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
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
SELL
|
- |
-118- 0.12% |
$42.4K - $49.6K
|
101K
$47.7M
|
|
|
Oct 15, 2024
Q1 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-118- 14.29% |
$42.4K - $49.6K
|
708
$334K
|
|
|
Apr 26, 2024
Q1 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-119- 7.68% |
$42.8K - $50K
|
1.43K
$676K
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-120- 0.65% |
$43.1K - $50.5K
|
18.5K
$8.72M
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
SELL
|
- |
-120- 3.54% |
$43.1K - $50.5K
|
3.27K
$1.54M
|
|
|
Apr 15, 2024
Q1 2024
|
G&S Capital LLC
|
SELL
|
- |
-122- 3.49% |
$43.8K - $51.3K
|
3.38K
$1.59M
|
|
|
Apr 30, 2024
Q1 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-122- 1.48% |
$43.8K - $51.3K
|
8.13K
$3.84M
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-122- 4.81% |
$43.8K - $51.3K
|
2.41K
$1.14M
|
|
|
May 09, 2024
Q1 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-122- 1.35% |
$43.8K - $51.3K
|
8.9K
$4.21M
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-124- 7.64% |
$44.6K - $52.1K
|
1.5K
$708K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-125- 0.18% |
$44.9K - $52.6K
|
69.3K
$32.7M
|
|
|
May 08, 2024
Q1 2024
|
Miller Wealth Advisors, LLC
|
SELL
|
- |
-125- 1.97% |
$44.9K - $52.6K
|
6.22K
$2.94M
|
|
|
May 13, 2024
Q1 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-125- 2.21% |
$44.9K - $52.6K
|
5.53K
$2.61M
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-125- 0.86% |
$44.9K - $52.6K
|
14.5K
$6.85M
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-126- 0.49% |
$45.3K - $53K
|
25.4K
$12M
|
|
|
Jan 27, 2025
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-127- 12.99% |
$45.6K - $53.4K
|
851
$402K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-128- 7.9% |
$46K - $53.8K
|
1.49K
$705K
|
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-128- 9.19% |
$46K - $53.8K
|
1.27K
$598K
|
|
|
Nov 13, 2024
Q1 2024
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-128- 2.66% |
$46K - $53.8K
|
4.68K
$2.21M
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-129- 0.72% |
$46.3K - $54.2K
|
17.9K
$8.44M
|
|
|
Apr 17, 2024
Q1 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-129- 3.72% |
$46.3K - $54.2K
|
3.34K
$1.58M
|
|
|
Apr 29, 2024
Q1 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-129- 1.73% |
$46.3K - $54.2K
|
7.31K
$3.45M
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-130- 11.74% |
$46.7K - $54.7K
|
977
$461K
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-130- 6.39% |
$46.7K - $54.7K
|
1.9K
$899K
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-130- 1.68% |
$46.7K - $54.7K
|
7.63K
$3.6M
|
|
|
May 03, 2024
Q1 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-130- 2.03% |
$46.7K - $54.7K
|
6.29K
$2.97M
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-130- 1.81% |
$46.7K - $54.7K
|
7.05K
$3.33M
|
|
|
May 15, 2024
Q1 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-130- 1.23% |
$46.7K - $54.7K
|
10.4K
$4.91M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-130- 2.31% |
$46.7K - $54.7K
|
5.49K
$2.59M
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-131- 6.23% |
$47.1K - $55.1K
|
1.97K
$932K
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
SELL
|
- |
-133- 3.15% |
$47.8K - $55.9K
|
4.09K
$1.93M
|
|
|
May 09, 2024
Q1 2024
|
Investment Management Associates Inc
|
SELL
|
- |
-134- 1.21% |
$48.1K - $56.3K
|
10.9K
$5.15M
|
|
|
May 13, 2024
Q1 2024
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-134- 0.48% |
$48.1K - $56.3K
|
27.8K
$13.1M
|
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-135- 1.14% |
$48.5K - $56.8K
|
11.8K
$5.55M
|
|
|
May 13, 2024
Q1 2024
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-135- 14.11% |
$48.5K - $56.8K
|
822
$388K
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-138- 3.14% |
$49.6K - $58K
|
4.26K
$2.01M
|
|
|
Apr 15, 2024
Q1 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-138- 4.61% |
$49.6K - $58K
|
2.85K
$1.35M
|
|
|
Apr 18, 2024
Q1 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-138- 10.94% |
$49.6K - $58K
|
1.12K
$530K
|
|
|
Apr 24, 2024
Q1 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-138- 1.56% |
$49.6K - $58K
|
8.72K
$4.12M
|
|
|
May 10, 2024
Q1 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-138- 9.51% |
$49.6K - $58K
|
1.31K
$620K
|
|
|
May 15, 2024
Q1 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-138- 7.29% |
$49.6K - $58K
|
1.75K
$829K
|
|
|
Jan 28, 2025
Q1 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-138- 0.94% |
$49.6K - $58K
|
14.5K
$6.85M
|
|
|
May 07, 2024
Q1 2024
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-139- 4.01% |
$49.9K - $58.5K
|
3.33K
$1.57M
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-139- 0.23% |
$49.9K - $58.5K
|
59.7K
$28.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-140- 0.22% |
$50.3K - $58.9K
|
62.4K
$29.5M
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-140- 2.81% |
$50.3K - $58.9K
|
4.85K
$2.29M
|
|
|
May 03, 2024
Q1 2024
|
Hemenway Trust CO LLC
|
SELL
|
- |
-142- 4.17% |
$51K - $59.7K
|
3.26K
$1.54M
|
|
|
Apr 11, 2024
Q1 2024
|
Orser Capital Management, LLC
|
SELL
|
- |
-143- 1.59% |
$51.4K - $60.1K
|
8.85K
$4.18M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-143- 0.52% |
$51.4K - $60.1K
|
27.5K
$13M
|
|
|
May 15, 2024
Q1 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-143- 10.8% |
$51.4K - $60.1K
|
1.18K
$558K
|