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 24, 2025
Q4 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-610- 1.75% |
$270K - $295K
|
34.3K
$16.7M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-613- 6.35% |
$271K - $296K
|
9.05K
$4.39M
|
|
|
Jan 14, 2025
Q4 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-618- 1.48% |
$273K - $299K
|
41.2K
$20M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-628- 6.53% |
$278K - $303K
|
8.99K
$4.36M
|
|
|
Feb 03, 2025
Q4 2024
|
Satovsky Asset Management LLC
|
SELL
|
- |
-629- 1.18% |
$278K - $304K
|
52.5K
$25.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Reik & Co., LLC
|
SELL
|
- |
-632- 0.79% |
$280K - $305K
|
79.5K
$38.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-635- 4.06% |
$281K - $307K
|
15K
$7.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-637- 1.33% |
$282K - $308K
|
47.4K
$23M
|
|
|
May 13, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-639- 22.64% |
$283K - $309K
|
2.18K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-641- 2.64% |
$284K - $310K
|
23.6K
$11.5M
|
|
|
Mar 05, 2025
Q4 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-644- 3.39% |
$285K - $311K
|
18.3K
$8.89M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-650- 10.1% |
$287K - $314K
|
5.79K
$2.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-650- 0.99% |
$287K - $314K
|
65K
$31.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-660- 1.77% |
$292K - $319K
|
36.5K
$17.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Academy Capital Management Inc
Waco, TX |
SELL
|
- |
-664- 0.59% |
$294K - $321K
|
112K
$54.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-674- 1.94% |
$298K - $326K
|
34K
$16.5M
|
|
|
Jan 06, 2025
Q4 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-675- 1.51% |
$299K - $326K
|
44.1K
$21.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-679- 20.65% |
$300K - $328K
|
2.61K
$1.27M
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-680- 1.15% |
$301K - $328K
|
58.4K
$28.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-683- 4.33% |
$302K - $330K
|
15.1K
$7.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Clio Asset Management LLC
Charlottesville, VA |
SELL
|
- |
-691- 2.38% |
$306K - $334K
|
28.3K
$13.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-692- 60.7% |
$306K - $334K
|
448
$217K
|
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-693- 4.11% |
$307K - $335K
|
16.2K
$7.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-695- 8.4% |
$307K - $336K
|
7.58K
$3.68M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-696- 2.96% |
$308K - $336K
|
22.8K
$11.1M
|
|
|
Feb 03, 2025
Q4 2024
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-697- 2.21% |
$308K - $337K
|
30.9K
$15M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-702- 2.0% |
$310K - $339K
|
34.4K
$16.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-702- 1.73% |
$310K - $339K
|
39.9K
$19.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-706- 3.41% |
$312K - $341K
|
20K
$9.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-711- 1.4% |
$314K - $343K
|
50K
$24.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Suncoast Equity Management
|
SELL
|
- |
-715- 1.48% |
$316K - $345K
|
47.6K
$23.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-717- 47.74% |
$317K - $346K
|
785
$381K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-718- 4.44% |
$318K - $347K
|
15.4K
$7.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-722- 2.37% |
$319K - $349K
|
29.8K
$14.4M
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-733- 7.33% |
$324K - $354K
|
9.27K
$4.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-738- 4.87% |
$326K - $357K
|
14.4K
$6.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-738- 1.25% |
$326K - $357K
|
58.2K
$28.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-745- 1.1% |
$330K - $360K
|
66.9K
$32.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-745- 0.9% |
$330K - $360K
|
82.4K
$40M
|
|
|
Feb 19, 2025
Q4 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-749- 36.1% |
$331K - $362K
|
1.33K
$643K
|
|
|
Jan 15, 2025
Q4 2024
|
Somerset Trust CO
|
SELL
|
- |
-750- 48.92% |
$332K - $362K
|
783
$380K
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-752- 6.62% |
$333K - $363K
|
10.6K
$5.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-759- 0.89% |
$336K - $367K
|
84.5K
$41M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-760- 10.66% |
$336K - $367K
|
6.37K
$3.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-761- 0.47% |
$337K - $368K
|
162K
$78.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-769- 27.46% |
$340K - $371K
|
2.03K
$985K
|
|
|
Feb 04, 2025
Q4 2024
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-772Closed |
$341K - $373K
|
0
$0
|
|
|
Feb 19, 2025
Q4 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-781- 3.13% |
$345K - $377K
|
24.2K
$11.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-785- 4.68% |
$347K - $379K
|
16K
$7.75M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-785- 1.45% |
$347K - $379K
|
53.3K
$25.8M
|