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
|
Epiq Partners, LLC
|
SELL
|
- |
-899- 8.46% |
$398K - $434K
|
9.73K
$4.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-918- 56.32% |
$406K - $443K
|
712
$336K
|
|
|
Jan 16, 2025
Q4 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-920- 0.67% |
$407K - $444K
|
136K
$64.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-937- 9.36% |
$414K - $453K
|
9.08K
$4.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-949- 0.32% |
$420K - $458K
|
295K
$139M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-958- 35.1% |
$424K - $463K
|
1.77K
$837K
|
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-961- 5.43% |
$425K - $464K
|
16.7K
$7.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-966- 10.34% |
$427K - $467K
|
8.37K
$3.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-971- 40.92% |
$429K - $469K
|
1.4K
$663K
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-975- 29.63% |
$431K - $471K
|
2.32K
$1.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-980- 13.95% |
$433K - $473K
|
6.05K
$2.86M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-991- 1.94% |
$438K - $479K
|
50.1K
$23.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-992- 27.17% |
$439K - $479K
|
2.66K
$1.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Ruffer LLP
|
SELL
|
- |
-1K- 2.99% |
$442K - $483K
|
32.4K
$15.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.01K- 0.94% |
$448K - $489K
|
107K
$50.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Banyan Capital Management, Inc.
Atlanta, GA |
SELL
|
- |
-1.02K- 2.27% |
$449K - $491K
|
43.7K
$20.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.02K- 0.78% |
$452K - $494K
|
130K
$61.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.02K- 1.45% |
$452K - $494K
|
69.4K
$32.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-1.03K- 12.73% |
$456K - $499K
|
7.08K
$3.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-1.03K- 5.69% |
$457K - $499K
|
17.1K
$8.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-1.03K- 0.34% |
$457K - $500K
|
301K
$142M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.05K- 1.17% |
$463K - $505K
|
88.5K
$41.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-1.06K- 3.16% |
$468K - $512K
|
32.5K
$15.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1.07K- 0.42% |
$473K - $516K
|
254K
$120M
|
|
|
Feb 11, 2025
Q4 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-1.08K- 2.22% |
$476K - $520K
|
47.5K
$22.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Shayne & Co., LLC
|
SELL
|
- |
-1.08K- 0.37% |
$477K - $521K
|
291K
$137M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-1.08K- 3.85% |
$477K - $521K
|
26.9K
$12.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-1.09K- 3.32% |
$482K - $526K
|
31.7K
$15M
|
|
|
Feb 07, 2025
Q4 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-1.09K- 13.92% |
$483K - $527K
|
6.74K
$3.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.09K- 1.07% |
$483K - $528K
|
101K
$47.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Account Management LLC
|
SELL
|
- |
-1.1K- 2.29% |
$487K - $531K
|
47K
$22.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-1.1K- 1.05% |
$487K - $532K
|
103K
$48.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-1.11K- 2.2% |
$490K - $535K
|
49.2K
$23.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.11K- 1.26% |
$490K - $535K
|
87K
$41.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
SELL
|
- |
-1.11K- 1.09% |
$493K - $538K
|
101K
$47.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.12K- 13.48% |
$494K - $539K
|
7.16K
$3.38M
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
SELL
|
- |
-1.12K- 1.47% |
$495K - $541K
|
75K
$35.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Dock Street Asset Management Inc
|
SELL
|
- |
-1.13K- 3.71% |
$502K - $548K
|
29.4K
$13.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-1.14K- 3.41% |
$502K - $549K
|
32.2K
$15.2M
|
|
|
Feb 07, 2025
Q4 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-1.15K- 46.75% |
$506K - $553K
|
1.3K
$616K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.15K- 3.99% |
$507K - $554K
|
27.6K
$13M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.15K- 59.26% |
$510K - $557K
|
792
$374K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-1.16K- 26.48% |
$512K - $559K
|
3.22K
$1.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-1.17K- 9.25% |
$519K - $567K
|
11.5K
$5.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-1.19K- 0.66% |
$528K - $577K
|
180K
$85.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.2K- 23.3% |
$531K - $580K
|
3.95K
$1.87M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.2K- 1.36% |
$531K - $580K
|
87.4K
$41.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-1.2K- 24.67% |
$531K - $580K
|
3.66K
$1.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-1.23K- 17.12% |
$543K - $593K
|
5.94K
$2.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.24K- 11.98% |
$550K - $600K
|
9.13K
$4.31M
|