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 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-340- 19.48% |
$122K - $143K
|
1.41K
$681K
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-343- 10.27% |
$123K - $144K
|
3K
$1.45M
|
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-343- 3.33% |
$123K - $144K
|
9.94K
$4.82M
|
|
|
Apr 15, 2024
Q1 2024
|
Capitol Family Office, Inc.
|
SELL
|
- |
-346- 3.91% |
$124K - $145K
|
8.49K
$4.12M
|
|
|
May 15, 2024
Q1 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-348- 6.61% |
$125K - $146K
|
4.92K
$2.39M
|
|
|
May 01, 2024
Q1 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-350- 5.33% |
$126K - $147K
|
6.21K
$3.01M
|
|
|
May 08, 2024
Q1 2024
|
Gouws Capital LLC
|
SELL
|
- |
-350- 21.88% |
$126K - $147K
|
1.25K
$606K
|
|
|
May 10, 2024
Q1 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-350- 0.38% |
$126K - $147K
|
91.1K
$44.2M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-350- 0.62% |
$126K - $147K
|
56.3K
$27.3M
|
|
|
Jun 24, 2024
Q1 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-350- 23.15% |
$126K - $147K
|
1.16K
$564K
|
|
|
May 17, 2024
Q1 2024
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-352- 1.03% |
$126K - $148K
|
33.8K
$16.4M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-353- 1.26% |
$127K - $148K
|
27.6K
$13.4M
|
|
|
May 13, 2024
Q1 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-355- 2.6% |
$128K - $149K
|
13.3K
$6.44M
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-355- 0.69% |
$128K - $149K
|
51.1K
$24.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-356- 0.73% |
$128K - $150K
|
48.1K
$23.3M
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-356- 0.4% |
$128K - $150K
|
87.9K
$42.6M
|
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-356- 7.11% |
$128K - $150K
|
4.65K
$2.26M
|
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-356- 6.84% |
$128K - $150K
|
4.85K
$2.35M
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-357- 12.08% |
$128K - $150K
|
2.6K
$1.26M
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-360- 6.02% |
$129K - $151K
|
5.62K
$2.73M
|
|
|
Apr 29, 2024
Q1 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-360- 27.8% |
$129K - $151K
|
935
$453K
|
|
|
May 02, 2024
Q1 2024
|
Hoertkorn Richard Charles
|
SELL
|
- |
-360- 7.98% |
$129K - $151K
|
4.15K
$2.01M
|
|
|
May 07, 2024
Q1 2024
|
Arnhold LLC
|
SELL
|
- |
-360- 0.95% |
$129K - $151K
|
37.4K
$18.1M
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-362- 1.75% |
$130K - $152K
|
20.4K
$9.87M
|
|
|
May 01, 2024
Q1 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-363- 2.73% |
$130K - $153K
|
12.9K
$6.27M
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-363- 8.73% |
$130K - $153K
|
3.8K
$1.84M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-366- 4.9% |
$132K - $154K
|
7.1K
$3.44M
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-367- 1.22% |
$132K - $154K
|
29.7K
$14.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Planned Solutions, Inc.
|
SELL
|
- |
-371- 16.23% |
$133K - $156K
|
1.92K
$929K
|
|
|
Apr 03, 2024
Q1 2024
|
Rk Asset Management, LLC
Grosse Pointe Farms, MI |
SELL
|
- |
-371- 2.49% |
$133K - $156K
|
14.6K
$7.06M
|
|
|
Apr 08, 2024
Q1 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-372- 2.48% |
$134K - $156K
|
14.6K
$7.09M
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-372- 6.0% |
$134K - $156K
|
5.83K
$2.83M
|
|
|
May 15, 2024
Q1 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-375- 5.26% |
$135K - $158K
|
6.75K
$3.27M
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
SELL
|
- |
-376- 3.14% |
$135K - $158K
|
11.6K
$5.63M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-378- 1.51% |
$136K - $159K
|
24.6K
$11.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-379- 0.16% |
$136K - $159K
|
240K
$116M
|
|
|
May 13, 2024
Q1 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-379- 2.62% |
$136K - $159K
|
14.1K
$6.84M
|
|
|
May 13, 2024
Q1 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-382- 6.69% |
$137K - $161K
|
5.32K
$2.58M
|
|
|
May 01, 2024
Q1 2024
|
Lathrop Investment Management Corp
|
SELL
|
- |
-383- 3.55% |
$138K - $161K
|
10.4K
$5.05M
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-389- 10.07% |
$140K - $164K
|
3.47K
$1.68M
|
|
|
Apr 17, 2024
Q1 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-393- 5.29% |
$141K - $165K
|
7.03K
$3.41M
|
|
|
May 01, 2024
Q1 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-395- 7.18% |
$142K - $166K
|
5.11K
$2.48M
|
|
|
Apr 25, 2024
Q1 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-397- 12.43% |
$143K - $167K
|
2.8K
$1.36M
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
SELL
|
- |
-398- 6.77% |
$143K - $167K
|
5.48K
$2.66M
|
|
|
Aug 12, 2024
Q1 2024
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-400- 9.35% |
$144K - $168K
|
3.88K
$1.88M
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-404- 2.43% |
$145K - $170K
|
16.2K
$7.86M
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-407- 6.23% |
$146K - $171K
|
6.13K
$2.97M
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-409- 0.5% |
$147K - $172K
|
82.2K
$39.9M
|
|
|
May 10, 2024
Q1 2024
|
1776 Wealth LLC
|
SELL
|
- |
-414- 5.94% |
$149K - $174K
|
6.56K
$3.18M
|
|
|
Apr 15, 2024
Q1 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-416- 1.0% |
$149K - $175K
|
41.3K
$20M
|