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 |
---|---|---|---|---|---|---|---|
Apr 26, 2024
Q1 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-3- 75.0% |
$1.64M - $1.9M
|
1
$677K
|
|
Apr 19, 2024
Q1 2024
|
Everett Harris & CO
|
SELL
|
- |
-3- 0.21% |
$1.64M - $1.9M
|
1.42K
$959M
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3- 60.0% |
$1.64M - $1.9M
|
2
$1.35M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3- 2.16% |
$1.64M - $1.9M
|
136
$92M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3- 18.75% |
$1.64M - $1.9M
|
13
$8.8M
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3- 37.5% |
$1.64M - $1.9M
|
5
$3.38M
|
|
May 14, 2024
Q1 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-3- 6.52% |
$1.64M - $1.9M
|
43
$29.1M
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-3- 1.18% |
$1.64M - $1.9M
|
251
$170M
|
|
Aug 26, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-3- 13.64% |
$1.64M - $1.9M
|
19
$12.9M
|
|
May 15, 2024
Q1 2024
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-3- 8.57% |
$1.64M - $1.9M
|
32
$21.7M
|
|
May 15, 2024
Q1 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-4- 50.0% |
$2.18M - $2.54M
|
4
$2.71M
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-4- 33.33% |
$2.18M - $2.54M
|
8
$5.41M
|
|
Apr 22, 2024
Q1 2024
|
America First Investment Advisors, LLC
|
SELL
|
- |
-4- 18.18% |
$2.18M - $2.54M
|
18
$12.2M
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-4- 20.0% |
$2.18M - $2.54M
|
16
$10.8M
|
|
May 14, 2024
Q1 2024
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-4- 1.06% |
$2.18M - $2.54M
|
373
$252M
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-4- 57.14% |
$2.18M - $2.54M
|
3
$2.03M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4- 6.56% |
$2.18M - $2.54M
|
57
$38.6M
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-4- 4.3% |
$2.18M - $2.54M
|
89
$60.2M
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-4- 4.44% |
$2.18M - $2.54M
|
86
$58.2M
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-4- 28.57% |
$2.18M - $2.54M
|
10
$6.77M
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-4- 8.51% |
$2.18M - $2.54M
|
43
$29.1M
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-5- 83.33% |
$2.73M - $3.17M
|
1
$677K
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5- 3.09% |
$2.73M - $3.17M
|
157
$106M
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-5- 8.62% |
$2.73M - $3.17M
|
53
$35.9M
|
|
May 14, 2024
Q1 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-5- 3.57% |
$2.73M - $3.17M
|
135
$91.3M
|
|
May 08, 2024
Q1 2024
|
Locust Wood Capital Advisers, LLC
|
SELL
|
- |
-5- 9.62% |
$2.73M - $3.17M
|
47
$31.8M
|
|
May 14, 2024
Q1 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-5- 0.88% |
$2.73M - $3.17M
|
561
$380M
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-6- 8.82% |
$3.27M - $3.81M
|
62
$41.9M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7- 0.82% |
$3.82M - $4.44M
|
844
$571M
|
|
May 14, 2024
Q1 2024
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-9- 6.47% |
$4.91M - $5.71M
|
130
$88M
|
|
Apr 19, 2024
Q1 2024
|
Check Capital Management Inc
|
SELL
|
- |
-9- 23.08% |
$4.91M - $5.71M
|
30
$20.3M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-10- 6.21% |
$5.45M - $6.34M
|
151
$102M
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-10- 83.33% |
$5.45M - $6.34M
|
2
$1.35M
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-10- 25.64% |
$5.45M - $6.34M
|
29
$19.6M
|
|
May 14, 2024
Q1 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-12- 25.53% |
$6.54M - $7.61M
|
35
$23.7M
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-12- 21.43% |
$6.54M - $7.61M
|
44
$29.8M
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-15- 1.28% |
$8.18M - $9.52M
|
1.16K
$781M
|
|
May 15, 2024
Q1 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-16- 7.8% |
$8.72M - $10.2M
|
189
$128M
|
|
Apr 25, 2024
Q1 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-18- 5.47% |
$9.81M - $11.4M
|
311
$210M
|
|
May 15, 2024
Q1 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-18- 22.22% |
$9.81M - $11.4M
|
63
$42.6M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-21- 1.79% |
$11.5M - $13.3M
|
1.16K
$781M
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-21- 1.79% |
$11.5M - $13.3M
|
1.16K
$781M
|
|
May 14, 2024
Q1 2024
|
Ruane, Cunniff & Goldfarb L.P.
New York, NY |
SELL
|
- |
-21- 12.35% |
$11.5M - $13.3M
|
149
$101M
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-21- 10.24% |
$11.5M - $13.3M
|
184
$124M
|
|
May 13, 2024
Q1 2024
|
Soditic Asset Management LLP
London, X0 |
SELL
|
- |
-22- 50.0% |
$12M - $14M
|
22
$14.9M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-23- 20.72% |
$12.5M - $14.6M
|
88
$59.5M
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-28- 2.23% |
$15.3M - $17.8M
|
1.23K
$830M
|
|
May 13, 2024
Q1 2024
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-35- 1.86% |
$19.1M - $22.2M
|
1.85K
$1.25B
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-37- 67.27% |
$20.2M - $23.5M
|
18
$12.2M
|
|
May 15, 2024
Q1 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-41- 18.98% |
$22.4M - $26M
|
175
$118M
|