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 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1- 0.01% |
$359 - $421
|
6.78K
$3.25M
|
|
|
Apr 11, 2024
Q1 2024
|
Birch Capital Management, LLC
|
SELL
|
- |
-2- 7.41% |
$719 - $841
|
25
$12K
|
|
|
May 14, 2024
Q1 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-2- 0.28% |
$719 - $841
|
703
$337K
|
|
|
Apr 11, 2024
Q1 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-2- 0.11% |
$719 - $841
|
1.76K
$842K
|
|
|
Apr 18, 2024
Q1 2024
|
American Asset Management Inc.
|
SELL
|
- |
-2- 0.19% |
$719 - $841
|
1.05K
$502K
|
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-2- 0.02% |
$719 - $841
|
8.72K
$4.18M
|
|
|
Apr 25, 2024
Q1 2024
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-2- 0.21% |
$719 - $841
|
946
$453K
|
|
|
May 02, 2024
Q1 2024
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-2- 0.07% |
$719 - $841
|
3.02K
$1.44M
|
|
|
May 06, 2024
Q1 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-2- 0.03% |
$719 - $841
|
7.38K
$3.53M
|
|
|
May 10, 2024
Q1 2024
|
Unconventional Investor, LLC
|
SELL
|
- |
-2- -0.0% |
$719 - $841
|
57.2K
$27.4M
|
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-2- 0.14% |
$719 - $841
|
1.46K
$698K
|
|
|
May 13, 2024
Q1 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-2- 0.05% |
$719 - $841
|
4.09K
$1.96M
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-2- 0.03% |
$719 - $841
|
7.03K
$3.37M
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-3- 0.31% |
$1.08K - $1.26K
|
972
$465K
|
|
|
Apr 17, 2024
Q1 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-3- 0.16% |
$1.08K - $1.26K
|
1.84K
$881K
|
|
|
Apr 22, 2024
Q1 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-3- 0.13% |
$1.08K - $1.26K
|
2.3K
$1.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-3- 0.08% |
$1.08K - $1.26K
|
3.63K
$1.74M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-3- 0.02% |
$1.08K - $1.26K
|
13.7K
$6.57M
|
|
|
May 03, 2024
Q1 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-3- 0.06% |
$1.08K - $1.26K
|
5.22K
$2.5M
|
|
|
May 06, 2024
Q1 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-3- 0.06% |
$1.08K - $1.26K
|
4.67K
$2.24M
|
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-3- 0.16% |
$1.08K - $1.26K
|
1.85K
$884K
|
|
|
May 13, 2024
Q1 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-3- 0.24% |
$1.08K - $1.26K
|
1.22K
$586K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-3- 0.21% |
$1.08K - $1.26K
|
1.43K
$683K
|
|
|
May 14, 2024
Q1 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-3- 0.82% |
$1.08K - $1.26K
|
362
$173K
|
|
|
Apr 15, 2024
Q1 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-4- 0.13% |
$1.44K - $1.68K
|
3K
$1.44M
|
|
|
Apr 16, 2024
Q1 2024
|
Asio Capital, LLC
|
SELL
|
- |
-4- 0.48% |
$1.44K - $1.68K
|
835
$400K
|
|
|
Apr 24, 2024
Q1 2024
|
Tenret CO LLC
|
SELL
|
- |
-4- 0.65% |
$1.44K - $1.68K
|
612
$293K
|
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-4- 0.12% |
$1.44K - $1.68K
|
3.47K
$1.66M
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-4- 0.13% |
$1.44K - $1.68K
|
3.12K
$1.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-5- 0.52% |
$1.8K - $2.1K
|
951
$455K
|
|
|
Apr 16, 2024
Q1 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-5- 0.15% |
$1.8K - $2.1K
|
3.36K
$1.61M
|
|
|
Apr 24, 2024
Q1 2024
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-5- 0.27% |
$1.8K - $2.1K
|
1.84K
$881K
|
|
|
Apr 26, 2024
Q1 2024
|
Narwhal Capital Management
|
SELL
|
- |
-5- 0.85% |
$1.8K - $2.1K
|
586
$281K
|
|
|
Apr 30, 2024
Q1 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-5- 0.26% |
$1.8K - $2.1K
|
1.91K
$914K
|
|
|
May 02, 2024
Q1 2024
|
Curran Financial Partners, LLC
|
SELL
|
- |
-5- 0.27% |
$1.8K - $2.1K
|
1.85K
$886K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-5- 0.05% |
$1.8K - $2.1K
|
9.81K
$4.69M
|
|
|
May 10, 2024
Q1 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-5- 0.37% |
$1.8K - $2.1K
|
1.34K
$642K
|
|
|
May 10, 2024
Q1 2024
|
Chiron Capital Management, LLC
|
SELL
|
- |
-5- 0.63% |
$1.8K - $2.1K
|
786
$376K
|
|
|
May 14, 2024
Q1 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-5- 0.54% |
$1.8K - $2.1K
|
927
$444K
|
|
|
May 15, 2024
Q1 2024
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-5- 0.25% |
$1.8K - $2.1K
|
2.01K
$962K
|
|
|
May 15, 2024
Q1 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-5- 0.26% |
$1.8K - $2.1K
|
1.95K
$933K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-5- 0.25% |
$1.8K - $2.1K
|
1.96K
$936K
|
|
|
Apr 05, 2024
Q1 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-6- 0.27% |
$2.16K - $2.52K
|
2.23K
$1.07M
|
|
|
Apr 08, 2024
Q1 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-6- 0.07% |
$2.16K - $2.52K
|
8.16K
$3.91M
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-6- 1.63% |
$2.16K - $2.52K
|
362
$173K
|
|
|
May 07, 2024
Q1 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-6- 0.13% |
$2.16K - $2.52K
|
4.54K
$2.17M
|
|
|
May 08, 2024
Q1 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-6- 0.17% |
$2.16K - $2.52K
|
3.49K
$1.67M
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-6- 2.26% |
$2.16K - $2.52K
|
259
$124K
|
|
|
May 15, 2024
Q1 2024
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-6- 0.33% |
$2.16K - $2.52K
|
1.8K
$863K
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-6- 0.09% |
$2.16K - $2.52K
|
6.78K
$3.24M
|