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 08, 2024
Q1 2024
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-10- 0.03% |
$3.59K - $4.21K
|
38.3K
$18.6M
|
|
|
May 09, 2024
Q1 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-10- 1.43% |
$3.59K - $4.21K
|
688
$334K
|
|
|
May 15, 2024
Q1 2024
|
Capital Counsel LLC
New York, NY |
SELL
|
- |
-10- 0.21% |
$3.59K - $4.21K
|
4.79K
$2.32M
|
|
|
May 15, 2024
Q1 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-10- 0.47% |
$3.59K - $4.21K
|
2.14K
$1.04M
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
SELL
|
- |
-10- 0.28% |
$3.59K - $4.21K
|
3.58K
$1.73M
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-11- 0.23% |
$3.95K - $4.63K
|
4.78K
$2.32M
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-11- 0.45% |
$3.95K - $4.63K
|
2.42K
$1.17M
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-11- 0.16% |
$3.95K - $4.63K
|
6.85K
$3.32M
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-12- 0.85% |
$4.31K - $5.05K
|
1.39K
$675K
|
|
|
Apr 17, 2024
Q1 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-12- 0.12% |
$4.31K - $5.05K
|
10.3K
$4.99M
|
|
|
Apr 26, 2024
Q1 2024
|
Trevian Wealth Management LLC
|
SELL
|
- |
-12- 0.91% |
$4.31K - $5.05K
|
1.3K
$632K
|
|
|
May 01, 2024
Q1 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-12- 0.17% |
$4.31K - $5.05K
|
6.89K
$3.34M
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-12- 0.27% |
$4.31K - $5.05K
|
4.37K
$2.12M
|
|
|
May 14, 2024
Q1 2024
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
SELL
|
- |
-12- 1.55% |
$4.31K - $5.05K
|
762
$370K
|
|
|
May 15, 2024
Q1 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-12- 16.67% |
$4.31K - $5.05K
|
60
$29.1K
|
|
|
Oct 17, 2024
Q1 2024
|
Joule Financial, LLC
|
SELL
|
- |
-12- 2.29% |
$4.31K - $5.05K
|
511
$248K
|
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-13- 0.62% |
$4.67K - $5.47K
|
2.09K
$1.01M
|
|
|
May 13, 2024
Q1 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-13- 0.51% |
$4.67K - $5.47K
|
2.55K
$1.24M
|
|
|
Aug 14, 2024
Q1 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-13- 0.24% |
$4.67K - $5.47K
|
5.46K
$2.65M
|
|
|
May 01, 2024
Q1 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-14- 1.36% |
$5.03K - $5.89K
|
1.01K
$492K
|
|
|
Apr 11, 2024
Q1 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-15- 0.64% |
$5.39K - $6.31K
|
2.32K
$1.12M
|
|
|
Apr 11, 2024
Q1 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-15- 1.14% |
$5.39K - $6.31K
|
1.3K
$631K
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-15- 0.61% |
$5.39K - $6.31K
|
2.44K
$1.18M
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-15- 0.17% |
$5.39K - $6.31K
|
9K
$4.36M
|
|
|
Apr 18, 2024
Q1 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-15- 0.15% |
$5.39K - $6.31K
|
10K
$4.87M
|
|
|
Apr 23, 2024
Q1 2024
|
Birinyi Associates Inc
|
SELL
|
- |
-15- 0.09% |
$5.39K - $6.31K
|
17.1K
$8.29M
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-15- 0.32% |
$5.39K - $6.31K
|
4.64K
$2.25M
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-15- 0.15% |
$5.39K - $6.31K
|
9.9K
$4.8M
|
|
|
May 14, 2024
Q1 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-15- 0.44% |
$5.39K - $6.31K
|
3.41K
$1.66M
|
|
|
May 14, 2024
Q1 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-15- 1.87% |
$5.39K - $6.31K
|
788
$382K
|
|
|
Apr 15, 2024
Q1 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-16- 0.62% |
$5.75K - $6.73K
|
2.58K
$1.25M
|
|
|
Apr 18, 2024
Q1 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-16- 0.3% |
$5.75K - $6.73K
|
5.35K
$2.6M
|
|
|
May 14, 2024
Q1 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-16- 0.08% |
$5.75K - $6.73K
|
20.1K
$9.75M
|
|
|
May 15, 2024
Q1 2024
|
Caxton Corp
Princeton, NJ |
SELL
|
- |
-16- 1.55% |
$5.75K - $6.73K
|
1.02K
$494K
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-17- 0.6% |
$6.11K - $7.15K
|
2.82K
$1.37M
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-17- 0.83% |
$6.11K - $7.15K
|
2.02K
$981K
|
|
|
Apr 16, 2024
Q1 2024
|
Tevis Investment Management
|
SELL
|
- |
-17- 0.1% |
$6.11K - $7.15K
|
17.2K
$8.33M
|
|
|
Apr 30, 2024
Q1 2024
|
Starfox Financial Services, LLC
The Woodlands, TX |
SELL
|
- |
-17- 1.25% |
$6.11K - $7.15K
|
1.34K
$652K
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-17- 0.76% |
$6.11K - $7.15K
|
2.22K
$1.08M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-17- 1.1% |
$6.11K - $7.15K
|
1.53K
$740K
|
|
|
May 15, 2024
Q1 2024
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-18- 1.58% |
$6.47K - $7.57K
|
1.12K
$542K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-18- 0.36% |
$6.47K - $7.57K
|
4.92K
$2.39M
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-18- 0.6% |
$6.47K - $7.57K
|
2.97K
$1.44M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-18- 0.49% |
$6.47K - $7.57K
|
3.65K
$1.77M
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-18- 1.33% |
$6.47K - $7.57K
|
1.33K
$646K
|
|
|
Apr 22, 2024
Q1 2024
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-18- 1.5% |
$6.47K - $7.57K
|
1.18K
$574K
|
|
|
May 14, 2024
Q1 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-18- 0.23% |
$6.47K - $7.57K
|
7.93K
$3.84M
|
|
|
May 15, 2024
Q1 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-18- 0.85% |
$6.47K - $7.57K
|
2.1K
$1.02M
|
|
|
May 23, 2024
Q1 2024
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-18- 0.4% |
$6.47K - $7.57K
|
4.44K
$2.16M
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-19- 0.28% |
$6.83K - $7.99K
|
6.78K
$3.29M
|