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 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-3.83K- 84.11% |
$1.38M - $1.61M
|
723
$342K
|
|
May 14, 2024
Q1 2024
|
Clayton Partners LLC
Berkeley, CA |
SELL
|
- |
-3.85K- 19.65% |
$1.38M - $1.62M
|
15.8K
$7.44M
|
|
May 08, 2024
Q1 2024
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-3.88K- 76.86% |
$1.39M - $1.63M
|
1.17K
$552K
|
|
May 13, 2024
Q1 2024
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
SELL
|
- |
-3.88K- 0.8% |
$1.39M - $1.63M
|
480K
$227M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.9K- 0.5% |
$1.4M - $1.64M
|
771K
$364M
|
|
May 09, 2024
Q1 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-3.97K- 5.51% |
$1.43M - $1.67M
|
68K
$32.1M
|
|
May 06, 2024
Q1 2024
|
Acr Alpine Capital Research, LLC
|
SELL
|
- |
-3.99K- 0.66% |
$1.43M - $1.68M
|
599K
$283M
|
|
May 13, 2024
Q1 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-4.01K- 1.69% |
$1.44M - $1.69M
|
233K
$110M
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-4.06K- 4.26% |
$1.46M - $1.71M
|
91.1K
$43M
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-4.07K- 9.29% |
$1.46M - $1.71M
|
39.7K
$18.8M
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-4.1K- 3.73% |
$1.47M - $1.72M
|
106K
$50M
|
|
Apr 03, 2024
Q1 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-4.1K- 12.43% |
$1.47M - $1.73M
|
28.9K
$13.7M
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
SELL
|
- |
-4.16K- 1.74% |
$1.49M - $1.75M
|
234K
$111M
|
|
May 09, 2024
Q1 2024
|
Tcw Group Inc
|
SELL
|
- |
-4.21K- 14.71% |
$1.51M - $1.77M
|
24.4K
$11.5M
|
|
Apr 22, 2024
Q1 2024
|
Professional Advisory Services Inc
|
SELL
|
- |
-4.22K- 5.83% |
$1.52M - $1.78M
|
68.2K
$32.2M
|
|
May 13, 2024
Q1 2024
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-4.27K- 15.07% |
$1.53M - $1.8M
|
24.1K
$11.4M
|
|
May 15, 2024
Q1 2024
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-4.27K- 17.97% |
$1.53M - $1.8M
|
19.5K
$9.21M
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-4.34K- 28.34% |
$1.56M - $1.82M
|
11K
$5.18M
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-4.34K- 0.47% |
$1.56M - $1.83M
|
919K
$434M
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-4.38K- 11.88% |
$1.57M - $1.84M
|
32.5K
$15.3M
|
|
Apr 15, 2024
Q1 2024
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-4.46K- 18.52% |
$1.6M - $1.87M
|
19.6K
$9.26M
|
|
May 07, 2024
Q1 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-4.52K- 65.75% |
$1.62M - $1.9M
|
2.35K
$1.11M
|
|
May 14, 2024
Q1 2024
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-4.57K- 2.6% |
$1.64M - $1.92M
|
171K
$80.9M
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-4.6K- 46.62% |
$1.65M - $1.93M
|
5.27K
$2.49M
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-4.6K- 5.57% |
$1.65M - $1.94M
|
78.1K
$36.9M
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-4.7K- 82.44% |
$1.69M - $1.97M
|
1K
$472K
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-4.71K- 6.05% |
$1.69M - $1.98M
|
73.1K
$34.5M
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-4.73K- 0.63% |
$1.7M - $1.99M
|
742K
$351M
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-4.74K- 15.54% |
$1.7M - $1.99M
|
25.7K
$12.2M
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-4.76K- 7.55% |
$1.71M - $2M
|
58.2K
$27.5M
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-4.78K- 7.37% |
$1.72M - $2.01M
|
60K
$28.4M
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-4.8K- 13.08% |
$1.73M - $2.02M
|
31.9K
$15.1M
|
|
May 13, 2024
Q1 2024
|
Soditic Asset Management LLP
London, X0 |
SELL
|
- |
-4.85K- 47.71% |
$1.74M - $2.04M
|
5.32K
$2.51M
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-4.85K- 1.96% |
$1.74M - $2.04M
|
243K
$115M
|
|
May 08, 2024
Q1 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-4.86K- 79.46% |
$1.74M - $2.04M
|
1.26K
$593K
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-4.88K- 2.01% |
$1.75M - $2.05M
|
239K
$113M
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-4.92K- 53.87% |
$1.77M - $2.07M
|
4.21K
$1.99M
|
|
May 13, 2024
Q1 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-4.92K- 0.76% |
$1.77M - $2.07M
|
640K
$302M
|
|
Apr 17, 2024
Q1 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-4.99K- 4.07% |
$1.79M - $2.1M
|
118K
$55.5M
|
|
Apr 11, 2024
Q1 2024
|
Bright Rock Capital Management, LLC
|
SELL
|
- |
-5K- 12.5% |
$1.8M - $2.1M
|
35K
$16.5M
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-5.02K- 8.43% |
$1.8M - $2.11M
|
54.6K
$25.8M
|
|
May 02, 2024
Q1 2024
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-5.06K- 30.15% |
$1.82M - $2.13M
|
11.7K
$5.53M
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-5.06K- 25.38% |
$1.82M - $2.13M
|
14.9K
$7.03M
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-5.08K- 63.73% |
$1.83M - $2.14M
|
2.89K
$1.37M
|
|
May 02, 2024
Q1 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-5.1K- 3.72% |
$1.83M - $2.14M
|
132K
$62.4M
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-5.2K- 10.71% |
$1.87M - $2.19M
|
43.3K
$20.5M
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-5.25K- 33.66% |
$1.89M - $2.21M
|
10.3K
$4.88M
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-5.27K- 2.07% |
$1.89M - $2.22M
|
250K
$118M
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-5.27K- 3.53% |
$1.89M - $2.22M
|
144K
$68M
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.28K- 1.63% |
$1.9M - $2.22M
|
319K
$151M
|