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 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-410- 6.25% |
$181K - $198K
|
6.16K
$2.95M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-411- 0.71% |
$182K - $199K
|
57.1K
$27.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-411- 2.04% |
$182K - $199K
|
19.8K
$9.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-413- 4.61% |
$183K - $200K
|
8.54K
$4.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-414- 0.91% |
$183K - $200K
|
44.9K
$21.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Amica Retiree Medical Trust
|
SELL
|
- |
-415- 7.97% |
$184K - $200K
|
4.79K
$2.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Founders Capital Management, LLC
|
SELL
|
- |
-417- 0.29% |
$184K - $201K
|
142K
$68M
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-420- 4.41% |
$186K - $203K
|
9.1K
$4.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Wills Financial Group, Inc.
|
SELL
|
- |
-420- 0.89% |
$186K - $203K
|
46.8K
$22.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-425- 1.67% |
$188K - $205K
|
25.1K
$12M
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-427- 1.37% |
$189K - $206K
|
30.8K
$14.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-428- 3.96% |
$189K - $207K
|
10.4K
$4.97M
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-431- 3.47% |
$191K - $208K
|
12K
$5.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-433- 0.88% |
$192K - $209K
|
48.9K
$23.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-433- 8.74% |
$192K - $209K
|
4.52K
$2.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-438- 28.82% |
$194K - $212K
|
1.08K
$518K
|
|
|
Jan 21, 2025
Q4 2024
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-439- 0.99% |
$194K - $212K
|
43.9K
$21M
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-440- 1.93% |
$195K - $213K
|
22.3K
$10.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-442- 0.76% |
$195K - $214K
|
57.6K
$27.6M
|
|
|
Feb 12, 2025
Q4 2024
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-443- 2.39% |
$196K - $214K
|
18.1K
$8.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-445- 9.45% |
$197K - $215K
|
4.27K
$2.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-448- 3.13% |
$198K - $216K
|
13.9K
$6.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-450- 1.46% |
$199K - $217K
|
30.4K
$14.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-450- 7.85% |
$199K - $217K
|
5.28K
$2.53M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-452- 12.86% |
$200K - $218K
|
3.06K
$1.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-453- 2.14% |
$200K - $219K
|
20.7K
$9.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-454- 0.59% |
$201K - $219K
|
76.5K
$36.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Weybosset Research & Management LLC
|
SELL
|
- |
-455- 1.43% |
$201K - $220K
|
31.3K
$15M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-458- 21.27% |
$203K - $221K
|
1.7K
$811K
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-461- 44.07% |
$204K - $223K
|
585
$280K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-463- 11.59% |
$205K - $224K
|
3.53K
$1.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-465- 11.13% |
$206K - $225K
|
3.71K
$1.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-465- 3.09% |
$206K - $225K
|
14.6K
$6.98M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-466- 2.12% |
$206K - $225K
|
21.6K
$10.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-469- 0.85% |
$207K - $227K
|
55K
$26.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-471- 5.62% |
$208K - $228K
|
7.91K
$3.79M
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-471- 23.96% |
$208K - $228K
|
1.5K
$716K
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-472- 6.5% |
$209K - $228K
|
6.79K
$3.25M
|
|
|
Feb 12, 2025
Q4 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-473- 3.19% |
$209K - $228K
|
14.4K
$6.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-475- 17.62% |
$210K - $229K
|
2.22K
$1.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-476- 17.4% |
$211K - $230K
|
2.26K
$1.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
SELL
|
- |
-477- 1.19% |
$211K - $230K
|
39.7K
$19M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-477- 0.58% |
$211K - $230K
|
81.6K
$39M
|
|
|
Feb 14, 2025
Q4 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-477- 1.29% |
$211K - $230K
|
36.5K
$17.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-478- 5.54% |
$211K - $231K
|
8.15K
$3.9M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-481- 0.97% |
$213K - $232K
|
48.9K
$23.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-481- 5.24% |
$213K - $232K
|
8.7K
$4.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-483- 0.89% |
$214K - $233K
|
53.6K
$25.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Solitude Financial Services
|
SELL
|
- |
-483- 0.53% |
$214K - $233K
|
90K
$43.1M
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-487- 3.4% |
$215K - $235K
|
13.8K
$6.63M
|