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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
150+ 5.78% |
$53.9K - $63.1K
|
2.75K
$1.33M
|
|
|
Apr 11, 2024
Q1 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
149+ 2.3% |
$53.5K - $62.7K
|
6.64K
$3.22M
|
|
|
Apr 18, 2024
Q1 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
149New |
$53.5K - $62.7K
|
149
$72.3K
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
149+ 2.17% |
$53.5K - $62.7K
|
7.02K
$3.41M
|
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
148+ 0.74% |
$53.2K - $62.2K
|
20.1K
$9.73M
|
|
|
Aug 29, 2024
Q1 2024
|
University Of Texas
|
BUY
|
- |
148New |
$53.2K - $62.2K
|
148
$71.8K
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
147+ 1.26% |
$52.8K - $61.8K
|
11.8K
$5.73M
|
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
147+ 4.73% |
$52.8K - $61.8K
|
3.25K
$1.58M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
145+ 0.46% |
$52.1K - $61K
|
31.4K
$15.2M
|
|
|
May 07, 2024
Q1 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
145+ 0.92% |
$52.1K - $61K
|
16K
$7.74M
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
145+ 59.18% |
$52.1K - $61K
|
390
$189K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
145New |
$52.1K - $61K
|
145
$70.3K
|
|
|
Apr 10, 2024
Q1 2024
|
Mcia Inc
|
BUY
|
- |
144+ 7.14% |
$51.7K - $60.6K
|
2.16K
$1.05M
|
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
BUY
|
- |
144+ 3.21% |
$51.7K - $60.6K
|
4.63K
$2.24M
|
|
|
May 07, 2024
Q1 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
143+ 9.79% |
$51.4K - $60.1K
|
1.6K
$777K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
143+ 0.25% |
$51.4K - $60.1K
|
57.7K
$28M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
142+ 1.37% |
$51K - $59.7K
|
10.5K
$5.11M
|
|
|
May 06, 2024
Q1 2024
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
142+ 7.42% |
$51K - $59.7K
|
2.06K
$997K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
142+ 0.77% |
$51K - $59.7K
|
18.7K
$9.07M
|
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
141+ 3.99% |
$50.7K - $59.3K
|
3.67K
$1.78M
|
|
|
Apr 15, 2024
Q1 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
140+ 0.33% |
$50.3K - $58.9K
|
42.7K
$20.7M
|
|
|
Jan 29, 2025
Q1 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
140+ 13.26% |
$50.3K - $58.9K
|
1.2K
$580K
|
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
138+ 8.72% |
$49.6K - $58K
|
1.72K
$834K
|
|
|
Apr 19, 2024
Q1 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
138+ 1.38% |
$49.6K - $58K
|
10.1K
$4.92M
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
138+ 15.3% |
$49.6K - $58K
|
1.04K
$504K
|
|
|
May 14, 2024
Q1 2024
|
Cheviot Value Management, LLC
|
BUY
|
- |
138+ 0.05% |
$49.6K - $58K
|
253K
$123M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
135+ 7.63% |
$48.5K - $56.8K
|
1.91K
$924K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
135+ 3.69% |
$48.5K - $56.8K
|
3.79K
$1.84M
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
135+ 1.05% |
$48.5K - $56.8K
|
13K
$6.31M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
134+ 1.74% |
$48.1K - $56.3K
|
7.82K
$3.79M
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
133+ 3.93% |
$47.8K - $55.9K
|
3.52K
$1.71M
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
133+ 8.9% |
$47.8K - $55.9K
|
1.63K
$790K
|
|
|
Apr 16, 2024
Q1 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
132+ 6.49% |
$47.4K - $55.5K
|
2.17K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
132+ 0.12% |
$47.4K - $55.5K
|
107K
$52.1M
|
|
|
May 15, 2024
Q1 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
132+ 0.08% |
$47.4K - $55.5K
|
161K
$78.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
131+ 0.61% |
$47.1K - $55.1K
|
21.5K
$10.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
131+ 1.1% |
$47.1K - $55.1K
|
12K
$5.84M
|
|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
131+ 6.38% |
$47.1K - $55.1K
|
2.19K
$1.06M
|
|
|
May 13, 2024
Q1 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
131+ 12.78% |
$47.1K - $55.1K
|
1.16K
$561K
|
|
|
Apr 30, 2024
Q1 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
130+ 4.62% |
$46.7K - $54.7K
|
2.94K
$1.43M
|
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
130+ 25.24% |
$46.7K - $54.7K
|
645
$313K
|
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
130+ 0.45% |
$46.7K - $54.7K
|
29.3K
$14.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
129+ 1.08% |
$46.3K - $54.2K
|
12K
$5.83M
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
129+ 0.33% |
$46.3K - $54.2K
|
39.7K
$19.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
128+ 1.72% |
$46K - $53.8K
|
7.56K
$3.66M
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
128+ 0.3% |
$46K - $53.8K
|
42.7K
$20.7M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
127New |
$45.6K - $53.4K
|
127
$61.6K
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
126+ 1.43% |
$45.3K - $53K
|
8.97K
$4.35M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
126+ 2.02% |
$45.3K - $53K
|
6.37K
$3.09M
|
|
|
Apr 18, 2024
Q1 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
125+ 4.49% |
$44.9K - $52.6K
|
2.91K
$1.41M
|