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 13, 2024
Q1 2024
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-108- 2.97% |
$38.8K - $45.4K
|
3.53K
$1.71M
|
|
|
Apr 12, 2024
Q1 2024
|
Jacobs & CO
|
SELL
|
- |
-110- 0.84% |
$39.5K - $46.3K
|
13K
$6.31M
|
|
|
Apr 29, 2024
Q1 2024
|
Page Arthur B
|
SELL
|
- |
-110- 8.7% |
$39.5K - $46.3K
|
1.16K
$560K
|
|
|
May 13, 2024
Q1 2024
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-110- 7.7% |
$39.5K - $46.3K
|
1.32K
$640K
|
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-112- 1.3% |
$40.2K - $47.1K
|
8.48K
$4.11M
|
|
|
May 09, 2024
Q1 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-112- 0.17% |
$40.2K - $47.1K
|
64K
$31M
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-113- 6.25% |
$40.6K - $47.5K
|
1.69K
$822K
|
|
|
May 09, 2024
Q1 2024
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-113- 5.25% |
$40.6K - $47.5K
|
2.04K
$988K
|
|
|
Apr 17, 2024
Q1 2024
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-115- 0.11% |
$41.3K - $48.4K
|
108K
$52.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-115- 2.6% |
$41.3K - $48.4K
|
4.31K
$2.09M
|
|
|
Apr 25, 2024
Q1 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-115- 1.94% |
$41.3K - $48.4K
|
5.82K
$2.82M
|
|
|
May 08, 2024
Q1 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-115- 0.46% |
$41.3K - $48.4K
|
25K
$12.1M
|
|
|
May 13, 2024
Q1 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-115- 1.05% |
$41.3K - $48.4K
|
10.8K
$5.24M
|
|
|
Apr 16, 2024
Q1 2024
|
Montis Financial, LLC
|
SELL
|
- |
-116- 0.6% |
$41.7K - $48.8K
|
19.3K
$9.34M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-116- 0.44% |
$41.7K - $48.8K
|
26.3K
$12.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-117- 1.27% |
$42K - $49.2K
|
9.07K
$4.4M
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-117- 4.26% |
$42K - $49.2K
|
2.63K
$1.28M
|
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-117- 1.5% |
$42K - $49.2K
|
7.68K
$3.72M
|
|
|
May 10, 2024
Q1 2024
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-118- 2.95% |
$42.4K - $49.6K
|
3.88K
$1.88M
|
|
|
May 13, 2024
Q1 2024
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
SELL
|
- |
-118- 0.12% |
$42.4K - $49.6K
|
101K
$49M
|
|
|
Oct 15, 2024
Q1 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-118- 14.29% |
$42.4K - $49.6K
|
708
$343K
|
|
|
Apr 26, 2024
Q1 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-119- 7.68% |
$42.8K - $50K
|
1.43K
$694K
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-120- 0.65% |
$43.1K - $50.5K
|
18.5K
$8.96M
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
SELL
|
- |
-120- 3.54% |
$43.1K - $50.5K
|
3.27K
$1.58M
|
|
|
Apr 15, 2024
Q1 2024
|
G&S Capital LLC
|
SELL
|
- |
-122- 3.49% |
$43.8K - $51.3K
|
3.38K
$1.64M
|
|
|
Apr 30, 2024
Q1 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-122- 1.48% |
$43.8K - $51.3K
|
8.13K
$3.94M
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-122- 4.81% |
$43.8K - $51.3K
|
2.41K
$1.17M
|
|
|
May 09, 2024
Q1 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-122- 1.35% |
$43.8K - $51.3K
|
8.9K
$4.32M
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-124- 7.64% |
$44.6K - $52.1K
|
1.5K
$727K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-125- 0.18% |
$44.9K - $52.6K
|
69.3K
$33.6M
|
|
|
May 08, 2024
Q1 2024
|
Miller Wealth Advisors, LLC
|
SELL
|
- |
-125- 1.97% |
$44.9K - $52.6K
|
6.22K
$3.02M
|
|
|
May 13, 2024
Q1 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-125- 2.21% |
$44.9K - $52.6K
|
5.53K
$2.68M
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-125- 0.86% |
$44.9K - $52.6K
|
14.5K
$7.03M
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-126- 0.49% |
$45.3K - $53K
|
25.4K
$12.3M
|
|
|
Jan 27, 2025
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-127- 12.99% |
$45.6K - $53.4K
|
851
$413K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-128- 7.9% |
$46K - $53.8K
|
1.49K
$724K
|
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-128- 9.19% |
$46K - $53.8K
|
1.27K
$614K
|
|
|
Nov 13, 2024
Q1 2024
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-128- 2.66% |
$46K - $53.8K
|
4.68K
$2.27M
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-129- 0.72% |
$46.3K - $54.2K
|
17.9K
$8.67M
|
|
|
Apr 17, 2024
Q1 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-129- 3.72% |
$46.3K - $54.2K
|
3.34K
$1.62M
|
|
|
Apr 29, 2024
Q1 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-129- 1.73% |
$46.3K - $54.2K
|
7.31K
$3.54M
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-130- 11.74% |
$46.7K - $54.7K
|
977
$474K
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-130- 6.39% |
$46.7K - $54.7K
|
1.9K
$923K
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-130- 1.68% |
$46.7K - $54.7K
|
7.63K
$3.7M
|
|
|
May 03, 2024
Q1 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-130- 2.03% |
$46.7K - $54.7K
|
6.29K
$3.05M
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-130- 1.81% |
$46.7K - $54.7K
|
7.05K
$3.42M
|
|
|
May 15, 2024
Q1 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-130- 1.23% |
$46.7K - $54.7K
|
10.4K
$5.04M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-130- 2.31% |
$46.7K - $54.7K
|
5.49K
$2.66M
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-131- 6.23% |
$47.1K - $55.1K
|
1.97K
$957K
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
SELL
|
- |
-133- 3.15% |
$47.8K - $55.9K
|
4.09K
$1.98M
|