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 06, 2024
Q1 2024
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-50- 3.3% |
$18K - $21K
|
1.47K
$711K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-50- 1.94% |
$18K - $21K
|
2.53K
$1.23M
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-50- 4.69% |
$18K - $21K
|
1.02K
$492K
|
|
|
May 10, 2024
Q1 2024
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-50- 5.68% |
$18K - $21K
|
830
$403K
|
|
|
Aug 13, 2024
Q1 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-50- 0.34% |
$18K - $21K
|
14.6K
$7.06M
|
|
|
Dec 02, 2024
Q1 2024
|
Conway Capital Management, Inc.
Burbank, CA |
SELL
|
- |
-50- 0.52% |
$18K - $21K
|
9.58K
$4.64M
|
|
|
May 13, 2024
Q1 2024
|
Academy Capital Management Inc
Waco, TX |
SELL
|
- |
-51- 0.04% |
$18.3K - $21.4K
|
113K
$55M
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-51- 9.21% |
$18.3K - $21.4K
|
503
$244K
|
|
|
Apr 15, 2024
Q1 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-51- 3.21% |
$18.3K - $21.4K
|
1.54K
$746K
|
|
|
May 08, 2024
Q1 2024
|
Souders Financial Advisors
|
SELL
|
- |
-51- 5.05% |
$18.3K - $21.4K
|
959
$465K
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-51- 0.19% |
$18.3K - $21.4K
|
26.5K
$12.9M
|
|
|
May 14, 2024
Q1 2024
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-51- 1.51% |
$18.3K - $21.4K
|
3.33K
$1.62M
|
|
|
May 08, 2024
Q1 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-54- 0.87% |
$19.4K - $22.7K
|
6.15K
$2.98M
|
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-54- 4.95% |
$19.4K - $22.7K
|
1.04K
$502K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-55- 3.6% |
$19.8K - $23.1K
|
1.47K
$713K
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-55- 0.54% |
$19.8K - $23.1K
|
10.2K
$4.95M
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-55- 1.53% |
$19.8K - $23.1K
|
3.54K
$1.72M
|
|
|
May 03, 2024
Q1 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-55- 0.56% |
$19.8K - $23.1K
|
9.68K
$4.7M
|
|
|
May 10, 2024
Q1 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-55- 0.96% |
$19.8K - $23.1K
|
5.66K
$2.75M
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-56- 0.76% |
$20.1K - $23.5K
|
7.27K
$3.53M
|
|
|
Apr 10, 2024
Q1 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-57- 2.65% |
$20.5K - $24K
|
2.1K
$1.02M
|
|
|
Apr 11, 2024
Q1 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-57- 9.56% |
$20.5K - $24K
|
539
$261K
|
|
|
May 09, 2024
Q1 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-57- 1.85% |
$20.5K - $24K
|
3.02K
$1.46M
|
|
|
May 13, 2024
Q1 2024
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-57- 0.23% |
$20.5K - $24K
|
25K
$12.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-58- 0.43% |
$20.8K - $24.4K
|
13.3K
$6.45M
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-59- 2.63% |
$21.2K - $24.8K
|
2.18K
$1.06M
|
|
|
May 07, 2024
Q1 2024
|
Tlw Wealth Management, LLC
|
SELL
|
- |
-59- 0.14% |
$21.2K - $24.8K
|
43.2K
$21M
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-59- 4.26% |
$21.2K - $24.8K
|
1.33K
$644K
|
|
|
May 19, 2025
Q1 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-59- 2.59% |
$21.2K - $24.8K
|
2.22K
$1.08M
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
SELL
|
- |
-60- 1.3% |
$21.6K - $25.2K
|
4.54K
$2.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-60- 0.68% |
$21.6K - $25.2K
|
8.74K
$4.24M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-60- 0.05% |
$21.6K - $25.2K
|
114K
$55.1M
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-60- 4.24% |
$21.6K - $25.2K
|
1.36K
$657K
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-60- 0.44% |
$21.6K - $25.2K
|
13.5K
$6.53M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-60- 1.65% |
$21.6K - $25.2K
|
3.57K
$1.73M
|
|
|
Apr 11, 2024
Q1 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-61- 0.75% |
$21.9K - $25.7K
|
8.07K
$3.91M
|
|
|
Apr 24, 2024
Q1 2024
|
Strid Group, LLC
|
SELL
|
- |
-62- 2.15% |
$22.3K - $26.1K
|
2.82K
$1.37M
|
|
|
May 14, 2024
Q1 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-62- 0.64% |
$22.3K - $26.1K
|
9.59K
$4.65M
|
|
|
May 15, 2024
Q1 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-62- 7.22% |
$22.3K - $26.1K
|
797
$387K
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-63- 1.14% |
$22.6K - $26.5K
|
5.48K
$2.66M
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-63- 4.24% |
$22.6K - $26.5K
|
1.42K
$690K
|
|
|
Dec 19, 2024
Q1 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-63- 9.39% |
$22.6K - $26.5K
|
608
$295K
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-64- 0.29% |
$23K - $26.9K
|
22K
$10.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-64- 0.39% |
$23K - $26.9K
|
16.4K
$7.93M
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-64- 1.1% |
$23K - $26.9K
|
5.75K
$2.79M
|
|
|
Apr 29, 2024
Q1 2024
|
Field & Main Bank
|
SELL
|
- |
-64- 0.88% |
$23K - $26.9K
|
7.19K
$3.49M
|
|
|
May 01, 2024
Q1 2024
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-64- 0.61% |
$23K - $26.9K
|
10.5K
$5.07M
|
|
|
May 03, 2024
Q1 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-64- 0.37% |
$23K - $26.9K
|
17.4K
$8.42M
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-65- 3.59% |
$23.4K - $27.3K
|
1.75K
$847K
|
|
|
Apr 17, 2024
Q1 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-66- 2.03% |
$23.7K - $27.8K
|
3.18K
$1.54M
|