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 14, 2024
Q1 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
13+ 0.47% |
$4.67K - $5.47K
|
2.81K
$1.34M
|
|
|
Dec 03, 2024
Q1 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
13+ 0.36% |
$4.67K - $5.47K
|
3.67K
$1.76M
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
BUY
|
- |
12+ 0.16% |
$4.31K - $5.05K
|
7.7K
$3.69M
|
|
|
Apr 19, 2024
Q1 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
12+ 0.21% |
$4.31K - $5.05K
|
5.81K
$2.78M
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
11+ 0.08% |
$3.95K - $4.63K
|
13.1K
$6.26M
|
|
|
Apr 25, 2024
Q1 2024
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
11+ 0.26% |
$3.95K - $4.63K
|
4.18K
$2M
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
11+ 34.38% |
$3.95K - $4.63K
|
43
$20.6K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
11+ 0.06% |
$3.95K - $4.63K
|
17.9K
$8.55M
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
11+ 1.11% |
$3.95K - $4.63K
|
1K
$480K
|
|
|
Apr 18, 2024
Q1 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
10+ 0.12% |
$3.59K - $4.21K
|
8.45K
$4.05M
|
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
10+ 0.68% |
$3.59K - $4.21K
|
1.48K
$708K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
10+ 1.6% |
$3.59K - $4.21K
|
636
$304K
|
|
|
May 07, 2024
Q1 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
10+ 0.97% |
$3.59K - $4.21K
|
1.04K
$496K
|
|
|
May 10, 2024
Q1 2024
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
10+ 0.3% |
$3.59K - $4.21K
|
3.34K
$1.6M
|
|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
10+ 0.05% |
$3.59K - $4.21K
|
19.8K
$9.49M
|
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
9+ 0.33% |
$3.23K - $3.78K
|
2.74K
$1.31M
|
|
|
Apr 19, 2024
Q1 2024
|
Brickley Wealth Management
|
BUY
|
- |
9+ 0.92% |
$3.23K - $3.78K
|
988
$473K
|
|
|
Apr 22, 2024
Q1 2024
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
9+ 0.24% |
$3.23K - $3.78K
|
3.77K
$1.8M
|
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
9+ 0.56% |
$3.23K - $3.78K
|
1.6K
$767K
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
BUY
|
- |
9+ 0.2% |
$3.23K - $3.78K
|
4.53K
$2.17M
|
|
|
May 08, 2024
Q1 2024
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
9+ 1.37% |
$3.23K - $3.78K
|
667
$319K
|
|
|
May 14, 2024
Q1 2024
|
Core View Capital Management LTD
Hong Kong, K3 |
BUY
|
- |
9New |
$3.23K - $3.78K
|
9
$4.31K
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
9+ 1.96% |
$3.23K - $3.78K
|
469
$225K
|
|
|
May 14, 2024
Q1 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
9+ 0.67% |
$3.23K - $3.78K
|
1.35K
$644K
|
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
8+ 0.64% |
$2.87K - $3.36K
|
1.25K
$598K
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
8+ 1.57% |
$2.87K - $3.36K
|
516
$247K
|
|
|
Apr 18, 2024
Q1 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
8+ 0.77% |
$2.87K - $3.36K
|
1.05K
$501K
|
|
|
Apr 25, 2024
Q1 2024
|
Jacobsen Capital Management
|
BUY
|
- |
8+ 0.3% |
$2.87K - $3.36K
|
2.69K
$1.29M
|
|
|
May 06, 2024
Q1 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
8+ 1.2% |
$2.87K - $3.36K
|
673
$322K
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
8+ 1.53% |
$2.87K - $3.36K
|
531
$254K
|
|
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
7+ 0.24% |
$2.52K - $2.94K
|
2.88K
$1.38M
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
7+ 0.43% |
$2.52K - $2.94K
|
1.65K
$790K
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
7+ 0.28% |
$2.52K - $2.94K
|
2.53K
$1.21M
|
|
|
Apr 23, 2024
Q1 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
7+ 0.12% |
$2.52K - $2.94K
|
5.7K
$2.73M
|
|
|
Apr 29, 2024
Q1 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
7+ 0.46% |
$2.52K - $2.94K
|
1.52K
$725K
|
|
|
May 02, 2024
Q1 2024
|
Meridian Management CO
|
BUY
|
- |
7+ 0.52% |
$2.52K - $2.94K
|
1.34K
$642K
|
|
|
May 02, 2024
Q1 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
7+ 0.03% |
$2.52K - $2.94K
|
23.4K
$11.2M
|
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
BUY
|
- |
7New |
$2.52K - $2.94K
|
7
$3.35K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
7+ 0.03% |
$2.52K - $2.94K
|
26.3K
$12.6M
|
|
|
May 10, 2024
Q1 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
7+ 0.33% |
$2.52K - $2.94K
|
2.15K
$1.03M
|
|
|
Apr 11, 2024
Q1 2024
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
6+ 0.15% |
$2.16K - $2.52K
|
3.98K
$1.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
6+ 0.28% |
$2.16K - $2.52K
|
2.16K
$1.03M
|
|
|
Apr 16, 2024
Q1 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
6+ 0.55% |
$2.16K - $2.52K
|
1.1K
$525K
|
|
|
Apr 30, 2024
Q1 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
6+ 0.24% |
$2.16K - $2.52K
|
2.55K
$1.22M
|
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
6+ 1.64% |
$2.16K - $2.52K
|
371
$178K
|
|
|
May 13, 2024
Q1 2024
|
Sl Advisors, LLC
|
BUY
|
- |
6+ 0.12% |
$2.16K - $2.52K
|
4.98K
$2.39M
|
|
|
May 14, 2024
Q1 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
6+ 0.64% |
$2.16K - $2.52K
|
945
$452K
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
6+ 0.09% |
$2.16K - $2.52K
|
6.78K
$3.25M
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
6+ 0.21% |
$2.16K - $2.52K
|
2.9K
$1.39M
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
5+ 0.06% |
$1.8K - $2.1K
|
9.03K
$4.32M
|