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 09, 2024
Q1 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-86- 3.28% |
$30.9K - $36.2K
|
2.54K
$1.19M
|
|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-86- 2.24% |
$30.9K - $36.2K
|
3.75K
$1.76M
|
|
|
May 03, 2024
Q1 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-87- 2.17% |
$31.3K - $36.6K
|
3.93K
$1.84M
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-87- 2.72% |
$31.3K - $36.6K
|
3.12K
$1.46M
|
|
|
May 10, 2024
Q1 2024
|
Ascension Asset Management LLC
|
SELL
|
- |
-87- 1.75% |
$31.3K - $36.6K
|
4.87K
$2.28M
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-87- 0.72% |
$31.3K - $36.6K
|
12.1K
$5.65M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-88- 3.21% |
$31.6K - $37K
|
2.65K
$1.24M
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-89- 1.37% |
$32K - $37.4K
|
6.41K
$3M
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-89- 0.75% |
$32K - $37.4K
|
11.8K
$5.52M
|
|
|
Apr 30, 2024
Q1 2024
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-90- 3.42% |
$32.3K - $37.8K
|
2.54K
$1.19M
|
|
|
May 03, 2024
Q1 2024
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-90- 0.82% |
$32.3K - $37.8K
|
10.9K
$5.09M
|
|
|
Apr 18, 2024
Q1 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-91- 2.56% |
$32.7K - $38.3K
|
3.47K
$1.62M
|
|
|
May 09, 2024
Q1 2024
|
Zevin Asset Management LLC
|
SELL
|
- |
-91- 9.05% |
$32.7K - $38.3K
|
914
$428K
|
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-91- 0.69% |
$32.7K - $38.3K
|
13.2K
$6.18M
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-92- 6.27% |
$33.1K - $38.7K
|
1.38K
$645K
|
|
|
Apr 29, 2024
Q1 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-92- 14.94% |
$33.1K - $38.7K
|
524
$246K
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-92- 5.82% |
$33.1K - $38.7K
|
1.49K
$697K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-92- 2.91% |
$33.1K - $38.7K
|
3.07K
$1.44M
|
|
|
Apr 19, 2024
Q1 2024
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-93- 1.12% |
$33.4K - $39.1K
|
8.22K
$3.85M
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-93- 1.41% |
$33.4K - $39.1K
|
6.52K
$3.06M
|
|
|
May 13, 2024
Q1 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-94- 9.3% |
$33.8K - $39.5K
|
917
$430K
|
|
|
Apr 10, 2024
Q1 2024
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-95- 1.21% |
$34.1K - $39.9K
|
7.73K
$3.62M
|
|
|
Apr 12, 2024
Q1 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-95- 1.89% |
$34.1K - $39.9K
|
4.94K
$2.31M
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-95- 66.43% |
$34.1K - $39.9K
|
48
$22.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-95- 0.64% |
$34.1K - $39.9K
|
14.7K
$6.91M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-95- 8.79% |
$34.1K - $39.9K
|
986
$462K
|
|
|
Jan 15, 2025
Q1 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-95- 5.17% |
$34.1K - $39.9K
|
1.74K
$817K
|
|
|
May 10, 2024
Q1 2024
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-96- 1.22% |
$34.5K - $40.4K
|
7.79K
$3.65M
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-96- 1.22% |
$34.5K - $40.4K
|
7.78K
$3.64M
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-97- 7.35% |
$34.9K - $40.8K
|
1.22K
$573K
|
|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-97- 0.87% |
$34.9K - $40.8K
|
11K
$5.16M
|
|
|
May 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-97- 11.23% |
$34.9K - $40.8K
|
767
$359K
|
|
|
May 13, 2024
Q1 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-97- 12.28% |
$34.9K - $40.8K
|
693
$325K
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-98- 3.1% |
$35.2K - $41.2K
|
3.06K
$1.44M
|
|
|
Apr 17, 2024
Q1 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-99- 7.71% |
$35.6K - $41.6K
|
1.19K
$555K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-99- 4.11% |
$35.6K - $41.6K
|
2.31K
$1.08M
|
|
|
Apr 24, 2024
Q1 2024
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-99- 5.16% |
$35.6K - $41.6K
|
1.82K
$853K
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-99- 2.58% |
$35.6K - $41.6K
|
3.73K
$1.75M
|
|
|
Apr 15, 2024
Q1 2024
|
Benin Management Corp
|
SELL
|
- |
-100- 1.63% |
$35.9K - $42.1K
|
6.04K
$2.83M
|
|
|
Apr 18, 2024
Q1 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-100- 10.75% |
$35.9K - $42.1K
|
830
$389K
|
|
|
Apr 26, 2024
Q1 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-100- 6.29% |
$35.9K - $42.1K
|
1.49K
$699K
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-100- 0.73% |
$35.9K - $42.1K
|
13.5K
$6.35M
|
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-100- 3.43% |
$35.9K - $42.1K
|
2.82K
$1.32M
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-100- 8.1% |
$35.9K - $42.1K
|
1.13K
$531K
|
|
|
May 02, 2024
Q1 2024
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-100- 6.06% |
$35.9K - $42.1K
|
1.55K
$726K
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-100- 13.51% |
$35.9K - $42.1K
|
640
$300K
|
|
|
May 03, 2024
Q1 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-100- 6.27% |
$35.9K - $42.1K
|
1.5K
$701K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-100- 1.0% |
$35.9K - $42.1K
|
9.92K
$4.65M
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
SELL
|
- |
-100- 1.02% |
$35.9K - $42.1K
|
9.73K
$4.56M
|
|
|
May 07, 2024
Q1 2024
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-100- 2.32% |
$35.9K - $42.1K
|
4.22K
$1.98M
|