Purchases and Sales Made in Q4 2024 in Berkshire Hathaway Inc (BRK-A)
This table provides information about the institutional ownership of Berkshire Hathaway Inc (BRK-A) during Q4 2024. The information is specifically focused on institutions that hold shares of BERKSHIRE HATHAWAY INC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-1- 2.56% |
$665K - $724K
|
38
$27.6M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1- 11.11% |
$665K - $724K
|
8
$5.81M
|
|
Feb 05, 2025
Q4 2024
|
Connable Office Inc
|
SELL
|
- |
-1- 3.7% |
$665K - $724K
|
26
$18.9M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-1- 12.5% |
$665K - $724K
|
7
$5.08M
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-1- 33.33% |
$665K - $724K
|
2
$1.45M
|
|
Feb 07, 2025
Q4 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-1- 16.67% |
$665K - $724K
|
5
$3.63M
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1- 33.33% |
$665K - $724K
|
2
$1.45M
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-1- 9.09% |
$665K - $724K
|
10
$7.26M
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1- 10.0% |
$665K - $724K
|
9
$6.53M
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-1- 5.0% |
$665K - $724K
|
19
$13.8M
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1- 11.11% |
$665K - $724K
|
8
$5.81M
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-1- 1.82% |
$665K - $724K
|
54
$39.2M
|
|
Feb 06, 2025
Q4 2024
|
Lgt Group Foundation
|
SELL
|
- |
-1- 50.0% |
$665K - $724K
|
1
$726K
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1- 4.76% |
$665K - $724K
|
20
$14.5M
|
|
Jan 23, 2025
Q4 2024
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-1- 16.67% |
$665K - $724K
|
5
$3.63M
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-1- 1.43% |
$665K - $724K
|
69
$50.1M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1- 2.63% |
$665K - $724K
|
37
$26.9M
|
|
Jan 23, 2025
Q4 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-1- 4.35% |
$665K - $724K
|
22
$16M
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-1- 12.5% |
$665K - $724K
|
7
$5.08M
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1- 1.19% |
$665K - $724K
|
83
$60.2M
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-1- 0.47% |
$665K - $724K
|
210
$152M
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-1- 5.56% |
$665K - $724K
|
17
$12.3M
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-1- 5.56% |
$665K - $724K
|
17
$12.3M
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2- 6.25% |
$1.33M - $1.45M
|
30
$21.8M
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-2- 6.9% |
$1.33M - $1.45M
|
27
$19.6M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-2- 1.03% |
$1.33M - $1.45M
|
193
$140M
|
|
Feb 14, 2025
Q4 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-2- 40.0% |
$1.33M - $1.45M
|
3
$2.18M
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-2- 66.67% |
$1.33M - $1.45M
|
1
$726K
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2- 3.85% |
$1.33M - $1.45M
|
50
$36.3M
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2- 3.08% |
$1.33M - $1.45M
|
63
$45.7M
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
SELL
|
- |
-2- 0.14% |
$1.33M - $1.45M
|
1.41K
$1.02B
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2- 0.69% |
$1.33M - $1.45M
|
287
$208M
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-2- 11.76% |
$1.33M - $1.45M
|
15
$10.9M
|
|
Feb 13, 2025
Q4 2024
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-2- 11.76% |
$1.33M - $1.45M
|
15
$10.9M
|
|
Feb 13, 2025
Q4 2024
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-2- 50.0% |
$1.33M - $1.45M
|
2
$1.45M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2- 1.27% |
$1.33M - $1.45M
|
155
$112M
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2- 1.63% |
$1.33M - $1.45M
|
121
$87.8M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2- 6.67% |
$1.33M - $1.45M
|
28
$20.3M
|
|
Jul 14, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-2- 18.18% |
$1.33M - $1.45M
|
9
$6.53M
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-3- 1.83% |
$1.99M - $2.17M
|
161
$117M
|
|
Feb 10, 2025
Q4 2024
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-3- 0.33% |
$1.99M - $2.17M
|
916
$665M
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-3- 5.36% |
$1.99M - $2.17M
|
53
$38.5M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3- 16.67% |
$1.99M - $2.17M
|
15
$10.9M
|
|
Feb 14, 2025
Q4 2024
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-3- 10.34% |
$1.99M - $2.17M
|
26
$18.9M
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-3- 0.32% |
$1.99M - $2.17M
|
923
$670M
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-4- 66.67% |
$2.66M - $2.9M
|
2
$1.45M
|
|
Feb 13, 2025
Q4 2024
|
Francis Chou
Chou Associates Management Inc. | Toronto, A6
|
SELL
|
- |
-4- 4.44% |
$2.66M - $2.9M
|
86
$62.4M
|
|
Feb 04, 2025
Q4 2024
|
Hi Line Capital Management, LLC
Watertown, SD |
SELL
|
- |
-4- 8.51% |
$2.66M - $2.9M
|
43
$31.2M
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-4- 2.23% |
$2.66M - $2.9M
|
175
$127M
|
|
Jan 16, 2025
Q4 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-4- 12.5% |
$2.66M - $2.9M
|
28
$20.3M
|