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
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-168- 3.79% |
$60.4K - $70.6K
|
4.26K
$2.01M
|
|
|
May 10, 2024
Q1 2024
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-168- 2.54% |
$60.4K - $70.6K
|
6.44K
$3.04M
|
|
|
Apr 09, 2024
Q1 2024
|
Lynch & Associates
|
SELL
|
- |
-170- 1.3% |
$61.1K - $71.5K
|
12.9K
$6.08M
|
|
|
Apr 12, 2024
Q1 2024
|
Triad Investment Management
|
SELL
|
- |
-171- 6.05% |
$61.4K - $71.9K
|
2.66K
$1.25M
|
|
|
May 09, 2024
Q1 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-172- 1.02% |
$61.8K - $72.3K
|
16.7K
$7.88M
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-173- 3.97% |
$62.2K - $72.7K
|
4.18K
$1.98M
|
|
|
May 08, 2024
Q1 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-173- 0.85% |
$62.2K - $72.7K
|
20.3K
$9.58M
|
|
|
Apr 22, 2024
Q1 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-174- 1.43% |
$62.5K - $73.2K
|
12K
$5.67M
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-174- 5.02% |
$62.5K - $73.2K
|
3.29K
$1.55M
|
|
|
May 15, 2024
Q1 2024
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-174- 1.37% |
$62.5K - $73.2K
|
12.6K
$5.94M
|
|
|
May 15, 2024
Q1 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-174- 0.39% |
$62.5K - $73.2K
|
44.6K
$21M
|
|
|
Apr 17, 2024
Q1 2024
|
Seneca House Advisors
|
SELL
|
- |
-175- 15.15% |
$62.9K - $73.6K
|
980
$463K
|
|
|
May 09, 2024
Q1 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-175- 7.91% |
$62.9K - $73.6K
|
2.04K
$962K
|
|
|
May 14, 2024
Q1 2024
|
Heron Bay Capital Management
|
SELL
|
- |
-175- 0.71% |
$62.9K - $73.6K
|
24.6K
$11.6M
|
|
|
Apr 10, 2024
Q1 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-176- 3.78% |
$63.2K - $74K
|
4.48K
$2.11M
|
|
|
May 15, 2024
Q1 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-177- 11.24% |
$63.6K - $74.4K
|
1.4K
$660K
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-178- 1.35% |
$64K - $74.9K
|
13K
$6.15M
|
|
|
Apr 17, 2024
Q1 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-179- 1.8% |
$64.3K - $75.3K
|
9.78K
$4.62M
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-179- 6.53% |
$64.3K - $75.3K
|
2.56K
$1.21M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-179- 0.79% |
$64.3K - $75.3K
|
22.5K
$10.6M
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-180- 2.27% |
$64.7K - $75.7K
|
7.76K
$3.66M
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-180- 0.73% |
$64.7K - $75.7K
|
24.5K
$11.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
SELL
|
- |
-180- 7.22% |
$64.7K - $75.7K
|
2.31K
$1.09M
|
|
|
Apr 29, 2024
Q1 2024
|
Argent Capital Management LLC
|
SELL
|
- |
-180- 5.98% |
$64.7K - $75.7K
|
2.83K
$1.34M
|
|
|
May 14, 2024
Q1 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-180- 12.95% |
$64.7K - $75.7K
|
1.21K
$572K
|
|
|
May 09, 2024
Q1 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-181- 1.51% |
$65K - $76.1K
|
11.8K
$5.59M
|
|
|
May 14, 2024
Q1 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-181- 3.73% |
$65K - $76.1K
|
4.67K
$2.21M
|
|
|
May 14, 2024
Q1 2024
|
Middleton & CO Inc
|
SELL
|
- |
-181- 0.65% |
$65K - $76.1K
|
27.6K
$13M
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-182- 1.89% |
$65.4K - $76.5K
|
9.45K
$4.46M
|
|
|
May 01, 2024
Q1 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-183- 10.07% |
$65.8K - $77K
|
1.64K
$772K
|
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-183- 2.41% |
$65.8K - $77K
|
7.4K
$3.49M
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-184- 0.31% |
$66.1K - $77.4K
|
59.1K
$27.9M
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-185- 1.09% |
$66.5K - $77.8K
|
16.7K
$7.91M
|
|
|
Apr 22, 2024
Q1 2024
|
Fc Advisory LLC
|
SELL
|
- |
-186- 11.89% |
$66.8K - $78.2K
|
1.38K
$651K
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-187- 26.38% |
$67.2K - $78.6K
|
522
$247K
|
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-187- 14.7% |
$67.2K - $78.6K
|
1.09K
$512K
|
|
|
May 10, 2024
Q1 2024
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-188- 0.76% |
$67.5K - $79.1K
|
24.5K
$11.6M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-188- 0.47% |
$67.5K - $79.1K
|
40.1K
$18.9M
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-189- 2.59% |
$67.9K - $79.5K
|
7.11K
$3.36M
|
|
|
Apr 19, 2024
Q1 2024
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-190- 13.48% |
$68.3K - $79.9K
|
1.22K
$576K
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-191- 1.16% |
$68.6K - $80.3K
|
16.3K
$7.69M
|
|
|
Apr 26, 2024
Q1 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-192- 5.33% |
$69K - $80.7K
|
3.41K
$1.61M
|
|
|
Apr 30, 2024
Q1 2024
|
Drexel Morgan & Co.
Radnor, PA |
SELL
|
- |
-193- 27.85% |
$69.3K - $81.2K
|
500
$236K
|
|
|
May 13, 2024
Q1 2024
|
Kidder Stephen W
|
SELL
|
- |
-195- 4.37% |
$70.1K - $82K
|
4.27K
$2.02M
|
|
|
Apr 18, 2024
Q1 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-197- 7.81% |
$70.8K - $82.8K
|
2.33K
$1.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-199- 2.04% |
$71.5K - $83.7K
|
9.56K
$4.52M
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-199- 8.77% |
$71.5K - $83.7K
|
2.07K
$978K
|
|
|
Apr 18, 2024
Q1 2024
|
Udine Wealth Management, Inc.
|
SELL
|
- |
-200- 1.41% |
$71.9K - $84.1K
|
14K
$6.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
SELL
|
- |
-200- 4.02% |
$71.9K - $84.1K
|
4.77K
$2.25M
|
|
|
Apr 24, 2024
Q1 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-200- 6.74% |
$71.9K - $84.1K
|
2.77K
$1.31M
|