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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.69K+ 9.0% |
$607K - $711K
|
20.5K
$9.62M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
1.69KNew |
$606K - $709K
|
1.69K
$793K
|
|
|
May 09, 2024
Q1 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1.69K+ 134.48% |
$605K - $709K
|
2.94K
$1.38M
|
|
|
May 01, 2024
Q1 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
1.67K+ 31.38% |
$599K - $701K
|
6.98K
$3.28M
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.67K+ 95.69% |
$598K - $700K
|
3.41K
$1.6M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.66K+ 0.66% |
$596K - $698K
|
253K
$119M
|
|
|
May 10, 2024
Q1 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1.65K+ 43.16% |
$591K - $692K
|
5.46K
$2.57M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.63K+ 1.61% |
$587K - $687K
|
103K
$48.4M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.63K+ 0.69% |
$586K - $686K
|
238K
$112M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.62K+ 7.71% |
$580K - $679K
|
22.6K
$10.6M
|
|
|
May 01, 2024
Q1 2024
|
Acas, LLC
|
BUY
|
- |
1.61K+ 10.89% |
$580K - $679K
|
16.4K
$7.73M
|
|
|
Apr 19, 2024
Q1 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
1.61KNew |
$577K - $675K
|
1.61K
$755K
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.61K+ 2.36% |
$577K - $675K
|
69.5K
$32.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.6K+ 67.58% |
$575K - $673K
|
3.97K
$1.87M
|
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.6K+ 0.19% |
$575K - $673K
|
841K
$395M
|
|
|
May 15, 2024
Q1 2024
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
1.6K+ 1.73% |
$575K - $673K
|
94.3K
$44.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Sws Partners
|
BUY
|
- |
1.6K+ 180.07% |
$575K - $672K
|
2.49K
$1.17M
|
|
|
May 13, 2024
Q1 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
1.6K+ 3.84% |
$574K - $672K
|
43.2K
$20.3M
|
|
|
May 15, 2024
Q1 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
1.59KNew |
$572K - $669K
|
1.59K
$749K
|
|
|
May 13, 2024
Q1 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
1.59KNew |
$570K - $667K
|
1.59K
$746K
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.58K+ 2.35% |
$567K - $664K
|
68.7K
$32.3M
|
|
|
May 09, 2024
Q1 2024
|
Ddd Partners, LLC
|
BUY
|
- |
1.58K+ 1.04% |
$566K - $663K
|
153K
$72M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
1.57K+ 3.14% |
$565K - $661K
|
51.7K
$24.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
1.57KNew |
$564K - $661K
|
1.57K
$739K
|
|
|
Apr 30, 2024
Q1 2024
|
Mill Capital Management, LLC
|
BUY
|
- |
1.57K+ 2.29% |
$563K - $659K
|
70.1K
$33M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.57K+ 6.88% |
$563K - $659K
|
24.4K
$11.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
1.56K+ 15.75% |
$560K - $655K
|
11.4K
$5.38M
|
|
|
Apr 25, 2024
Q1 2024
|
Villere St Denis J & CO LLC
|
BUY
|
- |
1.55KNew |
$558K - $653K
|
1.55K
$730K
|
|
|
May 06, 2024
Q1 2024
|
Concentrum Wealth Management
|
BUY
|
- |
1.55K+ 36.96% |
$556K - $651K
|
5.74K
$2.7M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.55K+ 2.79% |
$556K - $651K
|
57.1K
$26.8M
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.55K+ 2.5% |
$556K - $651K
|
63.5K
$29.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1.54K+ 67.77% |
$554K - $648K
|
3.82K
$1.79M
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.54K+ 142.75% |
$552K - $646K
|
2.61K
$1.23M
|
|
|
Apr 22, 2024
Q1 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.54K+ 27.78% |
$552K - $645K
|
7.06K
$3.32M
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.53K+ 35.01% |
$549K - $642K
|
5.89K
$2.77M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.52K+ 0.57% |
$547K - $640K
|
270K
$127M
|
|
|
May 08, 2024
Q1 2024
|
Marco Investment Management LLC
|
BUY
|
- |
1.52K+ 64.42% |
$545K - $638K
|
3.87K
$1.82M
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.51K+ 4.42% |
$541K - $634K
|
35.6K
$16.7M
|
|
|
May 08, 2024
Q1 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
1.5K+ 49.34% |
$539K - $631K
|
4.54K
$2.13M
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
1.5K+ 28.29% |
$539K - $631K
|
6.8K
$3.2M
|
|
|
May 15, 2024
Q1 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
1.5KNew |
$539K - $631K
|
1.5K
$705K
|
|
|
May 14, 2024
Q1 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
1.49K+ 40.62% |
$534K - $625K
|
5.15K
$2.42M
|
|
|
May 01, 2024
Q1 2024
|
Seizert Capital Partners, LLC
|
BUY
|
- |
1.48K+ 0.88% |
$533K - $624K
|
171K
$80.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
1.48K+ 13.11% |
$531K - $622K
|
12.8K
$6M
|
|
|
May 08, 2024
Q1 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
1.47KNew |
$529K - $619K
|
1.47K
$692K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.46K+ 9.66% |
$526K - $616K
|
16.6K
$7.81M
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.46K+ 16.31% |
$525K - $614K
|
10.4K
$4.89M
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
1.46K+ 26.69% |
$523K - $613K
|
6.92K
$3.25M
|
|
|
May 02, 2024
Q1 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.45KNew |
$522K - $611K
|
1.45K
$683K
|
|
|
May 07, 2024
Q1 2024
|
Hyman Charles D
|
BUY
|
- |
1.45K+ 0.44% |
$519K - $608K
|
327K
$154M
|