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 14, 2025
Q4 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-465- 3.09% |
$206K - $225K
|
14.6K
$6.99M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-466- 2.12% |
$206K - $225K
|
21.6K
$10.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-469- 0.85% |
$207K - $227K
|
55K
$26.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-471- 5.62% |
$208K - $228K
|
7.91K
$3.79M
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-471- 23.96% |
$208K - $228K
|
1.5K
$717K
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-472- 6.5% |
$209K - $228K
|
6.79K
$3.25M
|
|
|
Feb 12, 2025
Q4 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-473- 3.19% |
$209K - $228K
|
14.4K
$6.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-475- 17.62% |
$210K - $229K
|
2.22K
$1.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-476- 17.4% |
$211K - $230K
|
2.26K
$1.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
SELL
|
- |
-477- 1.19% |
$211K - $230K
|
39.7K
$19.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-477- 0.58% |
$211K - $230K
|
81.6K
$39.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-477- 1.29% |
$211K - $230K
|
36.5K
$17.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-478- 5.54% |
$211K - $231K
|
8.15K
$3.91M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-481- 0.97% |
$213K - $232K
|
48.9K
$23.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-481- 5.24% |
$213K - $232K
|
8.7K
$4.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-483- 0.89% |
$214K - $233K
|
53.6K
$25.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Solitude Financial Services
|
SELL
|
- |
-483- 0.53% |
$214K - $233K
|
90K
$43.1M
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-487- 3.4% |
$215K - $235K
|
13.8K
$6.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-487- 3.02% |
$215K - $235K
|
15.6K
$7.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-488- 3.45% |
$216K - $236K
|
13.7K
$6.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-491- 3.72% |
$217K - $237K
|
12.7K
$6.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-492- 0.43% |
$218K - $238K
|
113K
$54M
|
|
|
Jan 13, 2025
Q4 2024
|
Leibman Financial Services, Inc.
Louisville, NE |
SELL
|
- |
-496- 4.3% |
$219K - $240K
|
11K
$5.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-497- 0.65% |
$220K - $240K
|
75.7K
$36.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Mad River Investors
|
SELL
|
- |
-500- 6.92% |
$221K - $242K
|
6.73K
$3.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-500- 4.17% |
$221K - $242K
|
11.5K
$5.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-500- 13.07% |
$221K - $242K
|
3.33K
$1.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-500- 4.28% |
$221K - $242K
|
11.2K
$5.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-500- 4.76% |
$221K - $242K
|
10K
$4.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-501- 20.65% |
$222K - $242K
|
1.93K
$923K
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-503- 26.9% |
$222K - $243K
|
1.37K
$656K
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-505- 21.94% |
$223K - $244K
|
1.8K
$862K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-505- 6.14% |
$223K - $244K
|
7.71K
$3.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-507- 6.6% |
$224K - $245K
|
7.17K
$3.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-509- 20.72% |
$225K - $246K
|
1.95K
$934K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-510- 0.93% |
$226K - $246K
|
54.2K
$26M
|
|
|
Feb 12, 2025
Q4 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-514- 0.6% |
$227K - $248K
|
84.5K
$40.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-520- 28.51% |
$230K - $251K
|
1.3K
$625K
|
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-521- 8.68% |
$230K - $252K
|
5.48K
$2.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-524- 2.86% |
$232K - $253K
|
17.8K
$8.53M
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-525- 6.47% |
$232K - $254K
|
7.59K
$3.64M
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-529- 54.37% |
$234K - $256K
|
444
$213K
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-529- 8.49% |
$234K - $256K
|
5.7K
$2.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-532- 2.41% |
$235K - $257K
|
21.5K
$10.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Capitol Family Office, Inc.
|
SELL
|
- |
-534- 6.93% |
$236K - $258K
|
7.17K
$3.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-535- 4.97% |
$237K - $258K
|
10.2K
$4.91M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-538- 2.09% |
$238K - $260K
|
25.2K
$12.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Pecaut & Co.
|
SELL
|
- |
-539- 0.81% |
$238K - $260K
|
65.6K
$31.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-548- 18.77% |
$242K - $265K
|
2.37K
$1.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-549- 4.0% |
$243K - $265K
|
13.2K
$6.33M
|