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
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-1.25K- 12.5% |
$449K - $526K
|
8.75K
$4.24M
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-1.25K- 66.49% |
$449K - $526K
|
630
$306K
|
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.26K- 4.97% |
$451K - $528K
|
24K
$11.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
SELL
|
- |
-1.26K- 17.97% |
$452K - $529K
|
5.75K
$2.79M
|
|
|
May 07, 2024
Q1 2024
|
Reaves W H & CO Inc
|
SELL
|
- |
-1.28K- 5.59% |
$459K - $537K
|
21.6K
$10.5M
|
|
|
May 07, 2024
Q1 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-1.29K- 1.44% |
$462K - $540K
|
87.7K
$42.5M
|
|
|
May 08, 2024
Q1 2024
|
Shayne & Co., LLC
|
SELL
|
- |
-1.29K- 0.44% |
$462K - $540K
|
292K
$142M
|
|
|
May 14, 2024
Q1 2024
|
Eschler Asset Management LLP
Cambridge, X0 |
SELL
|
- |
-1.3K- 43.45% |
$467K - $547K
|
1.69K
$821K
|
|
|
Apr 22, 2024
Q1 2024
|
Weybosset Research & Management LLC
|
SELL
|
- |
-1.3K- 3.32% |
$468K - $548K
|
37.9K
$18.4M
|
|
|
Jun 13, 2024
Q1 2024
|
Keystone Financial Services
|
SELL
|
- |
-1.3K- 16.49% |
$468K - $548K
|
6.59K
$3.2M
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1.31K- 1.07% |
$471K - $551K
|
121K
$58.7M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.31K- 0.28% |
$471K - $552K
|
461K
$224M
|
|
|
May 15, 2024
Q1 2024
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-1.32K- 4.06% |
$474K - $555K
|
31.2K
$15.1M
|
|
|
May 03, 2024
Q1 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-1.34K- 3.93% |
$480K - $562K
|
32.7K
$15.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-1.34K- 12.74% |
$481K - $563K
|
9.16K
$4.44M
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-1.36K- 11.69% |
$488K - $571K
|
10.3K
$4.98M
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.36K- 22.78% |
$489K - $572K
|
4.61K
$2.24M
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.36K- 5.18% |
$489K - $573K
|
25K
$12.1M
|
|
|
May 01, 2024
Q1 2024
|
Northeast Investment Management
|
SELL
|
- |
-1.36K- 0.95% |
$490K - $573K
|
142K
$68.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-1.36K- 13.99% |
$490K - $574K
|
8.39K
$4.07M
|
|
|
Apr 24, 2024
Q1 2024
|
Harvey Investment CO LLC
|
SELL
|
- |
-1.37K- 1.17% |
$490K - $574K
|
115K
$55.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.38K- 4.58% |
$494K - $578K
|
28.7K
$13.9M
|
|
|
May 09, 2024
Q1 2024
|
S&Co Inc
Boston, MA |
SELL
|
- |
-1.4K- 0.84% |
$501K - $587K
|
165K
$79.9M
|
|
|
May 06, 2024
Q1 2024
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-1.4K- 4.51% |
$504K - $590K
|
29.8K
$14.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
SELL
|
- |
-1.41K- 2.04% |
$505K - $591K
|
67.6K
$32.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-1.41K- 5.49% |
$506K - $593K
|
24.3K
$11.8M
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-1.42K- 14.01% |
$510K - $597K
|
8.71K
$4.22M
|
|
|
May 15, 2024
Q1 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-1.42K- 2.87% |
$511K - $598K
|
48K
$23.3M
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-1.43K- 26.86% |
$513K - $601K
|
3.89K
$1.89M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-1.43K- 1.46% |
$515K - $603K
|
96.5K
$46.8M
|
|
|
Apr 22, 2024
Q1 2024
|
America First Investment Advisors, LLC
|
SELL
|
- |
-1.44K- 11.85% |
$516K - $603K
|
10.7K
$5.17M
|
|
|
Apr 30, 2024
Q1 2024
|
Fenimore Asset Management Inc
|
SELL
|
- |
-1.44K- 5.61% |
$519K - $607K
|
24.3K
$11.8M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.45K- 7.61% |
$521K - $610K
|
17.6K
$8.54M
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-1.45K- 1.84% |
$522K - $611K
|
77.7K
$37.7M
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-1.46K- 13.86% |
$524K - $613K
|
9.06K
$4.39M
|
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-1.48K- 2.97% |
$531K - $622K
|
48.3K
$23.4M
|
|
|
May 15, 2024
Q1 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-1.48K- 4.4% |
$533K - $624K
|
32.2K
$15.6M
|
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-1.49K- 4.48% |
$534K - $625K
|
31.7K
$15.4M
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-1.49K- 15.27% |
$535K - $626K
|
8.26K
$4.01M
|
|
|
May 14, 2024
Q1 2024
|
Axq Capital, LP
Jersey City, NJ |
SELL
|
- |
-1.5K- 40.54% |
$539K - $631K
|
2.2K
$1.07M
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
SELL
|
- |
-1.53K- 2.21% |
$549K - $643K
|
67.6K
$32.8M
|
|
|
May 15, 2024
Q1 2024
|
Manitou Investment Management Ltd.
Toronto, A6 |
SELL
|
- |
-1.56K- 0.77% |
$559K - $654K
|
200K
$97.1M
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.56K- 0.89% |
$562K - $657K
|
175K
$84.7M
|
|
|
May 07, 2024
Q1 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.6K- 3.8% |
$573K - $671K
|
40.4K
$19.6M
|
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-1.6K- 13.64% |
$576K - $675K
|
10.2K
$4.92M
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.61K- 1.28% |
$578K - $676K
|
124K
$60.3M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.61K- 3.04% |
$578K - $677K
|
51.3K
$24.9M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.62K- 3.91% |
$581K - $680K
|
39.7K
$19.3M
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-1.62K- 5.65% |
$582K - $681K
|
27K
$13.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-1.65K- 76.51% |
$592K - $693K
|
506
$245K
|