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 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
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-307- 1.32% |
$110K - $129K
|
23K
$10.8M
|
|
|
May 09, 2024
Q1 2024
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-308- 1.12% |
$111K - $130K
|
27.3K
$12.9M
|
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-308- 11.1% |
$111K - $130K
|
2.47K
$1.17M
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-309- 3.29% |
$111K - $130K
|
9.09K
$4.29M
|
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
SELL
|
- |
-310- 2.47% |
$111K - $130K
|
12.2K
$5.78M
|
|
|
May 10, 2024
Q1 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-310- 2.72% |
$111K - $130K
|
11.1K
$5.23M
|
|
|
May 15, 2024
Q1 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-310- 1.46% |
$111K - $130K
|
20.9K
$9.86M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-311- 0.66% |
$112K - $131K
|
46.8K
$22.1M
|
|
|
Apr 12, 2024
Q1 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-311- 1.81% |
$112K - $131K
|
16.9K
$7.96M
|
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-311- 24.37% |
$112K - $131K
|
965
$456K
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-312- 0.73% |
$112K - $131K
|
42.2K
$19.9M
|
|
|
Aug 07, 2024
Q1 2024
|
Rnc Capital Management LLC
|
SELL
|
- |
-312- 17.17% |
$112K - $131K
|
1.51K
$711K
|
|
|
Jan 14, 2025
Q1 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-312- 4.0% |
$112K - $131K
|
7.48K
$3.53M
|
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-313- 2.07% |
$112K - $132K
|
14.8K
$6.99M
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-315- 0.13% |
$113K - $132K
|
235K
$111M
|
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-316- 0.51% |
$114K - $133K
|
61.8K
$29.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-320- 1.57% |
$115K - $135K
|
20.1K
$9.48M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-321- 1.47% |
$115K - $135K
|
21.5K
$10.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-322- 4.32% |
$116K - $135K
|
7.13K
$3.37M
|
|
|
May 09, 2024
Q1 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-323- 0.19% |
$116K - $136K
|
169K
$79.7M
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-324- 7.66% |
$116K - $136K
|
3.91K
$1.85M
|
|
|
Apr 12, 2024
Q1 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-325- 0.2% |
$117K - $137K
|
165K
$78M
|
|
|
May 15, 2024
Q1 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-325- 5.39% |
$117K - $137K
|
5.7K
$2.69M
|
|
|
May 06, 2024
Q1 2024
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-326- 8.23% |
$117K - $137K
|
3.63K
$1.72M
|
|
|
Apr 24, 2024
Q1 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-327- 2.38% |
$117K - $138K
|
13.4K
$6.34M
|
|
|
Apr 22, 2024
Q1 2024
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-329- 0.43% |
$118K - $138K
|
76K
$35.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Claris Advisors, LLC
|
SELL
|
- |
-334- 34.36% |
$120K - $140K
|
638
$301K
|
|
|
Apr 12, 2024
Q1 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-340- 3.1% |
$122K - $143K
|
10.6K
$5.01M
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-340- 19.48% |
$122K - $143K
|
1.41K
$663K
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-343- 10.27% |
$123K - $144K
|
3K
$1.41M
|
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-343- 3.33% |
$123K - $144K
|
9.94K
$4.69M
|
|
|
Apr 15, 2024
Q1 2024
|
Capitol Family Office, Inc.
|
SELL
|
- |
-346- 3.91% |
$124K - $145K
|
8.49K
$4.01M
|
|
|
May 15, 2024
Q1 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-348- 6.61% |
$125K - $146K
|
4.92K
$2.32M
|
|
|
May 01, 2024
Q1 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-350- 5.33% |
$126K - $147K
|
6.21K
$2.93M
|
|
|
May 08, 2024
Q1 2024
|
Gouws Capital LLC
|
SELL
|
- |
-350- 21.88% |
$126K - $147K
|
1.25K
$590K
|
|
|
May 10, 2024
Q1 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-350- 0.38% |
$126K - $147K
|
91.1K
$43M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-350- 0.62% |
$126K - $147K
|
56.3K
$26.6M
|
|
|
Jun 24, 2024
Q1 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-350- 23.15% |
$126K - $147K
|
1.16K
$549K
|
|
|
May 17, 2024
Q1 2024
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-352- 1.03% |
$126K - $148K
|
33.8K
$16M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-353- 1.26% |
$127K - $148K
|
27.6K
$13M
|
|
|
May 13, 2024
Q1 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-355- 2.6% |
$128K - $149K
|
13.3K
$6.27M
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-355- 0.69% |
$128K - $149K
|
51.1K
$24.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-356- 0.73% |
$128K - $150K
|
48.1K
$22.7M
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-356- 0.4% |
$128K - $150K
|
87.9K
$41.5M
|
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-356- 7.11% |
$128K - $150K
|
4.65K
$2.2M
|
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-356- 6.84% |
$128K - $150K
|
4.85K
$2.29M
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-357- 12.08% |
$128K - $150K
|
2.6K
$1.23M
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-360- 6.02% |
$129K - $151K
|
5.62K
$2.65M
|