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 |
|---|---|---|---|---|---|---|---|
|
Aug 26, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-6.5K- 42.96% |
$2.34M - $2.73M
|
8.63K
$4.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-6.5K- 36.78% |
$2.34M - $2.74M
|
11.2K
$5.56M
|
|
|
Apr 30, 2024
Q1 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-6.51K- 28.4% |
$2.34M - $2.74M
|
16.4K
$8.16M
|
|
|
Apr 25, 2024
Q1 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-6.53K- 13.18% |
$2.35M - $2.75M
|
43K
$21.4M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.62K- 18.48% |
$2.38M - $2.78M
|
29.2K
$14.5M
|
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-6.68K- 3.46% |
$2.4M - $2.81M
|
187K
$93M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-6.69K- 2.32% |
$2.4M - $2.81M
|
281K
$140M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-6.79K- 16.26% |
$2.44M - $2.86M
|
35K
$17.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-6.79K- 2.55% |
$2.44M - $2.86M
|
260K
$129M
|
|
|
May 03, 2024
Q1 2024
|
Mcdonald Capital Investors Inc
|
SELL
|
- |
-6.85K- 1.86% |
$2.46M - $2.88M
|
361K
$180M
|
|
|
Aug 28, 2024
Q1 2024
|
Gibson Wealth Advisors LLC
Tyler, TX |
SELL
|
- |
-7K- 88.89% |
$2.52M - $2.94M
|
875
$436K
|
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-7.12K- 13.03% |
$2.56M - $2.99M
|
47.5K
$23.7M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-7.24K- 1.95% |
$2.6M - $3.05M
|
365K
$181M
|
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-7.36K- 99.97% |
$2.64M - $3.09M
|
2
$996
|
|
|
May 02, 2024
Q1 2024
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-7.4K- 1.08% |
$2.66M - $3.11M
|
677K
$337M
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-7.4K- 5.08% |
$2.66M - $3.11M
|
138K
$68.8M
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-7.42K- 20.78% |
$2.66M - $3.12M
|
28.3K
$14.1M
|
|
|
May 15, 2024
Q1 2024
|
Eagle Capital Management LLC
New York, NY |
SELL
|
- |
-7.45K- 12.78% |
$2.68M - $3.13M
|
50.8K
$25.3M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.47KClosed |
$2.68M - $3.14M
|
0
$0
|
|
|
May 07, 2024
Q1 2024
|
Cove Street Capital, LLC
El Segundo, CA |
SELL
|
- |
-7.51K- 67.66% |
$2.7M - $3.16M
|
3.59K
$1.79M
|
|
|
May 13, 2024
Q1 2024
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-7.63K- 8.01% |
$2.74M - $3.21M
|
87.6K
$43.6M
|
|
|
May 14, 2024
Q1 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-7.81K- 2.34% |
$2.8M - $3.28M
|
326K
$162M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-7.9K- 12.06% |
$2.84M - $3.32M
|
57.6K
$28.7M
|
|
|
May 15, 2024
Q1 2024
|
Parkwood LLC
Cleveland, OH |
SELL
|
- |
-7.93K- 36.85% |
$2.85M - $3.34M
|
13.6K
$6.77M
|
|
|
Apr 16, 2024
Q1 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-8.04K- 4.12% |
$2.89M - $3.38M
|
187K
$93.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-8.07K- 7.0% |
$2.9M - $3.39M
|
107K
$53.3M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-8.09K- 6.21% |
$2.91M - $3.4M
|
122K
$60.8M
|
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-8.13K- 69.63% |
$2.92M - $3.42M
|
3.54K
$1.76M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.22K- 2.6% |
$2.95M - $3.46M
|
308K
$153M
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-8.27K- 98.11% |
$2.97M - $3.48M
|
159
$79.2K
|
|
|
May 14, 2024
Q1 2024
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-8.28K- 5.27% |
$2.98M - $3.48M
|
149K
$74.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Carlson Capital Management
|
SELL
|
- |
-8.5K- 64.38% |
$3.05M - $3.57M
|
4.7K
$2.34M
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-8.62K- 73.87% |
$3.1M - $3.63M
|
3.05K
$1.52M
|
|
|
May 13, 2024
Q1 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-8.69K- 3.62% |
$3.12M - $3.65M
|
231K
$115M
|
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-8.72K- 34.63% |
$3.13M - $3.67M
|
16.5K
$8.19M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-8.77K- 14.96% |
$3.15M - $3.69M
|
49.8K
$24.8M
|
|
|
May 14, 2024
Q1 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
SELL
|
- |
-8.82K- 28.97% |
$3.17M - $3.71M
|
21.6K
$10.8M
|
|
|
May 07, 2024
Q1 2024
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
SELL
|
- |
-8.86K- 19.46% |
$3.18M - $3.72M
|
36.7K
$18.3M
|
|
|
May 08, 2024
Q1 2024
|
Ruffer LLP
|
SELL
|
- |
-8.89K- 16.99% |
$3.19M - $3.74M
|
43.4K
$21.6M
|
|
|
May 15, 2024
Q1 2024
|
Nitorum Capital, L.P.
New York, NY |
SELL
|
- |
-8.99K- 8.14% |
$3.23M - $3.78M
|
101K
$50.5M
|
|
|
May 14, 2024
Q1 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-9.34K- 8.33% |
$3.36M - $3.93M
|
103K
$51.2M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-9.57K- 3.73% |
$3.44M - $4.02M
|
247K
$123M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-9.72K- 4.74% |
$3.49M - $4.09M
|
195K
$97.2M
|
|
|
May 13, 2024
Q1 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-9.85K- 0.78% |
$3.54M - $4.14M
|
1.26M
$628M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-9.89K- 2.57% |
$3.55M - $4.16M
|
374K
$186M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-9.97K- 8.76% |
$3.58M - $4.19M
|
104K
$51.7M
|
|
|
Apr 01, 2024
Q1 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-10.2K- 5.79% |
$3.66M - $4.28M
|
166K
$82.4M
|
|
|
May 08, 2024
Q1 2024
|
Abrdn PLC
|
SELL
|
- |
-10.3K- 1.64% |
$3.68M - $4.31M
|
614K
$305M
|
|
|
May 09, 2024
Q1 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-10.4K- 24.95% |
$3.72M - $4.35M
|
31.2K
$15.5M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-10.4K- 71.76% |
$3.74M - $4.38M
|
4.1K
$2.04M
|