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 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
|
|
|
May 03, 2024
Q1 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-200- 29.11% |
$71.9K - $84.1K
|
487
$230K
|
|
|
May 06, 2024
Q1 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-200- 16.95% |
$71.9K - $84.1K
|
980
$463K
|
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-200- 6.16% |
$71.9K - $84.1K
|
3.05K
$1.44M
|
|
|
May 08, 2024
Q1 2024
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-200- 11.24% |
$71.9K - $84.1K
|
1.58K
$745K
|
|
|
May 14, 2024
Q1 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-200- 4.88% |
$71.9K - $84.1K
|
3.9K
$1.84M
|
|
|
May 15, 2024
Q1 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-200- 21.83% |
$71.9K - $84.1K
|
716
$338K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-201- 18.21% |
$72.2K - $84.5K
|
903
$426K
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-203- 2.79% |
$72.9K - $85.4K
|
7.08K
$3.34M
|
|
|
May 09, 2024
Q1 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-203- 9.01% |
$72.9K - $85.4K
|
2.05K
$968K
|
|
|
May 15, 2024
Q1 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-203- 12.55% |
$72.9K - $85.4K
|
1.41K
$668K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-204- 3.15% |
$73.3K - $85.8K
|
6.27K
$2.96M
|
|
|
Apr 22, 2024
Q1 2024
|
Planning Center, Inc.
|
SELL
|
- |
-204- 2.84% |
$73.3K - $85.8K
|
6.97K
$3.29M
|
|
|
Apr 25, 2024
Q1 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-204- 1.27% |
$73.3K - $85.8K
|
15.9K
$7.51M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-208- 1.67% |
$74.7K - $87.5K
|
12.3K
$5.8M
|
|
|
Apr 09, 2024
Q1 2024
|
Woodstock Corp
|
SELL
|
- |
-210- 1.09% |
$75.5K - $88.3K
|
19K
$8.97M
|
|
|
Apr 22, 2024
Q1 2024
|
Qv Investors Inc.
|
SELL
|
- |
-210- 1.93% |
$75.5K - $88.3K
|
10.7K
$5.03M
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-210- 5.76% |
$75.5K - $88.3K
|
3.44K
$1.62M
|
|
|
May 15, 2024
Q1 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-210- 1.93% |
$75.5K - $88.3K
|
10.7K
$5.03M
|
|
|
Apr 11, 2024
Q1 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-215- 5.0% |
$77.2K - $90.4K
|
4.08K
$1.93M
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-215- 1.69% |
$77.2K - $90.4K
|
12.5K
$5.89M
|
|
|
May 09, 2024
Q1 2024
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-217- 1.44% |
$78K - $91.3K
|
14.8K
$6.99M
|
|
|
Apr 30, 2024
Q1 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-219- 1.14% |
$78.7K - $92.1K
|
18.9K
$8.93M
|
|
|
Jul 09, 2024
Q1 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-220- 2.16% |
$79K - $92.5K
|
9.96K
$4.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-221- 0.98% |
$79.4K - $92.9K
|
22.4K
$10.6M
|
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-221- 1.8% |
$79.4K - $92.9K
|
12.1K
$5.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-222- 6.29% |
$79.8K - $93.4K
|
3.31K
$1.56M
|
|
|
Apr 25, 2024
Q1 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-224- 0.65% |
$80.5K - $94.2K
|
34.3K
$16.2M
|
|
|
May 15, 2024
Q1 2024
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-224- 1.08% |
$80.5K - $94.2K
|
20.6K
$9.7M
|
|
|
May 13, 2024
Q1 2024
|
Somerville Kurt F
|
SELL
|
- |
-225- 5.46% |
$80.8K - $94.6K
|
3.9K
$1.84M
|
|
|
May 08, 2024
Q1 2024
|
Waverton Investment Management LTD
|
SELL
|
- |
-226- 0.27% |
$81.2K - $95K
|
84.2K
$39.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-227- 5.93% |
$81.6K - $95.5K
|
3.6K
$1.7M
|
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-228- 2.59% |
$81.9K - $95.9K
|
8.57K
$4.05M
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-228- 3.23% |
$81.9K - $95.9K
|
6.83K
$3.23M
|
|
|
May 13, 2024
Q1 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-228- 0.79% |
$81.9K - $95.9K
|
28.7K
$13.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-230- 1.2% |
$82.6K - $96.7K
|
18.9K
$8.91M
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-230- 2.08% |
$82.6K - $96.7K
|
10.8K
$5.12M
|
|
|
Apr 30, 2024
Q1 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-231- 9.37% |
$83K - $97.1K
|
2.23K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-232- 1.77% |
$83.4K - $97.6K
|
12.9K
$6.07M
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-234- 2.17% |
$84.1K - $98.4K
|
10.5K
$4.98M
|
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-234- 1.57% |
$84.1K - $98.4K
|
14.7K
$6.94M
|
|
|
May 03, 2024
Q1 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-238- 3.05% |
$85.5K - $100K
|
7.58K
$3.58M
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-239- 5.68% |
$85.9K - $101K
|
3.97K
$1.87M
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-240- 13.15% |
$86.2K - $101K
|
1.59K
$748K
|
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-240- 0.32% |
$86.2K - $101K
|
75.9K
$35.8M
|
|
|
May 13, 2024
Q1 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-240- 4.01% |
$86.2K - $101K
|
5.75K
$2.71M
|
|
|
Apr 24, 2024
Q1 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-246- 4.93% |
$88.4K - $103K
|
4.74K
$2.24M
|
|
|
Apr 15, 2024
Q1 2024
|
Portman Square Capital LLP
London, X0 |
SELL
|
- |
-247- 33.07% |
$88.7K - $104K
|
500
$236K
|
|
|
Apr 22, 2024
Q1 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-247- 11.7% |
$88.7K - $104K
|
1.87K
$880K
|