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 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-228- 1.05% |
$101K - $110K
|
21.5K
$10.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-229- 0.96% |
$101K - $111K
|
23.7K
$11.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-230- 3.92% |
$102K - $111K
|
5.64K
$2.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-230- 16.67% |
$102K - $111K
|
1.15K
$543K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-232- 2.43% |
$103K - $112K
|
9.31K
$4.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Tlw Wealth Management, LLC
|
SELL
|
- |
-233- 0.55% |
$103K - $113K
|
42.5K
$20.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-236- 2.43% |
$104K - $114K
|
9.48K
$4.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-237- 0.83% |
$105K - $114K
|
28.3K
$13.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-237- 0.84% |
$105K - $114K
|
28K
$13.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-238- 0.9% |
$105K - $115K
|
26.2K
$12.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-242- 25.53% |
$107K - $117K
|
706
$333K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-242- 0.22% |
$107K - $117K
|
112K
$52.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-243- 2.27% |
$107K - $117K
|
10.5K
$4.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-243- 4.87% |
$107K - $117K
|
4.75K
$2.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-244- 8.1% |
$108K - $118K
|
2.77K
$1.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-245- 1.26% |
$108K - $118K
|
19.1K
$9.04M
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-248- 2.13% |
$110K - $120K
|
11.4K
$5.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Hixon Zuercher, LLC
|
SELL
|
- |
-248- 2.43% |
$110K - $120K
|
9.98K
$4.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Searcy Financial Services Inc
|
SELL
|
- |
-250- 1.01% |
$111K - $121K
|
24.4K
$11.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-250- 9.49% |
$111K - $121K
|
2.38K
$1.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-250- 2.02% |
$111K - $121K
|
12.1K
$5.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-250- 19.33% |
$111K - $121K
|
1.04K
$492K
|
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-250- 2.01% |
$111K - $121K
|
12.2K
$5.76M
|
|
|
Feb 05, 2025
Q4 2024
|
Connable Office Inc
|
SELL
|
- |
-250- 8.04% |
$111K - $121K
|
2.86K
$1.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-251- 3.29% |
$111K - $121K
|
7.37K
$3.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-252- 10.93% |
$111K - $122K
|
2.05K
$970K
|
|
|
Feb 03, 2025
Q4 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-252- 1.47% |
$111K - $122K
|
16.9K
$7.98M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-253- 3.28% |
$112K - $122K
|
7.47K
$3.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-254- 2.1% |
$112K - $123K
|
11.8K
$5.59M
|
|
|
Feb 03, 2025
Q4 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-257- 0.34% |
$114K - $124K
|
74.8K
$35.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
SELL
|
- |
-257- 0.97% |
$114K - $124K
|
26.2K
$12.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-258- 1.24% |
$114K - $125K
|
20.5K
$9.67M
|
|
|
Jan 23, 2025
Q4 2024
|
Summa Corp.
Tomball, TX |
SELL
|
- |
-260- 5.46% |
$115K - $126K
|
4.5K
$2.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-261- 7.74% |
$115K - $126K
|
3.11K
$1.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-262- 9.79% |
$116K - $127K
|
2.41K
$1.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-263- 2.31% |
$116K - $127K
|
11.1K
$5.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-263- 3.2% |
$116K - $127K
|
7.96K
$3.76M
|
|
|
Jan 06, 2025
Q4 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-265- 14.41% |
$117K - $128K
|
1.57K
$743K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-265- 0.86% |
$117K - $128K
|
30.5K
$14.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-265- 2.6% |
$117K - $128K
|
9.92K
$4.68M
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-269- 6.53% |
$119K - $130K
|
3.85K
$1.82M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-270- 9.02% |
$119K - $130K
|
2.72K
$1.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-270- 5.72% |
$119K - $130K
|
4.45K
$2.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-270- 0.67% |
$119K - $130K
|
40.1K
$18.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-270- 7.75% |
$119K - $130K
|
3.22K
$1.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-271- 4.36% |
$120K - $131K
|
5.95K
$2.81M
|
|
|
Feb 04, 2025
Q4 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-271- 12.71% |
$120K - $131K
|
1.86K
$879K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-276- 1.31% |
$122K - $133K
|
20.8K
$9.83M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-280- 0.95% |
$124K - $135K
|
29.1K
$13.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-281- 3.27% |
$124K - $136K
|
8.32K
$3.93M
|