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 14, 2024
Q1 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
177+ 1.53% |
$63.6K - $74.4K
|
11.8K
$5.7M
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
176+ 0.68% |
$63.2K - $74K
|
26K
$12.6M
|
|
|
Apr 11, 2024
Q1 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
175+ 6.14% |
$62.9K - $73.6K
|
3.02K
$1.47M
|
|
|
Apr 15, 2024
Q1 2024
|
Papp L Roy & Associates
|
BUY
|
- |
175+ 1.79% |
$62.9K - $73.6K
|
9.94K
$4.82M
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
174+ 22.75% |
$62.5K - $73.2K
|
939
$455K
|
|
|
Apr 16, 2024
Q1 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
173+ 0.84% |
$62.2K - $72.7K
|
20.9K
$10.1M
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
BUY
|
- |
173+ 0.13% |
$62.2K - $72.7K
|
129K
$62.6M
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
173+ 2.14% |
$62.2K - $72.7K
|
8.27K
$4.01M
|
|
|
Apr 18, 2024
Q1 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
172+ 13.25% |
$61.8K - $72.3K
|
1.47K
$713K
|
|
|
Apr 25, 2024
Q1 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
172+ 20.12% |
$61.8K - $72.3K
|
1.03K
$498K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
172+ 8.71% |
$61.8K - $72.3K
|
2.15K
$1.04M
|
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
172+ 7.81% |
$61.8K - $72.3K
|
2.37K
$1.15M
|
|
|
Apr 25, 2024
Q1 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
170+ 12.53% |
$61.1K - $71.5K
|
1.53K
$741K
|
|
|
May 06, 2024
Q1 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
170+ 0.21% |
$61.1K - $71.5K
|
80.1K
$38.9M
|
|
|
May 15, 2024
Q1 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
170+ 1.12% |
$61.1K - $71.5K
|
15.4K
$7.45M
|
|
|
May 10, 2024
Q1 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
169+ 3.36% |
$60.7K - $71.1K
|
5.2K
$2.52M
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
167+ 4.53% |
$60K - $70.2K
|
3.86K
$1.87M
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
166+ 2.54% |
$59.6K - $69.8K
|
6.7K
$3.25M
|
|
|
Apr 17, 2024
Q1 2024
|
First Bank & Trust
|
BUY
|
- |
166+ 5.74% |
$59.6K - $69.8K
|
3.06K
$1.48M
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
166+ 24.81% |
$59.6K - $69.8K
|
835
$405K
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
165+ 6.77% |
$59.3K - $69.4K
|
2.6K
$1.26M
|
|
|
May 08, 2024
Q1 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
165+ 2.53% |
$59.3K - $69.4K
|
6.68K
$3.24M
|
|
|
May 14, 2024
Q1 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
164+ 2.06% |
$58.9K - $69K
|
8.14K
$3.95M
|
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
162+ 0.22% |
$58.2K - $68.1K
|
74.9K
$36.3M
|
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
162+ 0.62% |
$58.2K - $68.1K
|
26.5K
$12.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
161+ 7.79% |
$57.8K - $67.7K
|
2.23K
$1.08M
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
161+ 5.36% |
$57.8K - $67.7K
|
3.16K
$1.53M
|
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
161+ 2.5% |
$57.8K - $67.7K
|
6.61K
$3.2M
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
160+ 1.93% |
$57.5K - $67.3K
|
8.43K
$4.09M
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
160+ 0.36% |
$57.5K - $67.3K
|
44.7K
$21.7M
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
BUY
|
- |
160+ 0.63% |
$57.5K - $67.3K
|
25.6K
$12.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
159+ 1.83% |
$57.1K - $66.9K
|
8.86K
$4.3M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
159+ 1.74% |
$57.1K - $66.9K
|
9.29K
$4.51M
|
|
|
Apr 11, 2024
Q1 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
158+ 1.76% |
$56.8K - $66.4K
|
9.11K
$4.42M
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
158+ 1.53% |
$56.8K - $66.4K
|
10.5K
$5.07M
|
|
|
Apr 19, 2024
Q1 2024
|
Pachira Investments Inc.
|
BUY
|
- |
158+ 18.72% |
$56.8K - $66.4K
|
1K
$486K
|
|
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
158+ 1.73% |
$56.8K - $66.4K
|
9.3K
$4.51M
|
|
|
May 13, 2024
Q1 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
158+ 4.48% |
$56.8K - $66.4K
|
3.68K
$1.79M
|
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
158+ 1.53% |
$56.8K - $66.4K
|
10.5K
$5.07M
|
|
|
May 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
156+ 1.19% |
$56K - $65.6K
|
13.3K
$6.44M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
155+ 0.69% |
$55.7K - $65.2K
|
22.6K
$10.9M
|
|
|
May 06, 2024
Q1 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
155+ 1.18% |
$55.7K - $65.2K
|
13.3K
$6.45M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
155+ 0.82% |
$55.7K - $65.2K
|
19.2K
$9.29M
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
154+ 4.14% |
$55.3K - $64.8K
|
3.88K
$1.88M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
154+ 0.99% |
$55.3K - $64.8K
|
15.8K
$7.66M
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
153+ 0.28% |
$55K - $64.3K
|
55.2K
$26.8M
|
|
|
May 02, 2024
Q1 2024
|
Hendley & CO Inc
|
BUY
|
- |
152+ 0.25% |
$54.6K - $63.9K
|
60.2K
$29.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
151+ 0.96% |
$54.3K - $63.5K
|
15.8K
$7.68M
|
|
|
Apr 17, 2024
Q1 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
151+ 7.39% |
$54.3K - $63.5K
|
2.19K
$1.06M
|
|
|
Apr 12, 2024
Q1 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
150+ 7.78% |
$53.9K - $63.1K
|
2.08K
$1.01M
|