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 14, 2024
Q1 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-444- 2.48% |
$160K - $187K
|
17.4K
$8.35M
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-446- 7.74% |
$160K - $188K
|
5.32K
$2.54M
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
SELL
|
- |
-447- 19.21% |
$161K - $188K
|
1.88K
$900K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-447- 1.03% |
$161K - $188K
|
42.9K
$20.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Satovsky Asset Management LLC
|
SELL
|
- |
-448- 0.83% |
$161K - $188K
|
53.5K
$25.6M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-458- 0.29% |
$165K - $193K
|
159K
$75.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-460- 10.22% |
$165K - $193K
|
4.04K
$1.93M
|
|
|
Apr 25, 2024
Q1 2024
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-460- 1.53% |
$165K - $193K
|
29.6K
$14.2M
|
|
|
May 15, 2024
Q1 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-463- 3.44% |
$166K - $195K
|
13K
$6.21M
|
|
|
May 14, 2024
Q1 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-464- 8.57% |
$167K - $195K
|
4.95K
$2.37M
|
|
|
May 02, 2024
Q1 2024
|
Weil Company, Inc.
|
SELL
|
- |
-465- 1.96% |
$167K - $196K
|
23.3K
$11.1M
|
|
|
May 10, 2024
Q1 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-465- 7.69% |
$167K - $196K
|
5.58K
$2.67M
|
|
|
Apr 10, 2024
Q1 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-466- 0.91% |
$167K - $196K
|
51K
$24.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-474- 4.82% |
$170K - $199K
|
9.37K
$4.48M
|
|
|
Apr 15, 2024
Q1 2024
|
Epiq Partners, LLC
|
SELL
|
- |
-476- 4.28% |
$171K - $200K
|
10.6K
$5.1M
|
|
|
May 13, 2024
Q1 2024
|
Greenbrier Partners Capital Management, LLC
|
SELL
|
- |
-476- 0.53% |
$171K - $200K
|
88.9K
$42.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-490- 20.01% |
$176K - $206K
|
1.96K
$938K
|
|
|
May 14, 2024
Q1 2024
|
Hyperion Capital Advisors LP
New York, NY |
SELL
|
- |
-494- 3.83% |
$177K - $208K
|
12.4K
$5.94M
|
|
|
Apr 26, 2024
Q1 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-500- 13.95% |
$180K - $210K
|
3.08K
$1.48M
|
|
|
Apr 30, 2024
Q1 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-500- 11.46% |
$180K - $210K
|
3.86K
$1.85M
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
SELL
|
- |
-500- 6.84% |
$180K - $210K
|
6.81K
$3.26M
|
|
|
May 02, 2024
Q1 2024
|
Boit C F David
Boston, MA |
SELL
|
- |
-500- 1.5% |
$180K - $210K
|
32.7K
$15.7M
|
|
|
May 03, 2024
Q1 2024
|
Delaney Dennis R
Boston, MA |
SELL
|
- |
-500- 26.25% |
$180K - $210K
|
1.41K
$673K
|
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
SELL
|
- |
-505- 17.18% |
$181K - $212K
|
2.44K
$1.17M
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-506- 2.06% |
$182K - $213K
|
24.1K
$11.5M
|
|
|
May 14, 2024
Q1 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-506- 1.07% |
$182K - $213K
|
47K
$22.5M
|
|
|
May 13, 2024
Q1 2024
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-507- 0.41% |
$182K - $213K
|
123K
$58.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-508- 10.4% |
$183K - $214K
|
4.38K
$2.1M
|
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-508- 2.65% |
$183K - $214K
|
18.7K
$8.94M
|
|
|
Apr 11, 2024
Q1 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-510- 9.8% |
$183K - $214K
|
4.7K
$2.25M
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-510- 0.32% |
$183K - $214K
|
157K
$75.4M
|
|
|
May 15, 2024
Q1 2024
|
Grand Jean Capital Management Inc
San Francisco, CA |
SELL
|
- |
-510- 0.53% |
$183K - $214K
|
95.5K
$45.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-514- 4.65% |
$185K - $216K
|
10.5K
$5.04M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-514- 0.67% |
$185K - $216K
|
76.3K
$36.5M
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-516- 3.35% |
$185K - $217K
|
14.9K
$7.12M
|
|
|
May 01, 2024
Q1 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-517- 7.28% |
$186K - $217K
|
6.59K
$3.15M
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-521- 1.2% |
$187K - $219K
|
42.9K
$20.5M
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-521- 2.51% |
$187K - $219K
|
20.2K
$9.69M
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
SELL
|
- |
-523- 6.69% |
$188K - $220K
|
7.29K
$3.49M
|
|
|
May 08, 2024
Q1 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-529- 4.17% |
$190K - $222K
|
12.2K
$5.82M
|
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-537- 18.06% |
$193K - $226K
|
2.44K
$1.17M
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-540- 7.11% |
$194K - $227K
|
7.06K
$3.38M
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-546- 1.71% |
$196K - $230K
|
31.5K
$15.1M
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-547- 4.49% |
$197K - $230K
|
11.6K
$5.57M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-551- 50.0% |
$198K - $232K
|
551
$264K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-563- 0.25% |
$202K - $237K
|
224K
$107M
|
|
|
Apr 22, 2024
Q1 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-563- 5.41% |
$202K - $237K
|
9.84K
$4.71M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-567- 0.88% |
$204K - $238K
|
63.7K
$30.5M
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-568- 0.22% |
$204K - $239K
|
256K
$123M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-571- 3.43% |
$205K - $240K
|
16.1K
$7.69M
|