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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q1 2024
|
Joule Financial, LLC
|
SELL
|
- |
-12- 2.29% |
$4.31K - $5.05K
|
511
$241K
|
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-13- 0.62% |
$4.67K - $5.47K
|
2.09K
$988K
|
|
|
May 13, 2024
Q1 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-13- 0.51% |
$4.67K - $5.47K
|
2.55K
$1.21M
|
|
|
Aug 14, 2024
Q1 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-13- 0.24% |
$4.67K - $5.47K
|
5.46K
$2.58M
|
|
|
May 01, 2024
Q1 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-14- 1.36% |
$5.03K - $5.89K
|
1.01K
$479K
|
|
|
Apr 11, 2024
Q1 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-15- 0.64% |
$5.39K - $6.31K
|
2.32K
$1.09M
|
|
|
Apr 11, 2024
Q1 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-15- 1.14% |
$5.39K - $6.31K
|
1.3K
$614K
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-15- 0.61% |
$5.39K - $6.31K
|
2.44K
$1.15M
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-15- 0.17% |
$5.39K - $6.31K
|
9K
$4.25M
|
|
|
Apr 18, 2024
Q1 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-15- 0.15% |
$5.39K - $6.31K
|
10K
$4.74M
|
|
|
Apr 23, 2024
Q1 2024
|
Birinyi Associates Inc
|
SELL
|
- |
-15- 0.09% |
$5.39K - $6.31K
|
17.1K
$8.07M
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-15- 0.32% |
$5.39K - $6.31K
|
4.64K
$2.19M
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-15- 0.15% |
$5.39K - $6.31K
|
9.9K
$4.68M
|
|
|
May 14, 2024
Q1 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-15- 0.44% |
$5.39K - $6.31K
|
3.41K
$1.61M
|
|
|
May 14, 2024
Q1 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-15- 1.87% |
$5.39K - $6.31K
|
788
$372K
|
|
|
Apr 15, 2024
Q1 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-16- 0.62% |
$5.75K - $6.73K
|
2.58K
$1.22M
|
|
|
Apr 18, 2024
Q1 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-16- 0.3% |
$5.75K - $6.73K
|
5.35K
$2.53M
|
|
|
May 14, 2024
Q1 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-16- 0.08% |
$5.75K - $6.73K
|
20.1K
$9.49M
|
|
|
May 15, 2024
Q1 2024
|
Caxton Corp
Princeton, NJ |
SELL
|
- |
-16- 1.55% |
$5.75K - $6.73K
|
1.02K
$481K
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-17- 0.6% |
$6.11K - $7.15K
|
2.82K
$1.33M
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-17- 0.83% |
$6.11K - $7.15K
|
2.02K
$955K
|
|
|
Apr 16, 2024
Q1 2024
|
Tevis Investment Management
|
SELL
|
- |
-17- 0.1% |
$6.11K - $7.15K
|
17.2K
$8.11M
|
|
|
Apr 30, 2024
Q1 2024
|
Starfox Financial Services, LLC
The Woodlands, TX |
SELL
|
- |
-17- 1.25% |
$6.11K - $7.15K
|
1.34K
$635K
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-17- 0.76% |
$6.11K - $7.15K
|
2.22K
$1.05M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-17- 1.1% |
$6.11K - $7.15K
|
1.53K
$720K
|
|
|
May 15, 2024
Q1 2024
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-18- 1.58% |
$6.47K - $7.57K
|
1.12K
$528K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-18- 0.36% |
$6.47K - $7.57K
|
4.92K
$2.32M
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-18- 0.6% |
$6.47K - $7.57K
|
2.97K
$1.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-18- 0.49% |
$6.47K - $7.57K
|
3.65K
$1.73M
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-18- 1.33% |
$6.47K - $7.57K
|
1.33K
$628K
|
|
|
Apr 22, 2024
Q1 2024
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-18- 1.5% |
$6.47K - $7.57K
|
1.18K
$559K
|
|
|
May 14, 2024
Q1 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-18- 0.23% |
$6.47K - $7.57K
|
7.93K
$3.74M
|
|
|
May 15, 2024
Q1 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-18- 0.85% |
$6.47K - $7.57K
|
2.1K
$989K
|
|
|
May 23, 2024
Q1 2024
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-18- 0.4% |
$6.47K - $7.57K
|
4.44K
$2.1M
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-19- 0.28% |
$6.83K - $7.99K
|
6.78K
$3.2M
|
|
|
May 08, 2024
Q1 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-19- 0.21% |
$6.83K - $7.99K
|
9.04K
$4.27M
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-19- 0.5% |
$6.83K - $7.99K
|
3.79K
$1.79M
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-19- 8.15% |
$6.83K - $7.99K
|
214
$101K
|
|
|
Apr 16, 2024
Q1 2024
|
Magnolia Capital Management LTD
|
SELL
|
- |
-20- 0.3% |
$7.19K - $8.41K
|
6.63K
$3.13M
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-20- 3.08% |
$7.19K - $8.41K
|
629
$297K
|
|
|
Apr 30, 2024
Q1 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-20- 0.3% |
$7.19K - $8.41K
|
6.76K
$3.19M
|
|
|
Apr 30, 2024
Q1 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-20- 0.09% |
$7.19K - $8.41K
|
23.3K
$11M
|
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-20- 1.64% |
$7.19K - $8.41K
|
1.2K
$567K
|
|
|
May 10, 2024
Q1 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-20- 0.24% |
$7.19K - $8.41K
|
8.31K
$3.92M
|
|
|
May 15, 2024
Q1 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-20- 0.61% |
$7.19K - $8.41K
|
3.25K
$1.53M
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-20- 2.21% |
$7.19K - $8.41K
|
883
$417K
|
|
|
Apr 10, 2024
Q1 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-21- 1.85% |
$7.55K - $8.83K
|
1.12K
$527K
|
|
|
Apr 11, 2024
Q1 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-21- 0.5% |
$7.55K - $8.83K
|
4.15K
$1.96M
|
|
|
Apr 16, 2024
Q1 2024
|
Sageworth Trust CO
|
SELL
|
- |
-21- 1.11% |
$7.55K - $8.83K
|
1.87K
$884K
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-21- 0.59% |
$7.55K - $8.83K
|
3.52K
$1.66M
|