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 13, 2024
Q1 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
63+ 3.79% |
$22.6K - $26.5K
|
1.72K
$825K
|
|
|
May 15, 2024
Q1 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
63+ 0.36% |
$22.6K - $26.5K
|
17.7K
$8.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
62+ 0.28% |
$22.3K - $26.1K
|
22.1K
$10.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
61+ 1.74% |
$21.9K - $25.7K
|
3.56K
$1.7M
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
61+ 4.28% |
$21.9K - $25.7K
|
1.49K
$712K
|
|
|
May 07, 2024
Q1 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
61+ 0.55% |
$21.9K - $25.7K
|
11.1K
$5.32M
|
|
|
Apr 24, 2024
Q1 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
60+ 2.36% |
$21.6K - $25.2K
|
2.61K
$1.25M
|
|
|
Apr 25, 2024
Q1 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
60+ 0.3% |
$21.6K - $25.2K
|
19.9K
$9.53M
|
|
|
Apr 30, 2024
Q1 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
60+ 0.73% |
$21.6K - $25.2K
|
8.31K
$3.98M
|
|
|
May 03, 2024
Q1 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
60+ 12.0% |
$21.6K - $25.2K
|
560
$268K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
60+ 0.34% |
$21.6K - $25.2K
|
17.9K
$8.57M
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
BUY
|
- |
59+ 0.33% |
$21.2K - $24.8K
|
17.9K
$8.55M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
59+ 0.58% |
$21.2K - $24.8K
|
10.3K
$4.94M
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
59+ 1.86% |
$21.2K - $24.8K
|
3.23K
$1.55M
|
|
|
Apr 23, 2024
Q1 2024
|
Iron Financial, LLC
|
BUY
|
- |
58+ 2.71% |
$20.8K - $24.4K
|
2.2K
$1.05M
|
|
|
Apr 22, 2024
Q1 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
57+ 2.85% |
$20.5K - $24K
|
2.06K
$986K
|
|
|
May 01, 2024
Q1 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
57+ 0.73% |
$20.5K - $24K
|
7.9K
$3.78M
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
57+ 0.79% |
$20.5K - $24K
|
7.29K
$3.49M
|
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
56+ 1.04% |
$20.1K - $23.5K
|
5.45K
$2.61M
|
|
|
May 13, 2024
Q1 2024
|
United Bank
Vienna, VA |
BUY
|
- |
56+ 3.19% |
$20.1K - $23.5K
|
1.81K
$867K
|
|
|
May 15, 2024
Q1 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
56+ 0.2% |
$20.1K - $23.5K
|
27.7K
$13.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
55+ 2.42% |
$19.8K - $23.1K
|
2.33K
$1.11M
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
55+ 0.13% |
$19.8K - $23.1K
|
43.9K
$21M
|
|
|
Feb 20, 2025
Q1 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
55+ 0.78% |
$19.8K - $23.1K
|
7.09K
$3.39M
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
54+ 1.25% |
$19.4K - $22.7K
|
4.37K
$2.09M
|
|
|
May 13, 2024
Q1 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
54+ 1.39% |
$19.4K - $22.7K
|
3.93K
$1.88M
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
53+ 0.58% |
$19K - $22.3K
|
9.19K
$4.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
BUY
|
- |
53+ 0.9% |
$19K - $22.3K
|
5.95K
$2.85M
|
|
|
Apr 18, 2024
Q1 2024
|
In Track Investment Management Inc
|
BUY
|
- |
53+ 1.19% |
$19K - $22.3K
|
4.49K
$2.15M
|
|
|
Apr 22, 2024
Q1 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
53+ 1.73% |
$19K - $22.3K
|
3.12K
$1.49M
|
|
|
Apr 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
53+ 4.66% |
$19K - $22.3K
|
1.19K
$570K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
52+ 0.37% |
$18.7K - $21.9K
|
14.1K
$6.73M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
52+ 0.08% |
$18.7K - $21.9K
|
68K
$32.6M
|
|
|
May 15, 2024
Q1 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
52+ 4.01% |
$18.7K - $21.9K
|
1.35K
$646K
|
|
|
May 07, 2024
Q1 2024
|
Bey Douglas LLC
Marietta, GA |
BUY
|
- |
51+ 0.71% |
$18.3K - $21.4K
|
7.25K
$3.47M
|
|
|
Apr 11, 2024
Q1 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
50+ 0.4% |
$18K - $21K
|
12.4K
$5.95M
|
|
|
Apr 12, 2024
Q1 2024
|
Baker Boyer National Bank
|
BUY
|
- |
50+ 2.35% |
$18K - $21K
|
2.18K
$1.04M
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
50+ 6.17% |
$18K - $21K
|
860
$412K
|
|
|
May 07, 2024
Q1 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
50+ 1.6% |
$18K - $21K
|
3.18K
$1.52M
|
|
|
May 10, 2024
Q1 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
50+ 4.26% |
$18K - $21K
|
1.23K
$586K
|
|
|
May 13, 2024
Q1 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
50+ 1.72% |
$18K - $21K
|
2.95K
$1.41M
|
|
|
May 14, 2024
Q1 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
50+ 2.29% |
$18K - $21K
|
2.23K
$1.07M
|
|
|
Jun 10, 2024
Q1 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
50+ 5.19% |
$18K - $21K
|
1.01K
$485K
|
|
|
Aug 12, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
50+ 3.92% |
$18K - $21K
|
1.33K
$634K
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
49+ 0.27% |
$17.6K - $20.6K
|
18.5K
$8.87M
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
49+ 1.57% |
$17.6K - $20.6K
|
3.16K
$1.51M
|
|
|
Apr 19, 2024
Q1 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
48+ 0.75% |
$17.2K - $20.2K
|
6.45K
$3.09M
|
|
|
Apr 19, 2024
Q1 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
48+ 4.31% |
$17.2K - $20.2K
|
1.16K
$556K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
48+ 14.63% |
$17.2K - $20.2K
|
376
$180K
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
BUY
|
- |
48+ 0.34% |
$17.2K - $20.2K
|
14.1K
$6.74M
|