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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-157- 0.83% |
$56.4K - $66K
|
18.7K
$9.06M
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
SELL
|
- |
-158- 2.65% |
$56.8K - $66.4K
|
5.8K
$2.81M
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-158- 0.61% |
$56.8K - $66.4K
|
25.6K
$12.4M
|
|
|
May 01, 2024
Q1 2024
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-158- 0.54% |
$56.8K - $66.4K
|
29.3K
$14.2M
|
|
|
May 06, 2024
Q1 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-158- 1.67% |
$56.8K - $66.4K
|
9.33K
$4.53M
|
|
|
Apr 11, 2024
Q1 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-159- 1.97% |
$57.1K - $66.9K
|
7.93K
$3.84M
|
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-159- 9.12% |
$57.1K - $66.9K
|
1.58K
$768K
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-159- 2.98% |
$57.1K - $66.9K
|
5.18K
$2.51M
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-159- 9.19% |
$57.1K - $66.9K
|
1.57K
$762K
|
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-160- 6.51% |
$57.5K - $67.3K
|
2.3K
$1.11M
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-160- 3.75% |
$57.5K - $67.3K
|
4.1K
$1.99M
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-161- 7.1% |
$57.8K - $67.7K
|
2.11K
$1.02M
|
|
|
May 09, 2024
Q1 2024
|
Wills Financial Group, Inc.
|
SELL
|
- |
-161- 0.34% |
$57.8K - $67.7K
|
46.7K
$22.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-162- 1.29% |
$58.2K - $68.1K
|
12.4K
$6.02M
|
|
|
May 01, 2024
Q1 2024
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-163- 0.72% |
$58.6K - $68.5K
|
22.5K
$10.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-166- 5.85% |
$59.6K - $69.8K
|
2.67K
$1.29M
|
|
|
Apr 25, 2024
Q1 2024
|
Members Trust CO
|
SELL
|
- |
-166- 6.49% |
$59.6K - $69.8K
|
2.39K
$1.16M
|
|
|
Apr 09, 2024
Q1 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-167- 7.0% |
$60K - $70.2K
|
2.22K
$1.08M
|
|
|
May 10, 2024
Q1 2024
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-167- 11.41% |
$60K - $70.2K
|
1.3K
$629K
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-168- 3.79% |
$60.4K - $70.6K
|
4.26K
$2.07M
|
|
|
May 10, 2024
Q1 2024
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-168- 2.54% |
$60.4K - $70.6K
|
6.44K
$3.12M
|
|
|
Apr 09, 2024
Q1 2024
|
Lynch & Associates
|
SELL
|
- |
-170- 1.3% |
$61.1K - $71.5K
|
12.9K
$6.24M
|
|
|
Apr 12, 2024
Q1 2024
|
Triad Investment Management
|
SELL
|
- |
-171- 6.05% |
$61.4K - $71.9K
|
2.66K
$1.29M
|
|
|
May 09, 2024
Q1 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-172- 1.02% |
$61.8K - $72.3K
|
16.7K
$8.1M
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-173- 3.97% |
$62.2K - $72.7K
|
4.18K
$2.03M
|
|
|
May 08, 2024
Q1 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-173- 0.85% |
$62.2K - $72.7K
|
20.3K
$9.83M
|
|
|
Apr 22, 2024
Q1 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-174- 1.43% |
$62.5K - $73.2K
|
12K
$5.82M
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-174- 5.02% |
$62.5K - $73.2K
|
3.29K
$1.6M
|
|
|
May 15, 2024
Q1 2024
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-174- 1.37% |
$62.5K - $73.2K
|
12.6K
$6.09M
|
|
|
May 15, 2024
Q1 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-174- 0.39% |
$62.5K - $73.2K
|
44.6K
$21.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Seneca House Advisors
|
SELL
|
- |
-175- 15.15% |
$62.9K - $73.6K
|
980
$475K
|
|
|
May 09, 2024
Q1 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-175- 7.91% |
$62.9K - $73.6K
|
2.04K
$987K
|
|
|
May 14, 2024
Q1 2024
|
Heron Bay Capital Management
|
SELL
|
- |
-175- 0.71% |
$62.9K - $73.6K
|
24.6K
$11.9M
|
|
|
Feb 21, 2025
Q1 2024
|
Value Partners Investments Inc.
|
SELL
|
- |
-175- 4.76% |
$62.9K - $73.6K
|
3.5K
$1.7M
|
|
|
Apr 10, 2024
Q1 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-176- 3.78% |
$63.2K - $74K
|
4.48K
$2.17M
|
|
|
May 15, 2024
Q1 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-177- 11.24% |
$63.6K - $74.4K
|
1.4K
$678K
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-178- 1.35% |
$64K - $74.9K
|
13K
$6.32M
|
|
|
Apr 17, 2024
Q1 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-179- 1.8% |
$64.3K - $75.3K
|
9.78K
$4.74M
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-179- 6.53% |
$64.3K - $75.3K
|
2.56K
$1.24M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-179- 0.79% |
$64.3K - $75.3K
|
22.5K
$10.9M
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-180- 2.27% |
$64.7K - $75.7K
|
7.76K
$3.76M
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-180- 0.73% |
$64.7K - $75.7K
|
24.5K
$11.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
SELL
|
- |
-180- 7.22% |
$64.7K - $75.7K
|
2.31K
$1.12M
|
|
|
Apr 29, 2024
Q1 2024
|
Argent Capital Management LLC
|
SELL
|
- |
-180- 5.98% |
$64.7K - $75.7K
|
2.83K
$1.37M
|
|
|
May 14, 2024
Q1 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-180- 12.95% |
$64.7K - $75.7K
|
1.21K
$587K
|
|
|
May 09, 2024
Q1 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-181- 1.51% |
$65K - $76.1K
|
11.8K
$5.74M
|
|
|
May 14, 2024
Q1 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-181- 3.73% |
$65K - $76.1K
|
4.67K
$2.27M
|
|
|
May 14, 2024
Q1 2024
|
Middleton & CO Inc
|
SELL
|
- |
-181- 0.65% |
$65K - $76.1K
|
27.6K
$13.4M
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-182- 1.89% |
$65.4K - $76.5K
|
9.45K
$4.58M
|
|
|
May 01, 2024
Q1 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-183- 10.07% |
$65.8K - $77K
|
1.64K
$793K
|