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
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-180- 12.95% |
$64.7K - $75.7K
|
1.21K
$592K
|
|
|
May 09, 2024
Q1 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-181- 1.51% |
$65K - $76.1K
|
11.8K
$5.79M
|
|
|
May 14, 2024
Q1 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-181- 3.73% |
$65K - $76.1K
|
4.67K
$2.29M
|
|
|
May 14, 2024
Q1 2024
|
Middleton & CO Inc
|
SELL
|
- |
-181- 0.65% |
$65K - $76.1K
|
27.6K
$13.5M
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-182- 1.89% |
$65.4K - $76.5K
|
9.45K
$4.62M
|
|
|
May 01, 2024
Q1 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-183- 10.07% |
$65.8K - $77K
|
1.64K
$800K
|
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-183- 2.41% |
$65.8K - $77K
|
7.4K
$3.62M
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-184- 0.31% |
$66.1K - $77.4K
|
59.1K
$28.9M
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-185- 1.09% |
$66.5K - $77.8K
|
16.7K
$8.19M
|
|
|
Apr 22, 2024
Q1 2024
|
Fc Advisory LLC
|
SELL
|
- |
-186- 11.89% |
$66.8K - $78.2K
|
1.38K
$674K
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-187- 26.38% |
$67.2K - $78.6K
|
522
$255K
|
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-187- 14.7% |
$67.2K - $78.6K
|
1.09K
$531K
|
|
|
May 10, 2024
Q1 2024
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-188- 0.76% |
$67.5K - $79.1K
|
24.5K
$12M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-188- 0.47% |
$67.5K - $79.1K
|
40.1K
$19.6M
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-189- 2.59% |
$67.9K - $79.5K
|
7.11K
$3.48M
|
|
|
Apr 19, 2024
Q1 2024
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-190- 13.48% |
$68.3K - $79.9K
|
1.22K
$596K
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-191- 1.16% |
$68.6K - $80.3K
|
16.3K
$7.96M
|
|
|
Apr 26, 2024
Q1 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-192- 5.33% |
$69K - $80.7K
|
3.41K
$1.67M
|
|
|
Apr 30, 2024
Q1 2024
|
Drexel Morgan & Co.
Radnor, PA |
SELL
|
- |
-193- 27.85% |
$69.3K - $81.2K
|
500
$245K
|
|
|
May 13, 2024
Q1 2024
|
Kidder Stephen W
|
SELL
|
- |
-195- 4.37% |
$70.1K - $82K
|
4.27K
$2.09M
|
|
|
Apr 18, 2024
Q1 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-197- 7.81% |
$70.8K - $82.8K
|
2.33K
$1.14M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-199- 2.04% |
$71.5K - $83.7K
|
9.56K
$4.68M
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-199- 8.77% |
$71.5K - $83.7K
|
2.07K
$1.01M
|
|
|
Apr 18, 2024
Q1 2024
|
Udine Wealth Management, Inc.
|
SELL
|
- |
-200- 1.41% |
$71.9K - $84.1K
|
14K
$6.84M
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
SELL
|
- |
-200- 4.02% |
$71.9K - $84.1K
|
4.77K
$2.33M
|
|
|
Apr 24, 2024
Q1 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-200- 6.74% |
$71.9K - $84.1K
|
2.77K
$1.35M
|
|
|
May 03, 2024
Q1 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-200- 29.11% |
$71.9K - $84.1K
|
487
$238K
|
|
|
May 06, 2024
Q1 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-200- 16.95% |
$71.9K - $84.1K
|
980
$480K
|
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-200- 6.16% |
$71.9K - $84.1K
|
3.05K
$1.49M
|
|
|
May 08, 2024
Q1 2024
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-200- 11.24% |
$71.9K - $84.1K
|
1.58K
$773K
|
|
|
May 14, 2024
Q1 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-200- 4.88% |
$71.9K - $84.1K
|
3.9K
$1.91M
|
|
|
May 15, 2024
Q1 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-200- 21.83% |
$71.9K - $84.1K
|
716
$350K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-201- 18.21% |
$72.2K - $84.5K
|
903
$442K
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-203- 2.79% |
$72.9K - $85.4K
|
7.08K
$3.46M
|
|
|
May 09, 2024
Q1 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-203- 9.01% |
$72.9K - $85.4K
|
2.05K
$1M
|
|
|
May 15, 2024
Q1 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-203- 12.55% |
$72.9K - $85.4K
|
1.41K
$692K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-204- 3.15% |
$73.3K - $85.8K
|
6.27K
$3.07M
|
|
|
Apr 22, 2024
Q1 2024
|
Planning Center, Inc.
|
SELL
|
- |
-204- 2.84% |
$73.3K - $85.8K
|
6.97K
$3.41M
|
|
|
Apr 25, 2024
Q1 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-204- 1.27% |
$73.3K - $85.8K
|
15.9K
$7.78M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-208- 1.67% |
$74.7K - $87.5K
|
12.3K
$6.01M
|
|
|
Apr 09, 2024
Q1 2024
|
Woodstock Corp
|
SELL
|
- |
-210- 1.09% |
$75.5K - $88.3K
|
19K
$9.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Qv Investors Inc.
|
SELL
|
- |
-210- 1.93% |
$75.5K - $88.3K
|
10.7K
$5.21M
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-210- 5.76% |
$75.5K - $88.3K
|
3.44K
$1.68M
|
|
|
May 15, 2024
Q1 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-210- 1.93% |
$75.5K - $88.3K
|
10.7K
$5.21M
|
|
|
Apr 11, 2024
Q1 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-215- 5.0% |
$77.2K - $90.4K
|
4.08K
$2M
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-215- 1.69% |
$77.2K - $90.4K
|
12.5K
$6.1M
|
|
|
May 09, 2024
Q1 2024
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-217- 1.44% |
$78K - $91.3K
|
14.8K
$7.25M
|
|
|
Apr 30, 2024
Q1 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-219- 1.14% |
$78.7K - $92.1K
|
18.9K
$9.26M
|
|
|
Jul 09, 2024
Q1 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-220- 2.16% |
$79K - $92.5K
|
9.96K
$4.87M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-221- 0.98% |
$79.4K - $92.9K
|
22.4K
$11M
|