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
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-572- 4.91% |
$206K - $241K
|
11.1K
$5.3M
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-574- 3.76% |
$206K - $241K
|
14.7K
$7.04M
|
|
|
Apr 29, 2024
Q1 2024
|
Asset Planning Corporation
|
SELL
|
- |
-576- 1.97% |
$207K - $242K
|
28.7K
$13.7M
|
|
|
May 14, 2024
Q1 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-577- 1.12% |
$207K - $243K
|
51.1K
$24.5M
|
|
|
May 13, 2024
Q1 2024
|
Steginsky Capital LLC
|
SELL
|
- |
-582- 0.86% |
$209K - $245K
|
67.3K
$32.2M
|
|
|
May 01, 2024
Q1 2024
|
Bristol John W & CO Inc
|
SELL
|
- |
-586- 0.16% |
$211K - $246K
|
361K
$173M
|
|
|
May 07, 2024
Q1 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-588- 15.84% |
$211K - $247K
|
3.12K
$1.5M
|
|
|
Jul 17, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-589- 38.55% |
$212K - $248K
|
939
$450K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-591- 0.4% |
$212K - $249K
|
146K
$69.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-595- 13.14% |
$214K - $250K
|
3.93K
$1.88M
|
|
|
May 07, 2024
Q1 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-598- 2.51% |
$215K - $251K
|
23.2K
$11.1M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-598- 4.0% |
$215K - $251K
|
14.4K
$6.87M
|
|
|
Apr 12, 2024
Q1 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-600- 12.57% |
$216K - $252K
|
4.18K
$2M
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-600- 13.72% |
$216K - $252K
|
3.77K
$1.81M
|
|
|
Apr 19, 2024
Q1 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-603- 15.15% |
$217K - $254K
|
3.38K
$1.62M
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-603- 6.78% |
$217K - $254K
|
8.29K
$3.97M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-615- 7.83% |
$221K - $259K
|
7.24K
$3.47M
|
|
|
May 13, 2024
Q1 2024
|
Phraction Management LLC
Stamford, CT |
SELL
|
- |
-616- 1.94% |
$221K - $259K
|
31.1K
$14.9M
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-617- 0.22% |
$222K - $259K
|
274K
$131M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-619- 10.51% |
$222K - $260K
|
5.27K
$2.52M
|
|
|
May 08, 2024
Q1 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-620- 8.14% |
$223K - $261K
|
6.99K
$3.35M
|
|
|
May 10, 2024
Q1 2024
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-625- 7.5% |
$225K - $263K
|
7.71K
$3.69M
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-626- 8.26% |
$225K - $263K
|
6.95K
$3.33M
|
|
|
May 15, 2024
Q1 2024
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-630- 2.99% |
$226K - $265K
|
20.4K
$9.77M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-632- 7.63% |
$227K - $266K
|
7.65K
$3.66M
|
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-637- 1.04% |
$229K - $268K
|
60.4K
$28.9M
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-642- 56.91% |
$231K - $270K
|
486
$233K
|
|
|
May 07, 2024
Q1 2024
|
Allen Investment Management LLC
|
SELL
|
- |
-644- 0.37% |
$231K - $271K
|
172K
$82.2M
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-645- 44.7% |
$232K - $271K
|
798
$382K
|
|
|
Apr 17, 2024
Q1 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-646- 8.11% |
$232K - $272K
|
7.32K
$3.5M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-649- 6.52% |
$233K - $273K
|
9.3K
$4.45M
|
|
|
Apr 24, 2024
Q1 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-652- 1.91% |
$234K - $274K
|
33.5K
$16.1M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-652- 1.31% |
$234K - $274K
|
49.1K
$23.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-653- 3.33% |
$235K - $275K
|
19K
$9.09M
|
|
|
May 01, 2024
Q1 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-655- 13.26% |
$235K - $275K
|
4.29K
$2.05M
|
|
|
Apr 17, 2024
Q1 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-657- 2.84% |
$236K - $276K
|
22.5K
$10.8M
|
|
|
May 01, 2024
Q1 2024
|
St. Louis Trust CO
|
SELL
|
- |
-666- 8.22% |
$239K - $280K
|
7.44K
$3.56M
|
|
|
Apr 24, 2024
Q1 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-667- 24.11% |
$240K - $280K
|
2.1K
$1M
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-672- 3.47% |
$241K - $283K
|
18.7K
$8.96M
|
|
|
Apr 11, 2024
Q1 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-673- 3.81% |
$242K - $283K
|
17K
$8.14M
|
|
|
May 09, 2024
Q1 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-673- 7.19% |
$242K - $283K
|
8.68K
$4.16M
|
|
|
Apr 26, 2024
Q1 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-675- 38.48% |
$243K - $284K
|
1.08K
$517K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-676- 0.91% |
$243K - $284K
|
73.4K
$35.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-677- 8.93% |
$243K - $285K
|
6.9K
$3.31M
|
|
|
Apr 23, 2024
Q1 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-677- 0.91% |
$243K - $285K
|
73.7K
$35.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-678- 3.36% |
$244K - $285K
|
19.5K
$9.34M
|
|
|
May 14, 2024
Q1 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-680- 2.14% |
$244K - $286K
|
31.1K
$14.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-682- 11.75% |
$245K - $287K
|
5.12K
$2.45M
|
|
|
May 02, 2024
Q1 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-682- 13.32% |
$245K - $287K
|
4.44K
$2.12M
|
|
|
May 07, 2024
Q1 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-686- 11.33% |
$246K - $288K
|
5.37K
$2.57M
|