Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-5- 0.26% |
$1.8K - $2.1K
|
1.95K
$945K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-5- 0.25% |
$1.8K - $2.1K
|
1.96K
$949K
|
|
|
Apr 05, 2024
Q1 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-6- 0.27% |
$2.16K - $2.52K
|
2.23K
$1.08M
|
|
|
Apr 08, 2024
Q1 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-6- 0.07% |
$2.16K - $2.52K
|
8.16K
$3.96M
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-6- 1.63% |
$2.16K - $2.52K
|
362
$176K
|
|
|
May 07, 2024
Q1 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-6- 0.13% |
$2.16K - $2.52K
|
4.54K
$2.2M
|
|
|
May 08, 2024
Q1 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-6- 0.17% |
$2.16K - $2.52K
|
3.49K
$1.69M
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-6- 2.26% |
$2.16K - $2.52K
|
259
$126K
|
|
|
May 15, 2024
Q1 2024
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-6- 0.33% |
$2.16K - $2.52K
|
1.8K
$874K
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-6- 0.09% |
$2.16K - $2.52K
|
6.78K
$3.29M
|
|
|
May 28, 2025
Q1 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-6- 0.12% |
$2.16K - $2.52K
|
4.84K
$2.35M
|
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-7- 1.03% |
$2.52K - $2.94K
|
670
$325K
|
|
|
Apr 29, 2024
Q1 2024
|
Reik & Co., LLC
|
SELL
|
- |
-7- 0.01% |
$2.52K - $2.94K
|
82.2K
$39.9M
|
|
|
May 01, 2024
Q1 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
SELL
|
- |
-7- 0.74% |
$2.52K - $2.94K
|
940
$456K
|
|
|
May 09, 2024
Q1 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-7- 0.06% |
$2.52K - $2.94K
|
10.8K
$5.25M
|
|
|
May 10, 2024
Q1 2024
|
Oak Grove Capital LLC
North Hampton, NH |
SELL
|
- |
-7- 0.09% |
$2.52K - $2.94K
|
8K
$3.88M
|
|
|
May 10, 2024
Q1 2024
|
Hall Capital Management CO Inc
|
SELL
|
- |
-7- 0.16% |
$2.52K - $2.94K
|
4.44K
$2.15M
|
|
|
May 13, 2024
Q1 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-7- 0.57% |
$2.52K - $2.94K
|
1.23K
$595K
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-7- 0.08% |
$2.52K - $2.94K
|
8.77K
$4.26M
|
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-8- 1.1% |
$2.87K - $3.36K
|
720
$349K
|
|
|
Apr 15, 2024
Q1 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-8- 0.46% |
$2.87K - $3.36K
|
1.74K
$843K
|
|
|
Apr 17, 2024
Q1 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-8- 0.3% |
$2.87K - $3.36K
|
2.7K
$1.31M
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-8- 0.15% |
$2.87K - $3.36K
|
5.2K
$2.52M
|
|
|
Apr 17, 2024
Q1 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-8- 20.0% |
$2.87K - $3.36K
|
32
$15.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-8- 0.79% |
$2.87K - $3.36K
|
1.01K
$490K
|
|
|
Apr 22, 2024
Q1 2024
|
Cortland Associates Inc
|
SELL
|
- |
-8- 0.11% |
$2.87K - $3.36K
|
7.47K
$3.62M
|
|
|
Apr 24, 2024
Q1 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-8- 0.45% |
$2.87K - $3.36K
|
1.79K
$867K
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-8- 1.23% |
$2.87K - $3.36K
|
641
$311K
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-8- 0.04% |
$2.87K - $3.36K
|
19.9K
$9.64M
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-8- 0.14% |
$2.87K - $3.36K
|
5.64K
$2.73M
|
|
|
Apr 18, 2024
Q1 2024
|
Manchester Financial Inc
|
SELL
|
- |
-9- 0.67% |
$3.23K - $3.78K
|
1.33K
$645K
|
|
|
Apr 18, 2024
Q1 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-9- 1.47% |
$3.23K - $3.78K
|
604
$293K
|
|
|
Apr 30, 2024
Q1 2024
|
Matisse Capital
|
SELL
|
- |
-9- 0.55% |
$3.23K - $3.78K
|
1.64K
$795K
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-9- 1.25% |
$3.23K - $3.78K
|
711
$345K
|
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-9- 1.13% |
$3.23K - $3.78K
|
787
$382K
|
|
|
May 03, 2024
Q1 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-9- 0.77% |
$3.23K - $3.78K
|
1.16K
$562K
|
|
|
May 03, 2024
Q1 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-9- 0.27% |
$3.23K - $3.78K
|
3.36K
$1.63M
|
|
|
May 06, 2024
Q1 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-9- 0.71% |
$3.23K - $3.78K
|
1.25K
$607K
|
|
|
May 09, 2024
Q1 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-9- 0.8% |
$3.23K - $3.78K
|
1.11K
$540K
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-9- 0.91% |
$3.23K - $3.78K
|
980
$475K
|
|
|
May 10, 2024
Q1 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-9- 0.16% |
$3.23K - $3.78K
|
5.78K
$2.8M
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-9- 0.43% |
$3.23K - $3.78K
|
2.09K
$1.01M
|
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-9- 0.44% |
$3.23K - $3.78K
|
2.03K
$984K
|
|
|
Apr 15, 2024
Q1 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-10- 1.06% |
$3.59K - $4.21K
|
933
$453K
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-10- 0.34% |
$3.59K - $4.21K
|
2.96K
$1.43M
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.75% |
$3.59K - $4.21K
|
1.33K
$644K
|
|
|
Apr 26, 2024
Q1 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-10- 0.15% |
$3.59K - $4.21K
|
6.69K
$3.24M
|
|
|
Apr 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-10- 1.35% |
$3.59K - $4.21K
|
729
$354K
|
|
|
Apr 29, 2024
Q1 2024
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-10- 0.21% |
$3.59K - $4.21K
|
4.74K
$2.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-10- 0.07% |
$3.59K - $4.21K
|
14.2K
$6.9M
|