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 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-71- 1.33% |
$25.5K - $29.9K
|
5.27K
$2.52M
|
|
|
May 15, 2024
Q1 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-71- 5.49% |
$25.5K - $29.9K
|
1.22K
$585K
|
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-71- 0.87% |
$25.5K - $29.9K
|
8.12K
$3.89M
|
|
|
Apr 19, 2024
Q1 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-72- 4.9% |
$25.9K - $30.3K
|
1.4K
$668K
|
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-72- 1.25% |
$25.9K - $30.3K
|
5.67K
$2.72M
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-74- 1.11% |
$26.6K - $31.1K
|
6.6K
$3.16M
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-74- 21.57% |
$26.6K - $31.1K
|
269
$129K
|
|
|
Apr 18, 2024
Q1 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-74- 2.79% |
$26.6K - $31.1K
|
2.58K
$1.23M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-74- 3.24% |
$26.6K - $31.1K
|
2.21K
$1.06M
|
|
|
May 03, 2024
Q1 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-74- 0.12% |
$26.6K - $31.1K
|
59.4K
$28.4M
|
|
|
May 08, 2024
Q1 2024
|
Miramar Capital, LLC
|
SELL
|
- |
-74- 8.71% |
$26.6K - $31.1K
|
776
$372K
|
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-74- 3.15% |
$26.6K - $31.1K
|
2.28K
$1.09M
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-75- 2.78% |
$26.9K - $31.5K
|
2.62K
$1.25M
|
|
|
Apr 25, 2024
Q1 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-75- 0.76% |
$26.9K - $31.5K
|
9.85K
$4.72M
|
|
|
Apr 25, 2024
Q1 2024
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-75- 2.73% |
$26.9K - $31.5K
|
2.68K
$1.28M
|
|
|
May 03, 2024
Q1 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-75- 2.65% |
$26.9K - $31.5K
|
2.76K
$1.32M
|
|
|
May 13, 2024
Q1 2024
|
Aldebaran Financial Inc.
|
SELL
|
- |
-75- 0.47% |
$26.9K - $31.5K
|
15.8K
$7.56M
|
|
|
May 13, 2024
Q1 2024
|
Venator Management LLC
Pittsburgh, PA |
SELL
|
- |
-75- 0.25% |
$26.9K - $31.5K
|
29.7K
$14.2M
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
SELL
|
- |
-75- 0.81% |
$26.9K - $31.5K
|
9.14K
$4.38M
|
|
|
Apr 02, 2024
Q1 2024
|
Marotta Asset Management
|
SELL
|
- |
-76- 6.76% |
$27.3K - $32K
|
1.05K
$502K
|
|
|
Apr 12, 2024
Q1 2024
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-76- 0.42% |
$27.3K - $32K
|
18.1K
$8.67M
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-76- 0.64% |
$27.3K - $32K
|
11.9K
$5.68M
|
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-76- 2.69% |
$27.3K - $32K
|
2.75K
$1.32M
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-76- 20.94% |
$27.3K - $32K
|
287
$137K
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-77- 3.9% |
$27.7K - $32.4K
|
1.9K
$909K
|
|
|
May 02, 2024
Q1 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-77- 0.1% |
$27.7K - $32.4K
|
79.5K
$38.1M
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
SELL
|
- |
-77- 0.32% |
$27.7K - $32.4K
|
23.7K
$11.4M
|
|
|
Apr 10, 2024
Q1 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-78- 1.48% |
$28K - $32.8K
|
5.18K
$2.48M
|
|
|
Apr 29, 2024
Q1 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-78- 8.14% |
$28K - $32.8K
|
880
$421K
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-78- 2.02% |
$28K - $32.8K
|
3.79K
$1.82M
|
|
|
May 16, 2024
Q1 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-78- 2.16% |
$28K - $32.8K
|
3.54K
$1.69M
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-79- 2.59% |
$28.4K - $33.2K
|
2.98K
$1.42M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-79- 0.19% |
$28.4K - $33.2K
|
41.3K
$19.8M
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-79- 0.64% |
$28.4K - $33.2K
|
12.2K
$5.83M
|
|
|
Oct 23, 2024
Q1 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-79- 6.04% |
$28.4K - $33.2K
|
1.23K
$588K
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-80- 2.11% |
$28.7K - $33.6K
|
3.7K
$1.77M
|
|
|
May 06, 2024
Q1 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-80- 4.6% |
$28.7K - $33.6K
|
1.66K
$794K
|
|
|
May 06, 2024
Q1 2024
|
Lpf Advisors LLC
Sarasota, FL |
SELL
|
- |
-80- 12.66% |
$28.7K - $33.6K
|
552
$264K
|
|
|
May 14, 2024
Q1 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-80- 0.33% |
$28.7K - $33.6K
|
23.8K
$11.4M
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-80- 1.23% |
$28.7K - $33.6K
|
6.42K
$3.07M
|
|
|
Apr 15, 2024
Q1 2024
|
Exeter Financial, LLC
|
SELL
|
- |
-81- 9.93% |
$29.1K - $34.1K
|
735
$352K
|
|
|
May 06, 2024
Q1 2024
|
Karpas Strategies, LLC
|
SELL
|
- |
-81- 0.32% |
$29.1K - $34.1K
|
25.1K
$12M
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-81- 5.63% |
$29.1K - $34.1K
|
1.36K
$650K
|
|
|
May 13, 2024
Q1 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-81- 13.71% |
$29.1K - $34.1K
|
510
$244K
|
|
|
May 13, 2024
Q1 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-81- 3.16% |
$29.1K - $34.1K
|
2.49K
$1.19M
|
|
|
May 14, 2024
Q1 2024
|
Quantum Capital Management, LLC
Northfield, NJ |
SELL
|
- |
-81- 0.58% |
$29.1K - $34.1K
|
14K
$6.69M
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
SELL
|
- |
-82- 0.87% |
$29.5K - $34.5K
|
9.36K
$4.48M
|
|
|
Apr 12, 2024
Q1 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-82- 9.96% |
$29.5K - $34.5K
|
741
$355K
|
|
|
Apr 18, 2024
Q1 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-82- 11.01% |
$29.5K - $34.5K
|
663
$317K
|
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-82- 39.61% |
$29.5K - $34.5K
|
125
$59.8K
|