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 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-688- 1.75% |
$247K - $289K
|
38.6K
$18.5M
|
|
|
Apr 01, 2024
Q1 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-691- 9.19% |
$248K - $291K
|
6.82K
$3.27M
|
|
|
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-695- 0.96% |
$250K - $292K
|
71.9K
$34.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-696- 0.71% |
$250K - $293K
|
97K
$46.5M
|
|
|
May 06, 2024
Q1 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-700- 0.34% |
$252K - $294K
|
206K
$98.6M
|
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-701- 4.68% |
$252K - $295K
|
14.3K
$6.83M
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-703- 20.24% |
$253K - $296K
|
2.77K
$1.33M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-706- 14.51% |
$254K - $297K
|
4.16K
$1.99M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-707- 2.13% |
$254K - $297K
|
32.5K
$15.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-708- 1.76% |
$254K - $298K
|
39.5K
$18.9M
|
|
|
May 06, 2024
Q1 2024
|
Capital City Trust CO
|
SELL
|
- |
-708- 5.64% |
$254K - $298K
|
11.8K
$5.67M
|
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-711- 3.68% |
$255K - $299K
|
18.6K
$8.92M
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-720- 0.24% |
$259K - $303K
|
298K
$143M
|
|
|
Apr 15, 2024
Q1 2024
|
Security National Bank
|
SELL
|
- |
-724- 1.08% |
$260K - $304K
|
66.3K
$31.7M
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-724- 4.14% |
$260K - $304K
|
16.8K
$8.03M
|
|
|
May 14, 2024
Q1 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-724- 3.52% |
$260K - $304K
|
19.9K
$9.51M
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-725- 2.4% |
$260K - $305K
|
29.5K
$14.1M
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-728- 23.88% |
$262K - $306K
|
2.32K
$1.11M
|
|
|
May 03, 2024
Q1 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-732- 43.99% |
$263K - $308K
|
932
$446K
|
|
|
Apr 16, 2024
Q1 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-733- 0.49% |
$263K - $308K
|
149K
$71.4M
|
|
|
May 03, 2024
Q1 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-738- 1.07% |
$265K - $310K
|
68.4K
$32.8M
|
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-739- 1.24% |
$266K - $311K
|
58.8K
$28.2M
|
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-746- 4.15% |
$268K - $314K
|
17.2K
$8.25M
|
|
|
May 09, 2024
Q1 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-747- 2.23% |
$268K - $314K
|
32.8K
$15.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
SELL
|
- |
-749- 1.91% |
$269K - $315K
|
38.6K
$18.5M
|
|
|
May 09, 2024
Q1 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-752- 45.58% |
$270K - $316K
|
898
$430K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-760- 3.3% |
$273K - $320K
|
22.3K
$10.7M
|
|
|
May 13, 2024
Q1 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-767- 1.04% |
$276K - $323K
|
72.7K
$34.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Swan Capital LLC
Pensacola, FL |
SELL
|
- |
-768- 1.95% |
$276K - $323K
|
38.5K
$18.4M
|
|
|
May 15, 2024
Q1 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-775- 44.69% |
$278K - $326K
|
959
$459K
|
|
|
Apr 12, 2024
Q1 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-783- 7.61% |
$281K - $329K
|
9.5K
$4.55M
|
|
|
May 09, 2024
Q1 2024
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-787- 39.06% |
$283K - $331K
|
1.23K
$588K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-796- 9.85% |
$286K - $335K
|
7.29K
$3.49M
|
|
|
May 15, 2024
Q1 2024
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-800- 4.37% |
$287K - $336K
|
17.5K
$8.38M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-801- 17.94% |
$288K - $337K
|
3.66K
$1.75M
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-811- 19.86% |
$291K - $341K
|
3.27K
$1.57M
|
|
|
Apr 23, 2024
Q1 2024
|
Iowa State Bank
|
SELL
|
- |
-812- 4.13% |
$292K - $341K
|
18.9K
$9.03M
|
|
|
Apr 26, 2024
Q1 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-812- 2.27% |
$292K - $341K
|
35K
$16.7M
|
|
|
May 14, 2024
Q1 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-814- 10.74% |
$292K - $342K
|
6.76K
$3.24M
|
|
|
May 03, 2024
Q1 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-818- 0.69% |
$294K - $344K
|
118K
$56.3M
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-820- 15.56% |
$295K - $345K
|
4.45K
$2.13M
|
|
|
May 15, 2024
Q1 2024
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-820- 50.25% |
$295K - $345K
|
812
$389K
|
|
|
Apr 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-824- 1.9% |
$296K - $347K
|
42.6K
$20.4M
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-825- 2.58% |
$296K - $347K
|
31.1K
$14.9M
|
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-825- 0.27% |
$296K - $347K
|
304K
$145M
|
|
|
May 13, 2024
Q1 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-829- 2.37% |
$298K - $349K
|
34.2K
$16.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-830- 0.9% |
$298K - $349K
|
90.9K
$43.5M
|
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-834- 10.64% |
$300K - $351K
|
7.01K
$3.36M
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
SELL
|
- |
-840- 4.24% |
$302K - $353K
|
19K
$9.07M
|
|
|
Apr 17, 2024
Q1 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-841- 1.48% |
$302K - $354K
|
55.9K
$26.8M
|