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 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-282- 4.34% |
$101K - $119K
|
6.22K
$3.04M
|
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-282- 26.78% |
$101K - $119K
|
771
$377K
|
|
|
May 03, 2024
Q1 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-283- 24.8% |
$102K - $119K
|
858
$420K
|
|
|
May 10, 2024
Q1 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-284- 0.51% |
$102K - $119K
|
55K
$26.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-285- 47.34% |
$102K - $120K
|
317
$155K
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-286- 2.59% |
$103K - $120K
|
10.7K
$5.26M
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-288- 24.24% |
$103K - $121K
|
900
$440K
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-289- 4.64% |
$104K - $122K
|
5.94K
$2.9M
|
|
|
May 15, 2024
Q1 2024
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-289- 7.55% |
$104K - $122K
|
3.54K
$1.73M
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-291- 5.45% |
$105K - $122K
|
5.05K
$2.47M
|
|
|
May 10, 2024
Q1 2024
|
Gould Capital, LLC
|
SELL
|
- |
-291- 3.2% |
$105K - $122K
|
8.79K
$4.3M
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-293- 1.95% |
$105K - $123K
|
14.7K
$7.22M
|
|
|
May 13, 2024
Q1 2024
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-293- 1.95% |
$105K - $123K
|
14.7K
$7.22M
|
|
|
May 01, 2024
Q1 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-294- 0.57% |
$106K - $124K
|
51.7K
$25.3M
|
|
|
May 08, 2024
Q1 2024
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-295- 2.33% |
$106K - $124K
|
12.4K
$6.05M
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-296- 3.8% |
$106K - $124K
|
7.5K
$3.67M
|
|
|
Apr 24, 2024
Q1 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-296- 25.45% |
$106K - $124K
|
867
$424K
|
|
|
Apr 12, 2024
Q1 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-297- 38.98% |
$107K - $125K
|
465
$228K
|
|
|
Apr 18, 2024
Q1 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-300- 16.41% |
$108K - $126K
|
1.53K
$748K
|
|
|
Apr 19, 2024
Q1 2024
|
Denali Advisors LLC
|
SELL
|
- |
-300- 9.38% |
$108K - $126K
|
2.9K
$1.42M
|
|
|
Apr 26, 2024
Q1 2024
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-300- 4.69% |
$108K - $126K
|
6.09K
$2.98M
|
|
|
May 07, 2024
Q1 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-300- 0.74% |
$108K - $126K
|
40.5K
$19.8M
|
|
|
May 13, 2024
Q1 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-300- 2.29% |
$108K - $126K
|
12.8K
$6.25M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-304- 2.46% |
$109K - $128K
|
12.1K
$5.91M
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-304- 69.57% |
$109K - $128K
|
133
$65.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Parthenon LLC
|
SELL
|
- |
-305- 0.2% |
$110K - $128K
|
153K
$75.1M
|
|
|
May 07, 2024
Q1 2024
|
Tufton Capital Management
|
SELL
|
- |
-305- 3.9% |
$110K - $128K
|
7.52K
$3.68M
|
|
|
May 03, 2024
Q1 2024
|
Chapman Investment Management, LLC
|
SELL
|
- |
-306- 11.32% |
$110K - $129K
|
2.4K
$1.17M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-307- 1.32% |
$110K - $129K
|
23K
$11.2M
|
|
|
May 09, 2024
Q1 2024
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-308- 1.12% |
$111K - $130K
|
27.3K
$13.4M
|
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-308- 11.1% |
$111K - $130K
|
2.47K
$1.21M
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-309- 3.29% |
$111K - $130K
|
9.09K
$4.45M
|
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
SELL
|
- |
-310- 2.47% |
$111K - $130K
|
12.2K
$5.99M
|
|
|
May 10, 2024
Q1 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-310- 2.72% |
$111K - $130K
|
11.1K
$5.42M
|
|
|
May 15, 2024
Q1 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-310- 1.46% |
$111K - $130K
|
20.9K
$10.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-311- 0.66% |
$112K - $131K
|
46.8K
$22.9M
|
|
|
Apr 12, 2024
Q1 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-311- 1.81% |
$112K - $131K
|
16.9K
$8.25M
|
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-311- 24.37% |
$112K - $131K
|
965
$472K
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-312- 0.73% |
$112K - $131K
|
42.2K
$20.7M
|
|
|
Aug 07, 2024
Q1 2024
|
Rnc Capital Management LLC
|
SELL
|
- |
-312- 17.17% |
$112K - $131K
|
1.51K
$736K
|
|
|
Jan 14, 2025
Q1 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-312- 4.0% |
$112K - $131K
|
7.48K
$3.66M
|
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-313- 2.07% |
$112K - $132K
|
14.8K
$7.24M
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-315- 0.13% |
$113K - $132K
|
235K
$115M
|
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-316- 0.51% |
$114K - $133K
|
61.8K
$30.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-320- 1.57% |
$115K - $135K
|
20.1K
$9.83M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-321- 1.47% |
$115K - $135K
|
21.5K
$10.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-322- 4.32% |
$116K - $135K
|
7.13K
$3.49M
|
|
|
May 09, 2024
Q1 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-323- 0.19% |
$116K - $136K
|
169K
$82.6M
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-324- 7.66% |
$116K - $136K
|
3.91K
$1.91M
|
|
|
Apr 12, 2024
Q1 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-325- 0.2% |
$117K - $137K
|
165K
$80.9M
|