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 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.13K- 30.32% |
$404K - $473K
|
2.59K
$1.22M
|
|
|
May 15, 2024
Q1 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
SELL
|
- |
-1.13K- 52.38% |
$407K - $476K
|
1.03K
$487K
|
|
|
Apr 22, 2024
Q1 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-1.14K- 1.49% |
$410K - $479K
|
75.6K
$35.7M
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.14K- 3.14% |
$410K - $479K
|
35.1K
$16.6M
|
|
|
May 01, 2024
Q1 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-1.14K- 4.14% |
$410K - $480K
|
26.4K
$12.5M
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-1.15K- 1.78% |
$412K - $482K
|
63.4K
$29.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-1.15K- 7.55% |
$413K - $484K
|
14.1K
$6.65M
|
|
|
Apr 22, 2024
Q1 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-1.15K- 0.45% |
$415K - $485K
|
258K
$122M
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.16K- 11.94% |
$415K - $486K
|
8.53K
$4.03M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-1.16K- 3.07% |
$416K - $487K
|
36.5K
$17.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-1.17K- 6.39% |
$421K - $492K
|
17.1K
$8.1M
|
|
|
May 14, 2024
Q1 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.17K- 41.64% |
$421K - $492K
|
1.64K
$775K
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-1.18K- 3.09% |
$424K - $496K
|
37K
$17.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.19K- 7.05% |
$427K - $500K
|
15.7K
$7.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-1.19K- 9.03% |
$428K - $500K
|
12K
$5.66M
|
|
|
Apr 05, 2024
Q1 2024
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-1.19K- 1.06% |
$428K - $501K
|
111K
$52.4M
|
|
|
May 02, 2024
Q1 2024
|
Sippican Capital Advisors
|
SELL
|
- |
-1.21K- 19.21% |
$433K - $507K
|
5.07K
$2.39M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.21K- 6.02% |
$434K - $508K
|
18.8K
$8.9M
|
|
|
May 14, 2024
Q1 2024
|
Dantai Capital LTD
Hong Kong, K3 |
SELL
|
- |
-1.22K- 31.28% |
$438K - $513K
|
2.68K
$1.27M
|
|
|
Apr 30, 2024
Q1 2024
|
West Bancorporation Inc
|
SELL
|
- |
-1.22K- 67.85% |
$440K - $515K
|
580
$274K
|
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-1.23K- 30.55% |
$440K - $515K
|
2.79K
$1.32M
|
|
|
May 07, 2024
Q1 2024
|
Keating Investment Counselors Inc
|
SELL
|
- |
-1.23K- 38.52% |
$441K - $516K
|
1.96K
$926K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.23K- 6.92% |
$443K - $518K
|
16.6K
$7.82M
|
|
|
May 13, 2024
Q1 2024
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
SELL
|
- |
-1.23K- 0.5% |
$443K - $519K
|
246K
$116M
|
|
|
Apr 29, 2024
Q1 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.24K- 7.95% |
$446K - $522K
|
14.4K
$6.79M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.24K- 9.56% |
$446K - $522K
|
11.7K
$5.55M
|
|
|
Apr 18, 2024
Q1 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-1.25K- 7.6% |
$449K - $525K
|
15.2K
$7.17M
|
|
|
May 14, 2024
Q1 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-1.25K- 12.5% |
$449K - $526K
|
8.75K
$4.13M
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-1.25K- 66.49% |
$449K - $526K
|
630
$298K
|
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.26K- 4.97% |
$451K - $528K
|
24K
$11.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
SELL
|
- |
-1.26K- 17.97% |
$452K - $529K
|
5.75K
$2.72M
|
|
|
May 07, 2024
Q1 2024
|
Reaves W H & CO Inc
|
SELL
|
- |
-1.28K- 5.59% |
$459K - $537K
|
21.6K
$10.2M
|
|
|
May 07, 2024
Q1 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-1.29K- 1.44% |
$462K - $540K
|
87.7K
$41.4M
|
|
|
May 08, 2024
Q1 2024
|
Shayne & Co., LLC
|
SELL
|
- |
-1.29K- 0.44% |
$462K - $540K
|
292K
$138M
|
|
|
May 14, 2024
Q1 2024
|
Eschler Asset Management LLP
Cambridge, X0 |
SELL
|
- |
-1.3K- 43.45% |
$467K - $547K
|
1.69K
$799K
|
|
|
Apr 22, 2024
Q1 2024
|
Weybosset Research & Management LLC
|
SELL
|
- |
-1.3K- 3.32% |
$468K - $548K
|
37.9K
$17.9M
|
|
|
Jun 13, 2024
Q1 2024
|
Keystone Financial Services
|
SELL
|
- |
-1.3K- 16.49% |
$468K - $548K
|
6.59K
$3.11M
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1.31K- 1.07% |
$471K - $551K
|
121K
$57.2M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.31K- 0.28% |
$471K - $552K
|
461K
$218M
|
|
|
May 15, 2024
Q1 2024
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-1.32K- 4.06% |
$474K - $555K
|
31.2K
$14.7M
|
|
|
May 03, 2024
Q1 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-1.34K- 3.93% |
$480K - $562K
|
32.7K
$15.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-1.34K- 12.74% |
$481K - $563K
|
9.16K
$4.33M
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-1.36K- 11.69% |
$488K - $571K
|
10.3K
$4.85M
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.36K- 22.78% |
$489K - $572K
|
4.61K
$2.18M
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.36K- 5.18% |
$489K - $573K
|
25K
$11.8M
|
|
|
May 01, 2024
Q1 2024
|
Northeast Investment Management
|
SELL
|
- |
-1.36K- 0.95% |
$490K - $573K
|
142K
$67.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-1.36K- 13.99% |
$490K - $574K
|
8.39K
$3.96M
|
|
|
Apr 24, 2024
Q1 2024
|
Harvey Investment CO LLC
|
SELL
|
- |
-1.37K- 1.17% |
$490K - $574K
|
115K
$54.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.38K- 4.58% |
$494K - $578K
|
28.7K
$13.5M
|
|
|
May 09, 2024
Q1 2024
|
S&Co Inc
Boston, MA |
SELL
|
- |
-1.4K- 0.84% |
$501K - $587K
|
165K
$77.8M
|