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 29, 2024
Q1 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-360- 27.8% |
$129K - $151K
|
935
$441K
|
|
|
May 02, 2024
Q1 2024
|
Hoertkorn Richard Charles
|
SELL
|
- |
-360- 7.98% |
$129K - $151K
|
4.15K
$1.96M
|
|
|
May 07, 2024
Q1 2024
|
Arnhold LLC
|
SELL
|
- |
-360- 0.95% |
$129K - $151K
|
37.4K
$17.7M
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-362- 1.75% |
$130K - $152K
|
20.4K
$9.61M
|
|
|
May 01, 2024
Q1 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-363- 2.73% |
$130K - $153K
|
12.9K
$6.1M
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-363- 8.73% |
$130K - $153K
|
3.8K
$1.79M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-366- 4.9% |
$132K - $154K
|
7.1K
$3.35M
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-367- 1.22% |
$132K - $154K
|
29.7K
$14M
|
|
|
Apr 26, 2024
Q1 2024
|
Planned Solutions, Inc.
|
SELL
|
- |
-371- 16.23% |
$133K - $156K
|
1.92K
$904K
|
|
|
Apr 03, 2024
Q1 2024
|
Rk Asset Management, LLC
Grosse Pointe Farms, MI |
SELL
|
- |
-371- 2.49% |
$133K - $156K
|
14.6K
$6.87M
|
|
|
Apr 08, 2024
Q1 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-372- 2.48% |
$134K - $156K
|
14.6K
$6.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-372- 6.0% |
$134K - $156K
|
5.83K
$2.75M
|
|
|
May 15, 2024
Q1 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-375- 5.26% |
$135K - $158K
|
6.75K
$3.19M
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
SELL
|
- |
-376- 3.14% |
$135K - $158K
|
11.6K
$5.48M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-378- 1.51% |
$136K - $159K
|
24.6K
$11.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-379- 0.16% |
$136K - $159K
|
240K
$113M
|
|
|
May 13, 2024
Q1 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-379- 2.62% |
$136K - $159K
|
14.1K
$6.66M
|
|
|
May 13, 2024
Q1 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-382- 6.69% |
$137K - $161K
|
5.32K
$2.51M
|
|
|
May 01, 2024
Q1 2024
|
Lathrop Investment Management Corp
|
SELL
|
- |
-383- 3.55% |
$138K - $161K
|
10.4K
$4.91M
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-389- 10.07% |
$140K - $164K
|
3.47K
$1.64M
|
|
|
Apr 17, 2024
Q1 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-393- 5.29% |
$141K - $165K
|
7.03K
$3.32M
|
|
|
May 01, 2024
Q1 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-395- 7.18% |
$142K - $166K
|
5.11K
$2.41M
|
|
|
Apr 25, 2024
Q1 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-397- 12.43% |
$143K - $167K
|
2.8K
$1.32M
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
SELL
|
- |
-398- 6.77% |
$143K - $167K
|
5.48K
$2.59M
|
|
|
Aug 12, 2024
Q1 2024
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-400- 9.35% |
$144K - $168K
|
3.88K
$1.83M
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-404- 2.43% |
$145K - $170K
|
16.2K
$7.65M
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-407- 6.23% |
$146K - $171K
|
6.13K
$2.89M
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-409- 0.5% |
$147K - $172K
|
82.2K
$38.8M
|
|
|
May 10, 2024
Q1 2024
|
1776 Wealth LLC
|
SELL
|
- |
-414- 5.94% |
$149K - $174K
|
6.56K
$3.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-416- 1.0% |
$149K - $175K
|
41.3K
$19.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-417- 1.51% |
$150K - $175K
|
27.2K
$12.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Hi Line Capital Management, LLC
Watertown, SD |
SELL
|
- |
-420- 0.88% |
$151K - $177K
|
47.1K
$22.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-420- 2.22% |
$151K - $177K
|
18.5K
$8.74M
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-423- 2.29% |
$152K - $178K
|
18K
$8.5M
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-426- 14.74% |
$153K - $179K
|
2.46K
$1.16M
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-426- 2.86% |
$153K - $179K
|
14.5K
$6.84M
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-428- 1.49% |
$154K - $180K
|
28.4K
$13.4M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-429- 3.71% |
$154K - $180K
|
11.1K
$5.26M
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-431- 33.62% |
$155K - $181K
|
851
$402K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-434- 1.81% |
$156K - $183K
|
23.5K
$11.1M
|
|
|
May 14, 2024
Q1 2024
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-439- 17.88% |
$158K - $185K
|
2.02K
$952K
|
|
|
Apr 18, 2024
Q1 2024
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-440- 2.97% |
$158K - $185K
|
14.4K
$6.78M
|
|
|
Apr 16, 2024
Q1 2024
|
Searcy Financial Services Inc
|
SELL
|
- |
-441- 1.75% |
$158K - $185K
|
24.7K
$11.7M
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-442- 16.27% |
$159K - $186K
|
2.27K
$1.07M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-444- 3.44% |
$160K - $187K
|
12.5K
$5.89M
|
|
|
May 14, 2024
Q1 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-444- 2.48% |
$160K - $187K
|
17.4K
$8.24M
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-446- 7.74% |
$160K - $188K
|
5.32K
$2.51M
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
SELL
|
- |
-447- 19.21% |
$161K - $188K
|
1.88K
$888K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-447- 1.03% |
$161K - $188K
|
42.9K
$20.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Satovsky Asset Management LLC
|
SELL
|
- |
-448- 0.83% |
$161K - $188K
|
53.5K
$25.3M
|