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
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
100+ 22.22% |
$35.9K - $42.1K
|
550
$267K
|
|
|
Apr 15, 2024
Q1 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
100+ 8.78% |
$35.9K - $42.1K
|
1.24K
$601K
|
|
|
Apr 15, 2024
Q1 2024
|
Cairn Investment Group, Inc.
|
BUY
|
- |
100+ 3.67% |
$35.9K - $42.1K
|
2.83K
$1.37M
|
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
100+ 4.57% |
$35.9K - $42.1K
|
2.29K
$1.11M
|
|
|
Apr 15, 2024
Q1 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
100+ 5.18% |
$35.9K - $42.1K
|
2.03K
$984K
|
|
|
Apr 17, 2024
Q1 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
100+ 17.48% |
$35.9K - $42.1K
|
672
$326K
|
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
100+ 16.64% |
$35.9K - $42.1K
|
701
$340K
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
100+ 7.07% |
$35.9K - $42.1K
|
1.52K
$735K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
100+ 4.21% |
$35.9K - $42.1K
|
2.47K
$1.2M
|
|
|
May 02, 2024
Q1 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
100+ 5.0% |
$35.9K - $42.1K
|
2.1K
$1.02M
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
100+ 4.57% |
$35.9K - $42.1K
|
2.29K
$1.11M
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
100+ 769.23% |
$35.9K - $42.1K
|
113
$54.8K
|
|
|
Feb 26, 2025
Q1 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
100+ 6.38% |
$35.9K - $42.1K
|
1.67K
$808K
|
|
|
Apr 22, 2024
Q1 2024
|
Sentry LLC
Memphis, TN |
BUY
|
- |
99+ 1.25% |
$35.6K - $41.6K
|
7.99K
$3.88M
|
|
|
Mar 25, 2025
Q1 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
99+ 13.6% |
$35.6K - $41.6K
|
827
$401K
|
|
|
May 13, 2024
Q1 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
98+ 2.27% |
$35.2K - $41.2K
|
4.41K
$2.14M
|
|
|
May 22, 2024
Q1 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
98+ 4.78% |
$35.2K - $41.2K
|
2.15K
$1.04M
|
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
97+ 24.43% |
$34.9K - $40.8K
|
494
$240K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
96New |
$34.5K - $40.4K
|
96
$46.6K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
BUY
|
- |
96+ 0.82% |
$34.5K - $40.4K
|
11.8K
$5.73M
|
|
|
May 15, 2024
Q1 2024
|
Brandywine Trust CO
Hockessin, DE |
BUY
|
- |
96+ 1.54% |
$34.5K - $40.4K
|
6.35K
$3.08M
|
|
|
Apr 18, 2024
Q1 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
95+ 2.58% |
$34.1K - $39.9K
|
3.77K
$1.83M
|
|
|
May 03, 2024
Q1 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
95+ 6.09% |
$34.1K - $39.9K
|
1.65K
$802K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
94+ 11.05% |
$33.8K - $39.5K
|
945
$458K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
93+ 4.4% |
$33.4K - $39.1K
|
2.21K
$1.07M
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
92+ 0.84% |
$33.1K - $38.7K
|
11.1K
$5.39M
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
91+ 2.67% |
$32.7K - $38.3K
|
3.51K
$1.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
90+ 1.9% |
$32.3K - $37.8K
|
4.83K
$2.34M
|
|
|
Apr 26, 2024
Q1 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
90+ 0.27% |
$32.3K - $37.8K
|
33.9K
$16.4M
|
|
|
May 07, 2024
Q1 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
90+ 3.09% |
$32.3K - $37.8K
|
3K
$1.45M
|
|
|
May 07, 2024
Q1 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
90+ 0.83% |
$32.3K - $37.8K
|
10.9K
$5.27M
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
90+ 3.58% |
$32.3K - $37.8K
|
2.61K
$1.26M
|
|
|
May 15, 2024
Q1 2024
|
Oracle Alpha Inc.
Toronto, A6 |
BUY
|
- |
90+ 9.64% |
$32.3K - $37.8K
|
1.02K
$497K
|
|
|
Apr 12, 2024
Q1 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
89+ 4.52% |
$32K - $37.4K
|
2.06K
$998K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
89+ 2.29% |
$32K - $37.4K
|
3.98K
$1.93M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
89+ 0.67% |
$32K - $37.4K
|
13.4K
$6.5M
|
|
|
May 06, 2024
Q1 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
89+ 1.79% |
$32K - $37.4K
|
5.07K
$2.46M
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
BUY
|
- |
88+ 0.59% |
$31.6K - $37K
|
15K
$7.28M
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
88+ 4.1% |
$31.6K - $37K
|
2.24K
$1.08M
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
88+ 9.14% |
$31.6K - $37K
|
1.05K
$510K
|
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
87+ 3.35% |
$31.3K - $36.6K
|
2.68K
$1.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
86+ 1.58% |
$30.9K - $36.2K
|
5.53K
$2.68M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
BUY
|
- |
86+ 11.81% |
$30.9K - $36.2K
|
814
$395K
|
|
|
Apr 17, 2024
Q1 2024
|
Slow Capital, Inc.
|
BUY
|
- |
86+ 0.61% |
$30.9K - $36.2K
|
14.3K
$6.93M
|
|
|
Apr 22, 2024
Q1 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
86+ 5.8% |
$30.9K - $36.2K
|
1.57K
$760K
|
|
|
Apr 22, 2024
Q1 2024
|
Carmel Capital Management L.L.C.
|
BUY
|
- |
85+ 0.35% |
$30.5K - $35.7K
|
24.4K
$11.8M
|
|
|
May 13, 2024
Q1 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
85+ 5.51% |
$30.5K - $35.7K
|
1.63K
$790K
|
|
|
Apr 26, 2024
Q1 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
84+ 3.01% |
$30.2K - $35.3K
|
2.88K
$1.4M
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
83+ 0.68% |
$29.8K - $34.9K
|
12.2K
$5.93M
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
83+ 0.28% |
$29.8K - $34.9K
|
30.2K
$14.7M
|