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 13, 2024
Q1 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-767- 1.04% |
$276K - $323K
|
72.7K
$35.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Swan Capital LLC
Pensacola, FL |
SELL
|
- |
-768- 1.95% |
$276K - $323K
|
38.5K
$18.8M
|
|
|
May 15, 2024
Q1 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-775- 44.69% |
$278K - $326K
|
959
$469K
|
|
|
Apr 12, 2024
Q1 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-783- 7.61% |
$281K - $329K
|
9.5K
$4.65M
|
|
|
May 09, 2024
Q1 2024
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-787- 39.06% |
$283K - $331K
|
1.23K
$601K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-796- 9.85% |
$286K - $335K
|
7.29K
$3.57M
|
|
|
May 15, 2024
Q1 2024
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-800- 4.37% |
$287K - $336K
|
17.5K
$8.56M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-801- 17.94% |
$288K - $337K
|
3.66K
$1.79M
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-811- 19.86% |
$291K - $341K
|
3.27K
$1.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Iowa State Bank
|
SELL
|
- |
-812- 4.13% |
$292K - $341K
|
18.9K
$9.23M
|
|
|
Apr 26, 2024
Q1 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-812- 2.27% |
$292K - $341K
|
35K
$17.1M
|
|
|
May 14, 2024
Q1 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-814- 10.74% |
$292K - $342K
|
6.76K
$3.31M
|
|
|
May 03, 2024
Q1 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-818- 0.69% |
$294K - $344K
|
118K
$57.6M
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-820- 15.56% |
$295K - $345K
|
4.45K
$2.18M
|
|
|
May 15, 2024
Q1 2024
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-820- 50.25% |
$295K - $345K
|
812
$397K
|
|
|
Apr 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-824- 1.9% |
$296K - $347K
|
42.6K
$20.9M
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-825- 2.58% |
$296K - $347K
|
31.1K
$15.2M
|
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-825- 0.27% |
$296K - $347K
|
304K
$149M
|
|
|
May 13, 2024
Q1 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-829- 2.37% |
$298K - $349K
|
34.2K
$16.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-830- 0.9% |
$298K - $349K
|
90.9K
$44.5M
|
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-834- 10.64% |
$300K - $351K
|
7.01K
$3.43M
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
SELL
|
- |
-840- 4.24% |
$302K - $353K
|
19K
$9.27M
|
|
|
Apr 17, 2024
Q1 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-841- 1.48% |
$302K - $354K
|
55.9K
$27.3M
|
|
|
May 01, 2024
Q1 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-846- 33.69% |
$304K - $356K
|
1.67K
$815K
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-852- 26.27% |
$306K - $358K
|
2.39K
$1.17M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-857- 2.91% |
$308K - $360K
|
28.6K
$14M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-866- 0.62% |
$311K - $364K
|
140K
$68.4M
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
SELL
|
- |
-874- 0.99% |
$314K - $368K
|
87.7K
$42.9M
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-876- 4.06% |
$315K - $368K
|
20.7K
$10.1M
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-882- 1.17% |
$317K - $371K
|
74.7K
$36.6M
|
|
|
May 08, 2024
Q1 2024
|
Icici Prudential Asset Management CO LTD
|
SELL
|
- |
-883- 10.37% |
$317K - $371K
|
7.63K
$3.73M
|
|
|
Apr 02, 2024
Q1 2024
|
Centre Asset Management, LLC
|
SELL
|
- |
-884- 4.87% |
$318K - $372K
|
17.3K
$8.45M
|
|
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-888- 9.89% |
$319K - $373K
|
8.1K
$3.96M
|
|
|
Apr 12, 2024
Q1 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-893- 3.56% |
$321K - $376K
|
24.2K
$11.8M
|
|
|
May 23, 2024
Q1 2024
|
Community Trust & Investment CO
|
SELL
|
- |
-896- 1.72% |
$322K - $377K
|
51.1K
$25M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-903- 8.95% |
$324K - $380K
|
9.18K
$4.49M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-905- 0.88% |
$325K - $381K
|
103K
$50.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Ervin Investment Management, LLC
|
SELL
|
- |
-906- 0.95% |
$326K - $381K
|
94.1K
$46M
|
|
|
May 07, 2024
Q1 2024
|
Bruni J V & CO
|
SELL
|
- |
-916- 26.24% |
$329K - $385K
|
2.58K
$1.26M
|
|
|
Apr 22, 2024
Q1 2024
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-922- 2.47% |
$331K - $388K
|
36.5K
$17.8M
|
|
|
Feb 13, 2025
Q1 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-922Closed |
$331K - $388K
|
0
$0
|
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-925- 64.42% |
$332K - $389K
|
511
$250K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-938- 1.06% |
$337K - $394K
|
87.7K
$42.9M
|
|
|
May 01, 2024
Q1 2024
|
Mckinley Capital Management LLC
|
SELL
|
- |
-940- 7.77% |
$338K - $395K
|
11.2K
$5.46M
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
SELL
|
- |
-944- 0.92% |
$339K - $397K
|
102K
$49.8M
|
|
|
May 06, 2024
Q1 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-950- 9.21% |
$341K - $399K
|
9.37K
$4.58M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-952- 4.6% |
$342K - $400K
|
19.8K
$9.67M
|
|
|
May 13, 2024
Q1 2024
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-962- 0.03% |
$346K - $405K
|
2.81M
$1.38B
|
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-963- 7.03% |
$346K - $405K
|
12.7K
$6.23M
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-965- 1.55% |
$347K - $406K
|
61.4K
$30.1M
|