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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q1 2024
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-400- 9.35% |
$144K - $168K
|
3.88K
$1.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-404- 2.43% |
$145K - $170K
|
16.2K
$7.93M
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-407- 6.23% |
$146K - $171K
|
6.13K
$3M
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-409- 0.5% |
$147K - $172K
|
82.2K
$40.2M
|
|
|
May 10, 2024
Q1 2024
|
1776 Wealth LLC
|
SELL
|
- |
-414- 5.94% |
$149K - $174K
|
6.56K
$3.21M
|
|
|
Apr 15, 2024
Q1 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-416- 1.0% |
$149K - $175K
|
41.3K
$20.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-417- 1.51% |
$150K - $175K
|
27.2K
$13.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Hi Line Capital Management, LLC
Watertown, SD |
SELL
|
- |
-420- 0.88% |
$151K - $177K
|
47.1K
$23.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-420- 2.22% |
$151K - $177K
|
18.5K
$9.06M
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-423- 2.29% |
$152K - $178K
|
18K
$8.81M
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-426- 14.74% |
$153K - $179K
|
2.46K
$1.21M
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-426- 2.86% |
$153K - $179K
|
14.5K
$7.09M
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-428- 1.49% |
$154K - $180K
|
28.4K
$13.9M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-429- 3.71% |
$154K - $180K
|
11.1K
$5.45M
|
|
|
Aug 13, 2025
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-429- 3.71% |
$154K - $180K
|
11.1K
$5.45M
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-431- 33.62% |
$155K - $181K
|
851
$416K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-434- 1.81% |
$156K - $183K
|
23.5K
$11.5M
|
|
|
May 14, 2024
Q1 2024
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-439- 17.88% |
$158K - $185K
|
2.02K
$986K
|
|
|
Apr 18, 2024
Q1 2024
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-440- 2.97% |
$158K - $185K
|
14.4K
$7.02M
|
|
|
Apr 16, 2024
Q1 2024
|
Searcy Financial Services Inc
|
SELL
|
- |
-441- 1.75% |
$158K - $185K
|
24.7K
$12.1M
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-442- 16.27% |
$159K - $186K
|
2.27K
$1.11M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-444- 3.44% |
$160K - $187K
|
12.5K
$6.11M
|
|
|
May 14, 2024
Q1 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-444- 2.48% |
$160K - $187K
|
17.4K
$8.54M
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-446- 7.74% |
$160K - $188K
|
5.32K
$2.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
SELL
|
- |
-447- 19.21% |
$161K - $188K
|
1.88K
$920K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-447- 1.03% |
$161K - $188K
|
42.9K
$21M
|
|
|
Apr 23, 2024
Q1 2024
|
Satovsky Asset Management LLC
|
SELL
|
- |
-448- 0.83% |
$161K - $188K
|
53.5K
$26.2M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-458- 0.29% |
$165K - $193K
|
159K
$77.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-460- 10.22% |
$165K - $193K
|
4.04K
$1.98M
|
|
|
Apr 25, 2024
Q1 2024
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-460- 1.53% |
$165K - $193K
|
29.6K
$14.5M
|
|
|
May 15, 2024
Q1 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-463- 3.44% |
$166K - $195K
|
13K
$6.35M
|
|
|
May 14, 2024
Q1 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-464- 8.57% |
$167K - $195K
|
4.95K
$2.42M
|
|
|
May 02, 2024
Q1 2024
|
Weil Company, Inc.
|
SELL
|
- |
-465- 1.96% |
$167K - $196K
|
23.3K
$11.4M
|
|
|
May 10, 2024
Q1 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-465- 7.69% |
$167K - $196K
|
5.58K
$2.73M
|
|
|
Apr 10, 2024
Q1 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-466- 0.91% |
$167K - $196K
|
51K
$24.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-474- 4.82% |
$170K - $199K
|
9.37K
$4.58M
|
|
|
Apr 15, 2024
Q1 2024
|
Epiq Partners, LLC
|
SELL
|
- |
-476- 4.28% |
$171K - $200K
|
10.6K
$5.21M
|
|
|
May 13, 2024
Q1 2024
|
Greenbrier Partners Capital Management, LLC
|
SELL
|
- |
-476- 0.53% |
$171K - $200K
|
88.9K
$43.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-490- 20.01% |
$176K - $206K
|
1.96K
$959K
|
|
|
May 14, 2024
Q1 2024
|
Hyperion Capital Advisors LP
New York, NY |
SELL
|
- |
-494- 3.83% |
$177K - $208K
|
12.4K
$6.07M
|
|
|
Apr 26, 2024
Q1 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-500- 13.95% |
$180K - $210K
|
3.08K
$1.51M
|
|
|
Apr 30, 2024
Q1 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-500- 11.46% |
$180K - $210K
|
3.86K
$1.89M
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
SELL
|
- |
-500- 6.84% |
$180K - $210K
|
6.81K
$3.33M
|
|
|
May 02, 2024
Q1 2024
|
Boit C F David
Boston, MA |
SELL
|
- |
-500- 1.5% |
$180K - $210K
|
32.7K
$16M
|
|
|
May 03, 2024
Q1 2024
|
Delaney Dennis R
Boston, MA |
SELL
|
- |
-500- 26.25% |
$180K - $210K
|
1.41K
$687K
|
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
SELL
|
- |
-505- 17.18% |
$181K - $212K
|
2.44K
$1.19M
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-506- 2.06% |
$182K - $213K
|
24.1K
$11.8M
|
|
|
May 14, 2024
Q1 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-506- 1.07% |
$182K - $213K
|
47K
$23M
|
|
|
May 13, 2024
Q1 2024
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-507- 0.41% |
$182K - $213K
|
123K
$60.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-508- 10.4% |
$183K - $214K
|
4.38K
$2.14M
|