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 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-2.86K- 23.71% |
$1.26M - $1.38M
|
9.2K
$4.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Ervin Investment Management, LLC
|
SELL
|
- |
-2.87K- 3.18% |
$1.27M - $1.38M
|
87.3K
$42.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-2.87K- 2.87% |
$1.27M - $1.39M
|
97.1K
$47.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-2.88K- 1.62% |
$1.27M - $1.39M
|
175K
$85.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.89K- 2.81% |
$1.28M - $1.39M
|
99.8K
$48.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-2.89K- 10.64% |
$1.28M - $1.39M
|
24.3K
$11.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Pacifica Capital Investments, LLC
|
SELL
|
- |
-2.89K- 1.39% |
$1.28M - $1.4M
|
205K
$100M
|
|
|
Feb 14, 2025
Q4 2024
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-2.9K- 8.02% |
$1.28M - $1.4M
|
33.3K
$16.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.9K- 7.34% |
$1.28M - $1.4M
|
36.6K
$17.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.91K- 6.78% |
$1.29M - $1.41M
|
40.1K
$19.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
SELL
|
- |
-2.92K- 1.27% |
$1.29M - $1.41M
|
227K
$111M
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-2.97K- 10.03% |
$1.31M - $1.43M
|
26.6K
$13M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.99K- 9.97% |
$1.32M - $1.44M
|
27K
$13.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-3.02K- 16.8% |
$1.34M - $1.46M
|
15K
$7.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-3.06K- 9.97% |
$1.35M - $1.48M
|
27.6K
$13.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-3.08K- 26.64% |
$1.36M - $1.49M
|
8.47K
$4.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-3.1K- 22.03% |
$1.37M - $1.5M
|
11K
$5.36M
|
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-3.1K- 0.77% |
$1.37M - $1.5M
|
399K
$195M
|
|
|
Feb 03, 2025
Q4 2024
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-3.12K- 11.58% |
$1.38M - $1.51M
|
23.9K
$11.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Cooke & Bieler LP
|
SELL
|
- |
-3.13K- 1.99% |
$1.38M - $1.51M
|
154K
$75.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-3.17K- 0.79% |
$1.4M - $1.53M
|
398K
$195M
|
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
SELL
|
- |
-3.21K- 17.3% |
$1.42M - $1.55M
|
15.3K
$7.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-3.22K- 35.05% |
$1.42M - $1.55M
|
5.96K
$2.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
SELL
|
- |
-3.25K- 10.73% |
$1.44M - $1.57M
|
27K
$13.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-3.32K- 3.51% |
$1.47M - $1.6M
|
91.3K
$44.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-3.35K- 1.65% |
$1.48M - $1.62M
|
200K
$97.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-3.35K- 30.77% |
$1.48M - $1.62M
|
7.53K
$3.68M
|
|
|
Feb 04, 2025
Q4 2024
|
Investmentaktiengesellschaft Fuer Langfristige Investoren Tgv
|
SELL
|
- |
-3.36K- 12.12% |
$1.48M - $1.62M
|
24.3K
$11.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-3.36K- 82.39% |
$1.49M - $1.62M
|
719
$352K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3.38K- 77.21% |
$1.5M - $1.63M
|
998
$488K
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-3.4K- 72.48% |
$1.5M - $1.64M
|
1.29K
$632K
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-3.45K- 10.59% |
$1.52M - $1.66M
|
29.1K
$14.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-3.48K- 1.44% |
$1.54M - $1.68M
|
239K
$117M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-3.55K- 4.51% |
$1.57M - $1.72M
|
75.2K
$36.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-3.59K- 2.01% |
$1.59M - $1.73M
|
175K
$85.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-3.61K- 47.91% |
$1.6M - $1.74M
|
3.93K
$1.92M
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-3.64K- 13.82% |
$1.61M - $1.76M
|
22.7K
$11.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-3.65K- 33.24% |
$1.61M - $1.76M
|
7.32K
$3.58M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.68K- 5.91% |
$1.63M - $1.78M
|
58.6K
$28.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-3.7K- 4.93% |
$1.64M - $1.79M
|
71.3K
$34.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-3.76K- 16.37% |
$1.66M - $1.81M
|
19.2K
$9.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-3.76K- 1.95% |
$1.66M - $1.82M
|
189K
$92.4M
|
|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-3.81K- 7.12% |
$1.68M - $1.84M
|
49.6K
$24.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-3.83K- 11.79% |
$1.69M - $1.85M
|
28.6K
$14M
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-3.87K- 1.37% |
$1.71M - $1.87M
|
279K
$137M
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-3.88K- 57.93% |
$1.72M - $1.88M
|
2.82K
$1.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-3.96K- 2.45% |
$1.75M - $1.91M
|
158K
$77.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-3.99K- 6.15% |
$1.76M - $1.93M
|
60.8K
$29.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-3.99K- 2.06% |
$1.76M - $1.93M
|
190K
$93M
|
|
|
Feb 13, 2025
Q4 2024
|
Avenir Corp
Washington, DC |
SELL
|
- |
-3.99K- 3.36% |
$1.77M - $1.93M
|
115K
$56.2M
|