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 06, 2024
Q1 2024
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-1.4K- 4.51% |
$504K - $590K
|
29.8K
$14.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
SELL
|
- |
-1.41K- 2.04% |
$505K - $591K
|
67.6K
$31.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-1.41K- 5.49% |
$506K - $593K
|
24.3K
$11.5M
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-1.42K- 14.01% |
$510K - $597K
|
8.71K
$4.11M
|
|
|
May 15, 2024
Q1 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-1.42K- 2.87% |
$511K - $598K
|
48K
$22.7M
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-1.43K- 26.86% |
$513K - $601K
|
3.89K
$1.84M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-1.43K- 1.46% |
$515K - $603K
|
96.5K
$45.6M
|
|
|
Apr 22, 2024
Q1 2024
|
America First Investment Advisors, LLC
|
SELL
|
- |
-1.44K- 11.85% |
$516K - $603K
|
10.7K
$5.04M
|
|
|
Apr 30, 2024
Q1 2024
|
Fenimore Asset Management Inc
|
SELL
|
- |
-1.44K- 5.61% |
$519K - $607K
|
24.3K
$11.5M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.45K- 7.61% |
$521K - $610K
|
17.6K
$8.32M
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-1.45K- 1.84% |
$522K - $611K
|
77.7K
$36.7M
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-1.46K- 13.86% |
$524K - $613K
|
9.06K
$4.28M
|
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-1.48K- 2.97% |
$531K - $622K
|
48.3K
$22.8M
|
|
|
May 15, 2024
Q1 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-1.48K- 4.4% |
$533K - $624K
|
32.2K
$15.2M
|
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-1.49K- 4.48% |
$534K - $625K
|
31.7K
$15M
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-1.49K- 15.27% |
$535K - $626K
|
8.26K
$3.9M
|
|
|
May 14, 2024
Q1 2024
|
Axq Capital, LP
Jersey City, NJ |
SELL
|
- |
-1.5K- 40.54% |
$539K - $631K
|
2.2K
$1.04M
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
SELL
|
- |
-1.53K- 2.21% |
$549K - $643K
|
67.6K
$31.9M
|
|
|
May 15, 2024
Q1 2024
|
Manitou Investment Management Ltd.
Toronto, A6 |
SELL
|
- |
-1.56K- 0.77% |
$559K - $654K
|
200K
$94.6M
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.56K- 0.89% |
$562K - $657K
|
175K
$82.5M
|
|
|
May 07, 2024
Q1 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.6K- 3.8% |
$573K - $671K
|
40.4K
$19.1M
|
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-1.6K- 13.64% |
$576K - $675K
|
10.2K
$4.8M
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.61K- 1.28% |
$578K - $676K
|
124K
$58.7M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.61K- 3.04% |
$578K - $677K
|
51.3K
$24.2M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.62K- 3.91% |
$581K - $680K
|
39.7K
$18.8M
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-1.62K- 5.65% |
$582K - $681K
|
27K
$12.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-1.65K- 76.51% |
$592K - $693K
|
506
$239K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1.66K- 19.8% |
$597K - $698K
|
6.73K
$3.18M
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-1.67K- 3.56% |
$601K - $703K
|
45.3K
$21.4M
|
|
|
May 02, 2024
Q1 2024
|
Hosking Partners LLP
|
SELL
|
- |
-1.68K- 1.14% |
$605K - $708K
|
146K
$69.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-1.69K- 36.14% |
$607K - $710K
|
2.99K
$1.41M
|
|
|
May 13, 2024
Q1 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-1.69K- 5.6% |
$607K - $711K
|
28.5K
$13.5M
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
SELL
|
- |
-1.71K- 4.7% |
$615K - $720K
|
34.7K
$16.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-1.73K- 13.88% |
$620K - $725K
|
10.7K
$5.06M
|
|
|
May 15, 2024
Q1 2024
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
SELL
|
- |
-1.73K- 0.74% |
$620K - $726K
|
232K
$109M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.74K- 29.6% |
$623K - $730K
|
4.13K
$1.95M
|
|
|
May 09, 2024
Q1 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-1.74K- 0.67% |
$625K - $731K
|
256K
$121M
|
|
|
Nov 05, 2024
Q1 2024
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-1.74K- 3.12% |
$626K - $733K
|
54.2K
$25.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-1.77K- 1.27% |
$635K - $743K
|
137K
$64.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.77K- 0.74% |
$637K - $745K
|
237K
$112M
|
|
|
May 14, 2024
Q1 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-1.78K- 1.53% |
$638K - $746K
|
114K
$54.1M
|
|
|
May 13, 2024
Q1 2024
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-1.79K- 6.77% |
$641K - $751K
|
24.6K
$11.6M
|
|
|
May 13, 2024
Q1 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-1.8K- 2.35% |
$645K - $755K
|
74.5K
$35.2M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.86K- 0.19% |
$669K - $783K
|
977K
$462M
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1.87K- 23.25% |
$672K - $787K
|
6.18K
$2.92M
|
|
|
May 13, 2024
Q1 2024
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-1.88K- 4.06% |
$674K - $789K
|
44.4K
$21M
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.88K- 16.26% |
$675K - $791K
|
9.68K
$4.57M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.88K- 2.93% |
$675K - $791K
|
62.3K
$29.4M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-1.89K- 10.69% |
$678K - $793K
|
15.8K
$7.44M
|
|
|
Apr 26, 2024
Q1 2024
|
White Pine Investment CO
|
SELL
|
- |
-1.89K- 2.34% |
$678K - $793K
|
78.7K
$37.2M
|