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 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
125+ 1.44% |
$44.9K - $52.6K
|
8.8K
$4.27M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
125+ 1.65% |
$44.9K - $52.6K
|
7.71K
$3.74M
|
|
|
May 15, 2024
Q1 2024
|
East Coast Asset Management, Llc.
Essex, MA |
BUY
|
- |
125+ 0.29% |
$44.9K - $52.6K
|
44K
$21.3M
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
125+ 7.9% |
$44.9K - $52.6K
|
1.71K
$828K
|
|
|
Apr 30, 2024
Q1 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
124+ 2.81% |
$44.6K - $52.1K
|
4.54K
$2.2M
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
123+ 0.19% |
$44.2K - $51.7K
|
63.5K
$30.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
123+ 2.51% |
$44.2K - $51.7K
|
5.02K
$2.44M
|
|
|
Apr 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
122+ 1.31% |
$43.8K - $51.3K
|
9.46K
$4.59M
|
|
|
Apr 25, 2024
Q1 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
122+ 4.51% |
$43.8K - $51.3K
|
2.83K
$1.37M
|
|
|
May 03, 2024
Q1 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
122+ 0.33% |
$43.8K - $51.3K
|
37.5K
$18.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
121+ 1.91% |
$43.5K - $50.9K
|
6.44K
$3.13M
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
121+ 1.6% |
$43.5K - $50.9K
|
7.7K
$3.73M
|
|
|
Apr 10, 2024
Q1 2024
|
First Community Trust Na
|
BUY
|
- |
120+ 3.79% |
$43.1K - $50.5K
|
3.29K
$1.59M
|
|
|
May 07, 2024
Q1 2024
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
120+ 0.08% |
$43.1K - $50.5K
|
151K
$73.4M
|
|
|
May 10, 2024
Q1 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
120+ 8.14% |
$43.1K - $50.5K
|
1.6K
$774K
|
|
|
Apr 10, 2024
Q1 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
119+ 20.52% |
$42.8K - $50K
|
699
$339K
|
|
|
May 02, 2024
Q1 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
119+ 3.52% |
$42.8K - $50K
|
3.5K
$1.7M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
118+ 0.11% |
$42.4K - $49.6K
|
108K
$52.6M
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
BUY
|
- |
118+ 1.19% |
$42.4K - $49.6K
|
10K
$4.87M
|
|
|
May 14, 2024
Q1 2024
|
Campion Asset Management
|
BUY
|
- |
117+ 6.07% |
$42K - $49.2K
|
2.05K
$992K
|
|
|
Apr 11, 2024
Q1 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
116+ 10.79% |
$41.7K - $48.8K
|
1.19K
$578K
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
115+ 2.29% |
$41.3K - $48.4K
|
5.13K
$2.49M
|
|
|
Apr 22, 2024
Q1 2024
|
Mayport, LLC
|
BUY
|
- |
115+ 8.03% |
$41.3K - $48.4K
|
1.55K
$751K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
115New |
$41.3K - $48.4K
|
115
$55.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
114+ 9.02% |
$41K - $47.9K
|
1.38K
$668K
|
|
|
May 14, 2024
Q1 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
114+ 3.27% |
$41K - $47.9K
|
3.6K
$1.75M
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
113+ 113.0% |
$40.6K - $47.5K
|
213
$103K
|
|
|
Apr 22, 2024
Q1 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
113+ 5.21% |
$40.6K - $47.5K
|
2.28K
$1.11M
|
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
113+ 10.05% |
$40.6K - $47.5K
|
1.24K
$600K
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
112+ 0.9% |
$40.2K - $47.1K
|
12.5K
$6.08M
|
|
|
Apr 12, 2024
Q1 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
111+ 2.58% |
$39.9K - $46.7K
|
4.42K
$2.14M
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
111+ 3.47% |
$39.9K - $46.7K
|
3.31K
$1.61M
|
|
|
May 02, 2024
Q1 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
110+ 0.72% |
$39.5K - $46.3K
|
15.3K
$7.43M
|
|
|
May 14, 2024
Q1 2024
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
110+ 13.41% |
$39.5K - $46.3K
|
930
$451K
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
110+ 2.86% |
$39.5K - $46.3K
|
3.95K
$1.92M
|
|
|
Apr 25, 2024
Q1 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
109+ 7.17% |
$39.2K - $45.8K
|
1.63K
$790K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
109+ 4.74% |
$39.2K - $45.8K
|
2.41K
$1.17M
|
|
|
Apr 12, 2024
Q1 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
108+ 9.23% |
$38.8K - $45.4K
|
1.28K
$620K
|
|
|
May 08, 2024
Q1 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
108+ 11.18% |
$38.8K - $45.4K
|
1.07K
$521K
|
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
107+ 10.16% |
$38.4K - $45K
|
1.16K
$563K
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
106+ 10.77% |
$38.1K - $44.6K
|
1.09K
$529K
|
|
|
Apr 25, 2024
Q1 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
106+ 7.74% |
$38.1K - $44.6K
|
1.48K
$715K
|
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
106+ 0.19% |
$38.1K - $44.6K
|
57.2K
$27.7M
|
|
|
May 10, 2024
Q1 2024
|
Unison Asset Management LLC
|
BUY
|
- |
106+ 0.23% |
$38.1K - $44.6K
|
45.5K
$22M
|
|
|
May 13, 2024
Q1 2024
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
106+ 1.54% |
$38.1K - $44.6K
|
7K
$3.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
104+ 0.68% |
$37.4K - $43.7K
|
15.3K
$7.42M
|
|
|
Apr 15, 2024
Q1 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
103+ 4.34% |
$37K - $43.3K
|
2.48K
$1.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
102+ 2.66% |
$36.6K - $42.9K
|
3.93K
$1.91M
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
102+ 1.65% |
$36.6K - $42.9K
|
6.28K
$3.05M
|
|
|
May 13, 2024
Q1 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
101+ 5.45% |
$36.3K - $42.5K
|
1.96K
$948K
|