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 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
33.7KNew |
$12.1M - $14.2M
|
33.7K
$15.6M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
31.6K+ 13.34% |
$11.4M - $13.3M
|
269K
$124M
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
31.4KNew |
$11.3M - $13.2M
|
31.4K
$14.5M
|
|
|
May 14, 2024
Q1 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
30.9KNew |
$11.1M - $13M
|
30.9K
$14.3M
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
30.7KNew |
$11M - $12.9M
|
30.7K
$14.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
30.6K+ 237.29% |
$11M - $12.9M
|
43.6K
$20.1M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
30.2K+ 25.3% |
$10.8M - $12.7M
|
149K
$69.1M
|
|
|
May 14, 2024
Q1 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
30.1KNew |
$10.8M - $12.7M
|
30.1K
$13.9M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
29.7K+ 13.0% |
$10.7M - $12.5M
|
258K
$119M
|
|
|
May 09, 2024
Q1 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
28.7KNew |
$10.3M - $12.1M
|
28.7K
$13.3M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
27.2K+ 101.43% |
$9.76M - $11.4M
|
54K
$25M
|
|
|
May 13, 2024
Q1 2024
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
26.5K+ 34.87% |
$9.52M - $11.1M
|
102K
$47.4M
|
|
|
May 13, 2024
Q1 2024
|
Boston Partners
Boston, MA |
BUY
|
- |
26.4K+ 0.97% |
$9.48M - $11.1M
|
2.74M
$1.27B
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
25.7KNew |
$9.24M - $10.8M
|
25.7K
$11.9M
|
|
|
May 09, 2024
Q1 2024
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
25.4K+ 1270.5% |
$9.13M - $10.7M
|
27.4K
$12.7M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
24.7K+ 727.7% |
$8.89M - $10.4M
|
28.2K
$13M
|
|
|
May 06, 2024
Q1 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
24.3K+ 475.98% |
$8.72M - $10.2M
|
29.4K
$13.6M
|
|
|
May 15, 2024
Q1 2024
|
Teewinot Capital Advisers, L.L.C.
New York, NY |
BUY
|
- |
24.2K+ 29.18% |
$8.68M - $10.2M
|
107K
$49.5M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
24.1K+ 2.01% |
$8.66M - $10.1M
|
1.22M
$566M
|
|
|
May 13, 2024
Q1 2024
|
Tredje Ap Fonden
|
BUY
|
- |
23K+ 7.85% |
$8.26M - $9.67M
|
316K
$146M
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
22.7KNew |
$8.17M - $9.56M
|
22.7K
$10.5M
|
|
|
May 13, 2024
Q1 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
22.5K+ 412.03% |
$8.07M - $9.45M
|
27.9K
$12.9M
|
|
|
May 13, 2024
Q1 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
22.3K+ 5.1% |
$8.02M - $9.38M
|
460K
$213M
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
20.7K+ 29.09% |
$7.43M - $8.69M
|
91.7K
$42.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
20.6K+ 15.11% |
$7.42M - $8.68M
|
157K
$72.7M
|
|
|
May 13, 2024
Q1 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
20.2K+ 78.39% |
$7.27M - $8.51M
|
46K
$21.3M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
19.7K+ 1.81% |
$7.07M - $8.27M
|
1.11M
$512M
|
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
19.5K+ 4.93% |
$7M - $8.19M
|
415K
$192M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
19.4K+ 1.63% |
$6.97M - $8.16M
|
1.21M
$560M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
18.8K+ 445.03% |
$6.77M - $7.93M
|
23.1K
$10.7M
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
18.4K+ 2.51% |
$6.6M - $7.73M
|
751K
$347M
|
|
|
May 09, 2024
Q1 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
18.2KNew |
$6.56M - $7.67M
|
18.2K
$8.44M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
18.2K+ 77.41% |
$6.55M - $7.67M
|
41.8K
$19.3M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
18.1KNew |
$6.49M - $7.6M
|
18.1K
$8.36M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
17.6K+ 46.08% |
$6.32M - $7.4M
|
55.8K
$25.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
17.5KNew |
$6.3M - $7.38M
|
17.5K
$8.12M
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
17.5KNew |
$6.29M - $7.36M
|
17.5K
$8.09M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17.2K+ 4.33% |
$6.2M - $7.25M
|
415K
$192M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
17.1K+ 251.55% |
$6.14M - $7.18M
|
23.9K
$11M
|
|
|
Apr 24, 2024
Q1 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
17K+ 2.88% |
$6.12M - $7.16M
|
609K
$282M
|
|
|
Aug 29, 2024
Q1 2024
|
University Of Texas
|
BUY
|
- |
16.9K+ 11406.08% |
$6.07M - $7.1M
|
17K
$7.88M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
16.6K+ 18.12% |
$5.97M - $6.99M
|
108K
$50.1M
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
16.5K+ 164.75% |
$5.94M - $6.95M
|
26.6K
$12.3M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
16K+ 6.97% |
$5.76M - $6.74M
|
246K
$114M
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
16KNew |
$5.73M - $6.71M
|
16K
$7.38M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
15.7K+ 43.18% |
$5.65M - $6.61M
|
52.1K
$24.1M
|
|
|
May 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
15.7K+ 11.82% |
$5.63M - $6.58M
|
148K
$68.5M
|
|
|
May 15, 2024
Q1 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
15.5KNew |
$5.56M - $6.51M
|
15.5K
$7.16M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
15.2K+ 25.97% |
$5.47M - $6.41M
|
73.9K
$34.2M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
15.2K+ 4.0% |
$5.47M - $6.4M
|
396K
$183M
|