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
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-100- 6.06% |
$35.9K - $42.1K
|
1.55K
$742K
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-100- 13.51% |
$35.9K - $42.1K
|
640
$306K
|
|
|
May 03, 2024
Q1 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-100- 6.27% |
$35.9K - $42.1K
|
1.5K
$716K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-100- 1.0% |
$35.9K - $42.1K
|
9.92K
$4.75M
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
SELL
|
- |
-100- 1.02% |
$35.9K - $42.1K
|
9.73K
$4.66M
|
|
|
May 07, 2024
Q1 2024
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-100- 2.32% |
$35.9K - $42.1K
|
4.22K
$2.02M
|
|
|
May 13, 2024
Q1 2024
|
Granite Investment Partners, LLC
|
SELL
|
- |
-100- 0.77% |
$35.9K - $42.1K
|
12.8K
$6.14M
|
|
|
May 13, 2024
Q1 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-100- 1.56% |
$35.9K - $42.1K
|
6.32K
$3.03M
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-100- 2.18% |
$35.9K - $42.1K
|
4.49K
$2.15M
|
|
|
May 14, 2024
Q1 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-100- 4.17% |
$35.9K - $42.1K
|
2.3K
$1.1M
|
|
|
May 14, 2024
Q1 2024
|
Portland Investment Counsel Inc.
Burlington, A6 |
SELL
|
- |
-100- 0.1% |
$35.9K - $42.1K
|
104K
$49.8M
|
|
|
May 15, 2024
Q1 2024
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-100- 11.11% |
$35.9K - $42.1K
|
800
$383K
|
|
|
May 15, 2024
Q1 2024
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-100- 5.96% |
$35.9K - $42.1K
|
1.58K
$755K
|
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-101- 17.47% |
$36.3K - $42.5K
|
477
$228K
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-101- 0.29% |
$36.3K - $42.5K
|
35.2K
$16.9M
|
|
|
May 02, 2024
Q1 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-101- 3.01% |
$36.3K - $42.5K
|
3.26K
$1.56M
|
|
|
May 03, 2024
Q1 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-101- 6.11% |
$36.3K - $42.5K
|
1.55K
$743K
|
|
|
May 07, 2024
Q1 2024
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-101- 0.9% |
$36.3K - $42.5K
|
11.1K
$5.32M
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-102- 3.78% |
$36.6K - $42.9K
|
2.6K
$1.24M
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
SELL
|
- |
-102- 0.75% |
$36.6K - $42.9K
|
13.5K
$6.49M
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-102- 0.35% |
$36.6K - $42.9K
|
28.7K
$13.7M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-102- 0.42% |
$36.6K - $42.9K
|
24K
$11.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-103- 1.77% |
$37K - $43.3K
|
5.7K
$2.73M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-103- 0.67% |
$37K - $43.3K
|
15.3K
$7.32M
|
|
|
May 14, 2024
Q1 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-103- 10.8% |
$37K - $43.3K
|
851
$407K
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-103- 3.05% |
$37K - $43.3K
|
3.27K
$1.57M
|
|
|
May 01, 2024
Q1 2024
|
Peterson Wealth Services
|
SELL
|
- |
-104- 0.73% |
$37.4K - $43.7K
|
14.2K
$6.78M
|
|
|
May 02, 2024
Q1 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-104- 4.29% |
$37.4K - $43.7K
|
2.32K
$1.11M
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-105- 0.59% |
$37.7K - $44.2K
|
17.7K
$8.45M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-105- 3.97% |
$37.7K - $44.2K
|
2.54K
$1.22M
|
|
|
May 15, 2024
Q1 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-105- 8.22% |
$37.7K - $44.2K
|
1.17K
$562K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-106- 11.78% |
$38.1K - $44.6K
|
794
$380K
|
|
|
Jan 10, 2025
Q1 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-106- 3.69% |
$38.1K - $44.6K
|
2.76K
$1.32M
|
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-107- 1.98% |
$38.4K - $45K
|
5.3K
$2.54M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-107- 4.75% |
$38.4K - $45K
|
2.14K
$1.03M
|
|
|
Apr 22, 2024
Q1 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-108- 0.71% |
$38.8K - $45.4K
|
15.1K
$7.23M
|
|
|
May 06, 2024
Q1 2024
|
Biechele Royce Advisors
|
SELL
|
- |
-108- 3.51% |
$38.8K - $45.4K
|
2.97K
$1.42M
|
|
|
May 13, 2024
Q1 2024
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-108- 2.97% |
$38.8K - $45.4K
|
3.53K
$1.69M
|
|
|
Apr 12, 2024
Q1 2024
|
Jacobs & CO
|
SELL
|
- |
-110- 0.84% |
$39.5K - $46.3K
|
13K
$6.23M
|
|
|
Apr 29, 2024
Q1 2024
|
Page Arthur B
|
SELL
|
- |
-110- 8.7% |
$39.5K - $46.3K
|
1.16K
$553K
|
|
|
May 13, 2024
Q1 2024
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-110- 7.7% |
$39.5K - $46.3K
|
1.32K
$631K
|
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-112- 1.3% |
$40.2K - $47.1K
|
8.48K
$4.06M
|
|
|
May 09, 2024
Q1 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-112- 0.17% |
$40.2K - $47.1K
|
64K
$30.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-113- 6.25% |
$40.6K - $47.5K
|
1.69K
$811K
|
|
|
May 09, 2024
Q1 2024
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-113- 5.25% |
$40.6K - $47.5K
|
2.04K
$976K
|
|
|
Apr 17, 2024
Q1 2024
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-115- 0.11% |
$41.3K - $48.4K
|
108K
$51.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-115- 2.6% |
$41.3K - $48.4K
|
4.31K
$2.06M
|
|
|
Apr 25, 2024
Q1 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-115- 1.94% |
$41.3K - $48.4K
|
5.82K
$2.79M
|
|
|
May 08, 2024
Q1 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-115- 0.46% |
$41.3K - $48.4K
|
25K
$12M
|
|
|
May 13, 2024
Q1 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-115- 1.05% |
$41.3K - $48.4K
|
10.8K
$5.17M
|