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 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-97- 11.23% |
$34.9K - $40.8K
|
767
$372K
|
|
|
May 13, 2024
Q1 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-97- 12.28% |
$34.9K - $40.8K
|
693
$336K
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-98- 3.1% |
$35.2K - $41.2K
|
3.06K
$1.49M
|
|
|
Apr 17, 2024
Q1 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-99- 7.71% |
$35.6K - $41.6K
|
1.19K
$575K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-99- 4.11% |
$35.6K - $41.6K
|
2.31K
$1.12M
|
|
|
Apr 24, 2024
Q1 2024
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-99- 5.16% |
$35.6K - $41.6K
|
1.82K
$883K
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-99- 2.58% |
$35.6K - $41.6K
|
3.73K
$1.81M
|
|
|
Apr 15, 2024
Q1 2024
|
Benin Management Corp
|
SELL
|
- |
-100- 1.63% |
$35.9K - $42.1K
|
6.04K
$2.93M
|
|
|
Apr 18, 2024
Q1 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-100- 10.75% |
$35.9K - $42.1K
|
830
$403K
|
|
|
Apr 26, 2024
Q1 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-100- 6.29% |
$35.9K - $42.1K
|
1.49K
$723K
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-100- 0.73% |
$35.9K - $42.1K
|
13.5K
$6.57M
|
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-100- 3.43% |
$35.9K - $42.1K
|
2.82K
$1.37M
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-100- 8.1% |
$35.9K - $42.1K
|
1.13K
$550K
|
|
|
May 02, 2024
Q1 2024
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-100- 6.06% |
$35.9K - $42.1K
|
1.55K
$752K
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-100- 13.51% |
$35.9K - $42.1K
|
640
$310K
|
|
|
May 03, 2024
Q1 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-100- 6.27% |
$35.9K - $42.1K
|
1.5K
$725K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-100- 1.0% |
$35.9K - $42.1K
|
9.92K
$4.81M
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
SELL
|
- |
-100- 1.02% |
$35.9K - $42.1K
|
9.73K
$4.72M
|
|
|
May 07, 2024
Q1 2024
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-100- 2.32% |
$35.9K - $42.1K
|
4.22K
$2.04M
|
|
|
May 13, 2024
Q1 2024
|
Granite Investment Partners, LLC
|
SELL
|
- |
-100- 0.77% |
$35.9K - $42.1K
|
12.8K
$6.22M
|
|
|
May 13, 2024
Q1 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-100- 1.56% |
$35.9K - $42.1K
|
6.32K
$3.07M
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-100- 2.18% |
$35.9K - $42.1K
|
4.49K
$2.18M
|
|
|
May 14, 2024
Q1 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-100- 4.17% |
$35.9K - $42.1K
|
2.3K
$1.12M
|
|
|
May 14, 2024
Q1 2024
|
Portland Investment Counsel Inc.
Burlington, A6 |
SELL
|
- |
-100- 0.1% |
$35.9K - $42.1K
|
104K
$50.5M
|
|
|
May 15, 2024
Q1 2024
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-100- 11.11% |
$35.9K - $42.1K
|
800
$388K
|
|
|
May 15, 2024
Q1 2024
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-100- 5.96% |
$35.9K - $42.1K
|
1.58K
$765K
|
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-101- 17.47% |
$36.3K - $42.5K
|
477
$231K
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-101- 0.29% |
$36.3K - $42.5K
|
35.2K
$17.1M
|
|
|
May 02, 2024
Q1 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-101- 3.01% |
$36.3K - $42.5K
|
3.26K
$1.58M
|
|
|
May 03, 2024
Q1 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-101- 6.11% |
$36.3K - $42.5K
|
1.55K
$752K
|
|
|
May 07, 2024
Q1 2024
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-101- 0.9% |
$36.3K - $42.5K
|
11.1K
$5.39M
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-102- 3.78% |
$36.6K - $42.9K
|
2.6K
$1.26M
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
SELL
|
- |
-102- 0.75% |
$36.6K - $42.9K
|
13.5K
$6.57M
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-102- 0.35% |
$36.6K - $42.9K
|
28.7K
$13.9M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-102- 0.42% |
$36.6K - $42.9K
|
24K
$11.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-103- 1.77% |
$37K - $43.3K
|
5.7K
$2.77M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-103- 0.67% |
$37K - $43.3K
|
15.3K
$7.42M
|
|
|
May 14, 2024
Q1 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-103- 10.8% |
$37K - $43.3K
|
851
$413K
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-103- 3.05% |
$37K - $43.3K
|
3.27K
$1.59M
|
|
|
May 01, 2024
Q1 2024
|
Peterson Wealth Services
|
SELL
|
- |
-104- 0.73% |
$37.4K - $43.7K
|
14.2K
$6.87M
|
|
|
May 02, 2024
Q1 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-104- 4.29% |
$37.4K - $43.7K
|
2.32K
$1.13M
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-105- 0.59% |
$37.7K - $44.2K
|
17.7K
$8.56M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-105- 3.97% |
$37.7K - $44.2K
|
2.54K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-105- 8.22% |
$37.7K - $44.2K
|
1.17K
$569K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-106- 11.78% |
$38.1K - $44.6K
|
794
$385K
|
|
|
Jan 10, 2025
Q1 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-106- 3.69% |
$38.1K - $44.6K
|
2.76K
$1.34M
|
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-107- 1.98% |
$38.4K - $45K
|
5.3K
$2.57M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-107- 4.75% |
$38.4K - $45K
|
2.14K
$1.04M
|
|
|
Apr 22, 2024
Q1 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-108- 0.71% |
$38.8K - $45.4K
|
15.1K
$7.32M
|
|
|
May 06, 2024
Q1 2024
|
Biechele Royce Advisors
|
SELL
|
- |
-108- 3.51% |
$38.8K - $45.4K
|
2.97K
$1.44M
|