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 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-348- 3.7% |
$154K - $168K
|
9.07K
$4.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-348- 1.73% |
$154K - $168K
|
19.7K
$9.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Argent Capital Management LLC
|
SELL
|
- |
-350- 17.33% |
$155K - $169K
|
1.67K
$788K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-350- 9.09% |
$155K - $169K
|
3.5K
$1.65M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-353- 8.93% |
$156K - $171K
|
3.6K
$1.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-353- 38.37% |
$156K - $171K
|
567
$268K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-359- 4.42% |
$159K - $173K
|
7.77K
$3.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-368- 1.17% |
$163K - $178K
|
31.1K
$14.7M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-368- 2.25% |
$163K - $178K
|
16K
$7.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-376- 0.4% |
$166K - $182K
|
94.8K
$44.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-376- 22.91% |
$166K - $182K
|
1.27K
$597K
|
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-376- 7.88% |
$166K - $182K
|
4.4K
$2.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-381- 2.02% |
$169K - $184K
|
18.5K
$8.74M
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-383- 0.48% |
$169K - $185K
|
79.7K
$37.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-385- 4.17% |
$170K - $186K
|
8.86K
$4.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-385- 12.56% |
$170K - $186K
|
2.68K
$1.27M
|
|
|
Feb 05, 2025
Q4 2024
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-386- 1.69% |
$171K - $186K
|
22.5K
$10.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-388- 2.93% |
$172K - $187K
|
12.9K
$6.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-389- 1.99% |
$172K - $188K
|
19.1K
$9.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-389- 1.03% |
$172K - $188K
|
37.4K
$17.7M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-393- 2.24% |
$174K - $190K
|
17.2K
$8.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
SELL
|
- |
-395- 2.79% |
$175K - $191K
|
13.7K
$6.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Canoe Financial LP
Calgary, A0 |
SELL
|
- |
-397- 0.23% |
$176K - $192K
|
169K
$79.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-397- 3.78% |
$176K - $192K
|
10.1K
$4.77M
|
|
|
Jan 23, 2025
Q4 2024
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-400- 3.34% |
$177K - $193K
|
11.6K
$5.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-400- 30.19% |
$177K - $193K
|
925
$437K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-400- 2.9% |
$177K - $193K
|
13.4K
$6.32M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-403- 9.28% |
$178K - $195K
|
3.94K
$1.86M
|
|
|
Jan 13, 2025
Q4 2024
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-404- 20.14% |
$179K - $195K
|
1.6K
$756K
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-409- 2.4% |
$181K - $198K
|
16.6K
$7.84M
|
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-410- 6.25% |
$181K - $198K
|
6.16K
$2.91M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-411- 0.71% |
$182K - $199K
|
57.1K
$27M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-411- 2.04% |
$182K - $199K
|
19.8K
$9.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-413- 4.61% |
$183K - $200K
|
8.54K
$4.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-414- 0.91% |
$183K - $200K
|
44.9K
$21.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Founders Capital Management, LLC
|
SELL
|
- |
-417- 0.29% |
$184K - $201K
|
142K
$67M
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-420- 4.41% |
$186K - $203K
|
9.1K
$4.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-425- 1.67% |
$188K - $205K
|
25.1K
$11.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-428- 3.96% |
$189K - $207K
|
10.4K
$4.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-433- 0.88% |
$192K - $209K
|
48.9K
$23.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-433- 8.74% |
$192K - $209K
|
4.52K
$2.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-439- 0.99% |
$194K - $212K
|
43.9K
$20.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-440- 1.93% |
$195K - $213K
|
22.3K
$10.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-442- 0.76% |
$195K - $214K
|
57.6K
$27.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-445- 9.45% |
$197K - $215K
|
4.27K
$2.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-450- 1.46% |
$199K - $217K
|
30.4K
$14.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-453- 2.14% |
$200K - $219K
|
20.7K
$9.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-454- 0.59% |
$201K - $219K
|
76.5K
$36.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Weybosset Research & Management LLC
|
SELL
|
- |
-455- 1.43% |
$201K - $220K
|
31.3K
$14.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-458- 21.27% |
$203K - $221K
|
1.7K
$800K
|