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
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-1.36K- 11.69% |
$488K - $571K
|
10.3K
$4.91M
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.36K- 22.78% |
$489K - $572K
|
4.61K
$2.21M
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.36K- 5.18% |
$489K - $573K
|
25K
$11.9M
|
|
|
May 01, 2024
Q1 2024
|
Northeast Investment Management
|
SELL
|
- |
-1.36K- 0.95% |
$490K - $573K
|
142K
$68M
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-1.36K- 13.99% |
$490K - $574K
|
8.39K
$4.02M
|
|
|
Apr 24, 2024
Q1 2024
|
Harvey Investment CO LLC
|
SELL
|
- |
-1.37K- 1.17% |
$490K - $574K
|
115K
$55.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.38K- 4.58% |
$494K - $578K
|
28.7K
$13.7M
|
|
|
May 09, 2024
Q1 2024
|
S&Co Inc
Boston, MA |
SELL
|
- |
-1.4K- 0.84% |
$501K - $587K
|
165K
$78.9M
|
|
|
May 06, 2024
Q1 2024
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-1.4K- 4.51% |
$504K - $590K
|
29.8K
$14.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
SELL
|
- |
-1.41K- 2.04% |
$505K - $591K
|
67.6K
$32.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-1.41K- 5.49% |
$506K - $593K
|
24.3K
$11.6M
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-1.42K- 14.01% |
$510K - $597K
|
8.71K
$4.17M
|
|
|
May 15, 2024
Q1 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-1.42K- 2.87% |
$511K - $598K
|
48K
$23M
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-1.43K- 26.86% |
$513K - $601K
|
3.89K
$1.86M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-1.43K- 1.46% |
$515K - $603K
|
96.5K
$46.2M
|
|
|
Apr 22, 2024
Q1 2024
|
America First Investment Advisors, LLC
|
SELL
|
- |
-1.44K- 11.85% |
$516K - $603K
|
10.7K
$5.11M
|
|
|
Apr 30, 2024
Q1 2024
|
Fenimore Asset Management Inc
|
SELL
|
- |
-1.44K- 5.61% |
$519K - $607K
|
24.3K
$11.6M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.45K- 7.61% |
$521K - $610K
|
17.6K
$8.43M
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-1.45K- 1.84% |
$522K - $611K
|
77.7K
$37.2M
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-1.46K- 13.86% |
$524K - $613K
|
9.06K
$4.34M
|
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-1.48K- 2.97% |
$531K - $622K
|
48.3K
$23.1M
|
|
|
May 15, 2024
Q1 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-1.48K- 4.4% |
$533K - $624K
|
32.2K
$15.4M
|
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-1.49K- 4.48% |
$534K - $625K
|
31.7K
$15.2M
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-1.49K- 15.27% |
$535K - $626K
|
8.26K
$3.95M
|
|
|
May 14, 2024
Q1 2024
|
Axq Capital, LP
Jersey City, NJ |
SELL
|
- |
-1.5K- 40.54% |
$539K - $631K
|
2.2K
$1.05M
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
SELL
|
- |
-1.53K- 2.21% |
$549K - $643K
|
67.6K
$32.4M
|
|
|
May 15, 2024
Q1 2024
|
Manitou Investment Management Ltd.
Toronto, A6 |
SELL
|
- |
-1.56K- 0.77% |
$559K - $654K
|
200K
$95.9M
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.56K- 0.89% |
$562K - $657K
|
175K
$83.6M
|
|
|
May 07, 2024
Q1 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.6K- 3.8% |
$573K - $671K
|
40.4K
$19.3M
|
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-1.6K- 13.64% |
$576K - $675K
|
10.2K
$4.86M
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.61K- 1.28% |
$578K - $676K
|
124K
$59.5M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.61K- 3.04% |
$578K - $677K
|
51.3K
$24.6M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.62K- 3.91% |
$581K - $680K
|
39.7K
$19M
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-1.62K- 5.65% |
$582K - $681K
|
27K
$12.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-1.65K- 76.51% |
$592K - $693K
|
506
$242K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1.66K- 19.8% |
$597K - $698K
|
6.73K
$3.22M
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-1.67K- 3.56% |
$601K - $703K
|
45.3K
$21.7M
|
|
|
May 02, 2024
Q1 2024
|
Hosking Partners LLP
|
SELL
|
- |
-1.68K- 1.14% |
$605K - $708K
|
146K
$70M
|
|
|
Apr 16, 2024
Q1 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-1.69K- 36.14% |
$607K - $710K
|
2.99K
$1.43M
|
|
|
May 13, 2024
Q1 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-1.69K- 5.6% |
$607K - $711K
|
28.5K
$13.6M
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
SELL
|
- |
-1.71K- 4.7% |
$615K - $720K
|
34.7K
$16.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-1.73K- 13.88% |
$620K - $725K
|
10.7K
$5.12M
|
|
|
May 15, 2024
Q1 2024
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
SELL
|
- |
-1.73K- 0.74% |
$620K - $726K
|
232K
$111M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.74K- 29.6% |
$623K - $730K
|
4.13K
$1.98M
|
|
|
May 09, 2024
Q1 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-1.74K- 0.67% |
$625K - $731K
|
256K
$123M
|
|
|
Nov 05, 2024
Q1 2024
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-1.74K- 3.12% |
$626K - $733K
|
54.2K
$25.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-1.77K- 1.27% |
$635K - $743K
|
137K
$65.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.77K- 0.74% |
$637K - $745K
|
237K
$113M
|
|
|
May 14, 2024
Q1 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-1.78K- 1.53% |
$638K - $746K
|
114K
$54.8M
|
|
|
May 13, 2024
Q1 2024
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-1.79K- 6.77% |
$641K - $751K
|
24.6K
$11.8M
|