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 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
BUY
|
- |
512New |
$184K - $215K
|
512
$248K
|
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
512New |
$184K - $215K
|
512
$248K
|
|
|
Apr 30, 2024
Q1 2024
|
Joule Financial, LLC
|
BUY
|
- |
511New |
$184K - $215K
|
511
$248K
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
511+ 49.09% |
$184K - $215K
|
1.55K
$753K
|
|
|
May 13, 2024
Q1 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
510New |
$183K - $214K
|
510
$247K
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
510+ 0.67% |
$183K - $214K
|
77.2K
$37.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
508+ 17.82% |
$183K - $214K
|
3.36K
$1.63M
|
|
|
Apr 02, 2024
Q1 2024
|
Modus Advisors, LLC
|
BUY
|
- |
506+ 5.71% |
$182K - $213K
|
9.36K
$4.54M
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
504+ 2.09% |
$181K - $212K
|
24.6K
$11.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
504New |
$181K - $212K
|
504
$244K
|
|
|
Apr 12, 2024
Q1 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
503New |
$181K - $212K
|
503
$244K
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Planning LLC
|
BUY
|
- |
500+ 50.0% |
$180K - $210K
|
1.5K
$728K
|
|
|
Apr 15, 2024
Q1 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
500New |
$180K - $210K
|
500
$243K
|
|
|
Apr 15, 2024
Q1 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
500New |
$180K - $210K
|
500
$243K
|
|
|
Apr 17, 2024
Q1 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
500New |
$180K - $210K
|
500
$243K
|
|
|
Apr 18, 2024
Q1 2024
|
Raub Brock Capital Management LP
|
BUY
|
- |
500New |
$180K - $210K
|
500
$243K
|
|
|
Apr 22, 2024
Q1 2024
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
500New |
$180K - $210K
|
500
$243K
|
|
|
Apr 24, 2024
Q1 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
500+ 26.9% |
$180K - $210K
|
2.36K
$1.14M
|
|
|
Apr 25, 2024
Q1 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
500New |
$180K - $210K
|
500
$243K
|
|
|
May 10, 2024
Q1 2024
|
Davidson Trust CO
|
BUY
|
- |
500+ 15.28% |
$180K - $210K
|
3.77K
$1.83M
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
500+ 28.15% |
$180K - $210K
|
2.28K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
500+ 20.27% |
$180K - $210K
|
2.97K
$1.44M
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
499+ 5.98% |
$179K - $210K
|
8.84K
$4.29M
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
495+ 4.29% |
$178K - $208K
|
12K
$5.83M
|
|
|
May 08, 2024
Q1 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
495New |
$178K - $208K
|
495
$240K
|
|
|
May 10, 2024
Q1 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
495New |
$178K - $208K
|
495
$240K
|
|
|
Jan 21, 2025
Q1 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
493New |
$177K - $207K
|
493
$239K
|
|
|
May 14, 2024
Q1 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
491New |
$176K - $206K
|
491
$238K
|
|
|
May 14, 2024
Q1 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
491New |
$176K - $206K
|
491
$238K
|
|
|
May 14, 2024
Q1 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
491+ 43.22% |
$176K - $206K
|
1.63K
$789K
|
|
|
May 22, 2024
Q1 2024
|
Beck Bode, LLC
|
BUY
|
- |
491New |
$176K - $206K
|
491
$238K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
489+ 2.43% |
$176K - $206K
|
20.6K
$9.98M
|
|
|
Apr 11, 2024
Q1 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
489+ 16.76% |
$176K - $206K
|
3.41K
$1.65M
|
|
|
May 09, 2024
Q1 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
488New |
$175K - $205K
|
488
$237K
|
|
|
Sep 23, 2024
Q1 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
487+ 8.38% |
$175K - $205K
|
6.3K
$3.05M
|
|
|
Apr 11, 2024
Q1 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
486New |
$175K - $204K
|
486
$236K
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
485+ 0.79% |
$174K - $204K
|
61.7K
$29.9M
|
|
|
May 09, 2024
Q1 2024
|
Eastern Bank
|
BUY
|
- |
484+ 18.13% |
$174K - $204K
|
3.15K
$1.53M
|
|
|
May 15, 2024
Q1 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
484New |
$174K - $204K
|
484
$235K
|
|
|
Apr 18, 2024
Q1 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
483+ 135.29% |
$174K - $203K
|
840
$407K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
483New |
$174K - $203K
|
483
$234K
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
483+ 7.5% |
$174K - $203K
|
6.92K
$3.36M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
482+ 2.58% |
$173K - $203K
|
19.2K
$9.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
480New |
$172K - $202K
|
480
$233K
|
|
|
Apr 22, 2024
Q1 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
480New |
$172K - $202K
|
480
$233K
|
|
|
Apr 12, 2024
Q1 2024
|
Shorepath Capital Management LLC
Evanston, IL |
BUY
|
- |
479+ 2.73% |
$172K - $201K
|
18K
$8.73M
|
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
479+ 8.98% |
$172K - $201K
|
5.81K
$2.82M
|
|
|
May 02, 2024
Q1 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
478New |
$172K - $201K
|
478
$232K
|
|
|
May 13, 2024
Q1 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
478New |
$172K - $201K
|
478
$232K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
477+ 0.34% |
$171K - $201K
|
140K
$68M
|