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 08, 2024
Q1 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
204+ 37.64% |
$73.3K - $85.8K
|
746
$357K
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
204+ 3.64% |
$73.3K - $85.8K
|
5.81K
$2.78M
|
|
|
May 06, 2024
Q1 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
203+ 9.02% |
$72.9K - $85.4K
|
2.45K
$1.17M
|
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
201+ 1.17% |
$72.2K - $84.5K
|
17.4K
$8.33M
|
|
|
Apr 01, 2024
Q1 2024
|
A.P. Gilfoyle & Co., L.P.
San Francisco, CA |
BUY
|
- |
200New |
$71.9K - $84.1K
|
200
$95.7K
|
|
|
Apr 02, 2024
Q1 2024
|
Avondale Wealth Management
|
BUY
|
- |
200+ 32.0% |
$71.9K - $84.1K
|
825
$395K
|
|
|
Apr 22, 2024
Q1 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
200+ 11.52% |
$71.9K - $84.1K
|
1.94K
$927K
|
|
|
May 13, 2024
Q1 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
200+ 1.75% |
$71.9K - $84.1K
|
11.6K
$5.56M
|
|
|
Apr 18, 2024
Q1 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
199+ 9.17% |
$71.5K - $83.7K
|
2.37K
$1.13M
|
|
|
May 06, 2024
Q1 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
198+ 24.18% |
$71.1K - $83.3K
|
1.02K
$487K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
198+ 14.86% |
$71.1K - $83.3K
|
1.53K
$732K
|
|
|
May 15, 2024
Q1 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
198+ 14.01% |
$71.1K - $83.3K
|
1.61K
$771K
|
|
|
May 15, 2024
Q1 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
197+ 1.22% |
$70.8K - $82.8K
|
16.3K
$7.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Brave Asset Management Inc
|
BUY
|
- |
196+ 3.06% |
$70.4K - $82.4K
|
6.61K
$3.16M
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
194+ 11.17% |
$69.7K - $81.6K
|
1.93K
$924K
|
|
|
May 10, 2024
Q1 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
194+ 10.37% |
$69.7K - $81.6K
|
2.07K
$989K
|
|
|
May 15, 2024
Q1 2024
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
194+ 0.56% |
$69.7K - $81.6K
|
35.1K
$16.8M
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
193+ 1.63% |
$69.3K - $81.2K
|
12K
$5.75M
|
|
|
Apr 04, 2024
Q1 2024
|
Leibman Financial Services, Inc.
Louisville, NE |
BUY
|
- |
192+ 1.73% |
$69K - $80.7K
|
11.3K
$5.42M
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
192New |
$69K - $80.7K
|
192
$91.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
192New |
$69K - $80.7K
|
192
$91.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
192+ 0.74% |
$69K - $80.7K
|
26.2K
$12.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
192+ 7.13% |
$69K - $80.7K
|
2.89K
$1.38M
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
192+ 10.92% |
$69K - $80.7K
|
1.95K
$934K
|
|
|
Apr 19, 2024
Q1 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
191+ 12.15% |
$68.6K - $80.3K
|
1.76K
$844K
|
|
|
Apr 04, 2024
Q1 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
190+ 4.84% |
$68.3K - $79.9K
|
4.12K
$1.97M
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
190+ 4.63% |
$68.3K - $79.9K
|
4.29K
$2.05M
|
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
189+ 6.3% |
$67.9K - $79.5K
|
3.19K
$1.53M
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
189+ 0.07% |
$67.9K - $79.5K
|
254K
$121M
|
|
|
May 13, 2024
Q1 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
188+ 0.8% |
$67.5K - $79.1K
|
23.7K
$11.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
187+ 4.4% |
$67.2K - $78.6K
|
4.44K
$2.12M
|
|
|
Apr 22, 2024
Q1 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
186+ 3.1% |
$66.8K - $78.2K
|
6.19K
$2.96M
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
185+ 7.78% |
$66.5K - $77.8K
|
2.56K
$1.23M
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
184+ 3.05% |
$66.1K - $77.4K
|
6.22K
$2.98M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
184+ 0.85% |
$66.1K - $77.4K
|
21.7K
$10.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
183+ 7.22% |
$65.8K - $77K
|
2.72K
$1.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
182+ 3.05% |
$65.4K - $76.5K
|
6.15K
$2.94M
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
182+ 1.48% |
$65.4K - $76.5K
|
12.5K
$5.98M
|
|
|
May 13, 2024
Q1 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
181+ 11.1% |
$65K - $76.1K
|
1.81K
$867K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
180+ 10.3% |
$64.7K - $75.7K
|
1.93K
$923K
|
|
|
Apr 16, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
180+ 4.08% |
$64.7K - $75.7K
|
4.59K
$2.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
180+ 0.8% |
$64.7K - $75.7K
|
22.6K
$10.8M
|
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
177+ 2.21% |
$63.6K - $74.4K
|
8.19K
$3.92M
|
|
|
Apr 12, 2024
Q1 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
177+ 7.6% |
$63.6K - $74.4K
|
2.51K
$1.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
177+ 4.38% |
$63.6K - $74.4K
|
4.22K
$2.02M
|
|
|
May 14, 2024
Q1 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
177+ 1.53% |
$63.6K - $74.4K
|
11.8K
$5.63M
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
176+ 0.68% |
$63.2K - $74K
|
26K
$12.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
175+ 6.14% |
$62.9K - $73.6K
|
3.02K
$1.45M
|
|
|
Apr 15, 2024
Q1 2024
|
Papp L Roy & Associates
|
BUY
|
- |
175+ 1.79% |
$62.9K - $73.6K
|
9.94K
$4.76M
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
174+ 22.75% |
$62.5K - $73.2K
|
939
$450K
|