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
|
Dorsey Wright & Associates
|
SELL
|
- |
-19- 0.21% |
$6.83K - $7.99K
|
9.04K
$4.38M
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-19- 0.5% |
$6.83K - $7.99K
|
3.79K
$1.84M
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-19- 8.15% |
$6.83K - $7.99K
|
214
$104K
|
|
|
Apr 16, 2024
Q1 2024
|
Magnolia Capital Management LTD
|
SELL
|
- |
-20- 0.3% |
$7.19K - $8.41K
|
6.63K
$3.22M
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-20- 3.08% |
$7.19K - $8.41K
|
629
$305K
|
|
|
Apr 30, 2024
Q1 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-20- 0.3% |
$7.19K - $8.41K
|
6.76K
$3.28M
|
|
|
Apr 30, 2024
Q1 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-20- 0.09% |
$7.19K - $8.41K
|
23.3K
$11.3M
|
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-20- 1.64% |
$7.19K - $8.41K
|
1.2K
$582K
|
|
|
May 10, 2024
Q1 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-20- 0.24% |
$7.19K - $8.41K
|
8.31K
$4.03M
|
|
|
May 15, 2024
Q1 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-20- 0.61% |
$7.19K - $8.41K
|
3.25K
$1.58M
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-20- 2.21% |
$7.19K - $8.41K
|
883
$428K
|
|
|
Apr 10, 2024
Q1 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-21- 1.85% |
$7.55K - $8.83K
|
1.12K
$541K
|
|
|
Apr 11, 2024
Q1 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-21- 0.5% |
$7.55K - $8.83K
|
4.15K
$2.01M
|
|
|
Apr 16, 2024
Q1 2024
|
Sageworth Trust CO
|
SELL
|
- |
-21- 1.11% |
$7.55K - $8.83K
|
1.87K
$908K
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-21- 0.59% |
$7.55K - $8.83K
|
3.52K
$1.71M
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-21- 0.59% |
$7.55K - $8.83K
|
3.53K
$1.71M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-21- 0.17% |
$7.55K - $8.83K
|
12.7K
$6.15M
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-21- 1.06% |
$7.55K - $8.83K
|
1.97K
$954K
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-21- 0.32% |
$7.55K - $8.83K
|
6.49K
$3.15M
|
|
|
May 07, 2024
Q1 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-21- 3.65% |
$7.55K - $8.83K
|
554
$269K
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-21- 0.11% |
$7.55K - $8.83K
|
18.8K
$9.09M
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-21- 3.54% |
$7.55K - $8.83K
|
572
$277K
|
|
|
May 08, 2024
Q1 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-21- 0.04% |
$7.55K - $8.83K
|
51.9K
$25.2M
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
SELL
|
- |
-21- 0.64% |
$7.55K - $8.83K
|
3.28K
$1.59M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-22- 0.26% |
$7.9K - $9.25K
|
8.39K
$4.07M
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-22- 1.79% |
$7.9K - $9.25K
|
1.21K
$586K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-22- 0.12% |
$7.9K - $9.25K
|
18.8K
$9.11M
|
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-22- 0.46% |
$7.9K - $9.25K
|
4.73K
$2.29M
|
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-22- 0.67% |
$7.9K - $9.25K
|
3.25K
$1.58M
|
|
|
May 06, 2024
Q1 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-22- 0.53% |
$7.9K - $9.25K
|
4.14K
$2.01M
|
|
|
May 07, 2024
Q1 2024
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-22- 0.28% |
$7.9K - $9.25K
|
7.74K
$3.75M
|
|
|
May 13, 2024
Q1 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-22- 1.71% |
$7.9K - $9.25K
|
1.27K
$615K
|
|
|
May 17, 2024
Q1 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-22- 0.6% |
$7.9K - $9.25K
|
3.65K
$1.77M
|
|
|
Apr 17, 2024
Q1 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-23- 0.2% |
$8.26K - $9.67K
|
11.2K
$5.45M
|
|
|
Apr 22, 2024
Q1 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-23- 2.08% |
$8.26K - $9.67K
|
1.08K
$525K
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
SELL
|
- |
-23- 0.09% |
$8.26K - $9.67K
|
25.9K
$12.6M
|
|
|
May 10, 2024
Q1 2024
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-23- 18.25% |
$8.26K - $9.67K
|
103
$50K
|
|
|
May 14, 2024
Q1 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-23- 0.23% |
$8.26K - $9.67K
|
9.79K
$4.75M
|
|
|
Apr 09, 2024
Q1 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-24- 1.07% |
$8.62K - $10.1K
|
2.23K
$1.08M
|
|
|
May 09, 2024
Q1 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-24- 0.82% |
$8.62K - $10.1K
|
2.91K
$1.41M
|
|
|
May 13, 2024
Q1 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-24- 2.64% |
$8.62K - $10.1K
|
885
$429K
|
|
|
May 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-24- 0.34% |
$8.62K - $10.1K
|
6.96K
$3.37M
|
|
|
May 14, 2024
Q1 2024
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-24- 0.52% |
$8.62K - $10.1K
|
4.63K
$2.24M
|
|
|
Apr 04, 2024
Q1 2024
|
Northside Capital Management, LLC
|
SELL
|
- |
-25- 0.09% |
$8.98K - $10.5K
|
26.9K
$13.1M
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-25- 7.55% |
$8.98K - $10.5K
|
306
$148K
|
|
|
Apr 12, 2024
Q1 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-25- 1.52% |
$8.98K - $10.5K
|
1.62K
$785K
|
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-25- 1.19% |
$8.98K - $10.5K
|
2.07K
$1M
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-25- 0.05% |
$8.98K - $10.5K
|
53.2K
$25.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-25- 0.08% |
$8.98K - $10.5K
|
31.1K
$15.1M
|
|
|
May 08, 2024
Q1 2024
|
Hudson Value Partners, LLC
|
SELL
|
- |
-25- 0.06% |
$8.98K - $10.5K
|
39.4K
$19.1M
|