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 13, 2024
Q1 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
248+ 4.96% |
$89.1K - $104K
|
5.25K
$2.54M
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
248+ 1.36% |
$89.1K - $104K
|
18.4K
$8.94M
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
247+ 0.43% |
$88.7K - $104K
|
57.1K
$27.7M
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
246+ 3.56% |
$88.4K - $103K
|
7.15K
$3.47M
|
|
|
May 02, 2024
Q1 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
245+ 9.34% |
$88K - $103K
|
2.87K
$1.39M
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
243+ 6.27% |
$87.3K - $102K
|
4.12K
$2M
|
|
|
May 14, 2024
Q1 2024
|
Next Capital Management LLC
|
BUY
|
- |
243+ 3.01% |
$87.3K - $102K
|
8.33K
$4.04M
|
|
|
Apr 24, 2024
Q1 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
242+ 22.22% |
$86.9K - $102K
|
1.33K
$646K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
242+ 2.98% |
$86.9K - $102K
|
8.36K
$4.05M
|
|
|
May 06, 2024
Q1 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
241+ 8.7% |
$86.6K - $101K
|
3.01K
$1.46M
|
|
|
Apr 18, 2024
Q1 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
240+ 34.78% |
$86.2K - $101K
|
930
$451K
|
|
|
Apr 24, 2024
Q1 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
240+ 28.92% |
$86.2K - $101K
|
1.07K
$519K
|
|
|
May 15, 2024
Q1 2024
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
238+ 0.55% |
$85.5K - $100K
|
43.6K
$21.2M
|
|
|
May 08, 2024
Q1 2024
|
Taurus Asset Management, LLC
New York, NY |
BUY
|
- |
237+ 24.31% |
$85.2K - $99.7K
|
1.21K
$588K
|
|
|
Oct 24, 2024
Q1 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
237+ 7.59% |
$85.2K - $99.7K
|
3.36K
$1.63M
|
|
|
Apr 16, 2024
Q1 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
236+ 2.21% |
$84.8K - $99.2K
|
10.9K
$5.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
236+ 5.05% |
$84.8K - $99.2K
|
4.91K
$2.38M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
234+ 1.15% |
$84.1K - $98.4K
|
20.5K
$9.95M
|
|
|
May 10, 2024
Q1 2024
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
234+ 14.12% |
$84.1K - $98.4K
|
1.89K
$917K
|
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
233+ 20.17% |
$83.7K - $98K
|
1.39K
$673K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
233+ 18.87% |
$83.7K - $98K
|
1.47K
$712K
|
|
|
Apr 12, 2024
Q1 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
232+ 18.41% |
$83.4K - $97.6K
|
1.49K
$724K
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
232+ 9.84% |
$83.4K - $97.6K
|
2.59K
$1.26M
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
230+ 5.48% |
$82.6K - $96.7K
|
4.42K
$2.15M
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
BUY
|
- |
229+ 7.79% |
$82.3K - $96.3K
|
3.17K
$1.54M
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
229+ 39.55% |
$82.3K - $96.3K
|
808
$392K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
228+ 0.18% |
$81.9K - $95.9K
|
129K
$62.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
226+ 3.15% |
$81.2K - $95K
|
7.41K
$3.59M
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
226+ 3.15% |
$81.2K - $95K
|
7.41K
$3.59M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
225+ 16.51% |
$80.8K - $94.6K
|
1.59K
$770K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
224+ 21.71% |
$80.5K - $94.2K
|
1.26K
$609K
|
|
|
May 09, 2024
Q1 2024
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
222+ 6.24% |
$79.8K - $93.4K
|
3.78K
$1.83M
|
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
222+ 0.7% |
$79.8K - $93.4K
|
32K
$15.5M
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
222+ 1.96% |
$79.8K - $93.4K
|
11.6K
$5.61M
|
|
|
May 13, 2024
Q1 2024
|
Jsf Financial, LLC
|
BUY
|
- |
221+ 2.59% |
$79.4K - $92.9K
|
8.75K
$4.25M
|
|
|
May 03, 2024
Q1 2024
|
Hemington Wealth Management
|
BUY
|
- |
220+ 5.8% |
$79K - $92.5K
|
4.01K
$1.95M
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
219+ 0.76% |
$78.7K - $92.1K
|
28.9K
$14M
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
218+ 2.49% |
$78.3K - $91.7K
|
8.97K
$4.35M
|
|
|
May 15, 2024
Q1 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
215+ 1.99% |
$77.2K - $90.4K
|
11K
$5.34M
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
214+ 9.65% |
$76.9K - $90K
|
2.43K
$1.18M
|
|
|
Apr 16, 2024
Q1 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
213+ 0.37% |
$76.5K - $89.6K
|
57.4K
$27.8M
|
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
213+ 0.43% |
$76.5K - $89.6K
|
50.3K
$24.4M
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
212+ 2.94% |
$76.2K - $89.2K
|
7.41K
$3.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
212+ 3.12% |
$76.2K - $89.2K
|
7K
$3.39M
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
BUY
|
- |
212+ 3.57% |
$76.2K - $89.2K
|
6.14K
$2.98M
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
211+ 4.01% |
$75.8K - $88.7K
|
5.47K
$2.65M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
209+ 7.38% |
$75.1K - $87.9K
|
3.04K
$1.48M
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
209+ 2.74% |
$75.1K - $87.9K
|
7.84K
$3.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
207+ 4.73% |
$74.4K - $87K
|
4.58K
$2.22M
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
BUY
|
- |
207+ 7.95% |
$74.4K - $87K
|
2.81K
$1.36M
|