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 31, 2025
Q4 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-145- 4.63% |
$64.1K - $70K
|
2.99K
$1.41M
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-145- 1.57% |
$64.1K - $70K
|
9.07K
$4.28M
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-146- 3.35% |
$64.6K - $70.5K
|
4.21K
$1.99M
|
|
Jan 28, 2025
Q4 2024
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-147- 1.03% |
$65K - $71K
|
14.1K
$6.65M
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-147- 8.39% |
$65K - $71K
|
1.61K
$758K
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-148- 1.81% |
$65.5K - $71.5K
|
8.02K
$3.79M
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
SELL
|
- |
-150- 10.87% |
$66.3K - $72.5K
|
1.23K
$581K
|
|
Jan 17, 2025
Q4 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-150- 21.71% |
$66.3K - $72.5K
|
541
$255K
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-150- 7.78% |
$66.3K - $72.5K
|
1.78K
$839K
|
|
Feb 06, 2025
Q4 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-150- 3.97% |
$66.3K - $72.5K
|
3.63K
$1.71M
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-150- 1.28% |
$66.3K - $72.5K
|
11.5K
$5.45M
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-151- 3.34% |
$66.8K - $72.9K
|
4.37K
$2.06M
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-151- 3.08% |
$66.8K - $72.9K
|
4.75K
$2.24M
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-152- 10.9% |
$67.2K - $73.4K
|
1.24K
$587K
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-152- 0.14% |
$67.2K - $73.4K
|
110K
$52.1M
|
|
Jan 27, 2025
Q4 2024
|
Absher Wealth Management, LLC
|
SELL
|
- |
-152- 0.3% |
$67.2K - $73.4K
|
50.4K
$23.8M
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-152- 1.45% |
$67.2K - $73.4K
|
10.3K
$4.86M
|
|
Jan 31, 2025
Q4 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-152- 2.08% |
$67.2K - $73.4K
|
7.17K
$3.39M
|
|
Feb 04, 2025
Q4 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-152- 0.64% |
$67.2K - $73.4K
|
23.4K
$11.1M
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
SELL
|
- |
-155- 14.98% |
$68.6K - $74.9K
|
880
$415K
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-156- 2.28% |
$69K - $75.4K
|
6.68K
$3.15M
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-156- 6.48% |
$69K - $75.4K
|
2.25K
$1.06M
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-157- 6.14% |
$69.4K - $75.8K
|
2.4K
$1.13M
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-158- 0.75% |
$69.9K - $76.3K
|
20.9K
$9.87M
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-158- 2.46% |
$69.9K - $76.3K
|
6.27K
$2.96M
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-158- 9.14% |
$69.9K - $76.3K
|
1.57K
$742K
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-160- 1.79% |
$70.8K - $77.3K
|
8.76K
$4.14M
|
|
Feb 05, 2025
Q4 2024
|
Chase Investment Counsel Corp
|
SELL
|
- |
-163- 1.34% |
$72.1K - $78.7K
|
12K
$5.66M
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-165- 1.34% |
$73K - $79.7K
|
12.1K
$5.73M
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-165- 4.9% |
$73K - $79.7K
|
3.2K
$1.51M
|
|
Jan 14, 2025
Q4 2024
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-167- 0.93% |
$73.9K - $80.7K
|
17.8K
$8.42M
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-168- 5.23% |
$74.3K - $81.2K
|
3.05K
$1.44M
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-169- 34.77% |
$74.7K - $81.6K
|
317
$150K
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-169- 2.57% |
$74.7K - $81.6K
|
6.4K
$3.02M
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-169- 1.0% |
$74.7K - $81.6K
|
16.8K
$7.92M
|
|
Feb 10, 2025
Q4 2024
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-169- 0.23% |
$74.7K - $81.6K
|
74.4K
$35.1M
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-170- 10.92% |
$75.2K - $82.1K
|
1.39K
$655K
|
|
Jan 29, 2025
Q4 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-170- 1.73% |
$75.2K - $82.1K
|
9.66K
$4.56M
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-170- 0.5% |
$75.2K - $82.1K
|
33.8K
$15.9M
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-171- 2.0% |
$75.6K - $82.6K
|
8.37K
$3.95M
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-174- 0.65% |
$77K - $84.1K
|
26.6K
$12.6M
|
|
Feb 11, 2025
Q4 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-175- 12.89% |
$77.4K - $84.5K
|
1.18K
$559K
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-178- 1.78% |
$78.7K - $86K
|
9.81K
$4.63M
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-179- 6.16% |
$79.2K - $86.5K
|
2.73K
$1.29M
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
SELL
|
- |
-179- 5.28% |
$79.2K - $86.5K
|
3.21K
$1.52M
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
SELL
|
- |
-180- 2.22% |
$79.6K - $87K
|
7.95K
$3.75M
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-180- 5.71% |
$79.6K - $87K
|
2.97K
$1.4M
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-180- 0.31% |
$79.6K - $87K
|
57.1K
$26.9M
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-181- 11.28% |
$80.1K - $87.4K
|
1.42K
$672K
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-182- 1.39% |
$80.5K - $87.9K
|
12.9K
$6.11M
|