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 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-276- 1.31% |
$122K - $133K
|
20.8K
$10.2M
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-277- 18.47% |
$123K - $134K
|
1.22K
$598K
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-279- 2.44% |
$123K - $135K
|
11.2K
$5.47M
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-280- 0.95% |
$124K - $135K
|
29.1K
$14.2M
|
|
Feb 12, 2025
Q4 2024
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-280- 2.64% |
$124K - $135K
|
10.3K
$5.05M
|
|
Feb 12, 2025
Q4 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-280- 2.84% |
$124K - $135K
|
9.57K
$4.68M
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-281- 3.27% |
$124K - $136K
|
8.32K
$4.07M
|
|
Jan 13, 2025
Q4 2024
|
Gunderson Capital Management Inc.
|
SELL
|
- |
-282- 23.8% |
$125K - $136K
|
903
$442K
|
|
Jan 30, 2025
Q4 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-282- 19.58% |
$125K - $136K
|
1.16K
$567K
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-284- 2.06% |
$126K - $137K
|
13.5K
$6.62M
|
|
Feb 12, 2025
Q4 2024
|
Somerville Kurt F
|
SELL
|
- |
-285- 8.38% |
$126K - $138K
|
3.11K
$1.52M
|
|
Feb 14, 2025
Q4 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-285- 5.71% |
$126K - $138K
|
4.71K
$2.3M
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-286- 4.95% |
$126K - $138K
|
5.49K
$2.68M
|
|
Feb 12, 2025
Q4 2024
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-286- 3.7% |
$126K - $138K
|
7.45K
$3.64M
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-287- 24.64% |
$127K - $139K
|
878
$430K
|
|
Feb 14, 2025
Q4 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-287- 1.97% |
$127K - $139K
|
14.3K
$7M
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-288- 2.76% |
$127K - $139K
|
10.2K
$4.97M
|
|
Jan 23, 2025
Q4 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-295- 0.75% |
$130K - $143K
|
39.3K
$19.2M
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-296- 0.16% |
$131K - $143K
|
189K
$92.4M
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-300- 11.93% |
$133K - $145K
|
2.22K
$1.08M
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-300- 6.76% |
$133K - $145K
|
4.14K
$2.03M
|
|
Feb 12, 2025
Q4 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
SELL
|
- |
-300- 16.39% |
$133K - $145K
|
1.53K
$749K
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-300- 42.86% |
$133K - $145K
|
400
$196K
|
|
Feb 14, 2025
Q4 2024
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-300- 19.02% |
$133K - $145K
|
1.28K
$625K
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-301- 7.19% |
$133K - $145K
|
3.89K
$1.9M
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-302- 1.85% |
$134K - $146K
|
16K
$7.85M
|
|
Feb 10, 2025
Q4 2024
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-303- 30.82% |
$134K - $146K
|
680
$333K
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-303- 4.43% |
$134K - $146K
|
6.54K
$3.2M
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-304- 1.76% |
$134K - $147K
|
16.9K
$8.29M
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-306- 3.85% |
$135K - $148K
|
7.65K
$3.74M
|
|
Feb 06, 2025
Q4 2024
|
Oak Grove Capital LLC
North Hampton, NH |
SELL
|
- |
-306- 3.91% |
$135K - $148K
|
7.53K
$3.68M
|
|
Feb 06, 2025
Q4 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-307- 2.57% |
$136K - $148K
|
11.6K
$5.69M
|
|
Feb 13, 2025
Q4 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-307- 5.57% |
$136K - $148K
|
5.21K
$2.55M
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-308- 1.19% |
$136K - $149K
|
25.5K
$12.5M
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-309- 14.78% |
$137K - $149K
|
1.78K
$872K
|
|
Feb 06, 2025
Q4 2024
|
Menlo Advisors LLC
|
SELL
|
- |
-310- 0.48% |
$137K - $150K
|
64.4K
$31.5M
|
|
Jan 23, 2025
Q4 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-311- 0.42% |
$138K - $150K
|
74.4K
$36.4M
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-311- 0.54% |
$138K - $150K
|
57.7K
$28.2M
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-312- 0.11% |
$138K - $151K
|
279K
$137M
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-315- 11.17% |
$139K - $152K
|
2.51K
$1.23M
|
|
Feb 24, 2025
Q4 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-315- 3.49% |
$139K - $152K
|
8.7K
$4.26M
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-316- 1.85% |
$140K - $153K
|
16.7K
$8.18M
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-316- 2.62% |
$140K - $153K
|
11.7K
$5.74M
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-318- 3.53% |
$141K - $154K
|
8.69K
$4.25M
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-319- 1.23% |
$141K - $154K
|
25.6K
$12.5M
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-319- 8.09% |
$141K - $154K
|
3.63K
$1.77M
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-321- 2.23% |
$142K - $155K
|
14.1K
$6.88M
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
SELL
|
- |
-321- 0.49% |
$142K - $155K
|
65.8K
$32.2M
|
|
Jan 31, 2025
Q4 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-322- 1.11% |
$142K - $156K
|
28.8K
$14.1M
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-323- 8.35% |
$143K - $156K
|
3.55K
$1.74M
|