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 13, 2024
Q1 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-1.8K- 2.35% |
$645K - $755K
|
74.5K
$35.7M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.86K- 0.19% |
$669K - $783K
|
977K
$468M
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1.87K- 23.25% |
$672K - $787K
|
6.18K
$2.96M
|
|
|
May 13, 2024
Q1 2024
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-1.88K- 4.06% |
$674K - $789K
|
44.4K
$21.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.88K- 16.26% |
$675K - $791K
|
9.68K
$4.64M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.88K- 2.93% |
$675K - $791K
|
62.3K
$29.8M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-1.89K- 10.69% |
$678K - $793K
|
15.8K
$7.54M
|
|
|
Apr 26, 2024
Q1 2024
|
White Pine Investment CO
|
SELL
|
- |
-1.89K- 2.34% |
$678K - $793K
|
78.7K
$37.7M
|
|
|
May 03, 2024
Q1 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-1.89K- 1.58% |
$680K - $796K
|
118K
$56.4M
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.9K- 50.15% |
$682K - $798K
|
1.89K
$903K
|
|
|
Apr 11, 2024
Q1 2024
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-1.9K- 0.53% |
$683K - $800K
|
354K
$169M
|
|
|
May 15, 2024
Q1 2024
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-1.9K- 13.55% |
$683K - $800K
|
12.1K
$5.81M
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-1.93K- 6.35% |
$693K - $812K
|
28.4K
$13.6M
|
|
|
May 15, 2024
Q1 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-1.95K- 73.6% |
$701K - $821K
|
700
$335K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.96K- 10.68% |
$705K - $825K
|
16.4K
$7.85M
|
|
|
May 15, 2024
Q1 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-1.97K- 51.7% |
$706K - $827K
|
1.84K
$879K
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-2K- 5.36% |
$717K - $839K
|
35.2K
$16.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Founders Capital Management, LLC
|
SELL
|
- |
-2K- 1.37% |
$719K - $841K
|
143K
$68.7M
|
|
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-2K- 20.52% |
$719K - $841K
|
7.75K
$3.71M
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-2.02K- 9.06% |
$724K - $847K
|
20.2K
$9.68M
|
|
|
Apr 24, 2024
Q1 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-2.06K- 22.18% |
$740K - $867K
|
7.23K
$3.46M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.06K- 3.06% |
$740K - $867K
|
65.3K
$31.3M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-2.07K- 0.93% |
$742K - $868K
|
219K
$105M
|
|
|
Apr 26, 2024
Q1 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-2.07K- 14.93% |
$743K - $869K
|
11.8K
$5.64M
|
|
|
May 13, 2024
Q1 2024
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-2.07K- 2.15% |
$745K - $872K
|
94.3K
$45.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-2.08K- 23.37% |
$746K - $873K
|
6.81K
$3.26M
|
|
|
Apr 30, 2024
Q1 2024
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-2.1K- 4.57% |
$754K - $883K
|
43.8K
$21M
|
|
|
Apr 29, 2024
Q1 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-2.11K- 2.86% |
$756K - $885K
|
71.5K
$34.2M
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.17K- 11.99% |
$779K - $911K
|
15.9K
$7.62M
|
|
|
Apr 15, 2024
Q1 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-2.17K- 10.3% |
$780K - $913K
|
18.9K
$9.05M
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-2.18K- 13.35% |
$783K - $917K
|
14.1K
$6.77M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.19K- 6.67% |
$786K - $920K
|
30.6K
$14.6M
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-2.21K- 2.29% |
$795K - $931K
|
94.5K
$45.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Asset Management Advisors, LLC
|
SELL
|
- |
-2.22K- 1.94% |
$796K - $931K
|
112K
$53.5M
|
|
|
May 07, 2024
Q1 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-2.22K- 11.48% |
$797K - $933K
|
17.1K
$8.19M
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-2.23K- 6.25% |
$802K - $939K
|
33.5K
$16M
|
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
SELL
|
- |
-2.28K- 15.78% |
$819K - $959K
|
12.2K
$5.83M
|
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-2.3K- 0.26% |
$828K - $969K
|
898K
$430M
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-2.31K- 0.79% |
$830K - $971K
|
291K
$140M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.34K- 12.66% |
$839K - $982K
|
16.1K
$7.71M
|
|
|
May 09, 2024
Q1 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-2.37K- 3.84% |
$852K - $997K
|
59.4K
$28.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Saratoga Research & Investment Management
|
SELL
|
- |
-2.38K- 0.67% |
$855K - $1M
|
351K
$168M
|
|
|
Apr 30, 2024
Q1 2024
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-2.41K- 50.0% |
$867K - $1.01M
|
2.41K
$1.15M
|
|
|
Apr 29, 2024
Q1 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-2.42K- 1.1% |
$871K - $1.02M
|
219K
$105M
|
|
|
May 03, 2024
Q1 2024
|
Saybrook Capital
|
SELL
|
- |
-2.43K- 2.17% |
$872K - $1.02M
|
110K
$52.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
SELL
|
- |
-2.43K- 0.96% |
$873K - $1.02M
|
251K
$120M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.45K- 0.59% |
$879K - $1.03M
|
414K
$198M
|
|
|
May 10, 2024
Q1 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-2.47K- 50.26% |
$887K - $1.04M
|
2.44K
$1.17M
|
|
|
May 14, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-2.48K- 5.18% |
$890K - $1.04M
|
45.3K
$21.7M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.48K- 6.93% |
$892K - $1.04M
|
33.3K
$16M
|