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 17, 2025
Q4 2024
|
Veracity Capital LLC
|
SELL
|
- |
-13- 0.49% |
$5.75K - $6.28K
|
2.65K
$1.38M
|
|
Jan 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-13- 2.68% |
$5.75K - $6.28K
|
472
$245K
|
|
Jan 27, 2025
Q4 2024
|
Hedeker Wealth, LLC
|
SELL
|
- |
-13- 0.11% |
$5.75K - $6.28K
|
11.9K
$6.17M
|
|
Jan 30, 2025
Q4 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-13- 1.36% |
$5.75K - $6.28K
|
945
$490K
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-13- 1.32% |
$5.75K - $6.28K
|
975
$505K
|
|
Feb 05, 2025
Q4 2024
|
Tufton Capital Management
|
SELL
|
- |
-13- 0.17% |
$5.75K - $6.28K
|
7.46K
$3.87M
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-13- 0.23% |
$5.75K - $6.28K
|
5.56K
$2.88M
|
|
Jan 16, 2025
Q4 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-14- 0.75% |
$6.19K - $6.76K
|
1.85K
$960K
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-14- 0.28% |
$6.19K - $6.76K
|
4.98K
$2.58M
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-14- 0.4% |
$6.19K - $6.76K
|
3.52K
$1.83M
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-14- 0.71% |
$6.19K - $6.76K
|
1.96K
$1.01M
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-14- 0.25% |
$6.19K - $6.76K
|
5.69K
$2.95M
|
|
Feb 13, 2025
Q4 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-14- 0.9% |
$6.19K - $6.76K
|
1.55K
$802K
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-14- 0.17% |
$6.19K - $6.76K
|
8.43K
$4.37M
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-15- 1.9% |
$6.63K - $7.25K
|
773
$401K
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-15- 0.38% |
$6.63K - $7.25K
|
3.89K
$2.02M
|
|
Jan 22, 2025
Q4 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-15- 0.6% |
$6.63K - $7.25K
|
2.5K
$1.29M
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-15- 3.09% |
$6.63K - $7.25K
|
470
$244K
|
|
Jan 31, 2025
Q4 2024
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-15- 0.22% |
$6.63K - $7.25K
|
6.82K
$3.53M
|
|
Feb 03, 2025
Q4 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-15- 1.2% |
$6.63K - $7.25K
|
1.23K
$638K
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-15- 2.53% |
$6.63K - $7.25K
|
579
$300K
|
|
Feb 13, 2025
Q4 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-15- 0.33% |
$6.63K - $7.25K
|
4.59K
$2.38M
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-16- 1.08% |
$7.08K - $7.73K
|
1.47K
$762K
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-16- 0.41% |
$7.08K - $7.73K
|
3.93K
$2.04M
|
|
Feb 06, 2025
Q4 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-16- 0.75% |
$7.08K - $7.73K
|
2.11K
$1.09M
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-17- 1.18% |
$7.52K - $8.21K
|
1.43K
$738K
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-17- 0.24% |
$7.52K - $8.21K
|
7.13K
$3.69M
|
|
Jan 27, 2025
Q4 2024
|
Brickley Wealth Management
|
SELL
|
- |
-17- 1.77% |
$7.52K - $8.21K
|
941
$488K
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-18- 0.51% |
$7.96K - $8.7K
|
3.49K
$1.81M
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-18- 0.02% |
$7.96K - $8.7K
|
72.5K
$37.6M
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-18- 1.5% |
$7.96K - $8.7K
|
1.19K
$615K
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-18- 0.1% |
$7.96K - $8.7K
|
18.2K
$9.43M
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-18- 2.9% |
$7.96K - $8.7K
|
602
$312K
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
SELL
|
- |
-18- 0.54% |
$7.96K - $8.7K
|
3.31K
$1.71M
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-18- 1.03% |
$7.96K - $8.7K
|
1.73K
$895K
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-18- 1.4% |
$7.96K - $8.7K
|
1.27K
$656K
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-18- 0.78% |
$7.96K - $8.7K
|
2.3K
$1.19M
|
|
Feb 14, 2025
Q4 2024
|
Caxton Corp
Princeton, NJ |
SELL
|
- |
-18- 1.56% |
$7.96K - $8.7K
|
1.13K
$587K
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-19- 1.1% |
$8.4K - $9.18K
|
1.71K
$885K
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-19- 0.72% |
$8.4K - $9.18K
|
2.62K
$1.36M
|
|
Feb 14, 2025
Q4 2024
|
B&L Asset Management LLC
Boston, MA |
SELL
|
- |
-19- 3.59% |
$8.4K - $9.18K
|
510
$264K
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-19- 0.62% |
$8.4K - $9.18K
|
3.05K
$1.58M
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-20- 17.86% |
$8.85K - $9.66K
|
92
$47.7K
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-20- 1.07% |
$8.85K - $9.66K
|
1.85K
$960K
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-20- 1.01% |
$8.85K - $9.66K
|
1.97K
$1.02M
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-20- 0.48% |
$8.85K - $9.66K
|
4.17K
$2.16M
|
|
Jan 24, 2025
Q4 2024
|
Coerente Capital Management
|
SELL
|
- |
-20- 1.36% |
$8.85K - $9.66K
|
1.46K
$754K
|
|
Jan 28, 2025
Q4 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
SELL
|
- |
-20- 0.99% |
$8.85K - $9.66K
|
2K
$1.04M
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-20- 1.92% |
$8.85K - $9.66K
|
1.02K
$529K
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-20- 0.15% |
$8.85K - $9.66K
|
13.6K
$7.02M
|