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 10, 2024
Q1 2024
|
Oak Grove Capital LLC
North Hampton, NH |
SELL
|
- |
-7- 0.09% |
$2.52K - $2.94K
|
8K
$3.78M
|
|
|
May 10, 2024
Q1 2024
|
Hall Capital Management CO Inc
|
SELL
|
- |
-7- 0.16% |
$2.52K - $2.94K
|
4.44K
$2.09M
|
|
|
May 13, 2024
Q1 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-7- 0.57% |
$2.52K - $2.94K
|
1.23K
$579K
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-7- 0.08% |
$2.52K - $2.94K
|
8.77K
$4.14M
|
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-8- 1.1% |
$2.87K - $3.36K
|
720
$340K
|
|
|
Apr 15, 2024
Q1 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-8- 0.46% |
$2.87K - $3.36K
|
1.74K
$821K
|
|
|
Apr 17, 2024
Q1 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-8- 0.3% |
$2.87K - $3.36K
|
2.7K
$1.28M
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-8- 0.15% |
$2.87K - $3.36K
|
5.2K
$2.45M
|
|
|
Apr 17, 2024
Q1 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-8- 20.0% |
$2.87K - $3.36K
|
32
$15.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-8- 0.79% |
$2.87K - $3.36K
|
1.01K
$477K
|
|
|
Apr 22, 2024
Q1 2024
|
Cortland Associates Inc
|
SELL
|
- |
-8- 0.11% |
$2.87K - $3.36K
|
7.47K
$3.53M
|
|
|
Apr 24, 2024
Q1 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-8- 0.45% |
$2.87K - $3.36K
|
1.79K
$844K
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-8- 1.23% |
$2.87K - $3.36K
|
641
$303K
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-8- 0.04% |
$2.87K - $3.36K
|
19.9K
$9.38M
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-8- 0.14% |
$2.87K - $3.36K
|
5.64K
$2.66M
|
|
|
Apr 18, 2024
Q1 2024
|
Manchester Financial Inc
|
SELL
|
- |
-9- 0.67% |
$3.23K - $3.78K
|
1.33K
$627K
|
|
|
Apr 18, 2024
Q1 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-9- 1.47% |
$3.23K - $3.78K
|
604
$285K
|
|
|
Apr 30, 2024
Q1 2024
|
Matisse Capital
|
SELL
|
- |
-9- 0.55% |
$3.23K - $3.78K
|
1.64K
$774K
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-9- 1.25% |
$3.23K - $3.78K
|
711
$336K
|
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-9- 1.13% |
$3.23K - $3.78K
|
787
$372K
|
|
|
May 03, 2024
Q1 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-9- 0.77% |
$3.23K - $3.78K
|
1.16K
$547K
|
|
|
May 03, 2024
Q1 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-9- 0.27% |
$3.23K - $3.78K
|
3.36K
$1.58M
|
|
|
May 06, 2024
Q1 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-9- 0.71% |
$3.23K - $3.78K
|
1.25K
$591K
|
|
|
May 09, 2024
Q1 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-9- 0.8% |
$3.23K - $3.78K
|
1.11K
$526K
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-9- 0.91% |
$3.23K - $3.78K
|
980
$463K
|
|
|
May 10, 2024
Q1 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-9- 0.16% |
$3.23K - $3.78K
|
5.78K
$2.73M
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-9- 0.43% |
$3.23K - $3.78K
|
2.09K
$987K
|
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-9- 0.44% |
$3.23K - $3.78K
|
2.03K
$957K
|
|
|
Apr 15, 2024
Q1 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-10- 1.06% |
$3.59K - $4.21K
|
933
$440K
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-10- 0.34% |
$3.59K - $4.21K
|
2.96K
$1.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.75% |
$3.59K - $4.21K
|
1.33K
$626K
|
|
|
Apr 26, 2024
Q1 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-10- 0.15% |
$3.59K - $4.21K
|
6.69K
$3.16M
|
|
|
Apr 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-10- 1.35% |
$3.59K - $4.21K
|
729
$344K
|
|
|
Apr 29, 2024
Q1 2024
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-10- 0.21% |
$3.59K - $4.21K
|
4.74K
$2.24M
|
|
|
Apr 30, 2024
Q1 2024
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-10- 0.07% |
$3.59K - $4.21K
|
14.2K
$6.72M
|
|
|
May 08, 2024
Q1 2024
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-10- 0.03% |
$3.59K - $4.21K
|
38.3K
$18.1M
|
|
|
May 09, 2024
Q1 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-10- 1.43% |
$3.59K - $4.21K
|
688
$325K
|
|
|
May 15, 2024
Q1 2024
|
Capital Counsel LLC
New York, NY |
SELL
|
- |
-10- 0.21% |
$3.59K - $4.21K
|
4.79K
$2.26M
|
|
|
May 15, 2024
Q1 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-10- 0.47% |
$3.59K - $4.21K
|
2.14K
$1.01M
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
SELL
|
- |
-10- 0.28% |
$3.59K - $4.21K
|
3.58K
$1.69M
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-11- 0.23% |
$3.95K - $4.63K
|
4.78K
$2.25M
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-11- 0.45% |
$3.95K - $4.63K
|
2.42K
$1.14M
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-11- 0.16% |
$3.95K - $4.63K
|
6.85K
$3.23M
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-12- 0.85% |
$4.31K - $5.05K
|
1.39K
$657K
|
|
|
Apr 17, 2024
Q1 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-12- 0.12% |
$4.31K - $5.05K
|
10.3K
$4.85M
|
|
|
Apr 26, 2024
Q1 2024
|
Trevian Wealth Management LLC
|
SELL
|
- |
-12- 0.91% |
$4.31K - $5.05K
|
1.3K
$616K
|
|
|
May 01, 2024
Q1 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-12- 0.17% |
$4.31K - $5.05K
|
6.89K
$3.25M
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-12- 0.27% |
$4.31K - $5.05K
|
4.37K
$2.06M
|
|
|
May 14, 2024
Q1 2024
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
SELL
|
- |
-12- 1.55% |
$4.31K - $5.05K
|
762
$360K
|
|
|
May 15, 2024
Q1 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-12- 16.67% |
$4.31K - $5.05K
|
60
$28.3K
|