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 13, 2025
Q4 2024
|
Gunderson Capital Management Inc.
|
SELL
|
- |
-282- 23.8% |
$125K - $136K
|
903
$426K
|
|
|
Jan 30, 2025
Q4 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-282- 19.58% |
$125K - $136K
|
1.16K
$547K
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-284- 2.06% |
$126K - $137K
|
13.5K
$6.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-286- 4.95% |
$126K - $138K
|
5.49K
$2.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-287- 24.64% |
$127K - $139K
|
878
$415K
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-288- 2.76% |
$127K - $139K
|
10.2K
$4.79M
|
|
|
Jan 23, 2025
Q4 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-295- 0.75% |
$130K - $143K
|
39.3K
$18.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-296- 0.16% |
$131K - $143K
|
189K
$89.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-300- 11.93% |
$133K - $145K
|
2.22K
$1.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-301- 7.19% |
$133K - $145K
|
3.89K
$1.83M
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-302- 1.85% |
$134K - $146K
|
16K
$7.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-306- 3.85% |
$135K - $148K
|
7.65K
$3.61M
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Grove Capital LLC
North Hampton, NH |
SELL
|
- |
-306- 3.91% |
$135K - $148K
|
7.53K
$3.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-307- 2.57% |
$136K - $148K
|
11.6K
$5.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-308- 1.19% |
$136K - $149K
|
25.5K
$12.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-309- 14.78% |
$137K - $149K
|
1.78K
$841K
|
|
|
Feb 06, 2025
Q4 2024
|
Menlo Advisors LLC
|
SELL
|
- |
-310- 0.48% |
$137K - $150K
|
64.4K
$30.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-311- 0.42% |
$138K - $150K
|
74.4K
$35.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-311- 0.54% |
$138K - $150K
|
57.7K
$27.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-312- 0.11% |
$138K - $151K
|
279K
$132M
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-315- 11.17% |
$139K - $152K
|
2.51K
$1.18M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-316- 1.85% |
$140K - $153K
|
16.7K
$7.89M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-316- 2.62% |
$140K - $153K
|
11.7K
$5.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-318- 3.53% |
$141K - $154K
|
8.69K
$4.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-319- 1.23% |
$141K - $154K
|
25.6K
$12.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-319- 8.09% |
$141K - $154K
|
3.63K
$1.71M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-321- 2.23% |
$142K - $155K
|
14.1K
$6.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
SELL
|
- |
-321- 0.49% |
$142K - $155K
|
65.8K
$31.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-322- 1.11% |
$142K - $156K
|
28.8K
$13.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-323- 8.35% |
$143K - $156K
|
3.55K
$1.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-326- 7.45% |
$144K - $157K
|
4.05K
$1.91M
|
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-329- 5.16% |
$146K - $159K
|
6.05K
$2.86M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-329- 18.73% |
$146K - $159K
|
1.43K
$674K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-330- 3.41% |
$146K - $159K
|
9.36K
$4.42M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-336- 0.28% |
$149K - $162K
|
119K
$56.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-343- 1.18% |
$152K - $166K
|
28.6K
$13.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-346- 3.02% |
$153K - $167K
|
11.1K
$5.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-348- 4.36% |
$154K - $168K
|
7.63K
$3.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-348- 3.7% |
$154K - $168K
|
9.07K
$4.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-348- 1.73% |
$154K - $168K
|
19.7K
$9.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Argent Capital Management LLC
|
SELL
|
- |
-350- 17.33% |
$155K - $169K
|
1.67K
$788K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-350- 9.09% |
$155K - $169K
|
3.5K
$1.65M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-353- 8.93% |
$156K - $171K
|
3.6K
$1.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-353- 38.37% |
$156K - $171K
|
567
$268K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-359- 4.42% |
$159K - $173K
|
7.77K
$3.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-368- 1.17% |
$163K - $178K
|
31.1K
$14.7M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-368- 2.25% |
$163K - $178K
|
16K
$7.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-376- 0.4% |
$166K - $182K
|
94.8K
$44.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-376- 22.91% |
$166K - $182K
|
1.27K
$597K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-381- 2.02% |
$169K - $184K
|
18.5K
$8.74M
|