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 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-40- 5.58% |
$14.4K - $16.8K
|
677
$324K
|
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-40- 0.92% |
$14.4K - $16.8K
|
4.32K
$2.07M
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-40- 0.81% |
$14.4K - $16.8K
|
4.89K
$2.34M
|
|
|
May 15, 2024
Q1 2024
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-40- 0.47% |
$14.4K - $16.8K
|
8.54K
$4.09M
|
|
|
Apr 22, 2024
Q1 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-42- 1.45% |
$15.1K - $17.7K
|
2.85K
$1.36M
|
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-42- 8.11% |
$15.1K - $17.7K
|
476
$228K
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-43- 1.43% |
$15.4K - $18.1K
|
2.96K
$1.42M
|
|
|
Aug 13, 2024
Q1 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-43- 4.49% |
$15.4K - $18.1K
|
914
$438K
|
|
|
May 20, 2024
Q1 2024
|
Cim, LLC
|
SELL
|
- |
-44- 0.09% |
$15.8K - $18.5K
|
47.4K
$22.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-45- 6.17% |
$16.2K - $18.9K
|
684
$327K
|
|
|
Apr 22, 2024
Q1 2024
|
Coerente Capital Management
|
SELL
|
- |
-45- 2.82% |
$16.2K - $18.9K
|
1.55K
$743K
|
|
|
May 02, 2024
Q1 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-45- 2.97% |
$16.2K - $18.9K
|
1.47K
$703K
|
|
|
May 13, 2024
Q1 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-45- 0.66% |
$16.2K - $18.9K
|
6.8K
$3.25M
|
|
|
May 10, 2024
Q1 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-46- 1.45% |
$16.5K - $19.3K
|
3.13K
$1.5M
|
|
|
May 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-46- 0.3% |
$16.5K - $19.3K
|
15.1K
$7.23M
|
|
|
Dec 11, 2024
Q1 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-46- 6.95% |
$16.5K - $19.3K
|
616
$295K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-47- 8.17% |
$16.9K - $19.8K
|
528
$253K
|
|
|
Apr 30, 2024
Q1 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-48- 1.34% |
$17.2K - $20.2K
|
3.54K
$1.69M
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-48- 0.37% |
$17.2K - $20.2K
|
13K
$6.23M
|
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-48- 0.67% |
$17.2K - $20.2K
|
7.16K
$3.43M
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
SELL
|
- |
-49- 2.0% |
$17.6K - $20.6K
|
2.4K
$1.15M
|
|
|
Apr 12, 2024
Q1 2024
|
Navalign, LLC
|
SELL
|
- |
-49- 2.44% |
$17.6K - $20.6K
|
1.96K
$938K
|
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-49- 1.66% |
$17.6K - $20.6K
|
2.91K
$1.39M
|
|
|
Apr 24, 2024
Q1 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-49- 0.61% |
$17.6K - $20.6K
|
7.97K
$3.81M
|
|
|
May 01, 2024
Q1 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-49- 4.1% |
$17.6K - $20.6K
|
1.15K
$549K
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-49- 2.34% |
$17.6K - $20.6K
|
2.04K
$979K
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-49- 15.51% |
$17.6K - $20.6K
|
267
$128K
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-49- 0.78% |
$17.6K - $20.6K
|
6.22K
$2.98M
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-50- 1.87% |
$18K - $21K
|
2.63K
$1.26M
|
|
|
Apr 15, 2024
Q1 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-50- 1.07% |
$18K - $21K
|
4.62K
$2.21M
|
|
|
Apr 16, 2024
Q1 2024
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-50- 1.12% |
$18K - $21K
|
4.42K
$2.12M
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-50- 6.6% |
$18K - $21K
|
708
$339K
|
|
|
Apr 19, 2024
Q1 2024
|
Mad River Investors
|
SELL
|
- |
-50- 0.64% |
$18K - $21K
|
7.81K
$3.74M
|
|
|
Apr 19, 2024
Q1 2024
|
Amarillo National Bank
|
SELL
|
- |
-50- 1.64% |
$18K - $21K
|
3K
$1.44M
|
|
|
Apr 22, 2024
Q1 2024
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-50- 7.04% |
$18K - $21K
|
660
$316K
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-50- 0.59% |
$18K - $21K
|
8.36K
$4M
|
|
|
Apr 25, 2024
Q1 2024
|
Life Pro Asset Management
|
SELL
|
- |
-50- 6.23% |
$18K - $21K
|
753
$360K
|
|
|
May 03, 2024
Q1 2024
|
Skylands Capital, LLC
|
SELL
|
- |
-50- 2.5% |
$18K - $21K
|
1.95K
$934K
|
|
|
May 06, 2024
Q1 2024
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-50- 3.3% |
$18K - $21K
|
1.47K
$701K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-50- 1.94% |
$18K - $21K
|
2.53K
$1.21M
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-50- 4.69% |
$18K - $21K
|
1.02K
$486K
|
|
|
May 10, 2024
Q1 2024
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-50- 5.68% |
$18K - $21K
|
830
$397K
|
|
|
Aug 13, 2024
Q1 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-50- 0.34% |
$18K - $21K
|
14.6K
$6.97M
|
|
|
Dec 02, 2024
Q1 2024
|
Conway Capital Management, Inc.
Burbank, CA |
SELL
|
- |
-50- 0.52% |
$18K - $21K
|
9.58K
$4.58M
|
|
|
May 13, 2024
Q1 2024
|
Academy Capital Management Inc
Waco, TX |
SELL
|
- |
-51- 0.04% |
$18.3K - $21.4K
|
113K
$54.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-51- 9.21% |
$18.3K - $21.4K
|
503
$241K
|
|
|
Apr 15, 2024
Q1 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-51- 3.21% |
$18.3K - $21.4K
|
1.54K
$736K
|
|
|
May 08, 2024
Q1 2024
|
Souders Financial Advisors
|
SELL
|
- |
-51- 5.05% |
$18.3K - $21.4K
|
959
$459K
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-51- 0.19% |
$18.3K - $21.4K
|
26.5K
$12.7M
|
|
|
May 14, 2024
Q1 2024
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-51- 1.51% |
$18.3K - $21.4K
|
3.33K
$1.6M
|