128
$66.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-6- 0.25% |
$2.65K - $2.9K
|
2.43K
$1.26M
|
|
|
Jan 17, 2025
Q4 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-6- 0.5% |
$2.65K - $2.9K
|
1.2K
$621K
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-6- 0.37% |
$2.65K - $2.9K
|
1.61K
$835K
|