Purchases and Sales Made in Q1 2024 in Berkshire Hathaway Inc (BRK-A)
This table provides information about the institutional ownership of Berkshire Hathaway Inc (BRK-A) during Q1 2024. The information is specifically focused on institutions that hold shares of BERKSHIRE HATHAWAY INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
SELL
|
- |
-1- 50.0% |
$545K - $634K
|
1
$677K
|
|
|
May 15, 2024
Q1 2024
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-1- 20.0% |
$545K - $634K
|
4
$2.71M
|
|
|
May 14, 2024
Q1 2024
|
Elkhorn Partners Limited Partnership
Omaha, NE |
SELL
|
- |
-1- 2.0% |
$545K - $634K
|
49
$33.2M
|
|
|
May 14, 2024
Q1 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-1- 0.61% |
$545K - $634K
|
163
$110M
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 33.33% |
$545K - $634K
|
2
$1.35M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1- 10.0% |
$545K - $634K
|
9
$6.09M
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-1- 25.0% |
$545K - $634K
|
3
$2.03M
|
|
|
May 13, 2024
Q1 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-1- 0.16% |
$545K - $634K
|
606
$410M
|
|
|
May 13, 2024
Q1 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-1- 0.35% |
$545K - $634K
|
285
$193M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-1- 50.0% |
$545K - $634K
|
1
$677K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1- 33.33% |
$545K - $634K
|
2
$1.35M
|
|
|
May 02, 2024
Q1 2024
|
Am Investment Strategies LLC
|
SELL
|
- |
-1- 16.67% |
$545K - $634K
|
5
$3.38M
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-1- 3.23% |
$545K - $634K
|
30
$20.3M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-1- 0.39% |
$545K - $634K
|
255
$173M
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-1- 50.0% |
$545K - $634K
|
1
$677K
|
|
|
May 06, 2024
Q1 2024
|
Flossbach Von Storch Ag
Cologne, 2M |
SELL
|
- |
-1- 25.0% |
$545K - $634K
|
3
$2.03M
|
|
|
May 10, 2024
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1- 33.33% |
$545K - $634K
|
2
$1.35M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1- 11.11% |
$545K - $634K
|
8
$5.41M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-1- 5.26% |
$545K - $634K
|
18
$12.2M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-1- 14.29% |
$545K - $634K
|
6
$4.06M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1- 5.26% |
$545K - $634K
|
18
$12.2M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1- 1.45% |
$545K - $634K
|
68
$46M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1- 7.14% |
$545K - $634K
|
13
$8.8M
|
|
|
May 13, 2024
Q1 2024
|
Burgundy Asset Management Ltd.
Toronto, A6 |
SELL
|
- |
-1- 0.61% |
$545K - $634K
|
163
$110M
|
|
|
May 13, 2024
Q1 2024
|
Puzo Michael J
|
SELL
|
- |
-1- 7.69% |
$545K - $634K
|
12
$8.12M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1- 50.0% |
$545K - $634K
|
1
$677K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-1- 5.26% |
$545K - $634K
|
18
$12.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1- 3.85% |
$545K - $634K
|
25
$16.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-1- 11.11% |
$545K - $634K
|
8
$5.41M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1- 50.0% |
$545K - $634K
|
1
$677K
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-1- 25.0% |
$545K - $634K
|
3
$2.03M
|
|
|
Apr 26, 2024
Q1 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-1- 50.0% |
$545K - $634K
|
1
$677K
|
|
|
Apr 29, 2024
Q1 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-1- 10.0% |
$545K - $634K
|
9
$6.09M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2- 4.88% |
$1.09M - $1.27M
|
39
$26.4M
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-2- 15.38% |
$1.09M - $1.27M
|
11
$7.44M
|
|
|
Apr 11, 2024
Q1 2024
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-2- 0.6% |
$1.09M - $1.27M
|
331
$224M
|
|
|
Apr 11, 2024
Q1 2024
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-2- 50.0% |
$1.09M - $1.27M
|
2
$1.35M
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-2- 6.25% |
$1.09M - $1.27M
|
30
$20.3M
|
|
|
May 13, 2024
Q1 2024
|
Matthew 25 Management Corp
|
SELL
|
- |
-2- 8.33% |
$1.09M - $1.27M
|
22
$14.9M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-2- 5.41% |
$1.09M - $1.27M
|
35
$23.7M
|
|
|
May 07, 2024
Q1 2024
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-2- 2.06% |
$1.09M - $1.27M
|
95
$64.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2- 40.0% |
$1.09M - $1.27M
|
3
$2.03M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2- 2.41% |
$1.09M - $1.27M
|
81
$54.8M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2- 11.76% |
$1.09M - $1.27M
|
15
$10.1M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2- 4.26% |
$1.09M - $1.27M
|
45
$30.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-2- 2.86% |
$1.09M - $1.27M
|
68
$46M
|
|
|
Apr 30, 2024
Q1 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-2- 1.27% |
$1.09M - $1.27M
|
155
$105M
|
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-2- 50.0% |
$1.09M - $1.27M
|
2
$1.35M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2- 3.23% |
$1.09M - $1.27M
|
60
$40.6M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2- 20.0% |
$1.09M - $1.27M
|
8
$5.41M
|