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 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
|
|
|
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
$6.89M
|
|
|
May 09, 2024
Q1 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-144- 16.92% |
$51.7K - $60.6K
|
707
$334K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-144- 0.25% |
$51.7K - $60.6K
|
57.5K
$27.1M
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-144- 4.37% |
$51.7K - $60.6K
|
3.15K
$1.49M
|
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-145- 2.28% |
$52.1K - $61K
|
6.23K
$2.94M
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-146- 1.41% |
$52.5K - $61.4K
|
10.2K
$4.82M
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-146- 0.43% |
$52.5K - $61.4K
|
33.7K
$15.9M
|
|
|
May 10, 2024
Q1 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-146- 8.75% |
$52.5K - $61.4K
|
1.52K
$719K
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-147- 2.35% |
$52.8K - $61.8K
|
6.1K
$2.88M
|
|
|
May 03, 2024
Q1 2024
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-147- 5.09% |
$52.8K - $61.8K
|
2.74K
$1.29M
|
|
|
May 14, 2024
Q1 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-148- 3.98% |
$53.2K - $62.2K
|
3.57K
$1.68M
|
|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-149- 5.81% |
$53.5K - $62.7K
|
2.42K
$1.14M
|
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
SELL
|
- |
-149- 3.75% |
$53.5K - $62.7K
|
3.82K
$1.8M
|
|
|
May 13, 2024
Q1 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-150- 0.68% |
$53.9K - $63.1K
|
21.9K
$10.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-150- 3.94% |
$53.9K - $63.1K
|
3.66K
$1.73M
|
|
|
Apr 12, 2024
Q1 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-150- 1.27% |
$53.9K - $63.1K
|
11.7K
$5.52M
|
|
|
May 01, 2024
Q1 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-150- 8.66% |
$53.9K - $63.1K
|
1.58K
$747K
|
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-150- 5.76% |
$53.9K - $63.1K
|
2.46K
$1.16M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-151- 18.57% |
$54.3K - $63.5K
|
662
$313K
|
|
|
Apr 19, 2024
Q1 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-151- 1.01% |
$54.3K - $63.5K
|
14.7K
$6.96M
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-151- 18.78% |
$54.3K - $63.5K
|
653
$308K
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-152- 1.05% |
$54.6K - $63.9K
|
14.3K
$6.75M
|
|
|
Apr 09, 2024
Q1 2024
|
New Capital Management LP
|
SELL
|
- |
-153- 0.14% |
$55K - $64.3K
|
109K
$51.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-153- 0.03% |
$55K - $64.3K
|
510K
$241M
|
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-153- 0.43% |
$55K - $64.3K
|
35.4K
$16.7M
|
|
|
Oct 03, 2024
Q1 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-154- 4.87% |
$55.3K - $64.8K
|
3.01K
$1.42M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-155- 0.09% |
$55.7K - $65.2K
|
167K
$78.7M
|
|
|
May 13, 2024
Q1 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-155- 1.58% |
$55.7K - $65.2K
|
9.69K
$4.57M
|
|
|
May 14, 2024
Q1 2024
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-155- 0.22% |
$55.7K - $65.2K
|
69.2K
$32.7M
|
|
|
May 15, 2024
Q1 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-155- 0.51% |
$55.7K - $65.2K
|
30.3K
$14.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-156- 0.4% |
$56K - $65.6K
|
39.3K
$18.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-157- 0.83% |
$56.4K - $66K
|
18.7K
$8.82M
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
SELL
|
- |
-158- 2.65% |
$56.8K - $66.4K
|
5.8K
$2.74M
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-158- 0.61% |
$56.8K - $66.4K
|
25.6K
$12.1M
|
|
|
May 01, 2024
Q1 2024
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-158- 0.54% |
$56.8K - $66.4K
|
29.3K
$13.8M
|
|
|
May 06, 2024
Q1 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-158- 1.67% |
$56.8K - $66.4K
|
9.33K
$4.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-159- 1.97% |
$57.1K - $66.9K
|
7.93K
$3.74M
|
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-159- 9.12% |
$57.1K - $66.9K
|
1.58K
$748K
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-159- 2.98% |
$57.1K - $66.9K
|
5.18K
$2.45M
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-159- 9.19% |
$57.1K - $66.9K
|
1.57K
$742K
|
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-160- 6.51% |
$57.5K - $67.3K
|
2.3K
$1.08M
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-160- 3.75% |
$57.5K - $67.3K
|
4.1K
$1.94M
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-161- 7.1% |
$57.8K - $67.7K
|
2.11K
$995K
|
|
|
May 09, 2024
Q1 2024
|
Wills Financial Group, Inc.
|
SELL
|
- |
-161- 0.34% |
$57.8K - $67.7K
|
46.7K
$22.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-162- 1.29% |
$58.2K - $68.1K
|
12.4K
$5.86M
|
|
|
May 01, 2024
Q1 2024
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-163- 0.72% |
$58.6K - $68.5K
|
22.5K
$10.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-166- 5.85% |
$59.6K - $69.8K
|
2.67K
$1.26M
|
|
|
Apr 25, 2024
Q1 2024
|
Members Trust CO
|
SELL
|
- |
-166- 6.49% |
$59.6K - $69.8K
|
2.39K
$1.13M
|