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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-21- 0.59% |
$7.55K - $8.83K
|
3.53K
$1.67M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-21- 0.17% |
$7.55K - $8.83K
|
12.7K
$5.99M
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-21- 1.06% |
$7.55K - $8.83K
|
1.97K
$928K
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-21- 0.32% |
$7.55K - $8.83K
|
6.49K
$3.07M
|
|
|
May 07, 2024
Q1 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-21- 3.65% |
$7.55K - $8.83K
|
554
$262K
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-21- 0.11% |
$7.55K - $8.83K
|
18.8K
$8.85M
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-21- 3.54% |
$7.55K - $8.83K
|
572
$270K
|
|
|
May 08, 2024
Q1 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-21- 0.04% |
$7.55K - $8.83K
|
51.9K
$24.5M
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
SELL
|
- |
-21- 0.64% |
$7.55K - $8.83K
|
3.28K
$1.55M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-22- 0.26% |
$7.9K - $9.25K
|
8.39K
$3.96M
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-22- 1.79% |
$7.9K - $9.25K
|
1.21K
$570K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-22- 0.12% |
$7.9K - $9.25K
|
18.8K
$8.86M
|
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-22- 0.46% |
$7.9K - $9.25K
|
4.73K
$2.23M
|
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-22- 0.67% |
$7.9K - $9.25K
|
3.25K
$1.54M
|
|
|
May 06, 2024
Q1 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-22- 0.53% |
$7.9K - $9.25K
|
4.14K
$1.95M
|
|
|
May 07, 2024
Q1 2024
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-22- 0.28% |
$7.9K - $9.25K
|
7.74K
$3.65M
|
|
|
May 13, 2024
Q1 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-22- 1.71% |
$7.9K - $9.25K
|
1.27K
$599K
|
|
|
May 17, 2024
Q1 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-22- 0.6% |
$7.9K - $9.25K
|
3.65K
$1.72M
|
|
|
Apr 17, 2024
Q1 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-23- 0.2% |
$8.26K - $9.67K
|
11.2K
$5.31M
|
|
|
Apr 22, 2024
Q1 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-23- 2.08% |
$8.26K - $9.67K
|
1.08K
$511K
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
SELL
|
- |
-23- 0.09% |
$8.26K - $9.67K
|
25.9K
$12.2M
|
|
|
May 10, 2024
Q1 2024
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-23- 18.25% |
$8.26K - $9.67K
|
103
$48.6K
|
|
|
May 14, 2024
Q1 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-23- 0.23% |
$8.26K - $9.67K
|
9.79K
$4.62M
|
|
|
Apr 09, 2024
Q1 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-24- 1.07% |
$8.62K - $10.1K
|
2.23K
$1.05M
|
|
|
May 09, 2024
Q1 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-24- 0.82% |
$8.62K - $10.1K
|
2.91K
$1.38M
|
|
|
May 13, 2024
Q1 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-24- 2.64% |
$8.62K - $10.1K
|
885
$418K
|
|
|
May 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-24- 0.34% |
$8.62K - $10.1K
|
6.96K
$3.28M
|
|
|
May 14, 2024
Q1 2024
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-24- 0.52% |
$8.62K - $10.1K
|
4.63K
$2.18M
|
|
|
Apr 04, 2024
Q1 2024
|
Northside Capital Management, LLC
|
SELL
|
- |
-25- 0.09% |
$8.98K - $10.5K
|
26.9K
$12.7M
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-25- 7.55% |
$8.98K - $10.5K
|
306
$144K
|
|
|
Apr 12, 2024
Q1 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-25- 1.52% |
$8.98K - $10.5K
|
1.62K
$764K
|
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-25- 1.19% |
$8.98K - $10.5K
|
2.07K
$977K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-25- 0.05% |
$8.98K - $10.5K
|
53.2K
$25.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-25- 0.08% |
$8.98K - $10.5K
|
31.1K
$14.7M
|
|
|
May 08, 2024
Q1 2024
|
Hudson Value Partners, LLC
|
SELL
|
- |
-25- 0.06% |
$8.98K - $10.5K
|
39.4K
$18.6M
|
|
|
May 08, 2024
Q1 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-25- 3.0% |
$8.98K - $10.5K
|
807
$381K
|
|
|
May 13, 2024
Q1 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-25- 0.43% |
$8.98K - $10.5K
|
5.8K
$2.74M
|
|
|
May 13, 2024
Q1 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-25- 1.89% |
$8.98K - $10.5K
|
1.3K
$612K
|
|
|
May 13, 2024
Q1 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-25- 0.55% |
$8.98K - $10.5K
|
4.51K
$2.13M
|
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-25- 1.49% |
$8.98K - $10.5K
|
1.65K
$779K
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-26- 0.03% |
$9.34K - $10.9K
|
85.7K
$40.5M
|
|
|
May 09, 2024
Q1 2024
|
Barden Capital Management, Inc.
|
SELL
|
- |
-26- 0.76% |
$9.34K - $10.9K
|
3.4K
$1.61M
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-26- 2.65% |
$9.34K - $10.9K
|
955
$451K
|
|
|
Aug 28, 2024
Q1 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-26- 4.8% |
$9.34K - $10.9K
|
516
$244K
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-27- 3.35% |
$9.7K - $11.4K
|
779
$368K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-27- 0.56% |
$9.7K - $11.4K
|
4.78K
$2.26M
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-27- 1.66% |
$9.7K - $11.4K
|
1.6K
$757K
|
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-27- 0.32% |
$9.7K - $11.4K
|
8.43K
$3.98M
|
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
SELL
|
- |
-27- 0.92% |
$9.7K - $11.4K
|
2.89K
$1.37M
|
|
|
May 03, 2024
Q1 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-27- 0.72% |
$9.7K - $11.4K
|
3.73K
$1.76M
|