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
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.15K+ 4.69% |
$412K - $482K
|
25.6K
$12.4M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.13K+ 2.21% |
$404K - $473K
|
52K
$25.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
1.12K+ 27.24% |
$403K - $472K
|
5.25K
$2.54M
|
|
|
May 14, 2024
Q1 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
1.12KNew |
$401K - $469K
|
1.12K
$541K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.11KNew |
$399K - $467K
|
1.11K
$539K
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.11K+ 38.7% |
$399K - $467K
|
3.98K
$1.93M
|
|
|
Apr 30, 2024
Q1 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
1.11KNew |
$399K - $467K
|
1.11K
$538K
|
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
1.11K+ 57.75% |
$399K - $467K
|
3.03K
$1.47M
|
|
|
Jun 11, 2024
Q1 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
1.11K+ 13.44% |
$399K - $467K
|
9.37K
$4.54M
|
|
|
May 13, 2024
Q1 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
1.1K+ 17.79% |
$397K - $464K
|
7.31K
$3.55M
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
BUY
|
- |
1.1K+ 0.59% |
$396K - $464K
|
187K
$90.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.1K+ 1.73% |
$396K - $463K
|
64.9K
$31.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.1K+ 9.28% |
$396K - $463K
|
13K
$6.29M
|
|
|
Apr 10, 2024
Q1 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
1.1KNew |
$395K - $462K
|
1.1K
$533K
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.1K+ 10.86% |
$394K - $461K
|
11.2K
$5.43M
|
|
|
May 14, 2024
Q1 2024
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
1.1K+ 8.04% |
$393K - $460K
|
14.7K
$7.14M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.09K+ 1.92% |
$393K - $460K
|
58.1K
$28.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.09K+ 5.62% |
$391K - $458K
|
20.5K
$9.92M
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
1.08K+ 7.19% |
$389K - $456K
|
16.2K
$7.84M
|
|
|
May 06, 2024
Q1 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
1.08K+ 3.98% |
$387K - $453K
|
28.2K
$13.7M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.07K+ 2.98% |
$383K - $448K
|
36.8K
$17.8M
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.06K+ 36.39% |
$382K - $447K
|
3.98K
$1.93M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.06K+ 6.04% |
$380K - $445K
|
18.6K
$9M
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.06K+ 1.58% |
$380K - $445K
|
67.9K
$32.9M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
1.05K+ 4.32% |
$378K - $442K
|
25.4K
$12.3M
|
|
|
May 15, 2024
Q1 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
1.05K+ 4.55% |
$376K - $440K
|
24K
$11.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
1.04KNew |
$375K - $439K
|
1.04K
$506K
|
|
|
May 13, 2024
Q1 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
1.03KNew |
$369K - $431K
|
1.03K
$498K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.02K+ 1.37% |
$368K - $431K
|
75.8K
$36.7M
|
|
|
May 10, 2024
Q1 2024
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
1.02K+ 2.12% |
$368K - $430K
|
49.2K
$23.9M
|
|
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.02K+ 15.72% |
$367K - $430K
|
7.53K
$3.65M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.01K+ 9.07% |
$364K - $426K
|
12.2K
$5.91M
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
998+ 2.76% |
$359K - $420K
|
37.1K
$18M
|
|
|
Apr 19, 2024
Q1 2024
|
Gen Trust, LLC
|
BUY
|
- |
997+ 16.77% |
$358K - $419K
|
6.94K
$3.37M
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
996+ 17.24% |
$358K - $419K
|
6.77K
$3.28M
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
995+ 16.88% |
$357K - $418K
|
6.89K
$3.34M
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
987+ 0.25% |
$355K - $415K
|
399K
$194M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
987+ 33.14% |
$355K - $415K
|
3.97K
$1.92M
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
986+ 7.92% |
$354K - $415K
|
13.4K
$6.52M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
985+ 3.87% |
$354K - $414K
|
26.4K
$12.8M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
985+ 1.79% |
$354K - $414K
|
56.1K
$27.2M
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
983+ 6.39% |
$353K - $413K
|
16.4K
$7.93M
|
|
|
Apr 23, 2024
Q1 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
973+ 11.63% |
$350K - $409K
|
9.34K
$4.53M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
969+ 3.58% |
$348K - $407K
|
28.1K
$13.6M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
965+ 5.78% |
$347K - $406K
|
17.7K
$8.57M
|
|
|
Apr 16, 2024
Q1 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
963New |
$346K - $405K
|
963
$467K
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
962+ 4.02% |
$346K - $405K
|
24.9K
$12.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
958New |
$344K - $403K
|
958
$465K
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
958+ 2.55% |
$344K - $403K
|
38.6K
$18.7M
|
|
|
May 14, 2024
Q1 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
954+ 11.49% |
$343K - $401K
|
9.26K
$4.49M
|