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 09, 2024
Q1 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-1K- 10.06% |
$359K - $421K
|
8.94K
$4.33M
|
|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1K- 32.41% |
$359K - $421K
|
2.09K
$1.01M
|
|
|
May 14, 2024
Q1 2024
|
Stone Run Capital, LLC
New York, NY |
SELL
|
- |
-1K- 3.98% |
$359K - $421K
|
24.1K
$11.7M
|
|
|
May 09, 2024
Q1 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-1K- 0.78% |
$360K - $421K
|
128K
$62.1M
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.01K- 87.4% |
$361K - $423K
|
145
$70.3K
|
|
|
May 08, 2024
Q1 2024
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-1.02K- 12.72% |
$365K - $427K
|
6.96K
$3.38M
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
SELL
|
- |
-1.02K- 7.11% |
$365K - $427K
|
13.3K
$6.43M
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-1.04K- 1.46% |
$373K - $436K
|
69.9K
$33.9M
|
|
|
May 08, 2024
Q1 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-1.04K- 3.12% |
$375K - $439K
|
32.4K
$15.7M
|
|
|
May 09, 2024
Q1 2024
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-1.05K- 7.1% |
$376K - $440K
|
13.7K
$6.64M
|
|
|
Jun 03, 2025
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.05K- 2.36% |
$378K - $443K
|
43.6K
$21.2M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.06K- 8.01% |
$381K - $446K
|
12.2K
$5.91M
|
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.07K- 5.38% |
$384K - $450K
|
18.8K
$9.13M
|
|
|
May 06, 2024
Q1 2024
|
Brooktree Capital Management
|
SELL
|
- |
-1.07K- 4.61% |
$385K - $451K
|
22.2K
$10.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-1.07K- 1.43% |
$386K - $452K
|
73.9K
$35.9M
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.08K- 4.52% |
$386K - $452K
|
22.7K
$11M
|
|
|
Apr 18, 2024
Q1 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-1.08K- 26.36% |
$387K - $453K
|
3.01K
$1.46M
|
|
|
May 06, 2024
Q1 2024
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-1.08K- 0.67% |
$389K - $455K
|
161K
$78.2M
|
|
|
May 15, 2024
Q1 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-1.08K- 9.85% |
$389K - $455K
|
9.9K
$4.8M
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1.08K- 0.55% |
$389K - $455K
|
196K
$95M
|
|
|
May 15, 2024
Q1 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-1.09K- 7.11% |
$392K - $459K
|
14.3K
$6.92M
|
|
|
May 14, 2024
Q1 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-1.11K- 2.37% |
$397K - $465K
|
45.5K
$22.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-1.11K- 4.93% |
$400K - $468K
|
21.5K
$10.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.13K- 30.32% |
$404K - $473K
|
2.59K
$1.25M
|
|
|
May 15, 2024
Q1 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
SELL
|
- |
-1.13K- 52.38% |
$407K - $476K
|
1.03K
$500K
|
|
|
Apr 22, 2024
Q1 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-1.14K- 1.49% |
$410K - $479K
|
75.6K
$36.7M
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.14K- 3.14% |
$410K - $479K
|
35.1K
$17M
|
|
|
May 01, 2024
Q1 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-1.14K- 4.14% |
$410K - $480K
|
26.4K
$12.8M
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-1.15K- 1.78% |
$412K - $482K
|
63.4K
$30.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-1.15K- 7.55% |
$413K - $484K
|
14.1K
$6.83M
|
|
|
Apr 22, 2024
Q1 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-1.15K- 0.45% |
$415K - $485K
|
258K
$125M
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.16K- 11.94% |
$415K - $486K
|
8.53K
$4.13M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-1.16K- 3.07% |
$416K - $487K
|
36.5K
$17.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-1.17K- 6.39% |
$421K - $492K
|
17.1K
$8.32M
|
|
|
May 14, 2024
Q1 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.17K- 41.64% |
$421K - $492K
|
1.64K
$796K
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-1.18K- 3.09% |
$424K - $496K
|
37K
$17.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.19K- 7.05% |
$427K - $500K
|
15.7K
$7.6M
|
|
|
Apr 11, 2024
Q1 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-1.19K- 9.03% |
$428K - $500K
|
12K
$5.82M
|
|
|
Apr 05, 2024
Q1 2024
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-1.19K- 1.06% |
$428K - $501K
|
111K
$53.8M
|
|
|
May 02, 2024
Q1 2024
|
Sippican Capital Advisors
|
SELL
|
- |
-1.21K- 19.21% |
$433K - $507K
|
5.07K
$2.46M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.21K- 6.02% |
$434K - $508K
|
18.8K
$9.13M
|
|
|
May 14, 2024
Q1 2024
|
Dantai Capital LTD
Hong Kong, K3 |
SELL
|
- |
-1.22K- 31.28% |
$438K - $513K
|
2.68K
$1.3M
|
|
|
Apr 30, 2024
Q1 2024
|
West Bancorporation Inc
|
SELL
|
- |
-1.22K- 67.85% |
$440K - $515K
|
580
$281K
|
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-1.23K- 30.55% |
$440K - $515K
|
2.79K
$1.35M
|
|
|
May 07, 2024
Q1 2024
|
Keating Investment Counselors Inc
|
SELL
|
- |
-1.23K- 38.52% |
$441K - $516K
|
1.96K
$951K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.23K- 6.92% |
$443K - $518K
|
16.6K
$8.03M
|
|
|
May 13, 2024
Q1 2024
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
SELL
|
- |
-1.23K- 0.5% |
$443K - $519K
|
246K
$120M
|
|
|
Apr 29, 2024
Q1 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.24K- 7.95% |
$446K - $522K
|
14.4K
$6.97M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.24K- 9.56% |
$446K - $522K
|
11.7K
$5.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-1.25K- 7.6% |
$449K - $525K
|
15.2K
$7.37M
|