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 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-130- 1.81% |
$46.7K - $54.7K
|
7.05K
$3.45M
|
|
|
May 15, 2024
Q1 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-130- 1.23% |
$46.7K - $54.7K
|
10.4K
$5.09M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-130- 2.31% |
$46.7K - $54.7K
|
5.49K
$2.69M
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-131- 6.23% |
$47.1K - $55.1K
|
1.97K
$965K
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
SELL
|
- |
-133- 3.15% |
$47.8K - $55.9K
|
4.09K
$2M
|
|
|
May 09, 2024
Q1 2024
|
Investment Management Associates Inc
|
SELL
|
- |
-134- 1.21% |
$48.1K - $56.3K
|
10.9K
$5.33M
|
|
|
May 13, 2024
Q1 2024
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-134- 0.48% |
$48.1K - $56.3K
|
27.8K
$13.6M
|
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-135- 1.14% |
$48.5K - $56.8K
|
11.8K
$5.75M
|
|
|
May 13, 2024
Q1 2024
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-135- 14.11% |
$48.5K - $56.8K
|
822
$402K
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-138- 3.14% |
$49.6K - $58K
|
4.26K
$2.08M
|
|
|
Apr 15, 2024
Q1 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-138- 4.61% |
$49.6K - $58K
|
2.85K
$1.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-138- 10.94% |
$49.6K - $58K
|
1.12K
$549K
|
|
|
Apr 24, 2024
Q1 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-138- 1.56% |
$49.6K - $58K
|
8.72K
$4.27M
|
|
|
May 10, 2024
Q1 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-138- 9.51% |
$49.6K - $58K
|
1.31K
$642K
|
|
|
May 15, 2024
Q1 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-138- 7.29% |
$49.6K - $58K
|
1.75K
$858K
|
|
|
Jan 28, 2025
Q1 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-138- 0.94% |
$49.6K - $58K
|
14.5K
$7.1M
|
|
|
May 07, 2024
Q1 2024
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-139- 4.01% |
$49.9K - $58.5K
|
3.33K
$1.63M
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-139- 0.23% |
$49.9K - $58.5K
|
59.7K
$29.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-140- 0.22% |
$50.3K - $58.9K
|
62.4K
$30.6M
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-140- 2.81% |
$50.3K - $58.9K
|
4.85K
$2.37M
|
|
|
May 03, 2024
Q1 2024
|
Hemenway Trust CO LLC
|
SELL
|
- |
-142- 4.17% |
$51K - $59.7K
|
3.26K
$1.6M
|
|
|
Apr 11, 2024
Q1 2024
|
Orser Capital Management, LLC
|
SELL
|
- |
-143- 1.59% |
$51.4K - $60.1K
|
8.85K
$4.33M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-143- 0.52% |
$51.4K - $60.1K
|
27.5K
$13.5M
|
|
|
May 15, 2024
Q1 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-143- 10.8% |
$51.4K - $60.1K
|
1.18K
$578K
|
|
|
May 15, 2024
Q1 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-143- 0.97% |
$51.4K - $60.1K
|
14.6K
$7.14M
|
|
|
May 09, 2024
Q1 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-144- 16.92% |
$51.7K - $60.6K
|
707
$346K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-144- 0.25% |
$51.7K - $60.6K
|
57.5K
$28.1M
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-144- 4.37% |
$51.7K - $60.6K
|
3.15K
$1.54M
|
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-145- 2.28% |
$52.1K - $61K
|
6.23K
$3.05M
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-146- 1.41% |
$52.5K - $61.4K
|
10.2K
$4.99M
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-146- 0.43% |
$52.5K - $61.4K
|
33.7K
$16.5M
|
|
|
May 10, 2024
Q1 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-146- 8.75% |
$52.5K - $61.4K
|
1.52K
$745K
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-147- 2.35% |
$52.8K - $61.8K
|
6.1K
$2.99M
|
|
|
May 03, 2024
Q1 2024
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-147- 5.09% |
$52.8K - $61.8K
|
2.74K
$1.34M
|
|
|
May 14, 2024
Q1 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-148- 3.98% |
$53.2K - $62.2K
|
3.57K
$1.75M
|
|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-149- 5.81% |
$53.5K - $62.7K
|
2.42K
$1.18M
|
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
SELL
|
- |
-149- 3.75% |
$53.5K - $62.7K
|
3.82K
$1.87M
|
|
|
May 13, 2024
Q1 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-150- 0.68% |
$53.9K - $63.1K
|
21.9K
$10.7M
|
|
|
Apr 11, 2024
Q1 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-150- 3.94% |
$53.9K - $63.1K
|
3.66K
$1.79M
|
|
|
Apr 12, 2024
Q1 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-150- 1.27% |
$53.9K - $63.1K
|
11.7K
$5.72M
|
|
|
May 01, 2024
Q1 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-150- 8.66% |
$53.9K - $63.1K
|
1.58K
$774K
|
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-150- 5.76% |
$53.9K - $63.1K
|
2.46K
$1.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-151- 18.57% |
$54.3K - $63.5K
|
662
$324K
|
|
|
Apr 19, 2024
Q1 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-151- 1.01% |
$54.3K - $63.5K
|
14.7K
$7.22M
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-151- 18.78% |
$54.3K - $63.5K
|
653
$320K
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-152- 1.05% |
$54.6K - $63.9K
|
14.3K
$7M
|
|
|
Apr 09, 2024
Q1 2024
|
New Capital Management LP
|
SELL
|
- |
-153- 0.14% |
$55K - $64.3K
|
109K
$53.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-153- 0.03% |
$55K - $64.3K
|
510K
$249M
|
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-153- 0.43% |
$55K - $64.3K
|
35.4K
$17.3M
|
|
|
Oct 03, 2024
Q1 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-154- 4.87% |
$55.3K - $64.8K
|
3.01K
$1.47M
|