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 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-5.06K- 25.38% |
$1.82M - $2.13M
|
14.9K
$7.12M
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-5.08K- 63.73% |
$1.83M - $2.14M
|
2.89K
$1.38M
|
|
May 02, 2024
Q1 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-5.1K- 3.72% |
$1.83M - $2.14M
|
132K
$63.2M
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-5.2K- 10.71% |
$1.87M - $2.19M
|
43.3K
$20.7M
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-5.25K- 33.66% |
$1.89M - $2.21M
|
10.3K
$4.95M
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-5.27K- 2.07% |
$1.89M - $2.22M
|
250K
$119M
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-5.27K- 3.53% |
$1.89M - $2.22M
|
144K
$68.9M
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.28K- 1.63% |
$1.9M - $2.22M
|
319K
$153M
|
|
May 23, 2024
Q1 2024
|
Dock Street Asset Management Inc
|
SELL
|
- |
-5.34K- 13.13% |
$1.92M - $2.25M
|
35.4K
$16.9M
|
|
May 07, 2024
Q1 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-5.38K- 4.37% |
$1.93M - $2.26M
|
118K
$56.3M
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-5.4K- 14.67% |
$1.94M - $2.27M
|
31.4K
$15M
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-5.44K- 12.54% |
$1.95M - $2.29M
|
37.9K
$18.2M
|
|
May 15, 2024
Q1 2024
|
Avenir Corp
Washington, DC |
SELL
|
- |
-5.46K- 3.58% |
$1.96M - $2.29M
|
147K
$70.3M
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-5.46K- 14.46% |
$1.96M - $2.3M
|
32.3K
$15.5M
|
|
May 10, 2024
Q1 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-5.49K- 9.36% |
$1.97M - $2.31M
|
53.1K
$25.4M
|
|
May 03, 2024
Q1 2024
|
Pacifica Capital Investments, LLC
|
SELL
|
- |
-5.49K- 2.5% |
$1.97M - $2.31M
|
214K
$102M
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-5.54K- 41.14% |
$1.99M - $2.33M
|
7.93K
$3.8M
|
|
May 13, 2024
Q1 2024
|
Mar Vista Investment Partners LLC
Los Angeles, CA |
SELL
|
- |
-5.6K- 3.64% |
$2.01M - $2.35M
|
148K
$71M
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-5.6K- 95.45% |
$2.01M - $2.36M
|
267
$128K
|
|
May 03, 2024
Q1 2024
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-5.63K- 3.34% |
$2.02M - $2.37M
|
163K
$78.1M
|
|
May 15, 2024
Q1 2024
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-5.68K- 1.74% |
$2.04M - $2.39M
|
320K
$153M
|
|
May 15, 2024
Q1 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-5.81K- 3.21% |
$2.09M - $2.44M
|
175K
$83.8M
|
|
May 13, 2024
Q1 2024
|
Burgundy Asset Management Ltd.
Toronto, A6 |
SELL
|
- |
-5.87K- 4.13% |
$2.11M - $2.47M
|
136K
$65.3M
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
SELL
|
- |
-5.94K- 53.4% |
$2.13M - $2.5M
|
5.18K
$2.48M
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-5.96K- 12.1% |
$2.14M - $2.51M
|
43.3K
$20.7M
|
|
May 15, 2024
Q1 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-6.04K- 15.78% |
$2.17M - $2.54M
|
32.2K
$15.4M
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-6.08K- 44.29% |
$2.19M - $2.56M
|
7.65K
$3.66M
|
|
Apr 18, 2024
Q1 2024
|
Oak Thistle LLC
|
SELL
|
- |
-6.11K- 74.57% |
$2.2M - $2.57M
|
2.08K
$998K
|
|
May 01, 2024
Q1 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
SELL
|
- |
-6.27K- 7.6% |
$2.25M - $2.64M
|
76.1K
$36.5M
|
|
May 16, 2024
Q1 2024
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-6.31K- 49.94% |
$2.27M - $2.65M
|
6.32K
$3.03M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.31K- 0.47% |
$2.27M - $2.65M
|
1.33M
$637M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.33K- 0.26% |
$2.27M - $2.66M
|
2.44M
$1.17B
|
|
May 28, 2024
Q1 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-6.41K- 4.09% |
$2.3M - $2.69M
|
150K
$71.8M
|
|
May 16, 2024
Q1 2024
|
Elkhorn Partners Limited Partnership
Omaha, NE |
SELL
|
- |
-6.41K- 10.34% |
$2.3M - $2.7M
|
55.6K
$26.6M
|
|
May 08, 2024
Q1 2024
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-6.5K- 3.77% |
$2.33M - $2.73M
|
166K
$79.3M
|
|
Aug 26, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-6.5K- 42.96% |
$2.34M - $2.73M
|
8.63K
$4.13M
|
|
Apr 24, 2024
Q1 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-6.5K- 36.78% |
$2.34M - $2.74M
|
11.2K
$5.35M
|
|
Apr 30, 2024
Q1 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-6.51K- 28.4% |
$2.34M - $2.74M
|
16.4K
$7.85M
|
|
Apr 25, 2024
Q1 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-6.53K- 13.18% |
$2.35M - $2.75M
|
43K
$20.6M
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.62K- 18.48% |
$2.38M - $2.78M
|
29.2K
$14M
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-6.68K- 3.46% |
$2.4M - $2.81M
|
187K
$89.4M
|
|
May 08, 2024
Q1 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-6.69K- 2.32% |
$2.4M - $2.81M
|
281K
$135M
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-6.79K- 16.26% |
$2.44M - $2.86M
|
35K
$16.7M
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-6.79K- 2.55% |
$2.44M - $2.86M
|
260K
$124M
|
|
May 03, 2024
Q1 2024
|
Mcdonald Capital Investors Inc
|
SELL
|
- |
-6.85K- 1.86% |
$2.46M - $2.88M
|
361K
$173M
|
|
Aug 28, 2024
Q1 2024
|
Gibson Wealth Advisors LLC
Tyler, TX |
SELL
|
- |
-7K- 88.89% |
$2.52M - $2.94M
|
875
$419K
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-7.12K- 13.03% |
$2.56M - $2.99M
|
47.5K
$22.7M
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-7.24K- 1.95% |
$2.6M - $3.05M
|
365K
$175M
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-7.36K- 99.97% |
$2.64M - $3.09M
|
2
$957
|
|
May 02, 2024
Q1 2024
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-7.4K- 1.08% |
$2.66M - $3.11M
|
677K
$324M
|