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 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-79- 0.64% |
$28.4K - $33.2K
|
12.2K
$5.96M
|
|
|
Oct 23, 2024
Q1 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-79- 6.04% |
$28.4K - $33.2K
|
1.23K
$601K
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-80- 2.11% |
$28.7K - $33.6K
|
3.7K
$1.81M
|
|
|
May 06, 2024
Q1 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-80- 4.6% |
$28.7K - $33.6K
|
1.66K
$811K
|
|
|
May 06, 2024
Q1 2024
|
Lpf Advisors LLC
Sarasota, FL |
SELL
|
- |
-80- 12.66% |
$28.7K - $33.6K
|
552
$270K
|
|
|
May 14, 2024
Q1 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-80- 0.33% |
$28.7K - $33.6K
|
23.8K
$11.7M
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-80- 1.23% |
$28.7K - $33.6K
|
6.42K
$3.14M
|
|
|
Apr 15, 2024
Q1 2024
|
Exeter Financial, LLC
|
SELL
|
- |
-81- 9.93% |
$29.1K - $34.1K
|
735
$360K
|
|
|
May 06, 2024
Q1 2024
|
Karpas Strategies, LLC
|
SELL
|
- |
-81- 0.32% |
$29.1K - $34.1K
|
25.1K
$12.3M
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-81- 5.63% |
$29.1K - $34.1K
|
1.36K
$664K
|
|
|
May 13, 2024
Q1 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-81- 13.71% |
$29.1K - $34.1K
|
510
$250K
|
|
|
May 13, 2024
Q1 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-81- 3.16% |
$29.1K - $34.1K
|
2.49K
$1.22M
|
|
|
May 14, 2024
Q1 2024
|
Quantum Capital Management, LLC
Northfield, NJ |
SELL
|
- |
-81- 0.58% |
$29.1K - $34.1K
|
14K
$6.84M
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
SELL
|
- |
-82- 0.87% |
$29.5K - $34.5K
|
9.36K
$4.58M
|
|
|
Apr 12, 2024
Q1 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-82- 9.96% |
$29.5K - $34.5K
|
741
$363K
|
|
|
Apr 18, 2024
Q1 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-82- 11.01% |
$29.5K - $34.5K
|
663
$324K
|
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-82- 39.61% |
$29.5K - $34.5K
|
125
$61.2K
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-82- 3.28% |
$29.5K - $34.5K
|
2.42K
$1.18M
|
|
|
Apr 09, 2024
Q1 2024
|
Act Wealth Management, LLC
|
SELL
|
- |
-83- 3.5% |
$29.8K - $34.9K
|
2.29K
$1.12M
|
|
|
May 10, 2024
Q1 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-83- 1.39% |
$29.8K - $34.9K
|
5.9K
$2.89M
|
|
|
Apr 17, 2024
Q1 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-85- 3.32% |
$30.5K - $35.7K
|
2.48K
$1.21M
|
|
|
May 03, 2024
Q1 2024
|
Banyan Capital Management, Inc.
Atlanta, GA |
SELL
|
- |
-85- 0.19% |
$30.5K - $35.7K
|
45.5K
$22.3M
|
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-85- 9.82% |
$30.5K - $35.7K
|
781
$382K
|
|
|
Apr 09, 2024
Q1 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-86- 3.28% |
$30.9K - $36.2K
|
2.54K
$1.24M
|
|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-86- 2.24% |
$30.9K - $36.2K
|
3.75K
$1.83M
|
|
|
May 03, 2024
Q1 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-87- 2.17% |
$31.3K - $36.6K
|
3.93K
$1.92M
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-87- 2.72% |
$31.3K - $36.6K
|
3.12K
$1.52M
|
|
|
May 10, 2024
Q1 2024
|
Ascension Asset Management LLC
|
SELL
|
- |
-87- 1.75% |
$31.3K - $36.6K
|
4.87K
$2.38M
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-87- 0.72% |
$31.3K - $36.6K
|
12.1K
$5.9M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-88- 3.21% |
$31.6K - $37K
|
2.65K
$1.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-89- 1.37% |
$32K - $37.4K
|
6.41K
$3.13M
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-89- 0.75% |
$32K - $37.4K
|
11.8K
$5.76M
|
|
|
Apr 30, 2024
Q1 2024
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-90- 3.42% |
$32.3K - $37.8K
|
2.54K
$1.24M
|
|
|
May 03, 2024
Q1 2024
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-90- 0.82% |
$32.3K - $37.8K
|
10.9K
$5.31M
|
|
|
Apr 18, 2024
Q1 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-91- 2.56% |
$32.7K - $38.3K
|
3.47K
$1.7M
|
|
|
May 09, 2024
Q1 2024
|
Zevin Asset Management LLC
|
SELL
|
- |
-91- 9.05% |
$32.7K - $38.3K
|
914
$447K
|
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-91- 0.69% |
$32.7K - $38.3K
|
13.2K
$6.45M
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-92- 6.27% |
$33.1K - $38.7K
|
1.38K
$673K
|
|
|
Apr 29, 2024
Q1 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-92- 14.94% |
$33.1K - $38.7K
|
524
$256K
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-92- 5.82% |
$33.1K - $38.7K
|
1.49K
$728K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-92- 2.91% |
$33.1K - $38.7K
|
3.07K
$1.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-93- 1.12% |
$33.4K - $39.1K
|
8.22K
$4.02M
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-93- 1.41% |
$33.4K - $39.1K
|
6.52K
$3.19M
|
|
|
May 13, 2024
Q1 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-94- 9.3% |
$33.8K - $39.5K
|
917
$449K
|
|
|
Apr 10, 2024
Q1 2024
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-95- 1.21% |
$34.1K - $39.9K
|
7.73K
$3.78M
|
|
|
Apr 12, 2024
Q1 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-95- 1.89% |
$34.1K - $39.9K
|
4.94K
$2.42M
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-95- 66.43% |
$34.1K - $39.9K
|
48
$23.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-95- 0.64% |
$34.1K - $39.9K
|
14.7K
$7.22M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-95- 8.79% |
$34.1K - $39.9K
|
986
$482K
|
|
|
Jan 15, 2025
Q1 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-95- 5.17% |
$34.1K - $39.9K
|
1.74K
$853K
|