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
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-220- 33.18% |
$97.3K - $106K
|
443
$212K
|
|
Feb 13, 2025
Q4 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-220- 1.88% |
$97.3K - $106K
|
11.5K
$5.5M
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-222- 0.8% |
$98.2K - $107K
|
27.6K
$13.2M
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-222- 1.65% |
$98.2K - $107K
|
13.2K
$6.35M
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-223- 1.99% |
$98.6K - $108K
|
11K
$5.26M
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-223- 1.78% |
$98.6K - $108K
|
12.3K
$5.9M
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-224- 2.75% |
$99.1K - $108K
|
7.93K
$3.8M
|
|
Feb 12, 2025
Q4 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-227- 1.14% |
$100K - $110K
|
19.6K
$9.41M
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-228- 1.05% |
$101K - $110K
|
21.5K
$10.3M
|
|
Feb 14, 2025
Q4 2024
|
Whitford Management LLC
New York, NY |
SELL
|
- |
-228- 28.29% |
$101K - $110K
|
578
$277K
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-229- 0.96% |
$101K - $111K
|
23.7K
$11.3M
|
|
Jan 16, 2025
Q4 2024
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-230- 3.92% |
$102K - $111K
|
5.64K
$2.7M
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-230- 16.67% |
$102K - $111K
|
1.15K
$552K
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-232- 2.43% |
$103K - $112K
|
9.31K
$4.47M
|
|
Jan 23, 2025
Q4 2024
|
Tlw Wealth Management, LLC
|
SELL
|
- |
-233- 0.55% |
$103K - $113K
|
42.5K
$20.4M
|
|
Feb 10, 2025
Q4 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-233- 13.16% |
$103K - $113K
|
1.54K
$737K
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-236- 2.43% |
$104K - $114K
|
9.48K
$4.55M
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-237- 0.83% |
$105K - $114K
|
28.3K
$13.6M
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-237- 0.84% |
$105K - $114K
|
28K
$13.4M
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-238- 0.9% |
$105K - $115K
|
26.2K
$12.6M
|
|
Feb 12, 2025
Q4 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-240- 2.45% |
$106K - $116K
|
9.57K
$4.59M
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-242- 25.53% |
$107K - $117K
|
706
$339K
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-242- 0.22% |
$107K - $117K
|
112K
$53.5M
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-243- 2.27% |
$107K - $117K
|
10.5K
$5.01M
|
|
Jan 31, 2025
Q4 2024
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-243- 4.87% |
$107K - $117K
|
4.75K
$2.28M
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-244- 8.1% |
$108K - $118K
|
2.77K
$1.33M
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-245- 1.26% |
$108K - $118K
|
19.1K
$9.18M
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-248- 2.13% |
$110K - $120K
|
11.4K
$5.45M
|
|
Jan 23, 2025
Q4 2024
|
Hixon Zuercher, LLC
|
SELL
|
- |
-248- 2.43% |
$110K - $120K
|
9.98K
$4.79M
|
|
Jan 13, 2025
Q4 2024
|
Searcy Financial Services Inc
|
SELL
|
- |
-250- 1.01% |
$111K - $121K
|
24.4K
$11.7M
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-250- 9.49% |
$111K - $121K
|
2.38K
$1.14M
|
|
Jan 14, 2025
Q4 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-250- 2.02% |
$111K - $121K
|
12.1K
$5.82M
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-250- 19.33% |
$111K - $121K
|
1.04K
$500K
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-250- 2.01% |
$111K - $121K
|
12.2K
$5.85M
|
|
Feb 05, 2025
Q4 2024
|
Connable Office Inc
|
SELL
|
- |
-250- 8.04% |
$111K - $121K
|
2.86K
$1.37M
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-251- 3.29% |
$111K - $121K
|
7.37K
$3.53M
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-252- 10.93% |
$111K - $122K
|
2.05K
$985K
|
|
Feb 03, 2025
Q4 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-252- 1.47% |
$111K - $122K
|
16.9K
$8.11M
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-253- 3.28% |
$112K - $122K
|
7.47K
$3.58M
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-253- 2.58% |
$112K - $122K
|
9.56K
$4.58M
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-254- 2.1% |
$112K - $123K
|
11.8K
$5.68M
|
|
Feb 03, 2025
Q4 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-257- 0.34% |
$114K - $124K
|
74.8K
$35.9M
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
SELL
|
- |
-257- 0.97% |
$114K - $124K
|
26.2K
$12.6M
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-258- 1.24% |
$114K - $125K
|
20.5K
$9.82M
|
|
Feb 11, 2025
Q4 2024
|
America First Investment Advisors, LLC
|
SELL
|
- |
-259- 2.8% |
$115K - $125K
|
9K
$4.32M
|
|
Jan 23, 2025
Q4 2024
|
Summa Corp.
Tomball, TX |
SELL
|
- |
-260- 5.46% |
$115K - $126K
|
4.5K
$2.16M
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-261- 7.74% |
$115K - $126K
|
3.11K
$1.49M
|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-262- 9.79% |
$116K - $127K
|
2.41K
$1.16M
|
|
Feb 13, 2025
Q4 2024
|
Rwwm, Inc.
Rocklin, CA |
SELL
|
- |
-262- 0.1% |
$116K - $127K
|
252K
$121M
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-263- 2.31% |
$116K - $127K
|
11.1K
$5.32M
|