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 13, 2024
Q1 2024
|
Granite Investment Partners, LLC
|
SELL
|
- |
-100- 0.77% |
$35.9K - $42.1K
|
12.8K
$6.01M
|
|
|
May 13, 2024
Q1 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-100- 1.56% |
$35.9K - $42.1K
|
6.32K
$2.96M
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-100- 2.18% |
$35.9K - $42.1K
|
4.49K
$2.1M
|
|
|
May 14, 2024
Q1 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-100- 4.17% |
$35.9K - $42.1K
|
2.3K
$1.08M
|
|
|
May 14, 2024
Q1 2024
|
Portland Investment Counsel Inc.
Burlington, A6 |
SELL
|
- |
-100- 0.1% |
$35.9K - $42.1K
|
104K
$48.8M
|
|
|
May 15, 2024
Q1 2024
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-100- 11.11% |
$35.9K - $42.1K
|
800
$375K
|
|
|
May 15, 2024
Q1 2024
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-100- 5.96% |
$35.9K - $42.1K
|
1.58K
$739K
|
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-101- 17.47% |
$36.3K - $42.5K
|
477
$224K
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-101- 0.29% |
$36.3K - $42.5K
|
35.2K
$16.5M
|
|
|
May 02, 2024
Q1 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-101- 3.01% |
$36.3K - $42.5K
|
3.26K
$1.53M
|
|
|
May 03, 2024
Q1 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-101- 6.11% |
$36.3K - $42.5K
|
1.55K
$727K
|
|
|
May 07, 2024
Q1 2024
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-101- 0.9% |
$36.3K - $42.5K
|
11.1K
$5.21M
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-102- 3.78% |
$36.6K - $42.9K
|
2.6K
$1.22M
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
SELL
|
- |
-102- 0.75% |
$36.6K - $42.9K
|
13.5K
$6.35M
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-102- 0.35% |
$36.6K - $42.9K
|
28.7K
$13.4M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-102- 0.42% |
$36.6K - $42.9K
|
24K
$11.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-103- 1.77% |
$37K - $43.3K
|
5.7K
$2.67M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-103- 0.67% |
$37K - $43.3K
|
15.3K
$7.17M
|
|
|
May 14, 2024
Q1 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-103- 10.8% |
$37K - $43.3K
|
851
$399K
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-103- 3.05% |
$37K - $43.3K
|
3.27K
$1.53M
|
|
|
May 01, 2024
Q1 2024
|
Peterson Wealth Services
|
SELL
|
- |
-104- 0.73% |
$37.4K - $43.7K
|
14.2K
$6.64M
|
|
|
May 02, 2024
Q1 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-104- 4.29% |
$37.4K - $43.7K
|
2.32K
$1.09M
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-105- 0.59% |
$37.7K - $44.2K
|
17.7K
$8.28M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-105- 3.97% |
$37.7K - $44.2K
|
2.54K
$1.19M
|
|
|
May 15, 2024
Q1 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-105- 8.22% |
$37.7K - $44.2K
|
1.17K
$550K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-106- 11.78% |
$38.1K - $44.6K
|
794
$372K
|
|
|
Jan 10, 2025
Q1 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-106- 3.69% |
$38.1K - $44.6K
|
2.76K
$1.29M
|
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-107- 1.98% |
$38.4K - $45K
|
5.3K
$2.48M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-107- 4.75% |
$38.4K - $45K
|
2.14K
$1M
|
|
|
Apr 22, 2024
Q1 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-108- 0.71% |
$38.8K - $45.4K
|
15.1K
$7.07M
|
|
|
May 06, 2024
Q1 2024
|
Biechele Royce Advisors
|
SELL
|
- |
-108- 3.51% |
$38.8K - $45.4K
|
2.97K
$1.39M
|
|
|
May 13, 2024
Q1 2024
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-108- 2.97% |
$38.8K - $45.4K
|
3.53K
$1.65M
|
|
|
Apr 12, 2024
Q1 2024
|
Jacobs & CO
|
SELL
|
- |
-110- 0.84% |
$39.5K - $46.3K
|
13K
$6.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Page Arthur B
|
SELL
|
- |
-110- 8.7% |
$39.5K - $46.3K
|
1.16K
$541K
|
|
|
May 13, 2024
Q1 2024
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-110- 7.7% |
$39.5K - $46.3K
|
1.32K
$618K
|
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-112- 1.3% |
$40.2K - $47.1K
|
8.48K
$3.98M
|
|
|
May 09, 2024
Q1 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-112- 0.17% |
$40.2K - $47.1K
|
64K
$30M
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-113- 6.25% |
$40.6K - $47.5K
|
1.69K
$794K
|
|
|
May 09, 2024
Q1 2024
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-113- 5.25% |
$40.6K - $47.5K
|
2.04K
$955K
|
|
|
Apr 17, 2024
Q1 2024
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-115- 0.11% |
$41.3K - $48.4K
|
108K
$50.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-115- 2.6% |
$41.3K - $48.4K
|
4.31K
$2.02M
|
|
|
Apr 25, 2024
Q1 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-115- 1.94% |
$41.3K - $48.4K
|
5.82K
$2.73M
|
|
|
May 08, 2024
Q1 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-115- 0.46% |
$41.3K - $48.4K
|
25K
$11.7M
|
|
|
May 13, 2024
Q1 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-115- 1.05% |
$41.3K - $48.4K
|
10.8K
$5.06M
|
|
|
Apr 16, 2024
Q1 2024
|
Montis Financial, LLC
|
SELL
|
- |
-116- 0.6% |
$41.7K - $48.8K
|
19.3K
$9.03M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-116- 0.44% |
$41.7K - $48.8K
|
26.3K
$12.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-117- 1.27% |
$42K - $49.2K
|
9.07K
$4.25M
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-117- 4.26% |
$42K - $49.2K
|
2.63K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-117- 1.5% |
$42K - $49.2K
|
7.68K
$3.6M
|
|
|
May 10, 2024
Q1 2024
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-118- 2.95% |
$42.4K - $49.6K
|
3.88K
$1.82M
|