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 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-376- 22.91% |
$166K - $182K
|
1.27K
$607K
|
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-376- 7.88% |
$166K - $182K
|
4.4K
$2.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-380- 16.24% |
$168K - $184K
|
1.96K
$940K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-381- 2.02% |
$169K - $184K
|
18.5K
$8.88M
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-383- 0.48% |
$169K - $185K
|
79.7K
$38.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-385- 4.17% |
$170K - $186K
|
8.86K
$4.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-385- 12.56% |
$170K - $186K
|
2.68K
$1.29M
|
|
|
Feb 05, 2025
Q4 2024
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-386- 1.69% |
$171K - $186K
|
22.5K
$10.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-388- 2.93% |
$172K - $187K
|
12.9K
$6.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-389- 1.99% |
$172K - $188K
|
19.1K
$9.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-389- 1.03% |
$172K - $188K
|
37.4K
$18M
|
|
|
Feb 12, 2025
Q4 2024
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-391- 0.92% |
$173K - $189K
|
42K
$20.1M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-393- 2.24% |
$174K - $190K
|
17.2K
$8.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
SELL
|
- |
-395- 2.79% |
$175K - $191K
|
13.7K
$6.59M
|
|
|
Jan 15, 2025
Q4 2024
|
Canoe Financial LP
Calgary, A0 |
SELL
|
- |
-397- 0.23% |
$176K - $192K
|
169K
$81M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-397- 3.78% |
$176K - $192K
|
10.1K
$4.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-400- 3.34% |
$177K - $193K
|
11.6K
$5.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-400- 30.19% |
$177K - $193K
|
925
$444K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-400- 2.9% |
$177K - $193K
|
13.4K
$6.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-400- 19.23% |
$177K - $193K
|
1.68K
$806K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-403- 9.28% |
$178K - $195K
|
3.94K
$1.89M
|
|
|
Jan 13, 2025
Q4 2024
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-404- 20.14% |
$179K - $195K
|
1.6K
$768K
|
|
|
Feb 12, 2025
Q4 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-406- 6.63% |
$180K - $196K
|
5.72K
$2.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-407- 0.78% |
$180K - $197K
|
51.5K
$24.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-409- 2.4% |
$181K - $198K
|
16.6K
$7.97M
|
|
|
Feb 11, 2025
Q4 2024
|
Excalibur Management Corp
|
SELL
|
- |
-409- 1.86% |
$181K - $198K
|
21.6K
$10.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-409- 4.3% |
$181K - $198K
|
9.1K
$4.36M
|
|
|
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
$27.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-411- 2.04% |
$182K - $199K
|
19.8K
$9.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-413- 4.61% |
$183K - $200K
|
8.54K
$4.1M
|
|
|
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
$2.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Founders Capital Management, LLC
|
SELL
|
- |
-417- 0.29% |
$184K - $201K
|
142K
$68.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-420- 4.41% |
$186K - $203K
|
9.1K
$4.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Wills Financial Group, Inc.
|
SELL
|
- |
-420- 0.89% |
$186K - $203K
|
46.8K
$22.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-425- 1.67% |
$188K - $205K
|
25.1K
$12M
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-428- 3.96% |
$189K - $207K
|
10.4K
$4.98M
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-431- 3.47% |
$191K - $208K
|
12K
$5.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-433- 0.88% |
$192K - $209K
|
48.9K
$23.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-433- 8.74% |
$192K - $209K
|
4.52K
$2.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-439- 0.99% |
$194K - $212K
|
43.9K
$21.1M
|
|
|
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
$8.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-445- 9.45% |
$197K - $215K
|
4.27K
$2.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-448- 3.13% |
$198K - $216K
|
13.9K
$6.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-450- 1.46% |
$199K - $217K
|
30.4K
$14.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-450- 7.85% |
$199K - $217K
|
5.28K
$2.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-453- 2.14% |
$200K - $219K
|
20.7K
$9.95M
|