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 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-25- 0.05% |
$8.98K - $10.5K
|
53.2K
$26M
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-25- 0.08% |
$8.98K - $10.5K
|
31.1K
$15.2M
|
|
|
May 08, 2024
Q1 2024
|
Hudson Value Partners, LLC
|
SELL
|
- |
-25- 0.06% |
$8.98K - $10.5K
|
39.4K
$19.3M
|
|
|
May 08, 2024
Q1 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-25- 3.0% |
$8.98K - $10.5K
|
807
$395K
|
|
|
May 13, 2024
Q1 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-25- 0.43% |
$8.98K - $10.5K
|
5.8K
$2.84M
|
|
|
May 13, 2024
Q1 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-25- 1.89% |
$8.98K - $10.5K
|
1.3K
$634K
|
|
|
May 13, 2024
Q1 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-25- 0.55% |
$8.98K - $10.5K
|
4.51K
$2.21M
|
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-25- 1.49% |
$8.98K - $10.5K
|
1.65K
$807K
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-26- 0.03% |
$9.34K - $10.9K
|
85.7K
$41.9M
|
|
|
May 09, 2024
Q1 2024
|
Barden Capital Management, Inc.
|
SELL
|
- |
-26- 0.76% |
$9.34K - $10.9K
|
3.4K
$1.66M
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-26- 2.65% |
$9.34K - $10.9K
|
955
$467K
|
|
|
Aug 28, 2024
Q1 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-26- 4.8% |
$9.34K - $10.9K
|
516
$252K
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-27- 3.35% |
$9.7K - $11.4K
|
779
$381K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-27- 0.56% |
$9.7K - $11.4K
|
4.78K
$2.34M
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-27- 1.66% |
$9.7K - $11.4K
|
1.6K
$785K
|
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-27- 0.32% |
$9.7K - $11.4K
|
8.43K
$4.13M
|
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
SELL
|
- |
-27- 0.92% |
$9.7K - $11.4K
|
2.89K
$1.42M
|
|
|
May 03, 2024
Q1 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-27- 0.72% |
$9.7K - $11.4K
|
3.73K
$1.82M
|
|
|
May 14, 2024
Q1 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-27- 0.99% |
$9.7K - $11.4K
|
2.7K
$1.32M
|
|
|
Apr 11, 2024
Q1 2024
|
17 Capital Partners, LLC
|
SELL
|
- |
-28- 3.23% |
$10.1K - $11.8K
|
839
$411K
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Capital Management, LLC
|
SELL
|
- |
-28- 0.25% |
$10.1K - $11.8K
|
11.2K
$5.5M
|
|
|
May 09, 2024
Q1 2024
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-28- 4.19% |
$10.1K - $11.8K
|
640
$313K
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-28- 3.27% |
$10.1K - $11.8K
|
828
$405K
|
|
|
May 21, 2024
Q1 2024
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-28- 0.35% |
$10.1K - $11.8K
|
8.08K
$3.95M
|
|
|
Apr 22, 2024
Q1 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-29- 0.11% |
$10.4K - $12.2K
|
25.3K
$12.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-30- 1.05% |
$10.8K - $12.6K
|
2.84K
$1.39M
|
|
|
May 02, 2024
Q1 2024
|
Winslow Asset Management Inc
|
SELL
|
- |
-30- 1.56% |
$10.8K - $12.6K
|
1.89K
$927K
|
|
|
May 10, 2024
Q1 2024
|
Kendall Capital Management
|
SELL
|
- |
-30- 4.01% |
$10.8K - $12.6K
|
718
$351K
|
|
|
May 14, 2024
Q1 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-30- 0.73% |
$10.8K - $12.6K
|
4.07K
$1.99M
|
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-31- 5.42% |
$11.1K - $13K
|
541
$265K
|
|
|
Apr 22, 2024
Q1 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-31- 4.78% |
$11.1K - $13K
|
617
$302K
|
|
|
May 07, 2024
Q1 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-31- 2.01% |
$11.1K - $13K
|
1.52K
$741K
|
|
|
May 10, 2024
Q1 2024
|
United Bank
|
SELL
|
- |
-31- 0.68% |
$11.1K - $13K
|
4.51K
$2.21M
|
|
|
May 15, 2024
Q1 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-31- 0.19% |
$11.1K - $13K
|
16.5K
$8.05M
|
|
|
Apr 16, 2024
Q1 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-32- 2.28% |
$11.5K - $13.5K
|
1.37K
$671K
|
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-32- 3.65% |
$11.5K - $13.5K
|
844
$413K
|
|
|
Apr 19, 2024
Q1 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-32- 0.94% |
$11.5K - $13.5K
|
3.36K
$1.64M
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-32- 1.33% |
$11.5K - $13.5K
|
2.38K
$1.16M
|
|
|
May 13, 2024
Q1 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-32- 2.82% |
$11.5K - $13.5K
|
1.1K
$540K
|
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-32- 0.33% |
$11.5K - $13.5K
|
9.71K
$4.75M
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-33- 0.88% |
$11.9K - $13.9K
|
3.71K
$1.81M
|
|
|
Apr 30, 2024
Q1 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-33- 0.31% |
$11.9K - $13.9K
|
10.8K
$5.28M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-33- 0.37% |
$11.9K - $13.9K
|
8.88K
$4.35M
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-33- 0.53% |
$11.9K - $13.9K
|
6.16K
$3.01M
|
|
|
Feb 04, 2025
Q1 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-33- 5.3% |
$11.9K - $13.9K
|
590
$289K
|
|
|
Aug 15, 2025
Q1 2024
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-33- 0.4% |
$11.9K - $13.9K
|
8.22K
$4.02M
|
|
|
May 02, 2024
Q1 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-34- 3.01% |
$12.2K - $14.3K
|
1.1K
$537K
|
|
|
May 09, 2024
Q1 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-34- 0.77% |
$12.2K - $14.3K
|
4.37K
$2.14M
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
SELL
|
- |
-35- 1.41% |
$12.6K - $14.7K
|
2.45K
$1.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-35- 2.19% |
$12.6K - $14.7K
|
1.57K
$766K
|