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
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-55- 0.96% |
$19.8K - $23.1K
|
5.66K
$2.65M
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-56- 0.76% |
$20.1K - $23.5K
|
7.27K
$3.41M
|
|
|
Apr 10, 2024
Q1 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-57- 2.65% |
$20.5K - $24K
|
2.1K
$983K
|
|
|
Apr 11, 2024
Q1 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-57- 9.56% |
$20.5K - $24K
|
539
$253K
|
|
|
May 09, 2024
Q1 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-57- 1.85% |
$20.5K - $24K
|
3.02K
$1.41M
|
|
|
May 13, 2024
Q1 2024
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-57- 0.23% |
$20.5K - $24K
|
25K
$11.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-58- 0.43% |
$20.8K - $24.4K
|
13.3K
$6.23M
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-59- 2.63% |
$21.2K - $24.8K
|
2.18K
$1.02M
|
|
|
May 07, 2024
Q1 2024
|
Tlw Wealth Management, LLC
|
SELL
|
- |
-59- 0.14% |
$21.2K - $24.8K
|
43.2K
$20.3M
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-59- 4.26% |
$21.2K - $24.8K
|
1.33K
$622K
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
SELL
|
- |
-60- 1.3% |
$21.6K - $25.2K
|
4.54K
$2.13M
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-60- 0.68% |
$21.6K - $25.2K
|
8.74K
$4.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-60- 0.05% |
$21.6K - $25.2K
|
114K
$53.3M
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-60- 4.24% |
$21.6K - $25.2K
|
1.36K
$635K
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-60- 0.44% |
$21.6K - $25.2K
|
13.5K
$6.31M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-60- 1.65% |
$21.6K - $25.2K
|
3.57K
$1.68M
|
|
|
Apr 11, 2024
Q1 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-61- 0.75% |
$21.9K - $25.7K
|
8.07K
$3.78M
|
|
|
Apr 24, 2024
Q1 2024
|
Strid Group, LLC
|
SELL
|
- |
-62- 2.15% |
$22.3K - $26.1K
|
2.82K
$1.32M
|
|
|
May 14, 2024
Q1 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-62- 0.64% |
$22.3K - $26.1K
|
9.59K
$4.5M
|
|
|
May 15, 2024
Q1 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-62- 7.22% |
$22.3K - $26.1K
|
797
$374K
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-63- 1.14% |
$22.6K - $26.5K
|
5.48K
$2.57M
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-63- 4.24% |
$22.6K - $26.5K
|
1.42K
$667K
|
|
|
Dec 19, 2024
Q1 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-63- 9.39% |
$22.6K - $26.5K
|
608
$285K
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-64- 0.29% |
$23K - $26.9K
|
22K
$10.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-64- 0.39% |
$23K - $26.9K
|
16.4K
$7.66M
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-64- 1.1% |
$23K - $26.9K
|
5.75K
$2.69M
|
|
|
Apr 29, 2024
Q1 2024
|
Field & Main Bank
|
SELL
|
- |
-64- 0.88% |
$23K - $26.9K
|
7.19K
$3.37M
|
|
|
May 01, 2024
Q1 2024
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-64- 0.61% |
$23K - $26.9K
|
10.5K
$4.9M
|
|
|
May 03, 2024
Q1 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-64- 0.37% |
$23K - $26.9K
|
17.4K
$8.13M
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-65- 3.59% |
$23.4K - $27.3K
|
1.75K
$819K
|
|
|
Apr 17, 2024
Q1 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-66- 2.03% |
$23.7K - $27.8K
|
3.18K
$1.49M
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
SELL
|
- |
-66- 0.59% |
$23.7K - $27.8K
|
11.2K
$5.24M
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
SELL
|
- |
-67- 2.73% |
$24.1K - $28.2K
|
2.39K
$1.12M
|
|
|
May 06, 2024
Q1 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-68- 6.63% |
$24.4K - $28.6K
|
957
$449K
|
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-68- 5.37% |
$24.4K - $28.6K
|
1.2K
$561K
|
|
|
Apr 23, 2024
Q1 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-69- 4.55% |
$24.8K - $29K
|
1.45K
$678K
|
|
|
Apr 11, 2024
Q1 2024
|
Congress Asset Management CO
|
SELL
|
- |
-70- 3.19% |
$25.2K - $29.4K
|
2.13K
$996K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-70- 1.63% |
$25.2K - $29.4K
|
4.23K
$1.98M
|
|
|
May 01, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-70- 0.6% |
$25.2K - $29.4K
|
11.6K
$5.42M
|
|
|
May 03, 2024
Q1 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-70- 0.84% |
$25.2K - $29.4K
|
8.23K
$3.85M
|
|
|
May 13, 2024
Q1 2024
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-70- 9.23% |
$25.2K - $29.4K
|
688
$322K
|
|
|
May 13, 2024
Q1 2024
|
Chuck Akre
Akre Capital Management LLC | Middleburg, Va
|
SELL
|
- |
-70- 0.42% |
$25.2K - $29.4K
|
16.5K
$7.73M
|
|
|
Apr 09, 2024
Q1 2024
|
Stolper CO
|
SELL
|
- |
-71- 0.18% |
$25.5K - $29.9K
|
40.1K
$18.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-71- 0.61% |
$25.5K - $29.9K
|
11.6K
$5.44M
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-71- 1.33% |
$25.5K - $29.9K
|
5.27K
$2.47M
|
|
|
May 15, 2024
Q1 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-71- 5.49% |
$25.5K - $29.9K
|
1.22K
$573K
|
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-71- 0.87% |
$25.5K - $29.9K
|
8.12K
$3.81M
|
|
|
Apr 19, 2024
Q1 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-72- 4.9% |
$25.9K - $30.3K
|
1.4K
$654K
|
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-72- 1.25% |
$25.9K - $30.3K
|
5.67K
$2.66M
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-74- 1.11% |
$26.6K - $31.1K
|
6.6K
$3.09M
|