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 01, 2024
Q1 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-517- 7.28% |
$186K - $217K
|
6.59K
$3.19M
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-521- 1.2% |
$187K - $219K
|
42.9K
$20.8M
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-521- 2.51% |
$187K - $219K
|
20.2K
$9.81M
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
SELL
|
- |
-523- 6.69% |
$188K - $220K
|
7.29K
$3.54M
|
|
|
May 08, 2024
Q1 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-529- 4.17% |
$190K - $222K
|
12.2K
$5.9M
|
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-537- 18.06% |
$193K - $226K
|
2.44K
$1.18M
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-540- 7.11% |
$194K - $227K
|
7.06K
$3.42M
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-546- 1.71% |
$196K - $230K
|
31.5K
$15.3M
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-547- 4.49% |
$197K - $230K
|
11.6K
$5.65M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-551- 50.0% |
$198K - $232K
|
551
$267K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-563- 0.25% |
$202K - $237K
|
224K
$109M
|
|
|
Apr 22, 2024
Q1 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-563- 5.41% |
$202K - $237K
|
9.84K
$4.77M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-567- 0.88% |
$204K - $238K
|
63.7K
$30.9M
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-568- 0.22% |
$204K - $239K
|
256K
$124M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-571- 3.43% |
$205K - $240K
|
16.1K
$7.79M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-572- 4.91% |
$206K - $241K
|
11.1K
$5.37M
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-574- 3.76% |
$206K - $241K
|
14.7K
$7.13M
|
|
|
Apr 29, 2024
Q1 2024
|
Asset Planning Corporation
|
SELL
|
- |
-576- 1.97% |
$207K - $242K
|
28.7K
$13.9M
|
|
|
May 14, 2024
Q1 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-577- 1.12% |
$207K - $243K
|
51.1K
$24.8M
|
|
|
May 13, 2024
Q1 2024
|
Steginsky Capital LLC
|
SELL
|
- |
-582- 0.86% |
$209K - $245K
|
67.3K
$32.6M
|
|
|
May 01, 2024
Q1 2024
|
Bristol John W & CO Inc
|
SELL
|
- |
-586- 0.16% |
$211K - $246K
|
361K
$175M
|
|
|
May 07, 2024
Q1 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-588- 15.84% |
$211K - $247K
|
3.12K
$1.52M
|
|
|
Jul 17, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-589- 38.55% |
$212K - $248K
|
939
$455K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-591- 0.4% |
$212K - $249K
|
146K
$70.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-595- 13.14% |
$214K - $250K
|
3.93K
$1.91M
|
|
|
May 07, 2024
Q1 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-598- 2.51% |
$215K - $251K
|
23.2K
$11.3M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-598- 4.0% |
$215K - $251K
|
14.4K
$6.96M
|
|
|
Apr 12, 2024
Q1 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-600- 12.57% |
$216K - $252K
|
4.18K
$2.02M
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-600- 13.72% |
$216K - $252K
|
3.77K
$1.83M
|
|
|
Apr 19, 2024
Q1 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-603- 15.15% |
$217K - $254K
|
3.38K
$1.64M
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-603- 6.78% |
$217K - $254K
|
8.29K
$4.02M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-615- 7.83% |
$221K - $259K
|
7.24K
$3.51M
|
|
|
May 13, 2024
Q1 2024
|
Phraction Management LLC
Stamford, CT |
SELL
|
- |
-616- 1.94% |
$221K - $259K
|
31.1K
$15.1M
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-617- 0.22% |
$222K - $259K
|
274K
$133M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-619- 10.51% |
$222K - $260K
|
5.27K
$2.56M
|
|
|
May 08, 2024
Q1 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-620- 8.14% |
$223K - $261K
|
6.99K
$3.39M
|
|
|
May 10, 2024
Q1 2024
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-625- 7.5% |
$225K - $263K
|
7.71K
$3.74M
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-626- 8.26% |
$225K - $263K
|
6.95K
$3.37M
|
|
|
May 15, 2024
Q1 2024
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-630- 2.99% |
$226K - $265K
|
20.4K
$9.9M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-632- 7.63% |
$227K - $266K
|
7.65K
$3.71M
|
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-637- 1.04% |
$229K - $268K
|
60.4K
$29.3M
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-642- 56.91% |
$231K - $270K
|
486
$236K
|
|
|
May 07, 2024
Q1 2024
|
Allen Investment Management LLC
|
SELL
|
- |
-644- 0.37% |
$231K - $271K
|
172K
$83.3M
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-645- 44.7% |
$232K - $271K
|
798
$387K
|
|
|
Apr 17, 2024
Q1 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-646- 8.11% |
$232K - $272K
|
7.32K
$3.55M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-649- 6.52% |
$233K - $273K
|
9.3K
$4.51M
|
|
|
Apr 24, 2024
Q1 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-652- 1.91% |
$234K - $274K
|
33.5K
$16.3M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-652- 1.31% |
$234K - $274K
|
49.1K
$23.8M
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-653- 3.33% |
$235K - $275K
|
19K
$9.21M
|
|
|
May 01, 2024
Q1 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-655- 13.26% |
$235K - $275K
|
4.29K
$2.08M
|