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 06, 2025
Q4 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-675- 1.51% |
$299K - $326K
|
44.1K
$20.8M
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-680- 1.15% |
$301K - $328K
|
58.4K
$27.6M
|
|
Jan 22, 2025
Q4 2024
|
Clio Asset Management LLC
Charlottesville, VA |
SELL
|
- |
-691- 2.38% |
$306K - $334K
|
28.3K
$13.4M
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-692- 60.7% |
$306K - $334K
|
448
$212K
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-693- 4.11% |
$307K - $335K
|
16.2K
$7.65M
|
|
Feb 06, 2025
Q4 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-695- 8.4% |
$307K - $336K
|
7.58K
$3.58M
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-696- 2.96% |
$308K - $336K
|
22.8K
$10.8M
|
|
Feb 03, 2025
Q4 2024
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-697- 2.21% |
$308K - $337K
|
30.9K
$14.6M
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-702- 2.0% |
$310K - $339K
|
34.4K
$16.2M
|
|
Feb 10, 2025
Q4 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-702- 1.73% |
$310K - $339K
|
39.9K
$18.8M
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-706- 3.41% |
$312K - $341K
|
20K
$9.44M
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-711- 1.4% |
$314K - $343K
|
50K
$23.6M
|
|
Feb 03, 2025
Q4 2024
|
Suncoast Equity Management
|
SELL
|
- |
-715- 1.48% |
$316K - $345K
|
47.6K
$22.5M
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-717- 47.74% |
$317K - $346K
|
785
$371K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-718- 4.44% |
$318K - $347K
|
15.4K
$7.3M
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-722- 2.37% |
$319K - $349K
|
29.8K
$14.1M
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-738- 4.87% |
$326K - $357K
|
14.4K
$6.81M
|
|
Feb 07, 2025
Q4 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-738- 1.25% |
$326K - $357K
|
58.2K
$27.5M
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-745- 1.1% |
$330K - $360K
|
66.9K
$31.6M
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-745- 0.9% |
$330K - $360K
|
82.4K
$39M
|
|
Jan 15, 2025
Q4 2024
|
Somerset Trust CO
|
SELL
|
- |
-750- 48.92% |
$332K - $362K
|
783
$370K
|
|
Jan 31, 2025
Q4 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-759- 0.89% |
$336K - $367K
|
84.5K
$39.9M
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-760- 10.66% |
$336K - $367K
|
6.37K
$3.01M
|
|
Jan 30, 2025
Q4 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-769- 27.46% |
$340K - $371K
|
2.03K
$960K
|
|
Feb 04, 2025
Q4 2024
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-772Closed |
$341K - $373K
|
0
$0
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-785- 4.68% |
$347K - $379K
|
16K
$7.56M
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-785- 1.45% |
$347K - $379K
|
53.3K
$25.2M
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-789- 15.46% |
$349K - $381K
|
4.32K
$2.04M
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-789- 4.74% |
$349K - $381K
|
15.9K
$7.5M
|
|
Feb 10, 2025
Q4 2024
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-800- 17.39% |
$354K - $386K
|
3.8K
$1.8M
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-809- 1.72% |
$358K - $391K
|
46.3K
$21.9M
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
SELL
|
- |
-814- 0.58% |
$360K - $393K
|
139K
$65.7M
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-815- 15.29% |
$360K - $394K
|
4.52K
$2.13M
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-822- 2.26% |
$364K - $397K
|
35.5K
$16.8M
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-823- 1.25% |
$364K - $398K
|
65.1K
$30.7M
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-826- 0.55% |
$365K - $399K
|
148K
$70M
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-833- 6.35% |
$368K - $402K
|
12.3K
$5.81M
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-837- 5.45% |
$370K - $404K
|
14.5K
$6.87M
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-837- 1.26% |
$370K - $404K
|
65.6K
$31M
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-846- 2.66% |
$374K - $409K
|
31K
$14.6M
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-847- 5.08% |
$375K - $409K
|
15.8K
$7.48M
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-857- 7.32% |
$379K - $414K
|
10.9K
$5.13M
|
|
Jan 31, 2025
Q4 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-865- 1.12% |
$383K - $418K
|
76.3K
$36.1M
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-871- 9.03% |
$385K - $421K
|
8.78K
$4.15M
|
|
Feb 05, 2025
Q4 2024
|
Athena Investment Management
|
SELL
|
- |
-876- 27.1% |
$387K - $423K
|
2.36K
$1.11M
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-879- 6.69% |
$389K - $425K
|
12.3K
$5.79M
|
|
Feb 10, 2025
Q4 2024
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-879- 8.67% |
$389K - $425K
|
9.26K
$4.37M
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-885- 7.91% |
$391K - $428K
|
10.3K
$4.87M
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-887- 3.43% |
$392K - $428K
|
25K
$11.8M
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-897- 0.64% |
$397K - $433K
|
140K
$66.1M
|