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
|
Boston Trust Walden Corp
|
SELL
|
- |
-383- 0.48% |
$169K - $185K
|
79.7K
$37.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-385- 4.17% |
$170K - $186K
|
8.86K
$4.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-385- 12.56% |
$170K - $186K
|
2.68K
$1.27M
|
|
|
Feb 05, 2025
Q4 2024
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-386- 1.69% |
$171K - $186K
|
22.5K
$10.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-388- 2.93% |
$172K - $187K
|
12.9K
$6.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-389- 1.99% |
$172K - $188K
|
19.1K
$9.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-389- 1.03% |
$172K - $188K
|
37.4K
$17.7M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-393- 2.24% |
$174K - $190K
|
17.2K
$8.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
SELL
|
- |
-395- 2.79% |
$175K - $191K
|
13.7K
$6.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Canoe Financial LP
Calgary, A0 |
SELL
|
- |
-397- 0.23% |
$176K - $192K
|
169K
$79.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-397- 3.78% |
$176K - $192K
|
10.1K
$4.77M
|
|
|
Jan 23, 2025
Q4 2024
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-400- 3.34% |
$177K - $193K
|
11.6K
$5.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-400- 30.19% |
$177K - $193K
|
925
$437K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-400- 2.9% |
$177K - $193K
|
13.4K
$6.32M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-403- 9.28% |
$178K - $195K
|
3.94K
$1.86M
|
|
|
Jan 13, 2025
Q4 2024
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-404- 20.14% |
$179K - $195K
|
1.6K
$756K
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-409- 2.4% |
$181K - $198K
|
16.6K
$7.84M
|
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-410- 6.25% |
$181K - $198K
|
6.16K
$2.91M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-411- 0.71% |
$182K - $199K
|
57.1K
$27M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-411- 2.04% |
$182K - $199K
|
19.8K
$9.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-413- 4.61% |
$183K - $200K
|
8.54K
$4.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-414- 0.91% |
$183K - $200K
|
44.9K
$21.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Founders Capital Management, LLC
|
SELL
|
- |
-417- 0.29% |
$184K - $201K
|
142K
$67M
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-420- 4.41% |
$186K - $203K
|
9.1K
$4.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-425- 1.67% |
$188K - $205K
|
25.1K
$11.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-428- 3.96% |
$189K - $207K
|
10.4K
$4.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-433- 0.88% |
$192K - $209K
|
48.9K
$23.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-433- 8.74% |
$192K - $209K
|
4.52K
$2.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-439- 0.99% |
$194K - $212K
|
43.9K
$20.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-440- 1.93% |
$195K - $213K
|
22.3K
$10.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-442- 0.76% |
$195K - $214K
|
57.6K
$27.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-445- 9.45% |
$197K - $215K
|
4.27K
$2.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-450- 1.46% |
$199K - $217K
|
30.4K
$14.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-453- 2.14% |
$200K - $219K
|
20.7K
$9.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-454- 0.59% |
$201K - $219K
|
76.5K
$36.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Weybosset Research & Management LLC
|
SELL
|
- |
-455- 1.43% |
$201K - $220K
|
31.3K
$14.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-458- 21.27% |
$203K - $221K
|
1.7K
$800K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-465- 11.13% |
$206K - $225K
|
3.71K
$1.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-466- 2.12% |
$206K - $225K
|
21.6K
$10.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-471- 5.62% |
$208K - $228K
|
7.91K
$3.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-472- 6.5% |
$209K - $228K
|
6.79K
$3.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-476- 17.4% |
$211K - $230K
|
2.26K
$1.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
SELL
|
- |
-477- 1.19% |
$211K - $230K
|
39.7K
$18.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-478- 5.54% |
$211K - $231K
|
8.15K
$3.85M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-481- 0.97% |
$213K - $232K
|
48.9K
$23.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-481- 5.24% |
$213K - $232K
|
8.7K
$4.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-483- 0.89% |
$214K - $233K
|
53.6K
$25.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Solitude Financial Services
|
SELL
|
- |
-483- 0.53% |
$214K - $233K
|
90K
$42.5M
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-487- 3.4% |
$215K - $235K
|
13.8K
$6.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-488- 3.45% |
$216K - $236K
|
13.7K
$6.45M
|