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 25, 2024
Q1 2024
|
Grant
|
SELL
|
- |
-2.28K- 15.78% |
$819K - $959K
|
12.2K
$6.06M
|
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-2.3K- 0.26% |
$828K - $969K
|
898K
$447M
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-2.31K- 0.79% |
$830K - $971K
|
291K
$145M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.34K- 12.66% |
$839K - $982K
|
16.1K
$8.02M
|
|
|
May 09, 2024
Q1 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-2.37K- 3.84% |
$852K - $997K
|
59.4K
$29.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Saratoga Research & Investment Management
|
SELL
|
- |
-2.38K- 0.67% |
$855K - $1M
|
351K
$175M
|
|
|
Apr 30, 2024
Q1 2024
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-2.41K- 50.0% |
$867K - $1.01M
|
2.41K
$1.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-2.42K- 1.1% |
$871K - $1.02M
|
219K
$109M
|
|
|
May 03, 2024
Q1 2024
|
Saybrook Capital
|
SELL
|
- |
-2.43K- 2.17% |
$872K - $1.02M
|
110K
$54.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
SELL
|
- |
-2.43K- 0.96% |
$873K - $1.02M
|
251K
$125M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.45K- 0.59% |
$879K - $1.03M
|
414K
$206M
|
|
|
May 10, 2024
Q1 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-2.47K- 50.26% |
$887K - $1.04M
|
2.44K
$1.22M
|
|
|
May 14, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-2.48K- 5.18% |
$890K - $1.04M
|
45.3K
$22.6M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.48K- 6.93% |
$892K - $1.04M
|
33.3K
$16.6M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.49K- 1.96% |
$895K - $1.05M
|
125K
$62.2M
|
|
|
May 12, 2025
Q1 2024
|
Allianz Se
Munich, 2M |
SELL
|
- |
-2.49K- 4.26% |
$895K - $1.05M
|
56K
$27.9M
|
|
|
May 08, 2024
Q1 2024
|
Canoe Financial LP
Calgary, A0 |
SELL
|
- |
-2.5K- 1.4% |
$897K - $1.05M
|
176K
$87.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Absher Wealth Management, LLC
|
SELL
|
- |
-2.5K- 4.64% |
$898K - $1.05M
|
51.4K
$25.6M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.58K- 2.72% |
$927K - $1.09M
|
92.2K
$45.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-2.59K- 10.59% |
$930K - $1.09M
|
21.8K
$10.9M
|
|
|
May 06, 2024
Q1 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-2.6K- 22.58% |
$933K - $1.09M
|
8.9K
$4.43M
|
|
|
May 13, 2024
Q1 2024
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-2.61K- 76.27% |
$936K - $1.1M
|
811
$404K
|
|
|
May 14, 2024
Q1 2024
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-2.61K- 0.81% |
$938K - $1.1M
|
321K
$160M
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.63K- 37.89% |
$945K - $1.11M
|
4.31K
$2.15M
|
|
|
May 15, 2024
Q1 2024
|
Channing Global Advisors, LLC
|
SELL
|
- |
-2.64K- 33.83% |
$947K - $1.11M
|
5.15K
$2.57M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.64K- 9.65% |
$949K - $1.11M
|
24.7K
$12.3M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.67K- 10.13% |
$959K - $1.12M
|
23.7K
$11.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-2.68K- 1.93% |
$964K - $1.13M
|
136K
$67.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-2.72K- 6.71% |
$977K - $1.14M
|
37.8K
$18.8M
|
|
|
May 15, 2024
Q1 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-2.72K- 2.66% |
$977K - $1.14M
|
99.4K
$49.5M
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-2.79K- 8.51% |
$1M - $1.17M
|
30K
$14.9M
|
|
|
May 15, 2024
Q1 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-2.81K- 6.32% |
$1.01M - $1.18M
|
41.6K
$20.7M
|
|
|
May 07, 2024
Q1 2024
|
Pecaut & Co.
|
SELL
|
- |
-2.81K- 3.93% |
$1.01M - $1.18M
|
68.8K
$34.2M
|
|
|
May 15, 2024
Q1 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-2.82K- 1.44% |
$1.01M - $1.19M
|
193K
$96.3M
|
|
|
May 13, 2024
Q1 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-2.83K- 6.41% |
$1.01M - $1.19M
|
41.2K
$20.5M
|
|
|
May 15, 2024
Q1 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-2.84K- 14.11% |
$1.02M - $1.19M
|
17.3K
$8.6M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.84K- 9.58% |
$1.02M - $1.19M
|
26.8K
$13.3M
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
SELL
|
- |
-2.87K- 15.36% |
$1.03M - $1.21M
|
15.8K
$7.86M
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-2.91K- 1.75% |
$1.04M - $1.22M
|
163K
$81.3M
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-2.92K- 10.48% |
$1.05M - $1.23M
|
24.9K
$12.4M
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.92K- 3.64% |
$1.05M - $1.23M
|
77.2K
$38.4M
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-2.94K- 56.37% |
$1.06M - $1.24M
|
2.28K
$1.13M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2.94K- 2.89% |
$1.06M - $1.24M
|
99K
$49.3M
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-3K- 42.99% |
$1.08M - $1.26M
|
3.98K
$1.98M
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-3K- 1.06% |
$1.08M - $1.26M
|
281K
$140M
|
|
|
May 10, 2024
Q1 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-3.05K- 32.88% |
$1.1M - $1.28M
|
6.22K
$3.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-3.05K- 19.37% |
$1.1M - $1.28M
|
12.7K
$6.32M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-3.11K- 2.2% |
$1.12M - $1.31M
|
138K
$68.9M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.14K- 0.15% |
$1.13M - $1.32M
|
2.02M
$1.01B
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-3.14K- 4.19% |
$1.13M - $1.32M
|
71.7K
$35.7M
|