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 14, 2024
Q1 2024
|
Dantai Capital LTD
Hong Kong, K3 |
SELL
|
- |
-1.22K- 31.28% |
$438K - $513K
|
2.68K
$1.31M
|
|
Apr 30, 2024
Q1 2024
|
West Bancorporation Inc
|
SELL
|
- |
-1.22K- 67.85% |
$440K - $515K
|
580
$284K
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-1.23K- 30.55% |
$440K - $515K
|
2.79K
$1.36M
|
|
May 07, 2024
Q1 2024
|
Keating Investment Counselors Inc
|
SELL
|
- |
-1.23K- 38.52% |
$441K - $516K
|
1.96K
$959K
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.23K- 6.92% |
$443K - $518K
|
16.6K
$8.1M
|
|
May 13, 2024
Q1 2024
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
SELL
|
- |
-1.23K- 0.5% |
$443K - $519K
|
246K
$121M
|
|
Apr 29, 2024
Q1 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.24K- 7.95% |
$446K - $522K
|
14.4K
$7.04M
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.24K- 9.56% |
$446K - $522K
|
11.7K
$5.75M
|
|
Apr 18, 2024
Q1 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-1.25K- 7.6% |
$449K - $525K
|
15.2K
$7.43M
|
|
May 14, 2024
Q1 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-1.25K- 12.5% |
$449K - $526K
|
8.75K
$4.28M
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-1.25K- 66.49% |
$449K - $526K
|
630
$308K
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.26K- 4.97% |
$451K - $528K
|
24K
$11.8M
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
SELL
|
- |
-1.26K- 17.97% |
$452K - $529K
|
5.75K
$2.81M
|
|
May 07, 2024
Q1 2024
|
Reaves W H & CO Inc
|
SELL
|
- |
-1.28K- 5.59% |
$459K - $537K
|
21.6K
$10.5M
|
|
May 07, 2024
Q1 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-1.29K- 1.44% |
$462K - $540K
|
87.7K
$42.9M
|
|
May 08, 2024
Q1 2024
|
Shayne & Co., LLC
|
SELL
|
- |
-1.29K- 0.44% |
$462K - $540K
|
292K
$143M
|
|
May 14, 2024
Q1 2024
|
Eschler Asset Management LLP
Cambridge, X0 |
SELL
|
- |
-1.3K- 43.45% |
$467K - $547K
|
1.69K
$828K
|
|
Apr 22, 2024
Q1 2024
|
Weybosset Research & Management LLC
|
SELL
|
- |
-1.3K- 3.32% |
$468K - $548K
|
37.9K
$18.5M
|
|
Jun 13, 2024
Q1 2024
|
Keystone Financial Services
|
SELL
|
- |
-1.3K- 16.49% |
$468K - $548K
|
6.59K
$3.23M
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1.31K- 1.07% |
$471K - $551K
|
121K
$59.2M
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.31K- 0.28% |
$471K - $552K
|
461K
$225M
|
|
May 15, 2024
Q1 2024
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-1.32K- 4.06% |
$474K - $555K
|
31.2K
$15.3M
|
|
May 03, 2024
Q1 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-1.34K- 3.93% |
$480K - $562K
|
32.7K
$16M
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-1.34K- 12.74% |
$481K - $563K
|
9.16K
$4.48M
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-1.36K- 11.69% |
$488K - $571K
|
10.3K
$5.02M
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.36K- 22.78% |
$489K - $572K
|
4.61K
$2.26M
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.36K- 5.18% |
$489K - $573K
|
25K
$12.2M
|
|
May 01, 2024
Q1 2024
|
Northeast Investment Management
|
SELL
|
- |
-1.36K- 0.95% |
$490K - $573K
|
142K
$69.5M
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-1.36K- 13.99% |
$490K - $574K
|
8.39K
$4.1M
|
|
Apr 24, 2024
Q1 2024
|
Harvey Investment CO LLC
|
SELL
|
- |
-1.37K- 1.17% |
$490K - $574K
|
115K
$56.3M
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.38K- 4.58% |
$494K - $578K
|
28.7K
$14M
|
|
May 09, 2024
Q1 2024
|
S&Co Inc
Boston, MA |
SELL
|
- |
-1.4K- 0.84% |
$501K - $587K
|
165K
$80.6M
|
|
May 06, 2024
Q1 2024
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-1.4K- 4.51% |
$504K - $590K
|
29.8K
$14.6M
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
SELL
|
- |
-1.41K- 2.04% |
$505K - $591K
|
67.6K
$33.1M
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-1.41K- 5.49% |
$506K - $593K
|
24.3K
$11.9M
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-1.42K- 14.01% |
$510K - $597K
|
8.71K
$4.26M
|
|
May 15, 2024
Q1 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-1.42K- 2.87% |
$511K - $598K
|
48K
$23.5M
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-1.43K- 26.86% |
$513K - $601K
|
3.89K
$1.9M
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-1.43K- 1.46% |
$515K - $603K
|
96.5K
$47.2M
|
|
Apr 22, 2024
Q1 2024
|
America First Investment Advisors, LLC
|
SELL
|
- |
-1.44K- 11.85% |
$516K - $603K
|
10.7K
$5.22M
|
|
Apr 30, 2024
Q1 2024
|
Fenimore Asset Management Inc
|
SELL
|
- |
-1.44K- 5.61% |
$519K - $607K
|
24.3K
$11.9M
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.45K- 7.61% |
$521K - $610K
|
17.6K
$8.62M
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-1.45K- 1.84% |
$522K - $611K
|
77.7K
$38M
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-1.46K- 13.86% |
$524K - $613K
|
9.06K
$4.43M
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-1.48K- 2.97% |
$531K - $622K
|
48.3K
$23.6M
|
|
May 15, 2024
Q1 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-1.48K- 4.4% |
$533K - $624K
|
32.2K
$15.8M
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-1.49K- 4.48% |
$534K - $625K
|
31.7K
$15.5M
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-1.49K- 15.27% |
$535K - $626K
|
8.26K
$4.04M
|
|
May 14, 2024
Q1 2024
|
Axq Capital, LP
Jersey City, NJ |
SELL
|
- |
-1.5K- 40.54% |
$539K - $631K
|
2.2K
$1.08M
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
SELL
|
- |
-1.53K- 2.21% |
$549K - $643K
|
67.6K
$33.1M
|