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 |
|---|---|---|---|---|---|---|---|
|
Jun 12, 2024
Q1 2024
|
Ims Capital Management
|
BUY
|
- |
346+ 3.94% |
$124K - $145K
|
9.13K
$4.37M
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
344+ 59.62% |
$124K - $145K
|
921
$441K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
343+ 15.84% |
$123K - $144K
|
2.51K
$1.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
339+ 3.93% |
$122K - $143K
|
8.97K
$4.3M
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
339+ 12.08% |
$122K - $143K
|
3.15K
$1.51M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
338+ 5.52% |
$121K - $142K
|
6.47K
$3.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Muhlenkamp & CO Inc
|
BUY
|
- |
334+ 0.88% |
$120K - $140K
|
38.2K
$18.3M
|
|
|
May 07, 2024
Q1 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
334+ 5.06% |
$120K - $140K
|
6.93K
$3.32M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
332+ 2.34% |
$119K - $140K
|
14.5K
$6.94M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
330+ 1.12% |
$119K - $139K
|
29.8K
$14.3M
|
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
329+ 2.47% |
$118K - $138K
|
13.7K
$6.54M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
324+ 4.84% |
$116K - $136K
|
7.02K
$3.36M
|
|
|
Apr 25, 2024
Q1 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
323+ 3.53% |
$116K - $136K
|
9.46K
$4.53M
|
|
|
Apr 30, 2024
Q1 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
323+ 16.35% |
$116K - $136K
|
2.3K
$1.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
322+ 15.31% |
$116K - $135K
|
2.43K
$1.16M
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
BUY
|
- |
321+ 6.77% |
$115K - $135K
|
5.06K
$2.42M
|
|
|
May 15, 2024
Q1 2024
|
Becker Capital Management Inc
|
BUY
|
- |
319+ 0.47% |
$115K - $134K
|
67.6K
$32.4M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
316+ 57.56% |
$114K - $133K
|
865
$414K
|
|
|
Apr 16, 2024
Q1 2024
|
Atwater Malick LLC
|
BUY
|
- |
314+ 13.86% |
$113K - $132K
|
2.58K
$1.24M
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
313+ 8.48% |
$112K - $132K
|
4.01K
$1.92M
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
313+ 0.89% |
$112K - $132K
|
35.7K
$17.1M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
309+ 14.15% |
$111K - $130K
|
2.49K
$1.19M
|
|
|
May 10, 2024
Q1 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
309+ 1.47% |
$111K - $130K
|
21.4K
$10.2M
|
|
|
Apr 02, 2024
Q1 2024
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
306+ 3.69% |
$110K - $129K
|
8.61K
$4.12M
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
303+ 1.35% |
$109K - $127K
|
22.8K
$10.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
302+ 5.54% |
$109K - $127K
|
5.75K
$2.75M
|
|
|
May 03, 2024
Q1 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
301+ 8.25% |
$108K - $127K
|
3.95K
$1.89M
|
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
301+ 43.19% |
$108K - $127K
|
998
$478K
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
300+ 4.61% |
$108K - $126K
|
6.81K
$3.26M
|
|
|
Apr 22, 2024
Q1 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
300+ 4.03% |
$108K - $126K
|
7.75K
$3.71M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
300+ 9.92% |
$108K - $126K
|
3.32K
$1.59M
|
|
|
May 02, 2024
Q1 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
300+ 0.92% |
$108K - $126K
|
33K
$15.8M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
300+ 0.38% |
$108K - $126K
|
80K
$38.3M
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
300+ 3.82% |
$108K - $126K
|
8.16K
$3.91M
|
|
|
May 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
300+ 26.27% |
$108K - $126K
|
1.44K
$690K
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
300+ 0.39% |
$108K - $126K
|
76.3K
$36.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
298+ 2.68% |
$107K - $125K
|
11.4K
$5.47M
|
|
|
Apr 30, 2024
Q1 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
298+ 18.84% |
$107K - $125K
|
1.88K
$900K
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
297+ 49.83% |
$107K - $125K
|
893
$428K
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
295+ 9.67% |
$106K - $124K
|
3.35K
$1.6M
|
|
|
May 15, 2024
Q1 2024
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
295+ 13.82% |
$106K - $124K
|
2.43K
$1.16M
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
293+ 15.69% |
$105K - $123K
|
2.16K
$1.03M
|
|
|
Apr 10, 2024
Q1 2024
|
Red Spruce Capital, LLC
|
BUY
|
- |
292+ 21.02% |
$105K - $123K
|
1.68K
$805K
|
|
|
Apr 15, 2024
Q1 2024
|
Clarity Financial LLC
|
BUY
|
- |
292+ 1.37% |
$105K - $123K
|
21.5K
$10.3M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
291+ 3.06% |
$105K - $122K
|
9.8K
$4.69M
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
291+ 5.43% |
$105K - $122K
|
5.65K
$2.71M
|
|
|
Apr 23, 2024
Q1 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
291+ 0.26% |
$105K - $122K
|
111K
$53.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
290+ 5.18% |
$104K - $122K
|
5.89K
$2.82M
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
290+ 1.18% |
$104K - $122K
|
24.9K
$11.9M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
289+ 1.42% |
$104K - $122K
|
20.7K
$9.92M
|