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
|
St. Louis Trust CO
|
SELL
|
- |
-666- 8.22% |
$239K - $280K
|
7.44K
$3.61M
|
|
|
Apr 24, 2024
Q1 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-667- 24.11% |
$240K - $280K
|
2.1K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-672- 3.47% |
$241K - $283K
|
18.7K
$9.07M
|
|
|
Apr 11, 2024
Q1 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-673- 3.81% |
$242K - $283K
|
17K
$8.24M
|
|
|
May 09, 2024
Q1 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-673- 7.19% |
$242K - $283K
|
8.68K
$4.21M
|
|
|
Apr 26, 2024
Q1 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-675- 38.48% |
$243K - $284K
|
1.08K
$523K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-676- 0.91% |
$243K - $284K
|
73.4K
$35.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-677- 8.93% |
$243K - $285K
|
6.9K
$3.35M
|
|
|
Apr 23, 2024
Q1 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-677- 0.91% |
$243K - $285K
|
73.7K
$35.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-678- 3.36% |
$244K - $285K
|
19.5K
$9.46M
|
|
|
May 14, 2024
Q1 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-680- 2.14% |
$244K - $286K
|
31.1K
$15.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-682- 11.75% |
$245K - $287K
|
5.12K
$2.49M
|
|
|
May 02, 2024
Q1 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-682- 13.32% |
$245K - $287K
|
4.44K
$2.15M
|
|
|
May 07, 2024
Q1 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-686- 11.33% |
$246K - $288K
|
5.37K
$2.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-688- 1.75% |
$247K - $289K
|
38.6K
$18.7M
|
|
|
Apr 01, 2024
Q1 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-691- 9.19% |
$248K - $291K
|
6.82K
$3.31M
|
|
|
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-695- 0.96% |
$250K - $292K
|
71.9K
$34.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-696- 0.71% |
$250K - $293K
|
97K
$47.1M
|
|
|
May 06, 2024
Q1 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-700- 0.34% |
$252K - $294K
|
206K
$99.8M
|
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-701- 4.68% |
$252K - $295K
|
14.3K
$6.92M
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-703- 20.24% |
$253K - $296K
|
2.77K
$1.34M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-706- 14.51% |
$254K - $297K
|
4.16K
$2.02M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-707- 2.13% |
$254K - $297K
|
32.5K
$15.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-708- 1.76% |
$254K - $298K
|
39.5K
$19.2M
|
|
|
May 06, 2024
Q1 2024
|
Capital City Trust CO
|
SELL
|
- |
-708- 5.64% |
$254K - $298K
|
11.8K
$5.75M
|
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-711- 3.68% |
$255K - $299K
|
18.6K
$9.04M
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-720- 0.24% |
$259K - $303K
|
298K
$145M
|
|
|
Apr 15, 2024
Q1 2024
|
Security National Bank
|
SELL
|
- |
-724- 1.08% |
$260K - $304K
|
66.3K
$32.1M
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-724- 4.14% |
$260K - $304K
|
16.8K
$8.13M
|
|
|
May 14, 2024
Q1 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-724- 3.52% |
$260K - $304K
|
19.9K
$9.63M
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-725- 2.4% |
$260K - $305K
|
29.5K
$14.3M
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-728- 23.88% |
$262K - $306K
|
2.32K
$1.13M
|
|
|
May 03, 2024
Q1 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-732- 43.99% |
$263K - $308K
|
932
$452K
|
|
|
Apr 16, 2024
Q1 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-733- 0.49% |
$263K - $308K
|
149K
$72.4M
|
|
|
May 03, 2024
Q1 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-738- 1.07% |
$265K - $310K
|
68.4K
$33.2M
|
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-739- 1.24% |
$266K - $311K
|
58.8K
$28.5M
|
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-746- 4.15% |
$268K - $314K
|
17.2K
$8.36M
|
|
|
May 09, 2024
Q1 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-747- 2.23% |
$268K - $314K
|
32.8K
$15.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
SELL
|
- |
-749- 1.91% |
$269K - $315K
|
38.6K
$18.7M
|
|
|
May 09, 2024
Q1 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-752- 45.58% |
$270K - $316K
|
898
$436K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-760- 3.3% |
$273K - $320K
|
22.3K
$10.8M
|
|
|
May 13, 2024
Q1 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-767- 1.04% |
$276K - $323K
|
72.7K
$35.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Swan Capital LLC
Pensacola, FL |
SELL
|
- |
-768- 1.95% |
$276K - $323K
|
38.5K
$18.7M
|
|
|
May 15, 2024
Q1 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-775- 44.69% |
$278K - $326K
|
959
$465K
|
|
|
Apr 12, 2024
Q1 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-783- 7.61% |
$281K - $329K
|
9.5K
$4.61M
|
|
|
May 09, 2024
Q1 2024
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-787- 39.06% |
$283K - $331K
|
1.23K
$596K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-796- 9.85% |
$286K - $335K
|
7.29K
$3.53M
|
|
|
May 15, 2024
Q1 2024
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-800- 4.37% |
$287K - $336K
|
17.5K
$8.48M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-801- 17.94% |
$288K - $337K
|
3.66K
$1.78M
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-811- 19.86% |
$291K - $341K
|
3.27K
$1.59M
|