Purchases and Sales Made in Q1 2024 in Berkshire Hathaway Inc Class B (BRK-B)

BRK-B Quotes by TradingView

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
Apr 16, 2024 Q1 2024
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
552
+ 4.47%
$198K - $232K
12.9K $6.26M
May 14, 2024 Q1 2024
Warwick Investment Management, Inc.

BUY
 -
552
+ 44.95%
$198K - $232K
1.78K $863K
Apr 24, 2024 Q1 2024
Iag Wealth Partners, LLC

BUY
 -
550
+ 38.73%
$198K - $231K
1.97K $955K
May 13, 2024 Q1 2024
Ewa, LLC

Pittsbugh, PA
BUY
 -
549
+ 56.66%
$197K - $231K
1.52K $736K
Apr 10, 2024 Q1 2024
Tl Private Wealth

BUY
 -
548
New
$197K - $230K
548 $266K
Apr 18, 2024 Q1 2024
Exchange Capital Management, Inc.

BUY
 -
548
+ 1.39%
$197K - $230K
40K $19.4M
May 09, 2024 Q1 2024
Associated Banc Corp

Green Bay, WI
BUY
 -
547
+ 0.59%
$197K - $230K
92.9K $45M
Oct 18, 2024 Q1 2024
Blue Pointe Capital Management, LLC

San Mateo, CA
BUY
 -
547
New
$197K - $230K
547 $265K
Apr 12, 2024 Q1 2024
New England Professional Planning Group Inc.

BUY
 -
546
+ 77.89%
$196K - $230K
1.25K $605K
Apr 22, 2024 Q1 2024
Zimmermann Investment Management & Planning LLC

BUY
 -
544
New
$195K - $229K
544 $264K
Apr 30, 2024 Q1 2024
Longbow Finance Sa

Lutry, V8
BUY
 -
543
+ 1.38%
$195K - $228K
40K $19.4M
May 03, 2024 Q1 2024
Buckhead Capital Management LLC

BUY
 -
543
+ 2.49%
$195K - $228K
22.4K $10.8M
May 02, 2024 Q1 2024
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
BUY
 -
542
+ 64.76%
$195K - $228K
1.38K $669K
Apr 18, 2024 Q1 2024
Stordahl Capital Management, Inc.

BUY
 -
540
New
$194K - $227K
540 $262K
Apr 22, 2024 Q1 2024
Cottage Street Advisors LLC

BUY
 -
540
New
$194K - $227K
540 $262K
Apr 24, 2024 Q1 2024
Buttonwood Financial Advisors Inc.

BUY
 -
539
+ 2.36%
$194K - $227K
23.4K $11.3M
May 03, 2024 Q1 2024
Beacon Bridge Wealth Partners, LLC

Conshohocken, PA
BUY
 -
538
New
$193K - $226K
538 $261K
May 10, 2024 Q1 2024
Northern Capital Management, Inc.

BUY
 -
538
New
$193K - $226K
538 $261K
Apr 19, 2024 Q1 2024
New Century Financial Group, LLC

Princeton, NJ
BUY
 -
536
+ 15.19%
$193K - $225K
4.06K $1.97M
Apr 16, 2024 Q1 2024
Sara Bay Financial

BUY
 -
535
New
$192K - $225K
535 $259K
May 15, 2024 Q1 2024
Coyle Financial Counsel LLC

Glenview, IL
BUY
 -
535
New
$192K - $225K
535 $259K
Apr 25, 2024 Q1 2024
Virginia Wealth Management Group, Inc.

Virginia Beach, VA
BUY
 -
534
New
$192K - $225K
534 $259K
May 01, 2024 Q1 2024
Colony Family Offices, LLC

BUY
 -
534
New
$192K - $225K
534 $259K
May 15, 2024 Q1 2024
William Howard & CO Financial Advisors Inc

Memphis, TN
BUY
 -
529
New
$190K - $222K
529 $257K
May 15, 2024 Q1 2024
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
528
+ 1.44%
$190K - $222K
37.3K $18.1M
May 08, 2024 Q1 2024
Camelot Technology Advisors, Inc.

