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 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.51K- 6.24% |
$670K - $731K
|
22.8K
$10.9M
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.52K- 1.52% |
$672K - $734K
|
98.7K
$47.4M
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.53K- 6.17% |
$678K - $741K
|
23.3K
$11.2M
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.54K- 3.15% |
$682K - $744K
|
47.4K
$22.7M
|
|
Jan 15, 2025
Q4 2024
|
Professional Advisory Services Inc
|
SELL
|
- |
-1.54K- 2.4% |
$682K - $745K
|
62.8K
$30.1M
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-1.55K- 6.56% |
$683K - $746K
|
22K
$10.5M
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-1.55K- 4.33% |
$686K - $750K
|
34.3K
$16.5M
|
|
Jan 22, 2025
Q4 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-1.56K- 5.2% |
$691K - $755K
|
28.5K
$13.7M
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.57K- 2.12% |
$695K - $759K
|
72.4K
$34.7M
|
|
Feb 13, 2025
Q4 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-1.58K- 5.29% |
$701K - $765K
|
28.4K
$13.6M
|
|
Feb 03, 2025
Q4 2024
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-1.59K- 1.14% |
$704K - $769K
|
138K
$66M
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.6K- 0.78% |
$706K - $771K
|
202K
$96.9M
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-1.61K- 0.75% |
$711K - $776K
|
214K
$102M
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
SELL
|
- |
-1.62K- 11.03% |
$718K - $784K
|
13.1K
$6.28M
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.65K- 23.23% |
$729K - $796K
|
5.45K
$2.61M
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-1.65K- 19.84% |
$730K - $797K
|
6.67K
$3.2M
|
|
Feb 10, 2025
Q4 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-1.67K- 2.1% |
$737K - $805K
|
77.6K
$37.2M
|
|
Feb 11, 2025
Q4 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.67K- 1.19% |
$737K - $805K
|
139K
$66.4M
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-1.67K- 18.94% |
$738K - $806K
|
7.14K
$3.42M
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-1.68K- 5.01% |
$741K - $810K
|
31.8K
$15.2M
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-1.68K- 44.66% |
$743K - $812K
|
2.08K
$999K
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.68K- 3.08% |
$744K - $813K
|
52.9K
$25.4M
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.68K- 5.71% |
$744K - $813K
|
27.8K
$13.3M
|
|
Jan 28, 2025
Q4 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-1.7K- 4.38% |
$752K - $821K
|
37.2K
$17.8M
|
|
Jan 22, 2025
Q4 2024
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-1.7K- 3.11% |
$754K - $823K
|
53.1K
$25.4M
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-1.72K- 14.43% |
$762K - $832K
|
10.2K
$4.9M
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-1.73K- 1.36% |
$767K - $838K
|
126K
$60.4M
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-1.74K- 5.21% |
$771K - $842K
|
31.8K
$15.2M
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-1.78K- 6.85% |
$787K - $859K
|
24.2K
$11.6M
|
|
Feb 04, 2025
Q4 2024
|
Fjarde Ap Fonden
|
SELL
|
- |
-1.8K- 0.86% |
$796K - $870K
|
207K
$99.4M
|
|
Feb 13, 2025
Q4 2024
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-1.81K- 0.33% |
$799K - $873K
|
541K
$260M
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-1.82K- 63.35% |
$804K - $878K
|
1.05K
$504K
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.84K- 17.24% |
$814K - $889K
|
8.83K
$4.23M
|
|
Feb 06, 2025
Q4 2024
|
Xxec, Inc.
|
SELL
|
- |
-1.87K- 16.3% |
$829K - $905K
|
9.63K
$4.62M
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.9K- 0.18% |
$840K - $917K
|
1.06M
$508M
|
|
Feb 14, 2025
Q4 2024
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-1.9K- 4.12% |
$840K - $917K
|
44.1K
$21.2M
|
|
Feb 13, 2025
Q4 2024
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-1.92K- 0.64% |
$851K - $929K
|
297K
$142M
|
|
Feb 13, 2025
Q4 2024
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-1.95K- 0.59% |
$862K - $942K
|
327K
$157M
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
SELL
|
- |
-1.97K- 6.23% |
$872K - $952K
|
29.7K
$14.2M
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-1.98K- 0.68% |
$874K - $954K
|
290K
$139M
|
|
Feb 14, 2025
Q4 2024
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-1.99K- 2.57% |
$881K - $962K
|
75.4K
$36.2M
|
|
Feb 14, 2025
Q4 2024
|
Old Well Partners, LLC
Charlotte, NC |
SELL
|
- |
-2K- 39.22% |
$885K - $966K
|
3.1K
$1.49M
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-2K- 30.68% |
$886K - $968K
|
4.53K
$2.17M
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-2.01K- 2.7% |
$890K - $972K
|
72.4K
$34.7M
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-2.02K- 22.23% |
$893K - $975K
|
7.06K
$3.39M
|
|
Feb 14, 2025
Q4 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
SELL
|
- |
-2.03K- 63.48% |
$898K - $981K
|
1.17K
$560K
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-2.03K- 1.76% |
$899K - $982K
|
113K
$54.3M
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-2.05K- 5.33% |
$905K - $988K
|
36.3K
$17.4M
|
|
Feb 06, 2025
Q4 2024
|
Highlander Partners, L.P.
|
SELL
|
- |
-2.05K- 50.0% |
$907K - $990K
|
2.05K
$983K
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.05K- 1.28% |
$907K - $990K
|
159K
$76.1M
|