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 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-251- 9.73% |
$90.2K - $106K
|
2.33K
$1.1M
|
|
|
Apr 22, 2024
Q1 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-253- 1.73% |
$90.9K - $106K
|
14.4K
$6.79M
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-254- 8.79% |
$91.3K - $107K
|
2.64K
$1.24M
|
|
|
May 14, 2024
Q1 2024
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-254- 0.61% |
$91.3K - $107K
|
41.1K
$19.4M
|
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-255- 1.21% |
$91.6K - $107K
|
20.9K
$9.86M
|
|
|
May 08, 2024
Q1 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-255- 0.53% |
$91.6K - $107K
|
47.7K
$22.5M
|
|
|
May 10, 2024
Q1 2024
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-255- 0.74% |
$91.6K - $107K
|
34K
$16M
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-256- 3.28% |
$92K - $108K
|
7.55K
$3.57M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-257- 1.76% |
$92.3K - $108K
|
14.4K
$6.79M
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
SELL
|
- |
-258- 4.36% |
$92.7K - $108K
|
5.65K
$2.67M
|
|
|
Apr 08, 2024
Q1 2024
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-260- 2.89% |
$93.4K - $109K
|
8.74K
$4.13M
|
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-261- 2.67% |
$93.8K - $110K
|
9.52K
$4.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-263- 0.44% |
$94.5K - $111K
|
59.2K
$27.9M
|
|
|
May 02, 2024
Q1 2024
|
Stack Financial Management, Inc
|
SELL
|
- |
-264- 0.21% |
$94.9K - $111K
|
125K
$59.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-268- 1.33% |
$96.3K - $113K
|
19.8K
$9.36M
|
|
|
May 14, 2024
Q1 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-270- 22.04% |
$97K - $114K
|
955
$451K
|
|
|
Apr 30, 2024
Q1 2024
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-273- 14.27% |
$98.1K - $115K
|
1.64K
$775K
|
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-276- 7.88% |
$99.2K - $116K
|
3.23K
$1.52M
|
|
|
Apr 17, 2024
Q1 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-277- 13.08% |
$99.5K - $116K
|
1.84K
$870K
|
|
|
Apr 26, 2024
Q1 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-277- 36.16% |
$99.5K - $116K
|
489
$231K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-279- 2.5% |
$100K - $117K
|
10.9K
$5.13M
|
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-280- 12.06% |
$101K - $118K
|
2.04K
$965K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-282- 4.34% |
$101K - $119K
|
6.22K
$2.94M
|
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-282- 26.78% |
$101K - $119K
|
771
$364K
|
|
|
May 03, 2024
Q1 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-283- 24.8% |
$102K - $119K
|
858
$405K
|
|
|
May 10, 2024
Q1 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-284- 0.51% |
$102K - $119K
|
55K
$26M
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-285- 47.34% |
$102K - $120K
|
317
$150K
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-286- 2.59% |
$103K - $120K
|
10.7K
$5.08M
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-288- 24.24% |
$103K - $121K
|
900
$425K
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-289- 4.64% |
$104K - $122K
|
5.94K
$2.8M
|
|
|
May 15, 2024
Q1 2024
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-289- 7.55% |
$104K - $122K
|
3.54K
$1.67M
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-291- 5.45% |
$105K - $122K
|
5.05K
$2.38M
|
|
|
May 10, 2024
Q1 2024
|
Gould Capital, LLC
|
SELL
|
- |
-291- 3.2% |
$105K - $122K
|
8.79K
$4.15M
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-293- 1.95% |
$105K - $123K
|
14.7K
$6.97M
|
|
|
May 13, 2024
Q1 2024
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-293- 1.95% |
$105K - $123K
|
14.7K
$6.97M
|
|
|
May 01, 2024
Q1 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-294- 0.57% |
$106K - $124K
|
51.7K
$24.4M
|
|
|
May 08, 2024
Q1 2024
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-295- 2.33% |
$106K - $124K
|
12.4K
$5.84M
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-296- 3.8% |
$106K - $124K
|
7.5K
$3.54M
|
|
|
Apr 24, 2024
Q1 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-296- 25.45% |
$106K - $124K
|
867
$410K
|
|
|
Apr 12, 2024
Q1 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-297- 38.98% |
$107K - $125K
|
465
$220K
|
|
|
Apr 18, 2024
Q1 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-300- 16.41% |
$108K - $126K
|
1.53K
$722K
|
|
|
Apr 19, 2024
Q1 2024
|
Denali Advisors LLC
|
SELL
|
- |
-300- 9.38% |
$108K - $126K
|
2.9K
$1.37M
|
|
|
Apr 26, 2024
Q1 2024
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-300- 4.69% |
$108K - $126K
|
6.09K
$2.88M
|
|
|
May 07, 2024
Q1 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-300- 0.74% |
$108K - $126K
|
40.5K
$19.1M
|
|
|
May 13, 2024
Q1 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-300- 2.29% |
$108K - $126K
|
12.8K
$6.04M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-304- 2.46% |
$109K - $128K
|
12.1K
$5.7M
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-304- 69.57% |
$109K - $128K
|
133
$62.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Parthenon LLC
|
SELL
|
- |
-305- 0.2% |
$110K - $128K
|
153K
$72.5M
|
|
|
May 07, 2024
Q1 2024
|
Tufton Capital Management
|
SELL
|
- |
-305- 3.9% |
$110K - $128K
|
7.52K
$3.55M
|
|
|
May 03, 2024
Q1 2024
|
Chapman Investment Management, LLC
|
SELL
|
- |
-306- 11.32% |
$110K - $129K
|
2.4K
$1.13M
|