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 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
1.44KNew |
$519K - $607K
|
1.44K
$679K
|
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
1.43K+ 0.05% |
$514K - $601K
|
3.15M
$1.48B
|
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
BUY
|
- |
1.43K+ 2.64% |
$514K - $601K
|
55.6K
$26.2M
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
1.42K+ 6.76% |
$511K - $598K
|
22.5K
$10.6M
|
|
|
Apr 10, 2024
Q1 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
1.42K+ 0.44% |
$508K - $595K
|
320K
$151M
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.41K+ 27.65% |
$508K - $594K
|
6.52K
$3.07M
|
|
|
May 06, 2024
Q1 2024
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
1.41K+ 0.4% |
$507K - $594K
|
357K
$168M
|
|
|
May 14, 2024
Q1 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
1.41K+ 0.14% |
$507K - $593K
|
986K
$464M
|
|
|
May 15, 2024
Q1 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
1.41KNew |
$507K - $593K
|
1.41K
$663K
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
1.41K+ 3.81% |
$505K - $591K
|
38.3K
$18M
|
|
|
Apr 25, 2024
Q1 2024
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
1.41K+ 2.7% |
$505K - $591K
|
53.5K
$25.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
1.4K+ 69.2% |
$503K - $589K
|
3.42K
$1.61M
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.4K+ 16.27% |
$502K - $587K
|
9.98K
$4.69M
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.4K+ 9.07% |
$501K - $587K
|
16.8K
$7.89M
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.39KNew |
$500K - $586K
|
1.39K
$655K
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.39K+ 9.04% |
$500K - $585K
|
16.8K
$7.89M
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.39K+ 123.18% |
$498K - $583K
|
2.51K
$1.18M
|
|
|
May 08, 2024
Q1 2024
|
Hikari Tsushin, Inc.
Tokyo, M0 |
BUY
|
- |
1.39K+ 6.36% |
$498K - $582K
|
23.2K
$10.9M
|
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.38KNew |
$497K - $582K
|
1.38K
$650K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.38K+ 2.75% |
$496K - $580K
|
51.5K
$24.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
1.38KNew |
$494K - $578K
|
1.38K
$647K
|
|
|
Apr 26, 2024
Q1 2024
|
Pavion Blue Capital, LLC
|
BUY
|
- |
1.37K+ 7.88% |
$493K - $577K
|
18.8K
$8.83M
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
1.37K+ 3.03% |
$493K - $577K
|
46.7K
$21.9M
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
1.37KNew |
$492K - $576K
|
1.37K
$644K
|
|
|
May 15, 2024
Q1 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.37K+ 10.01% |
$492K - $575K
|
15K
$7.07M
|
|
|
Apr 15, 2024
Q1 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
1.36K+ 5.26% |
$487K - $570K
|
27.1K
$12.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
1.36K+ 2.88% |
$487K - $570K
|
48.4K
$22.8M
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.35K+ 19.38% |
$486K - $569K
|
8.34K
$3.92M
|
|
|
May 14, 2024
Q1 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
1.35K+ 7.54% |
$485K - $568K
|
19.2K
$9.05M
|
|
|
May 15, 2024
Q1 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
1.35KNew |
$484K - $567K
|
1.35K
$634K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.33K+ 8.31% |
$478K - $560K
|
17.3K
$8.15M
|
|
|
Apr 18, 2024
Q1 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
1.33K+ 137.25% |
$478K - $559K
|
2.3K
$1.08M
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.33K+ 4.72% |
$477K - $559K
|
29.5K
$13.9M
|
|
|
May 09, 2024
Q1 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
1.32K+ 16.51% |
$476K - $557K
|
9.34K
$4.39M
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.32K+ 171.65% |
$474K - $555K
|
2.09K
$982K
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
BUY
|
- |
1.32K+ 12.34% |
$473K - $554K
|
12K
$5.64M
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.31K+ 34.33% |
$470K - $550K
|
5.11K
$2.4M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.3K+ 6.05% |
$468K - $548K
|
22.8K
$10.7M
|
|
|
May 15, 2024
Q1 2024
|
Armistice Capital, LLC
New York, NY |
BUY
|
- |
1.29KNew |
$465K - $544K
|
1.29K
$608K
|
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
BUY
|
- |
1.29K+ 14.18% |
$462K - $541K
|
10.4K
$4.87M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.27K+ 4.92% |
$458K - $536K
|
27.2K
$12.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.27K+ 1.85% |
$456K - $534K
|
70K
$32.9M
|
|
|
May 10, 2024
Q1 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
1.27K+ 62.74% |
$455K - $532K
|
3.28K
$1.54M
|
|
|
Apr 30, 2024
Q1 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
1.27K+ 5.67% |
$455K - $532K
|
23.6K
$11.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
1.26K+ 17.33% |
$454K - $531K
|
8.55K
$4.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.26K+ 41.79% |
$454K - $531K
|
4.29K
$2.01M
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.26K+ 30.49% |
$453K - $530K
|
5.39K
$2.54M
|
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
1.26K+ 16.83% |
$452K - $529K
|
8.72K
$4.1M
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.26K+ 14.32% |
$451K - $528K
|
10K
$4.71M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
1.26K+ 10.56% |
$451K - $528K
|
13.1K
$6.18M
|