San Francisco, CA
BUY
 -
527
New
$189K - $222K
527 $256K
May 15, 2024 Q1 2024
Studio Investment Management LLC

Chicago, IL
BUY
 -
527
+ 1.75%
$189K - $222K
30.7K $14.9M
Apr 19, 2024 Q1 2024
Trellis Wealth Advisors LLC

San Luis Obispo, CA
BUY
 -
526
New
$189K - $221K
526 $255K
Apr 29, 2024 Q1 2024
Signet Investment Advisory Group, Inc.

BUY
 -
526
+ 3.96%
$189K - $221K
13.8K $6.7M
Apr 12, 2024 Q1 2024
Cypress Financial Planning LLC

BUY
 -
525
+ 22.36%
$189K - $221K
2.87K $1.39M
Apr 18, 2024 Q1 2024
Park Place Capital Corp

Birmingham, AL
BUY
 -
525
+ 143.44%
$189K - $221K
891 $432K
Apr 23, 2024 Q1 2024
Carderock Capital Management Inc

BUY
 -
525
+ 44.3%
$189K - $221K
1.71K $829K
May 15, 2024 Q1 2024
Ironwood Investment Management LLC

Boston, MA
BUY
 -
525
+ 77.21%
$189K - $221K
1.21K $584K
Apr 17, 2024 Q1 2024
Compass Ion Advisors, LLC

BUY
 -
524
+ 5.24%
$188K - $220K
10.5K $5.1M
Apr 11, 2024 Q1 2024
Market Street Wealth Management Advisors LLC

BUY
 -
523
New
$188K - $220K
523 $254K
Apr 17, 2024 Q1 2024
Grimes & Company, Inc.

BUY
 -
523
+ 3.17%
$188K - $220K
17K $8.25M
Apr 17, 2024 Q1 2024
Seaside Wealth Management, Inc.

Carlsbad, CA
BUY
 -
521
New
$187K - $219K
521 $253K
May 01, 2024 Q1 2024
Auour Investments LLC

Wenham, MA
BUY
 -
521
New
$187K - $219K
521 $253K
May 06, 2024 Q1 2024
Manchester Capital Management LLC

Manchester, VT
BUY
 -
521
+ 281.62%
$187K - $219K
706 $342K
Apr 15, 2024 Q1 2024
Lockerman Financial Group, Inc.

BUY
 -
520
New
$187K - $219K
520 $252K
Apr 19, 2024 Q1 2024
Veery Capital, LLC

BUY
 -
520
New
$187K - $219K
520 $252K
May 08, 2024 Q1 2024
Interchange Capital Partners, LLC

BUY
 -
519
New
$186K - $218K
519 $252K
Apr 22, 2024 Q1 2024
Rainey & Randall Investment Management Inc.

Celebration, FL
BUY
 -
518
New
$186K - $218K
518 $251K
May 02, 2024 Q1 2024
Auxano Advisors, LLC

BUY
 -
518
+ 10.33%
$186K - $218K
5.53K $2.68M
May 06, 2024 Q1 2024
Fagan Associates, Inc.

BUY
 -
518
+ 2.66%
$186K - $218K
20K $9.7M
Apr 15, 2024 Q1 2024
Taylor & Morgan Wealth Management, LLC

BUY
 -
516
New
$185K - $217K
516 $250K
May 08, 2024 Q1 2024
Ellerson Group Inc /Adv

Annapolis, MD
BUY
 -
515
New
$185K - $217K
515 $250K
May 07, 2024 Q1 2024
Addison Capital CO

BUY
 -
513
New
$184K - $216K
513 $249K
Apr 12, 2024 Q1 2024
Global Trust Asset Management, LLC

BUY
 -
512
+ 3.76%
$184K - $215K
14.1K $6.85M

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